CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 1 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S A bill to be entitled 1 An act relating to withholding or withdrawal of life -2 prolonging procedures; amending s. 744.3215, F.S.; 3 authorizing the court to delegate the right to consent 4 to the withholding or withdrawal of life -prolonging 5 procedures of incapacitated persons in certai n 6 circumstances; amending ss. 744.363 and 744.3675, 7 F.S.; making technical changes; requiring initial and 8 annual guardianship plans, respectively, to state 9 whether any power under the ward's preexisting order 10 not to resuscitate or advance directive is revo ked, 11 modified, suspended, or transferred to the guardian; 12 requiring such plans to state the dates of such 13 action; establishing certain authority without 14 additional court approval; requiring a guardian to 15 obtain court approval to exercise transferred power to 16 execute an order not to resuscitate or consent to 17 withhold or withdraw life -prolonging procedures under 18 certain circumstances; creating s. 744.4431, F.S.; 19 requiring court approval for decisions to withhold or 20 withdraw life-prolonging procedures; specify ing 21 requirements for a petition for court approval to 22 consent to withhold or withdraw life -prolonging 23 procedures; requiring the guardian to serve certain 24 notices; specifying procedures that must be followed 25 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 2 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S by the court in acting on the petition; providing 26 exceptions to the requirement for court approval; 27 requiring the guardian to provide certain notice to 28 the court within a specified timeframe; amending s. 29 744.441, F.S.; making technical changes; deleting 30 provisions regarding the authority of certain 31 guardians to sign an order not to resuscitate; 32 providing an effective date. 33 34 Be It Enacted by the Legislature of the State of Florida: 35 36 Section 1. Paragraph (h) is added to subsection (3) of 37 section 744.3215, Florida Statutes, to read: 38 744.3215 Rights of persons determined incapacitated. — 39 (3) Rights that may be removed from a person by an order 40 determining incapacity and which may be delegated to the 41 guardian include the right: 42 (h) To consent to the withholding or withdrawal of life -43 prolonging procedures as defined in s. 765.101, subject to court 44 approval as required in s. 744.4431. 45 Section 2. Subsections (2) through (6) of section 744.363, 46 Florida Statutes, are renumbered as subsections (3) through (7), 47 respectively, paragraph (f) of subsecti on (1) is amended, 48 paragraph (g) is added to subsection (1), and a new subsection 49 (2) is added to that section, to read: 50 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 3 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S 744.363 Initial guardianship plan. — 51 (1) The initial guardianship plan shall include all of the 52 following: 53 (f)1. A list of any preexisting: 54 a. Orders not to resuscitate executed in accordance with 55 under s. 401.45(3) and the dates such orders were signed; or 56 b. Preexisting Advance directives, as defined in s. 57 765.101 and, the dates such directives were signed. date an 58 order or directive was signed, 59 2. For each item listed under subparagraph 1., the plan 60 must state whether the such order or directive has been revoked, 61 modified, or suspended by the court or the extent to which 62 authority under an order or directive has been transfer red by 63 the court to the guardian, and the date of such action by the 64 court. 65 (g) , and A description of the steps taken to identify and 66 locate a the preexisting order not to resuscitate or advance 67 directive. 68 (2) A surrogate designated by the ward in an advance 69 directive or an agent designated by the ward in a durable power 70 of attorney who retains authority to make health care decisions 71 under the guardianship plan may exercise retained authority 72 without additional approval by the court. Any authority of the 73 surrogate to carry out the instructions in the advance directive 74 or authority of the agent under a durable power of attorney 75 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 4 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S which is transferred to the guardian may be exercised by the 76 guardian, consistent with the advance directive or durable power 77 of attorney, without additional approval by the court. 