Special Needs Trusts and Estate Plans

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Privacy Policy

Privacy Policy

Last Updated: 12/12/2025

Welcome to SpecialNeedsTrustsOnline.com (the “Website”). This Privacy Policy explains how Disability Resources for Families, Inc., a nonprofit organization (“we,” “us,” “our”), collects, uses, discloses, and protects information when you visit or use our Website.

By using the Website, you agree to this Privacy Policy.

1. Educational Website Notice (No Legal Advice / No Privilege)

SpecialNeedsTrustsOnline.com provides general educational information and template documents about special needs trusts and related planning topics. We are not a law firm, and our staff/volunteers are not acting as your attorney. Use of this Website does not create an attorney-client relationship.

Communications with us are handled under this Privacy Policy, but are not protected by attorney-client privilege. If you need legal advice, consult a licensed attorney in your state.

2. Information We Collect

We may collect the following categories of information:

A. Information You Provide

  • Contact information (name, email address, phone number)
  • Information you submit through forms, including intake answers used for educational materials or template document generation

B. Information Collected Automatically (Usage Data)

  • IP address Browser type and device information Pages visited, referring/exit pages, approximate location (derived from IP)
  • Date/time and interaction data (analytics and security)

C. Cookies and Tracking Technologies

We may use cookies and similar technologies to:

  • Keep the Website working correctly
  • Remember preferences Analyze traffic and usage patterns
  • Improve Website performance and user experience

You can manage cookies through your browser settings. If you disable cookies, some parts of the Website may not function properly.

We may collect the following categories of information:

A. Information You Provide

  • Contact information (name, email address, phone number)
  • Information you submit through forms, including intake answers used for educational materials or template document generation

B. Information Collected Automatically (Usage Data)

  • IP address Browser type and device information Pages visited, referring/exit pages, approximate location (derived from IP)
  • Date/time and interaction data (analytics and security)

C. Cookies and Tracking Technologies

We may use cookies and similar technologies to:

  • Keep the Website working correctly
  • Remember preferences Analyze traffic and usage patterns
  • Improve Website performance and user experience

You can manage cookies through your browser settings. If you disable cookies, some parts of the Website may not function properly.

3. How We Use Your Information

We use information to:

  • Provide, operate, and maintain the Website

  • Respond to inquiries and provide support

  • Improve, personalize, and expand the Website

  • Understand how users interact with the Website

  • Develop new content, resources, features, and functionality

  • Communicate with you about updates, resources, and (if you opt in) marketing communications

  • Process transactions and manage orders (if applicable)

  • Send service-related emails (such as confirmations or support responses)

  • Maintain security, prevent fraud, and enforce our policies

Important: We do not review your inputs for legal sufficiency, apply the law to your facts, or provide personalized legal advice.

4. Sharing Your Information

We do not sell your personal information.

We may disclose information in limited circumstances:

A. SERVICE PROVIDERS

We may share information with third-party vendors that help us operate the Website (for example: hosting, email delivery, analytics, payment processing if applicable), provided they are required to protect it and use it only for providing services to us.

B. Legal Requirements and Protection

We may disclose information if required by law or in response to valid legal requests (such as a court order), or when necessary to protect the rights, safety, and security of the Website, our users, or our organization.

C. Business/Organizational Changes

If the Website or nonprofit operations undergo restructuring, merger, or transfer, information may be transferred as part of that process, as permitted by law.

5. Security of Your Information

We use reasonable administrative, technical, and physical safeguards to help protect information. However, no security method is perfect, and we cannot guarantee absolute security.

6. Data Retention

We retain personal information only as long as reasonably necessary to:

  • operate the Website and provide requested services

  • maintain records for legitimate nonprofit, operational, legal, or compliance purposes

  • resolve disputes and enforce agreements

7. Your Data Protection Rights

Depending on your location, you may have rights such as:

  • Access – request copies of your personal data

  • Rectification – request correction of inaccurate or incomplete data

  • Erasure – request deletion under certain conditions

  • Restrict processing – request limitations under certain conditions

  • Object to processing – object under certain conditions

  • Data portability – request transfer to you or another organization under certain conditions

To exercise rights, see Section 10.

