Privacy Policy
Privacy Policy

Privacy Policy


Welcome to The American College of Trust and Estate Counsel Foundation (“ACTEC Foundation”) website.  The following Privacy Policy and Terms of Use (“Policy”) describes the online information practices of the ACTEC Foundation. If you visit this website, you accept these conditions. Please read them carefully. The ACTEC Foundation reserves the right to modify this Policy at any time, for any reason, without prior notification.

Data Collection and Use

The ACTEC Foundation welcomes visitors to our website, which can be browsed without the need to submit any personal information online.

The ACTEC Foundation may collect the Internet Protocol (IP) addresses, the name of your internet service provider, tags, web beacons, the browser and type of machine you are using, the website that referred you to the ACTEC Foundation, and the pages of ACTEC Foundation’s website that you visit. We may also use “cookies” to better serve our visitors. A “cookie” is a small data file that certain websites write to your computer’s hard drive when you access the site. We may use this data in combination with various technologies to help manage operations, track user traffic, and gather broad demographic information, and in conjunction with directories, fellowship lists, and other types of registration lists for ACTEC Foundation programs and events.

Additionally, if you choose to submit your personal data to the ACTEC Foundation voluntarily, the ACTEC Foundation may collect information such as your name, address, phone number, birth date, billing and delivery information, email address, information about your practice or business, credit card, or other financial account information.  We may collect information (whether online, by phone, or by paper) that identifies you when you: provide such information on ACTEC Foundation’s website, apply or register for ACTEC Foundation events, or otherwise interact with the ACTEC Foundation.

The ACTEC Foundation occasionally hires other companies to provide limited services on our behalf including, but not limited to, packaging, mailing and delivering promotional offers, answering questions about products or services, consulting services, data modeling, printing, sending postal mail and processing event registrations.  In such cases, the ACTEC Foundation may share your data.  The American College of Trust and Estate Counsel (ACTEC) may disclose your data if required to do so by law or in the good-faith belief that such action is necessary to: (a) conform to legal requirements or comply with legal process served on the ACTEC; (b) protect and defend the rights or property of ACTEC; or (c) protect the personal safety of ACTEC personnel or members of the public in appropriate circumstances.

Third-Party Services

The ACTEC Foundation utilizes the following services on actecfoundation.org: YouTube video widget; Google Maps widget; Google Tag Manager; Google Fonts; Google Analytics; AddToAny; authorize.net; Informz; Facebook Custom Audiences; Facebook Connect; Arreva; Exceed Beyond.

Additional services may include Libsyn, WordPress.com; WordPress Stats; Amazon Web Services (AWS); WordPress.com Single Sign On; Google Analytics for Firebase; YouTube video widget without cookies; Google Analytics with anonymized IP; Google Analytics Advertising Reporting Features; Google Analytics Demographics and Interests reports; Google Ad Manager; Welect; Amazon Glacier; Amazon Appstore; Google Ad Manager Audience Extension; Google Optimize; Amazon Mobile Ads; Amazon Omakase; Amazon Payments; Google Optimize 360; HERE Maps widget; Amazon Simple Email Service; YouTube Analytics and Reporting API; YouTube Analytics and Reporting API; YouTube Data API; YouTube IFrame Player; Google Optimize; Google Optimize 360.

Electronic Communications

When you visit ACTEC Foundation’s website and send emails to us, you are communicating with us electronically and thus consent to receive communications from us electronically. We will communicate with you by email or by posting notices on this site. You agree that all agreements, notices, disclosures, and other communications that we provide to you electronically satisfy any legal requirement that such communications be in writing.

The ACTEC Foundation may provide you with electronic communications that it or third-party service providers engaged by the ACTEC Foundation publish from time to time. These communications describe the work of the ACTEC Foundation, the benefits that the work brings to the community at large, and other information of interest to the ACTEC Foundation community.  The data described in this Policy may be provided on a confidential basis to one or more third-party service providers that we engage to maintain contact databases and/or send messages.  The data may also be aggregated with or linked to information already existing in the ACTEC Foundation database.

Online Orders and Donations

If you choose to make a donation through the website, or if you purchase a product, we request certain personal information from you, including your name, contact information, and payment information. We use this information to complete the transactions you request, including for billing purposes and to contact you if we have trouble processing an order. For donations, we may contact you to discuss the terms of your donation, and/or to invite you to donate again to ACTEC Foundation. We will not trade, share or sell a donor’s personal information to anyone else, nor send donor mailings on behalf of other organizations, unless we have the donor’s specific permission to do so.

Financial and other information about The American College of Trust and Estate Counsel Foundation’s purpose, programs and activities can be obtained by contacting the Director of Finance at 901 15th Street, NW., Suite 525 Washington, DC 20005 and actecfoundation.org. Contributions are deductible for federal income tax purposes in accordance with applicable law.  Registration in a state does not imply endorsement, approval, or recommendation of the ACTEC Foundation by the state.


The ACTEC Foundation is the sole owner of the data collected on its website.  The ACTEC Foundation will not sell, rent, share, exchange, or otherwise disclose the data to others outside of the ACTEC Foundation, except as described in this Policy. The ACTEC Foundation will attempt to collect and store the data in a manner to protect its confidentiality, recognizing that no transmission of data is entirely secure.  We may disclose or provide data pursuant to subpoenas, warrants, or other judicial or government orders, in the event an individual’s safety or security is at risk, or as otherwise required by law.

