Estate Planning for Clients with Limited English Proficiency

Electronic Publication (PDF version)



Published: January 23, 2023


Members : $0.00
Non-members : $0.00


What Estate Planners Need to Do to Comply with SJC Rule 1.4

All your probate and planning questions answered in 60 minutes or less! Grab your coffee and join the Massachusetts Bar Association’s Probate Law Section Council for short, focused lessons in the world of probate law and estate planning practice.

Join Judge George Phelan of the Probate and Family Court for a discussion of the challenges to estate planners who serve clients of limited English proficiency and complying with Supreme Judicial Court Rule of Professional Conduct 1.4: "Communication."

The influx of immigrants as well as disciplinary rulings and ethics opinions from multiple jurisdictions highlight the importance of reasonable communication by attorneys, including: use of interpreters, translators and real-time interpreting devices. Even attorney cultural capacity on a client-by-client basis might be scrutinized.

This webinar will be hosted using Zoom. Registration is required by 4 p.m. on Friday, Jan. 20, in order to participate in this program. After you register with the MBA, please look for an email from MassBar Education with the Webinar ID and password. The email will be sent before the program.

Sponsoring Sections:

Probate Law Section

NOTE: For Probate Law publications, more information about obtaining the book will be forthcoming as the event gets closer.

For more information about CLE publications, please contact MBA Member Services at (617) 338-0530.

Please note that all programs are subject to cancellation. All program updates will be posted on

If you have questions concerning a program you are registered for or your registration status, please contact MBA Member Services at (617) 338-0530.

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