Trusts and Estates

Ca. Trs. & Estates Quarterly 2020, Volume 26, Issue 1

PRACTITIONER’S GUIDE TO PRESERVING THE LATINO LEGACY

By Ariana M. Perfecto, Esq.*

MCLE Article

I. INTRODUCTION

With each generation, Latin American immigrants are becoming wealthier and more aware of the need to work with California estate planners to protect their legacies. However, when a client from Latin America seeks an estate plan from a California estate planning attorney, the risk is that—though all parties might be speaking English—their communications will be hampered because the attorney and the client begin with different assumptions.

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