Children Under the Age of 13

ACTEC Foundation’s website is not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13. If you believe that we may have collected or received personal information from a child under 13, please contact us immediately to request deletion of that information.

Opt-Out Policy

The ACTEC Foundation’s electronic communications provide users the opportunity to opt-out of receiving future automated communications. If you wish to unsubscribe to an ACTEC Foundation-related newsletter you receive from a third-party provider, please follow the third party provider’s instructions located in the publication to unsubscribe.

External Links and Information

The ACTEC Foundation’s website contains links to other sites and documents that can be downloaded from our website. The ACTEC Foundation provides such links to help visitors explore the wide range of information available on topics of interest. The ACTEC Foundation is not responsible for the privacy practices or the content of websites to which it links. By providing a link, the ACTEC Foundation is not endorsing the content of the linked site or the entity that maintains it. We encourage our users to be aware when they leave the ACTEC Foundation’s website and to read the privacy statements of each and every website that collects personally identifiable information.

Governing Law /Jurisdiction

All claims or issues regarding this website shall be governed according to the laws of Delaware without giving effect to any principles of conflicts of law.  Any legal action concerning these terms or this website must be brought within one (1) year after the claim or cause of action arises.  You agree that any action at law or in equity arising out of or relating to these terms shall be filed only in the state or federal courts located in Deleware and you hereby consent and submit to the personal jurisdiction of such courts for the purposes of litigating any such action.  If any provision of these terms shall be unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from these terms and shall not affect the validity and enforceability of any remaining provisions.

Intellectual Property

Copyright in the text materials and information contained in the American College of Trust and Estate Counsel Foundation’s website is owned by The American College of Trust and Estate Counsel Foundation and The American College of Trust and Estate Counsel and protected by United States and international copyright laws. With respect to material, reports or other work posted on the ACTEC Foundation’s website that are not owned by the ACTEC Foundation, we include proper attribution, indicating the owner of the copyright and, where appropriate, that it is reproduced with the permission of the copyright owner. If you would like to use work that is not owned by the ACTEC Foundation, please contact the copyright owner for permission.

The information contained on this website, or any other website owned, operated, licensed, or controlled by ACTEC Foundation, as well as the design and layout of such websites, contains elements protected by trademark, copyright, or other laws, and may not be copied or imitated in whole or in part. No text, logo, graphic, sound, or image from this website may be copied or retransmitted without the express written permission of ACTEC Foundation.

Reprint Request — To request permission to reprint The ACTEC Foundation copyrighted materials, please complete and return the reprint permission form to ACTEC:

  • Email: frontdesk@actec.org
  • Mail: Reprint Permission The ACTEC Foundation, 901 15th Street, N.W., Suite 525, Washington, DC 20005
  • Please allow ACTEC seven (7) business days to review the reprint permission request. 

Any opinions, findings, and conclusions or recommendations expressed in ACTEC Foundation publications are those of the author(s) and do not necessarily reflect the views of the ACTEC Foundation or the American College of Trust and Estate Counsel. The American College of Trust and Estate Counsel Foundation, ACTEC Foundation and related seal trademarks as used by the American College of Trust and Estate Counsel Foundation are owned by the American College of Trust and Estate Counsel and used under license.

Disclaimers and Limitation of Liability

The materials on the ACTEC Foundation’s website are provided “as is” to visitors. The ACTEC Foundation does not represent that the information is complete, current, or error-free, or applicable to your situation. We are not responsible for third-party websites even if they are accessed through this site. You should review the privacy policy and terms of use agreements that apply to such sites.

The ACTEC Foundation does not guarantee or warrant that our website, or materials that may be downloaded from our website, are free from destructive features or errors. Any materials obtained from this website or downloaded from the website are obtained or downloaded at your own risk. The ACTEC Foundation assumes no liability or responsibility for any damages arising from a visitor’s use of, or inability to use, this site. The ACTEC Foundation shall not be liable for any damages or harm to computer systems, or loss of data resulting from the download of any materials, and we disclaim warranties for any information received through any links provided by the website.  The ACTEC Foundation is not liable for any claim, loss or injury based on errors, omissions, interruptions or other inaccuracies in the site, nor for any claim, loss or injury that results from your use of the site.  In no event shall ACTEC Foundation, its employees, or anyone else who has been involved in the creation, production, or delivery of this website be liable for any direct, incidental, or consequential damages resulting from use of this website or any linked website.  Certain state laws do not allow limitations on implied warranties or the exclusion or limitation of certain damages. If these laws apply to you, some or all of the above disclaimers, exclusions, or limitations may not apply to you, and you might have additional rights.

By using the ACTEC Foundation’s website, you accept and agree to the conditions described in this Policy in their entirety without modification unless otherwise agreed to in writing by the ACTEC Foundation and you.


If you have any questions about this Privacy Policy or our treatment of the information you provide us, please contact us at:

Address: 901 15th Street, NW, Suite 525, Washington, DC  20005   Phone: 202-684-8460  Email: amy.michaud@actec.org