Estate Planning Advice for Hispanic Families

Integrating cultural sensitivity with legal precision for Hispanic clients.

Published on Mar. 2, 2026

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Martin M. Shenkman, a prominent estate planning attorney, discusses the importance of culturally-sensitive estate planning for Hispanic families. Shenkman, who has authored over 1,000 articles and 42 books on tax and estate planning, emphasizes the need to understand and incorporate Hispanic cultural values and traditions into the estate planning process.

Why it matters

As the Hispanic population in the United States continues to grow, it is crucial for estate planning professionals to adapt their approach to better serve this community. Culturally-relevant estate planning can help ensure that Hispanic families' wishes and values are properly reflected in their estate plans.

The details

Shenkman, who is based in Fort Lee, New Jersey and New York City, has built a reputation as a leading expert on tax and estate planning. He has appeared as a tax expert on numerous television shows and has a regular radio show on financial matters. Shenkman has received numerous awards and accolades for his work, including being named to Worth Magazine's Top 100 Attorneys list and receiving the Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels.

  • Shenkman has been practicing estate planning law for over 30 years.

The players

Martin M. Shenkman

An attorney in private practice in Fort Lee, New Jersey and New York City, whose practice concentrates on estate and tax planning, planning for closely held businesses, and estate administration. He is a widely quoted expert on tax matters and has appeared as a tax expert on numerous public and cable television shows.

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What they’re saying

“As the Hispanic population in the United States continues to grow, it is crucial for estate planning professionals to adapt their approach to better serve this community.”

— Martin M. Shenkman, Estate Planning Attorney (wealthmanagement.com)

The takeaway

Culturally-sensitive estate planning is essential for serving the growing Hispanic population in the United States. By understanding and incorporating Hispanic cultural values and traditions, estate planning professionals can ensure that Hispanic families' wishes and legacies are properly reflected in their estate plans.