Learning Lab

Advancing Elder Justice in Older Marginalized Communities through Estate Planning Tools

A lack of estate planning is exacerbating housing and economic insecurities in older marginalized communities. Studies show that the lack of estate planning is due to a perception that wills, and other wealth transfer devices, are only for the rich. This session will highlight a legal services estate planning model.

  • Upon completion, participants will be able to know how the impact of dying without an estate plan is one of the driving factors contributing to the decrease in median wealth for older and underserved communities.
  • Upon completion, participants will be able to understand person centered culturally informed strategies for working with older adult clients on estate planning issues.
  • Upon completion, participants will know the most common esatate planning case types involved in a legal services estate planning practice serving diverse communities.

Anna Darr, JD

Estate Planning Attorney

Bet Tzedek

Anna Darr has been an Elder Justice and Holocaust Survivor Services Attorney at Bet Tzedek Legal Services in Los Angeles for 10 years. Her work involves an array of elder law and poverty law issues, with a focus on estate planning and planning for incapacity and end of life. She works with clients to draft planning documents including advance health care directives, powers of attorney, and wills and trusts. Anna also presents on these topics to community members and professionals, highlighting the integration of person-centered trauma informed care. Anna co-created Bet Tzedek’s Decedents’ Estates Clinic in partnership with the Los Angeles Superior Court and continues to pursue equal access to justice for underserved vulnerable communities through advocacy and community partnerships. Before joining Bet Tzedek, Anna worked in civil litigation. She received her undergraduate degree in Political Science from SUNY Purchase, and her law degree from Southwestern Law School.

Erica Costello, JD

Associate Director

ABA Commission on Law and Aging

Erica C. R. Costello, JD, MA, NCG, is Associate Director at the ABA Commission on Law and Aging and has worked extensively on elder abuse and guardianship reform efforts at both the state and national level. Prior to joining COLA, she was the Director of Adult Protective Services for the St. Joseph County Prosecutor’s Office in South Bend, Indiana, and worked as a Staff Attorney with the Adult Guardianship Office at the Indiana Supreme Court. She has a B.A. from Indiana University-Bloomington, a M.A. from Northwestern University, and a J.D. from Brandeis School of Law, at the University of Louisville, in Kentucky. In her current position, Erica provides substantive legal support and expertise in the areas of elder abuse, neglect, and financial exploitation, adult guardianship, supported decision-making, and access to courts. She is licensed to practice law in Indiana and is a nationally certified guardian.

Dominique Sanz-David, JD

Estate Planning Attorney

Bet Tzedek

Dominique Sanz-David has been an elder justice attorney with Bet Tzedek for 16 years, providing direct and self-help services to low-income, older, and vulnerable clients and their caregivers in the areas of elder abuse, estate planning, conservatorships, and probate. Through legal and legislative advocacy, community partnerships, and education, she develops and promotes policies that protect vulnerable Angelinos while preserving self-determination. In her pursuit to increase access to justice, Dominique co-created Bet Tzedek’s elder abuse program, decedents estate clinic, and estate planning practice.  Prior to Bet Tzedek Dominique worked for the San Francisco Superior Court. Dominique earned her degrees from Pomona College and UC Law San Francisco.  

Bertha Hayden, JD

Directing Attorney

Bet Tzedek Legal Services

Bertha Sanchez Hayden serves as a Directing Attorney at Bet Tzedek Legal Services. Bet Tzedek is a nationally recognized premier legal services firm in Los Angeles, California. Ms. Hayden currently oversees Elder Justice/Caregiver Direct Services & Access to Justice Programs. Ms. Hayden has dedicated her career in legal services to serving older and dependent adults and their caregivers navigate elder law issues. Current project highlights include launching the Leaving a Legacy program which provides complete estate planning services to residents living in the highest need areas of Los Angeles County and building a platform for self -help services. Ms. Hayden recently served as a delegate at the World Congress on Adult Capacity. In 2020, Governor Gavin Newsom appointed her to the Professional Fiduciaries Advisory Committee where she currently serves as chair. In 2023, Chief Justice Patricia Guerrero appointed Ms. Hayden to the California’s Judicial Council Probate and Mental Health Advisory Committee. Ms. Hayden is also stakeholder co-chair of California’s Elder and Disability Justice Coordinating Council (EDJCC) and chair of the EDJCC’s conservatorship workgroup.

Key:

Complete
Failed
Available
Locked
Attendance Acknowledgement
Certificate of Completion
Up to 1.00 CLE credits available  |  Certificate available
Up to 1.00 CLE credits available  |  Certificate available
Evaluation
2 Questions
Speaker Bios
Open to view video.
Open to view video.