California 2021-2022 Regular Session

California Assembly Bill AB1062

Introduced
2/18/21  
Introduced
2/18/21  
Refer
3/4/21  
Refer
3/4/21  
Report Pass
3/30/21  
Refer
4/5/21  
Refer
4/5/21  
Report Pass
4/6/21  
Refer
4/7/21  
Refer
4/7/21  
Report Pass
5/4/21  
Report Pass
5/4/21  
Engrossed
5/24/21  
Engrossed
5/24/21  
Refer
5/25/21  

Caption

Conservators and guardians: disposition of property.

Impact

The bill proposes to enhance the current regulatory framework governing guardians and conservators in California by introducing a requirement for notification and access. This change aims to protect the rights of individuals who may have a stake in the property in question, fostering greater transparency and judicial oversight. Additionally, it mandates that if a guardian or conservator becomes a successor trustee while the ward or conservatee is alive, all property related to the ward’s estate must remain under court supervision, safeguarding interests and ensuring proper accounting.

Summary

Assembly Bill 1062, introduced by Assembly Member Mathis, aims to amend the Guardianship-Conservatorship Law by establishing clearer procedures for the disposition of property by guardians and conservators. This legislation stipulates that a guardian or conservator may dispose of or abandon valueless property only after providing written notice to all parties who received notice of the guardianship or conservatorship petition, with a minimum notice period of 15 days. The bill ensures that these parties have reasonable access to the property before any decision on its disposal is made.

Sentiment

Overall, the sentiment surrounding AB 1062 appears to be positive among legislators, as the bill received a unanimous vote of 76 in favor with no opposition noted during its third reading in the Assembly on May 24, 2021. Supporters argue that the bill represents a necessary reform that strengthens the protections available for wards and conservatees, ensuring they are treated fairly in decisions regarding their property. The lack of opposition suggests a consensus on the importance of the issues addressed by the bill.

Contention

Notable points of contention may arise regarding the extent of court jurisdiction and supervision over a conservatee’s property, particularly if it may conflict with the powers typically granted to guardians and conservators under existing laws. The legislation aims to standardize procedural requirements, yet there must be a balance between necessary oversight and the flexibility required for guardians and conservators to act efficiently in the best interests of the wards they serve. Stakeholders must consider how these adjustments may affect the guardianship landscape, as well as the potential implications for property disposal processes.

Companion Bills

No companion bills found.

Similar Bills

CA AB3283

Guardianship and conservatorship: estate management powers.

CA AB976

Electronic filing and service.

CA SB1005

Conservatorship: sale of personal residence.

CA AB2148

Professional fiduciaries.

CA AB1194

Conservatorship.

CA AB2844

Guardians and conservators: duties: accountings.

CA SB303

Guardians and conservators: compensation: residence of conservatee.