Privacy Policy
Last Updated: September 2026
IBAR Settlement Co., doing business as Ibar Special Needs Trust Advisors (“Ibar,” “we,” “us,” or “our”), respects your privacy and is committed to protecting the personal information you share with us.
This Privacy Policy explains how we may collect, use, and protect information when you visit our website, contact us, or otherwise interact with us online.
Information We Collect
We may collect information that you voluntarily provide to us, including when you:
- Submit a contact or inquiry form
- Contact us by email or telephone
- Request information about our services
- Communicate with our team through the website
This information may include your name, email address, telephone number, and any other information you choose to include in your message or inquiry.
Please do not submit highly sensitive, confidential, financial, medical, or trust-related information through a general website contact form unless specifically requested by Ibar.
Information Collected Automatically
When you visit our website, certain information may be collected automatically through cookies, analytics technologies, and similar tools. This information may include:
- IP address
- Browser and device information
- Pages visited
- Referring website or source
- Date and time of visits
- General geographic information
- Interactions with our website
We may use analytics services, including Google Analytics and related Google technologies, to better understand how visitors use our website and to help us improve its performance and content.
How We Use Information
We may use information collected through the website to:
- Respond to inquiries and requests
- Communicate with prospective and existing clients
- Provide information about our services
- Operate, maintain, and improve our website
- Understand how visitors interact with our website
- Protect the security and integrity of our website
- Comply with applicable legal and regulatory obligations
We do not sell personal information collected through our website.
Cookies and Similar Technologies
Our website may use cookies and similar technologies to support website functionality, understand website traffic, and improve the visitor experience.
Your browser may allow you to block or delete cookies. Disabling certain cookies may affect how some portions of the website function.
How We Share Information
We may share personal information with service providers that assist us in operating our website or conducting our business, such as website hosting, analytics, technology, and communications providers.
These providers may access information only as necessary to perform services on our behalf.
We may also disclose information when required by law, regulation, legal process, or governmental request, or when reasonably necessary to protect the rights, property, or safety of Ibar, our clients, website visitors, or others.
We do not sell or rent your personal information to third parties for their independent marketing purposes.
Third-Party Websites
Our website may contain links to websites or resources operated by third parties. Ibar is not responsible for the privacy practices, security, or content of third-party websites.
We encourage you to review the privacy policies of any third-party websites you visit.
Data Security
We take reasonable administrative and technical measures designed to protect personal information submitted through our website.
However, no website, electronic transmission, or data-storage system can be guaranteed to be completely secure. You should use care when deciding what information to submit electronically.
Data Retention
We may retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, maintain appropriate business records, comply with legal obligations, resolve disputes, and enforce our agreements.
California Privacy Rights
California residents may have certain rights regarding their personal information under applicable California privacy laws.
Depending on the circumstances and the applicability of those laws, these rights may include the ability to request information about personal information collected about you, request access to or correction of certain personal information, or request deletion of certain personal information.
To submit a privacy-related request, please contact us using the information below. We may need to verify your identity before processing certain requests.
Children’s Privacy
This website is intended for a general audience and is not directed to children under the age of 13. We do not knowingly collect personal information online from children under 13 through this website.
If we become aware that such information has been submitted through the website, we will take reasonable steps to delete it as appropriate.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes to our website, practices, technologies, or legal requirements.
When changes are made, the updated version will be posted on this page with a revised “Last Updated” date.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact:
IBAR Settlement Co. d/b/a Ibar Special Needs Trust Advisors
910 Huntington Drive
San Marino, CA 91108
ibar@ibarinc.com
(626) 570-4888