Privacy Policy

Mortenson Taggart Adams LLP (“MT” or “we”) takes privacy seriously and we’re committed to honoring your privacy.  This Privacy Policy (“Policy”) governs the collection, processing, and possible transfer of personal information collected (“Personal Data”) in connection with our website, available at: (“the Site”).  The Policy applies to each person (“Visitor,” “User,” or “You”) accessing or using the Site and or services provided on the Site (“Services”).

This Policy does not govern the processing of Personal Information or Confidential Information on behalf of our clients as part of legal services we provide.  Such information is governed by the terms of our client agreements and other rules, laws and conditions that may apply.

If you choose to use the Site, the Services, or otherwise provide Personal Data to us, you explicitly agree to our use of such data in accordance with this Privacy Policy.  You should not use the Site or Services or submit any data through them if you do not agree to any of the terms herein.  This Policy shall not be construed in any manner to derogate from our Disclaimer or any other agreement or understanding between MT and you.

You are not required to provide us with any Personal Data or Personal Information, sharing such data is entirely your choice.  If you choose to provide us with data about you, you explicitly agree to the use of your Personal Data as specified in this Policy.

The Site is intended for Users over the age of 16 or equivalent minimum age for providing consent to processing of Personal Data in the relevant jurisdiction. If you are under such age you should cease to use the Site immediately.

If you have any questions or requests regarding the processing of your Personal Data, or would otherwise like to contact us in connection with this Policy, please send us an email to:


Personal Information We Collect

“Personal Information” means information that can reasonably be linked to a particular individual or household.  Your Personal Information may include your contact information and other identifiers (full name, phone number, email address, driver license number, etc.), plus information about your conditions, characteristics or behavior (age, geolocation, purchasing history, internet activity, etc.) that is associated with an identifier or could otherwise reasonably be linked to you.  “Non-Personal Information,” on the other hand, is aggregated or de-identified information that cannot reasonably be linked to a particular individual.

Users may browse the portions of the Site that do not require entry of log-in credentials without registration, and without actively entering personally identifying information. However, certain information may be provided automatically by the user’s web browser or application when entering or utilizing the Site.  While we may disclose other categories to you at the point of collection, we generally collect the following categories of Personal Information:

  • “Identifiers,” such as first and last name, address, email address, phone number, social media address, user name, signature, insurance policy number, state bar number, IP address (in some contexts, and similar information.
  • “Demographic Information,” such as age, gender and similar information. Demographic Information may include legally protected classifications.
  • “Financial Information,” such as account number and payment card information.
  • “Commercial Information,” such as services purchased, obtained or considered.
  • “Professional or Employment Information,” such as job title and business or employer name.
  • “Internet Activity,” such as device or browser information, content posted to our site or shared with us via email, browsing activity, social media content, interactions with our website, and interactions with marketing communications sent on our behalf.

The Site uses browser cookies (“Cookies”) to collect this information. You can read about how we use Cookies and how you can limit their use in our Cookie Notice.

Additionally, if you submit information through the Site using a web form or other means, you will be sending us Personal Data such as your name, email address, phone number, address or other details. 

The Use the Information We Collect

MT may use the information collected through the Site for various purposes, which include (1) sharing information with vendors that provide services on our behalf, including, but not limited to, vendors hosting our website, (2) improving our services, and (3) complying with our legal obligations.

MT does not sell any user or subscriber information to any third party.

We may combine the personal information that you provide us with other information gathered from other sources. Any use of your personal information for a purpose other than those described above will require your consent.

Your Rights As a Californian Under the California Consumer Privacy Act (“CCPA”) 

If you are a resident of California, the CCPA gives you certain rights regarding your personal information.  You can learn more about the CCPA here:

Consumers have the right to make the following requests to covered businesses. The requests may be made by a consumer, by a consumer on behalf of the consumer’s minor child, or by a person authorized by the consumer to act on the consumer’s behalf:

Right To Know About Collection, Disclosure or Sale of Personal Information

You have the right to request that a business disclose to you: (i) the categories and specific pieces of Personal Information the business has collected about you within the past 12 months, (ii) the categories of sources from which the Personal Information is collected, (iii) the business or commercial purposes for collecting or selling Personal Information, and (iv) the categories of third parties with whom the business shares Personal Information. If a business sells Personal Information, or discloses it for a business purpose, you also have the right to request that the business disclose the following with respect to the 12-month period preceding your request: (i) the categories of Personal Information that the business sold about you and the categories of third parties to whom the Personal Information was sold, and (ii) the categories of Personal Information that the business disclosed about you for a business purpose. This type of request may be referred to as a “Request to Know.” Before we can honor a Request to Know, we need to verify that the person making it is the consumer whose Personal Information we have. Our method for verifying any particular request weighs information we receive as part of the request, the sensitivity of the consumer information at issue, and the risk of harm to the consumer from unauthorized disclosure.

Right to Request Deletion of Personal Information

You have the right to request that a business delete Personal Information that the business has collected from you. This type of request may be referred to as a “Request to Delete.” Before we can honor a Request to Delete, we need to verify that the person making the request is the consumer whose Personal Information we have. Our method for verifying any particular request weighs information we receive as part of the request, the sensitivity of the consumer information at issue, and the risk of harm to the consumer from unauthorized deletion. We are not required to delete Personal Information if we still need it in order to complete the transaction for which the information was collected, provide a service requested by you (or that we reasonably anticipate based on our relationship with you), perform a contract with you, comply with legal obligations or applicable rules of professional conduct, or accomplish any other purpose recognized as an exception to the right to deletion under applicable law.

Right to Opt-Out of the “Sale” of Personal Information

You have the right to direct a business that sells Personal Information about you to third parties not to sell your Personal Information. This type of request may be referred to as a “Request to Opt-Out.” We don’t sell Personal Information, so we don’t offer a mechanism to opt-out.

Right to Non-Discrimination

You have the right not to receive discriminatory treatment by a business for the exercise of your privacy rights under the CCPA.

Exercising Your Rights

To exercise your rights under the CCPA, please submit a request by emailing us at, or by calling 949.774.2224.  Please specify the nature of your request and which right you are exercising.  Only you or an individual designated as your authorized agent may make a request related to your personal information.  Parents may make requests on behalf of a minor child.

When making a request, please be prepared to provide the following information so we may verify your identity: 

  • name
  • address
  • email address

The information you provide will only be used to verify your identity.

MT will not discriminate against any User who makes such a request.

Responding to Your Requests

MT will respond to CCPA requests within 45 days.  In the event that we need more time, MT will contact you to determine a reasonable extension period. 

Our response to your request will be delivered electronically, unless you have provided other instructions. The information we disclose will apply to the 12-month period immediately preceding your request.

If you communicate with us through the Site or email, we will retain your contact information. We may use this information to reply to your communication or to send you requested materials, such as legal updates or other content.  You may opt out of future communications at any time. 

We will update this Policy as necessary to reflect any material changes in applicable law or how we collect, use and share personal information. If we have your contact information, we will send you notice of material changes, and you should periodically review this Policy to remain aware of our current practices.

MT Contact

For any matter related to this Policy or the Site, please contact