This docum ent does not reflect the intent or official position of the bill sponsor or House of Representatives. STORAGE NAME: h1119a.CFS DATE: 3/16/2023 HOUSE OF REPRESENTATIVES STAFF ANALYSIS BILL #: CS/HB 1119 Withholding or Withdrawal of Life-prolonging Procedures SPONSOR(S): Children, Families & Seniors Subcommittee, Berfield TIED BILLS: IDEN./SIM. BILLS: SB 1098 REFERENCE ACTION ANALYST STAFF DIRECTOR or BUDGET/POLICY CHIEF 1) Children, Families & Seniors Subcommittee 17 Y, 0 N, As CS Osborne Brazzell 2) Civil Justice Subcommittee 3) Health & Human Services Committee SUMMARY ANALYSIS When an individual is unable to make legal decisions regarding his or her person or property, a court may appoint a guardian to act on his or her behalf. A person served by a guardian is a ward, and a guardian may oversee a ward’s person or property or both. When a person becomes a ward, that person loses those civil and legal rights transferred to the guardian. When a guardian is given full (plenary) guardianship, the guardian has authority to make all decisions for a ward, such as deciding where the ward lives and whether to sell the ward’s property. In Florida, circuit court judges appoint guardians and oversee guardianships, governed by ch. 744, F.S. Competent adults may formulate, in advance, preferences regarding a course of treatment in the event that injury or illness causes severe impairment or loss of decision-making capacity, known as an advance directive. An advance directive is a witnessed, oral statement or written instruction that expresses a person’s desires about any aspect of his or her future health care, including the designation of a health care surrogate, a living will, or an anatomical gift. Another kind of advance directive is a “do not resuscitate order,” (DNRO) which is a physician’s order indicating that if a person experiences cardiac or pulmonary arrest, then medical professionals are not to provide resuscitative treatments. These orders are most often used by those suffering from a terminal condition, end-stage condition, or in a persistent vegetative state. CS/HB 1119 requires specific information about preexisting advance directives and DNROs to be included in the initial and annual guardianship plans, including whether those directives and orders have been modified, transferred, or revoked by the court. The bill allows health care surrogates and agents under a durable power of attorney who have retained their authority to make health care decisions under the guardianship plan to exercise that delegated authority without additional approval by the court. Additionally, the bill allows guardians to exercise any authority to make health care decisions consistent with the advance directive or power of attorney that has been transferred by the court to them, without additional approval by the court, unless there is a conflict or objection to the guardian’s proposed action under that authority. The bill also creates s. 744.4431, F.S., relating to guardianship power regarding life-prolonging procedures. This section authorizes a guardian to petition the court for the authority to withhold or withdraw life-prolonging procedures under certain circumstances and outlines the information required in the petition, the circumstances in which a court hearing is required, and the timeframe in which a hearing must be held and a ruling reached. It specifies circumstances under which a guardian may execute an order not to resuscitate for a ward without additional court approval, should exigent circumstances indicate that a ward’s death is imminent and there are no known objections. The bill provides an effective date of July 1, 2023. STORAGE NAME: h1119a.CFS PAGE: 2 DATE: 3/16/2023 FULL ANALYSIS I. SUBSTANTIVE ANALYSIS A. EFFECT OF PROPOSED CHANGES: Background Guardianship When an individual is unable to make legal decisions regarding his or her person or property, a guardian may be appointed to act on his or her behalf. A guardian is someone who is appointed by the court to act on behalf of a ward (an individual who has been adjudicated incapacitated) regarding his or her person or property or both. 1 Guardianship is considered the most restrictive form of protection and supervision of an individual as it inherently entails the removal of certain civil and legal rights. 2 In recognition of the highly restrictive nature of guardianship, the Legislature has specified its intent that the courts utilize the least restrictive form of guardianship appropriate for the incapacitated persons, and that alternatives to guardianship and less restrictive means of assistance be explored before appointing a guardian. 3 The process to determine an individual’s incapacity and the subsequent appointment of a guardian begins with a verified petition detailing the factual information supporting the reasons the petitioner believes the individual to be incapacitated, including the rights the alleged incapacitated person is incapable of exercising. 4 The alleged incapacitated person is then appointed an attorney and partakes in an examination conducted by a committee of three medical experts appointed by the court. 5 The committee members each provide a report to the court including a determination of whether the individual lacks the capacity to exercise rights, the extent of that incapacity, and the factual basis for the determination that the person lacks that capacity, as well as an evaluation of the person’s ability to retain specific rights. 