78 Section 3. Subsections (2), (3), and (4) of section 79 744.3675, Florida Statutes, are renumbered as subsections (3), 80 (4), and (5), respectively, paragraph (d) of subsection (1) is 81 amended, paragraph (e) is added to subsection (1), and a new 82 subsection (2) is added to that section, to read: 83 744.3675 Annual guardianship plan. —Each guardian of the 84 person must file with the court an annual guardianship plan 85 which updates information about the condition of the ward. The 86 annual plan must specify the current needs of the ward and how 87 those needs are proposed to be met in the coming year. 88 (1) Each plan for an adult ward must, if applicable, 89 include: 90 (d) 1. A list of any preexisting : 91 a. Orders not to resuscitate executed in accordance with 92 under s. 401.45(3) and the dates such orders were signed; or 93 b. Preexisting Advance directives, as defined in s. 94 765.101 and, the dates such directives were signed. date an 95 order or directive was signed, 96 2. For each item listed under subparagraph 1., the plan 97 must state whether the such order or directive has been revoked, 98 modified, or suspended by the court or the extent to which 99 authority under an order or directive has been transferred by 100 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 5 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S the court to the guardian, and the date of such action by the 101 court. 102 (e) , and A description of the steps taken to identify and 103 locate a the preexisting order not to res uscitate or advance 104 directive. 105 (2) A surrogate designated by the ward in an advance 106 directive or an agent designated by the ward in a durable power 107 of attorney who retains authority to make health care decisions 108 under the guardianship plan may exercise r etained authority 109 without additional approval by the court. Any authority of the 110 surrogate to carry out the instructions in the advance directive 111 or authority of the agent under a durable power of attorney 112 which is transferred to the guardian may be exerci sed by the 113 guardian, consistent with the advance directive or durable power 114 of attorney, without additional approval by the court. 115 Section 4. Section 744.4431, Florida Statutes, is created 116 to read: 117 744.4431 Guardianship power regarding life -prolonging 118 procedures.— 119 (1) Except as provided in this section, decisions to 120 withhold or withdraw life -prolonging procedures for a ward must 121 be approved by the court. A guardian appointed to act on behalf 122 of a ward's person must petition the court pursuant to the 123 Florida Probate Rules for authority to consent to withhold or 124 withdraw life-prolonging procedures. 125 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 6 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S (2) The petition by the guardian must contain all of the 126 following: 127 (a) A description of the proposed action for which court 128 approval is sought and docu mentation of any authority for the 129 guardian to make health care decisions on behalf of the ward. 130 (b) Documentation showing the guardian has notified the 131 ward's known next of kin and any interested persons of the 132 guardian's intent to file the petition. 133 (c) A statement regarding any known objections to the 134 proposed decision or of conflicts between the proposed decision 135 and the wishes, presently or previously expressed, of the ward, 136 the ward's next of kin, or any interested person. 137 (d) A description of t he circumstances or evidence and 138 affidavits or supporting documentation showing that the proposed 139 decision satisfies the criteria in s. 765.305, s. 765.401(3), or 140 s. 765.404, as applicable. 141 (3) The guardian must serve notice of the petition, and of 142 any hearing, upon interested persons and the ward's next of kin. 143 (4) The court must hold a hearing on the petition if the 144 court has been notified of an objection or conflict or if the 145 court has insufficient information to determine whether the 146 criteria for granting the petition has been met. 147 (5) If a hearing is required and exigent circumstances are 148 alleged, the court must hold a preliminary hearing within 72 149 hours after the petition is filed and do one of the following: 150 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 7 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S (a) Rule on the relief requested im mediately after the 151 preliminary hearing; or 152 (b) Conduct an evidentiary hearing within 4 days after the 153 preliminary hearing and rule on the relief requested immediately 154 after the evidentiary hearing. 155 (6) If the decision to withhold or withdraw life -156 prolonging procedures does not involve any known conflicts with 157 the wishes, as presently or previously expressed, of the ward, 158 the ward's next of kin, or any interested person, then court 159 approval is not required for the following decisions: 160 (a) A decision by a surrogate designated by the ward in an 161 advance directive or by an agent designated by the ward in a 162 durable power of attorney who retains authority to make health 163 care decisions under the guardianship plan. 164 (b) A decision by a surrogate designated by the ward in an 165 advance directive or by an agent designated by the ward in a 166 durable power of attorney who retains authority to make health 167 care decisions under the guardianship plan to carry out the 168 instructions in, or take actions consistent with, the wa rd's 169 advance directive. 