Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors
October 9 @ 4:00 pm – 5:20 pm
Webinar Description
Build Trust and Deliver Compassionate Estate Planning
for Hispanic Families
Hispanic families are one of the fastest-growing communities in the U.S.—but unique cultural values around family, inheritance, and faith can complicate traditional estate planning. This program will feature a discussion with Sonia Muñoz Gallagher, Esq., and estate and special needs attorney in Florida, exploring the intersection of estate planning and administration and cultural sensitivity when advising Hispanic families. This session will highlight the growing need for estate planning among Hispanic clients and unpack key considerations such as multigenerational households, bilingual communication challenges, immigration and cross-border inheritance issues, informal asset ownership, and religious and community values that shape decision-making.
Amongst some clients there may be a cultural reluctance to discuss death. How can that be addressed? Catholic traditions are important to many Hispanic clients. This might affect donations to their church and broader charitable planning, burial wishes, and more. Caretaking expectations may rely more often on a parent’s daughters. What might that mean to planning?
Estate planning attorneys will gain practical tips for building trust, navigating complex family structures, and addressing legal misunderstandings with compassion and clarity. Don’t miss this opportunity to deepen your cultural competence and better serve a vital and expanding client base—register now to honor Hispanic heritage while enhancing your practice skills.
This program will also acknowledge Hispanic Heritage Month which runs from 9/15-10/15 and is a national observance recognizing the histories, cultures, and contributions of Americans whose ancestors came from Spain, Mexico, the Caribbean, and Central and South America.
Our Speakers
Martin M. Shenkman, Esq.
InterActive Legal Advisor
Sonia Muñoz Gallagher, Esq.
Family Wealth Law, LLC
Webinar Tips
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- Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
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Webinar Sponsors
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
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