Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors
Martin M. Shenkman, Esq., and Sonia Muñoz Gallagher, Esq.
October 9, 2025
Description:
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.
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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.
Martin M. Shenkman, Esq.
Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration.
Mr. Shenkman is an author of over 42 books and more than 1,000 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”
Sonia Muñoz Gallagher, Esq.
Sonia Muñoz Gallagher is the founding attorney of Family Wealth Law, LLC, based in Coral Springs, Florida. Her practice focuses on Estate Planning, Probate, Special needs planning, and Business Succession. She works with families and business owners throughout the state of Florida in both English and Spanish, with a particular focus on serving Hispanic families.
Ms. Muñoz Gallagher has more than 20 years of legal experience, having served as a commercial litigation attorney, immigration attorney, and in-house counsel. Throughout her years practicing Immigration law, she helped foreign nationals launch businesses in the United States, represented families and entrepreneurs in a wide range of Immigration matters, and defended clients in removal proceedings. Today, she draws on her background in psychology and business to guide both domestic and International clients through Probate and Estate Planning with legal expertise and a practical understanding of family and cultural dynamics.
She regularly presents webinars and in-person seminars on estate planning, probate, and protecting generational wealth, providing education and practical guidance to families, professionals, and community organizations.
She is also the founder of Mami Means Business™, a bilingual education platform offering legal templates and courses to help entrepreneurs protect and scale their online businesses.Through both of her ventures, Ms. Gallagher is dedicated to empowering families and business owners to build and protect generational wealth.
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