170 (c) A decision by a guardian to whom authority has been 171 granted by the court to carry out the instructions in, or to 172 take actions consistent with, the ward's advance directive. 173 (7) Court approval is not required for a decision t o 174 execute an order not to resuscitate, as described in s. 175 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 8 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S 401.45(3)(a), if the ward is in a hospital and both of the 176 following occur: 177 (a) The ward's primary physician and at least one other 178 consulting physician document that: 179 1. There is no reasonable medical probability for recovery 180 from or a cure of the ward's underlying medical condition; 181 2. The ward is in an end -stage condition or that the 182 ward's medical condition is in an inexorable and irreversible 183 decline and that the ward's death is likely to occur in the near 184 future; and 185 3. Resuscitation will cause the ward physical harm or 186 pain. 187 (b) The guardian has notified the ward's known next of kin 188 and any interested persons and the decision does not involve any 189 known conflicts with the wishes, as pr esently or previously 190 expressed, of the ward, the ward's next of kin, or any 191 interested person. 192 193 The guardian must notify the court of the execution of an order 194 not to resuscitate within 2 business days after such execution. 195 Section 5. Section 744.441, Florida Statutes, is amended 196 to read: 197 744.441 Powers of guardian upon court approval. —After 198 obtaining approval of the court pursuant to a petition for 199 authorization to act ,: 200 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 9 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S (1) a plenary guardian of the property, or a limited 201 guardian of the property within the powers granted by the order 202 appointing the guardian or an approved annual or amended 203 guardianship report, may do all of the following : 204 (1)(a) Perform, compromise, or refuse performance of a 205 ward's contracts that continue as obligations of the estate, as 206 he or she may determine under the circumstances. 207 (2)(b) Execute, exercise, or release any powers as 208 trustee, personal representative, custodian for minors, 209 conservator, or donee of any power of appointment or other power 210 that the ward might h ave lawfully exercised, consummated, or 211 executed if not incapacitated, if the best interest of the ward 212 requires such execution, exercise, or release. 213 (3)(c) Make ordinary or extraordinary repairs or 214 alterations in buildings or other structures; demolish any 215 improvements; or raze existing, or erect new, party walls or 216 buildings. 217 (4)(d) Subdivide, develop, or dedicate land to public use; 218 make or obtain the vacation of plats and adjust boundaries; 219 adjust differences in valuation on exchange or partition b y 220 giving or receiving consideration; or dedicate easements to 221 public use without consideration. 222 (5)(e) Enter into a lease as lessor or lessee for any 223 purpose, with or without option to purchase or renew, for a term 224 within, or extending beyond, the period of guardianship. 225 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 10 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S (6)(f) Enter into a lease or arrangement for exploration 226 and removal of minerals or other natural resources or enter into 227 a pooling or unitization agreement. 228 (7)(g) Abandon property when, in the opinion of the 229 guardian, it is valueless or is so encumbered or in such 230 condition that it is of no benefit to the estate. 231 (8)(h) Pay calls, assessments, and other sums chargeable 232 or accruing against, or on account of, secu rities. 233 (9)(i) Borrow money, with or without security, to be 234 repaid from the property or otherwise and advance money for the 235 protection of the estate. 236 (10)(j) Effect a fair and reasonable compromise with any 237 debtor or obligor or extend, renew, or in an y manner modify the 238 terms of any obligation owing to the estate. 