SB55INTRODUCED Page 0 0W11GC-1 By Senators Orr, Singleton, Coleman-Madison, Scofield, Hatcher, Jones, Albritton, Melson, Waggoner, Allen, Barfoot, Butler, Elliott, Weaver, Sessions, Williams, Chesteen, Figures, Kelley, Price, Roberts RFD: Judiciary First Read: 07-Mar-23 1 2 3 4 5 6 7 8 0W11GC-1 03/03/2023 GP (L) ma 2023-663 Page 1 SYNOPSIS: Under existing law, an adult with a disability may be the subject of a guardianship or conservatorship. Also under existing law, an adult with a guardianship or conservatorship may not make certain major decisions for himself or herself. The guardian or conservator generally holds the decision-making authority. This bill would provide that, in lieu of a guardianship or conservatorship, an adult may enter into a supported decision-making agreement with supporters who may assist and advise the adult with making certain decisions without impeding the adult's self-determination. This bill would also provide for the procedures and limitations related to a supported decision-making agreement. A BILL TO BE ENTITLED AN ACT Relating to guardianships and conservatorships; to 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 SB55 INTRODUCEDSB55 INTRODUCED Page 2 create the Colby Act; to provide for a supported decision-making agreement as an alternative to a guardianship or conservatorship; and to provide the scope and limitations of a supported decision-making agreement. BE IT ENACTED BY THE LEGISLATURE OF ALABAMA: Section 1. This act shall be known and may be cited as the Colby Act. Section 2. For the purposes of this act, the following terms have the following meanings: (1) SUPPORTED DECISION-MAKING. The process of supporting and accommodating an adult in the decision-making process without impeding the self-determination of the adult. This term includes assistance in making, communicating, and effectuating life decisions. (2) SUPPORTED DECISION-MAKING AGREEMENT. A written agreement detailing decision-making supports and accommodations that an adult chooses to receive from one or more supporters. (3) SUPPORTER. An individual at least 18 years of age who has voluntarily entered into a supported decision-making agreement with an adult and is designated as such in a supported decision-making agreement. Section 3. (a) An adult may not enter into a supported decision-making agreement as an alternative to guardianship or conservatorship unless the adult meets both of the following conditions: (1) The adult enters into the agreement voluntarily and without coercion or undue influence. 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 SB55 INTRODUCEDSB55 INTRODUCED Page 3 (2) The adult understands the nature and effect of the agreement. (b) An adult may make, change, or revoke a supported decision-making agreement. (c) A court may not consider an adult's execution of a supported decision-making agreement as evidence of the adult's incapacity. The existence of an executed supported decision-making agreement does not preclude the adult from acting independently of the supported decision-making agreement. (d) An adult may not enter into a supported decision-making agreement under this section if the agreement supplants the authority of a guardian or conservator of the adult. Section 4. (a) A supporter shall do all of the following: (1) Support the will and preference of the adult and not the supporter's opinion of the adult's best interest. (2) Act honestly, diligently, and in good faith. (3) Act within the scope set forth in the adult's supported decision-making agreement. (4) Avoid conflicts of interest. (5) Timely notify the adult in writing, in the adult's preferred language and mode of communication, of his or her intent to resign as a supporter. (b) A supporter is a fiduciary and shall make and communicate decisions in cooperation with the adult and preserve the adult's authority to make decisions. 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 SB55 INTRODUCEDSB55 INTRODUCED Page 4 (c) A supporter shall not do any of the following: (1) Exert undue influence upon the adult. (2) Receive a fee or compensation for services performed in the role of supporter. (3) Obtain, without the consent of the adult, information for a purpose other than assisting the adult in making a specific decision authorized by the supported decision-making agreement. (4) Obtain, without the consent of the adult, nonpublic personal information, as defined by 15 U.S.C. ยง 6809(4). (5) Act outside the scope of authority provided in the supported decision-making agreement. (d) A supporter who is expressly given relevant authority in a power of attorney may act within the scope of that authority to sign instructions or other documents on behalf of the adult, or to communicate or implement decisions made by the adult. (e) A request or decision made or communicated with the assistance of a supporter in conformity with the supported decision-making agreement shall be recognized as the request or decision of the adult for the purposes of any provision of law. Section 5. (a) A supported decision-making agreement shall meet all of the following requirements: (1) Name at least one supporter. (2) Describe the decision-making assistance that each supporter may provide to the adult and how supporters may work together. 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 SB55 INTRODUCEDSB55 INTRODUCED Page 5 (3) If the adult is subject to a limited guardianship or conservatorship as provided by Section 6, be executed by the adult's guardian or conservator. (4) Be in writing, dated, and signed by the adult in the presence of a notary public. (5) Contain a separate consent signed by each supporter named in the agreement indicating each of the following: a. The supporter's relationship to the adult. b. The supporter's willingness to act as a supporter. c. The supporter's acknowledgment of his or her duties as a supporter. (b) A supported decision-making agreement may do any of the following: (1) Appoint more than one supporter. (2) Appoint an alternate supporter to act in the place of a supporter under circumstances specified in the agreement. (3) Authorize a supporter to share information with any other supporter or others named in the agreement. Section 6. (a) An adult may revoke a supported decision-making agreement at any time. A revocation under this section shall be in writing, and a copy of the revocation shall be provided to each supporter. (b) Except as provided in the supported decision-making agreement, a supported decision-making agreement terminates in each the following situations: (1) The adult who is the subject of the supported decision-making agreement dies. (2) The adult who is the subject of the supported 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 SB55 INTRODUCEDSB55 INTRODUCED Page 6 decision-making agreement revokes the agreement under subsection (a). (3) All of the named supporters withdraw their participation without arranging for successor supporters approved by the adult. (4) A court of competent jurisdiction determines that the adult does not have the capacity to execute or consent to a supported decision-making agreement. (5) A court of competent jurisdiction determines that a supporter has used the supported decision-making agreement to financially exploit, abuse, or neglect the adult. (6) A court of competent jurisdiction appoints a temporary or permanent guardian or conservator for the person or property of the adult, unless the court's order of appointment does each of the following: a. Expressly modifies, but continues, the supported decision-making agreement alongside a partial guardianship or conservatorship. b. Limits the powers and duties of the guardian or conservator. (7) The adult signs a valid durable power of attorney, except to the extent that the power of attorney expressly continues, in whole or in part, the supported decision-making agreement. (c) The court may enter an order pursuant to subdivision (b)(4), (b)(5), or (b)(6) only after providing notice and a hearing to the adult and all supporters named in the agreement. 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 SB55 INTRODUCEDSB55 INTRODUCED Page 7 Section 7. A supported decision-making agreement that complies with Section 5 is presumed valid. A party may rely on the presumption of validity unless the party has actual knowledge that the supported decision-making agreement was not validly executed. Section 8. (a) A person who in good faith relies on an authorization in a supported decision-making agreement is not subject to discipline for unprofessional conduct. (b) This section does not apply to a person whose act or omission amounts to fraud, misrepresentation, recklessness, or willful or wanton misconduct. Section 9. (a) The meaning and effect of a supported decision-making agreement is determined by the law of the jurisdiction in which the supported decision-making agreement was executed, unless the supported decision-making agreement provides otherwise. (b) A person who receives a copy of a supported decision-making agreement or is aware of the existence of a supported decision-making agreement and reasonably believes that an adult is being abused, neglected, or exploited shall report the alleged abuse, neglect, or exploitation to an adult protective services agency or an authorized law enforcement agency. Section 10. This act shall become effective on the first day of the third month following its passage and approval by the Governor, or its otherwise becoming law. 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194