ACTEC Trust & Estate Talk

Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct

Jan 13, 2026
Explore the critical role of cultural competence in estate planning. Learn how clients' cultural backgrounds influence their preferences and family dynamics. Discover the four components of cultural competence that enhance attorney-client relationships. Understand how ABA Model Rules relate to cultural awareness, communication, and confidentiality. Insights include adapting language and communication styles to meet diverse client needs, ensuring everyone feels understood and respected in the planning process.
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INSIGHT

Culture Shapes Estate Planning Choices

  • Cultural background shapes clients' views on family, inheritance, and discussing death.
  • Recognizing these norms yields more meaningful and respectful estate plans.
ADVICE

Practice The Four Components Of Cultural Competence

  • Do practice the four components of cultural competence: awareness, attitude, knowledge, and skills.
  • Use self-reflection, empathy, learning, and adaptable communication in client meetings.
INSIGHT

Competence Includes Cultural Understanding

  • Competence per Model Rule 1.1 extends beyond legal knowledge to cultural understanding.
  • Integrating cultural awareness fulfills ethical duties and improves representation.
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