239 (11)(k) Prosecute or defend claims or proceedings in any 240 jurisdiction for the protection of the estate and of the 241 guardian in the performance of his or her duties. Before 242 authorizing a guardian to bring an action described in s. 243 736.0207, the court shall first find that the action appears to 244 be in the ward's best interests during the ward's probable 245 lifetime. There shall be a rebuttable presumption that an action 246 challenging the ward's revoc ation of all or part of a trust is 247 not in the ward's best interests if the revocation relates 248 solely to a devise. This subsection paragraph does not preclude 249 a challenge after the ward's death. If the court denies a 250 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 11 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S request that a guardian be authorized to bring an action 251 described in s. 736.0207, the court must shall review the 252 continued need for a guardian and the extent of the need for 253 delegation of the ward's rights. 254 (12)(l) Sell, mortgage, or lease any real or personal 255 property of the estate, includi ng homestead property, or any 256 interest therein for cash or credit, or for part cash and part 257 credit, and with or without security for unpaid balances. 258 (13)(m) Continue any unincorporated business or venture in 259 which the ward was engaged. 260 (14)(n) Purchase the entire fee simple title to real 261 estate in this state in which the guardian has no interest, but 262 the purchase may be made only for a home for the ward, to 263 protect the home of the ward or the ward's interest, or as a 264 home for the ward's dependent fami ly. If the ward is a married 265 person and the home of the ward or of the dependent family of 266 the ward is owned by the ward and spouse as an estate by the 267 entirety and the home is sold pursuant to the authority of 268 subsection (12) paragraph (l), the court may authorize the 269 investment of any part or all of the proceeds from the sale 270 toward the purchase of a fee simple title to real estate in this 271 state for a home for the ward or the dependent family of the 272 ward as an estate by the entirety owned by the ward and spouse. 273 If the guardian is authorized to acquire title to real estate 274 for the ward or dependent family of the ward as an estate by the 275 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 12 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S entirety in accordance with the preceding provisions, the 276 conveyance must shall be in the name of the ward and spouse and 277 shall be effective to create an estate by the entirety in the 278 ward and spouse. 279 (15)(o) Exercise any option contained in any policy of 280 insurance payable to, or inuring to the benefit of, the ward. 281 (16)(p) Pay reasonable funeral, interment, and grave 282 marker expenses for the ward from the ward's estate. 283 (17)(q) Make gifts of the ward's property to members of 284 the ward's family in estate and income tax planning procedures. 285 (18)(r) When the ward's will evinces an objective to 286 obtain a United States estat e tax charitable deduction by use of 287 a split interest trust (as that term is defined in s. 736.1201), 288 but the maximum charitable deduction otherwise allowable will 289 not be achieved in whole or in part, execute a codicil on the 290 ward's behalf amending said wi ll to obtain the maximum 291 charitable deduction allowable without diminishing the aggregate 292 value of the benefits of any beneficiary under such will. 293 (19)(s) Create or amend revocable trusts or create 294 irrevocable trusts of property of the ward's estate whi ch may 295 extend beyond the disability or life of the ward in connection 296 with estate, gift, income, or other tax planning or in 297 connection with estate planning. The court shall retain 298 oversight of the assets transferred to a trust, unless otherwise 299 ordered by the court. 300 CS/HB 1119 2023 CODING: Words stricken are deletions; words underlined are additions. hb1119-01-c1 Page 13 of 13 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S (20)(t) Renounce or disclaim any interest by testate or 301 intestate succession or by inter vivos transfer. 302 (21)(u) Enter into contracts that are appropriate for, and 303 in the best interest of, the ward. 304 (22)(v) As to a minor ward, pay expenses of the ward's 305 support, health, maintenance, and education, if the ward's 306 parents, or either of them, are alive. 307 (2) A plenary guardian or a limited guardian of a ward may 308 sign an order not to resuscitate as provided in s. 401.45(3). 309 When a plenary guardian or a limited guardian of a ward seeks to 310 obtain approval of the court to sign an order not to 311 resuscitate, if required by exigent circumstances, the court 312 must hold a preliminary hearing within 72 hours after the 313 petition is filed, and: 314 (a) Rule on the relief requested immediately after the 315 preliminary hearing; or 316 (b) Conduct an evidentiary hearing not later than 4 days 317 after the preliminary hearing and rule on the relief requested 318 immediately after the evidentiary hearing. 319 Section 6. This act shall take effect July 1, 2023. 320