8. Children’s Privacy

This Website is intended for adults (including parents, caregivers, and professionals). We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information, contact us so we can take appropriate action.

9. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you may have the following rights, subject to verification and legal exceptions:

  • Right to Know: request disclosure of categories and specific pieces of personal information collected; sources; purposes; and categories of third parties shared with

  • Right to Delete: request deletion of personal information, with certain exceptions

  • Right to Correct: request correction of inaccurate personal information

  • Right to Opt-Out of Sale/Sharing: we do not sell personal information; if practices change, you will have the right to opt out

  • Right to Limit Use/Disclosure of Sensitive Personal Information: where applicable

  • Right to Non-Discrimination: we will not discriminate for exercising your rights

10. Exercising Your Rights / Contact

To request access, deletion, correction, or other privacy actions, contact us at:

Email: privacy@specialneedstrustsonline.com
 Address: 5342 Clark Road, #1012, Sarasota, FL 34233 

We generally respond within 45 days of receiving a verified request. If we need more time, we will inform you of the reason and the extension period.

11. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy from time to time. Changes are effective when posted on this page. Please review periodically for updates.

Privacy Policy

Effective Date: 8/27/2024

1. Introduction

Welcome to specialneedstrustsonline.com (the “Website”). This Privacy Policy outlines how we collect, use, disclose, and protect your personal information. By using our Website, you agree to the terms of this Privacy Policy.

2. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, and other contact details.
  • Usage Data: Information about how you use our Website, including IP address, browser type, and pages visited.
  • Cookies and Tracking Technologies: We use cookies and similar technologies to track your activity on our Website and hold certain information.

3. How We Use Your Information

We use your information to:

  • Provide, operate, and maintain our Website.
  • Improve, personalize, and expand our Website.
  • Understand and analyze how you use our Website.
  • Develop new products, services, features, and functionality.
  • Communicate with you, either directly or through one of our partners, including for customer service, to provide you with updates and other information relating to the Website, and for marketing and promotional purposes.
  • Process your transactions and manage your orders.
  • Send you emails.
  • Find and prevent fraud.

4. Sharing Your Information

We do not sell, trade, or otherwise transfer your personal information to outside parties except as described below:

  • Service Providers: We may share your information with third-party service providers to help us operate our Website, conduct our business, or serve you, so long as those parties agree to keep this information confidential.
  • Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).

5. Security of Your Information

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

6. Your Data Protection Rights

Depending on your location, you may have the following rights regarding your personal information:

  • The right to access – You have the right to request copies of your personal data.
  • The right to rectification – You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
  • The right to erasure – You have the right to request that we erase your personal data, under certain conditions.
  • The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions.
  • The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions.
  • The right to data portability – You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

7. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

 

8. Your Rights Under California Law

If you are a California resident, you have the following rights under the CCPA and CPRA:

  • Right to Know: You can request that we disclose the categories and specific pieces of personal information we have collected about you, the categories of sources from which the personal information is collected, the business or commercial purpose for collecting or selling personal information, the categories of third parties with whom we share personal information, and the specific pieces of personal information we have collected about you.
  • Right to Delete: You can request that we delete any personal information we have collected from you, subject to certain exceptions.
  • Right to Opt-Out: You can request that we do not sell your personal information. We do not sell personal information, but if we ever do, you will have the right to opt-out.
  • Right to Correct: You can request that we correct any inaccurate personal information we have about you.
  • Right to Limit Use of Sensitive Personal Information: You can request that we limit the use and disclosure of your sensitive personal information.
  • Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.

9. Exercising Your Rights

To exercise any of your rights under California law, please contact us at:

  • Email: privacy@specialneedstrustsonline.com
  • Address: 5342 Clark Road, 1012, Sarasota, FL 343233

We will respond to your request within 45 days of receiving it. If we need more time, we will inform you of the reason and extension period in writing.

 

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