Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors

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. Without cultural sensitivity, even well-intentioned advice can miss the mark. 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.

Speakers: Sonia Muñoz Gallagher, Esq., and Martin Shenkman, Esq.