6 The final determination of incapacity is made by the court. Once a person has been adjudicated incapacitated, the court appoints a guardian 7 , and the letters of guardianship defining the terms of the guardianship are issued. 8 The order appointing a guardian must be consistent with the ward’s welfare and safety, must be the least restrictive appropriate alternative, and must reserve to the ward the right to make decisions in all matters commensurate with his or her ability to do so. 9 Relationship Between Guardian and Ward The relationship between a guardian and his or her ward is a fiduciary one. 10 A fiduciary relationship exists between two persons when one of them is under a duty to act for or to give advice for the benefit of another upon matters within the scope of that relationship. 11 The guardian, as fiduciary, must: 12 Act within the scope of the authority granted by the court and as provided by law; 1 S. 744.102(9), F.S. 2 Guardianship Improvement Task Force. Final Report: January 2022. Available at https://www.guardianshipimprovementtaskforce.com/report/ (last visited March 7, 2023). 3 S. 744.1012(2), F.S. 4 S. 744.3201, F.S. 5 S. 744.331, F.S. One member of the committee must be a psychiatrist or other physician. The remaining committee members must be either a psychologist, gerontologist, psychiatrist, physician, advanced practice registered nurse, registered nurse, licensed social worker, a person with an advanced degree in gerontology from an accredited institution of higher education, or any other person who by knowledge, skill, experience, training, or education may, in the court’s discretion, advise the court in the form of an expert opinion. 6 S. 744.331(3)(g), F.S. 7 S. 744.2005, F.S 8 S. 744.345, F.S. 9 S. 744.2005(3), F.S. 10 Lawrence v. Norris, 563 So. 2d 195, 197 (Fla. 1st DCA 1990); s. 744.361(1), F.S. 11 Doe v. Evans, 814 So. 2d 370, 374 (Fla. 2002). 12 s. 744.361, F.S. STORAGE NAME: h1119a.CFS PAGE: 3 DATE: 3/16/2023 Act in good faith; Not act in a manner contrary to the ward's best interests under the circumstances; and Use any special skills or expertise the guardian possesses when acting on behalf of the ward. The fiduciary relationship between the guardian and the ward may not be used for the private gain of the guardian other than the remuneration for fees and expenses provided by law. 13 As such, the guardian must act in the best interest of the ward and carry out his or her responsibilities in an informed and considered manner. Should a guardian breach his or her fiduciary duty to the ward, the court is obligated to intervene to protect the ward and the ward’s interests. 14 A guardian can either be “limited” or “plenary” in nature. 15 A limited guardian is appointed by the court to exercise the legal rights and powers specifically designated by the court after the court has found that the ward lacks the capacity to do some, but not all, of the tasks necessary to care for his or her person or property, or after the person has voluntarily petitioned for appointment of a limited guardian. 16 A person for whom a limited guardian has been appointed retains all legal rights except those that have been specifically granted to the guardian by the court. 17 A plenary guardian is appointed by the court to exercise all delegable legal rights and powers of the ward after the court has found that the ward lacks the capacity to perform all of the tasks necessary to care for his or her person or property. 18 Appointment of a Guardian In Florida, a guardian is appointed to a ward by the circuit court. Any of the following persons or entities may be appointed guardian of a ward: 19 Any resident of Florida who is 18 years of age or older and has full legal rights and capacity; A nonresident if he or she is related to the ward by blood, marriage, or adoption; A trust company, a state banking corporation, or state savings association authorized and qualified to exercise fiduciary powers in this state, or a national banking association or federal savings and loan association authorized and qualified to exercise fiduciary powers in Florida; A nonprofit corporation organized for religious or charitable purposes and existing under the laws of Florida; A judge who is related to the ward by blood, marriage, or adoption, or has a close relationship with the ward or the ward’s family, and serves without compensation; A provider of health care services to the ward, whether direct or indirect, when the court specifically finds that there is no conflict of interest with the ward’s best interests; or A for-profit corporation that meets certain qualifications, including being wholly owned by the person who is the circuit's public guardian in the circuit where the corporate guardian is appointed. Appointment of a Professional Guardian A professional guardian is a guardian who has, at any time, rendered services to three or more wards as their guardian; however, a person serving as a guardian for two or more relatives is not considered a professional guardian. A public guardian may be appointed if there is no family member or friend, other person, bank, or corporation willing and qualified to serve as a guardian. 20 Public guardians are intended to primarily serve individuals of limited financial means. 21 A public guardian is considered a professional guardian for purposes of regulation, education, and registration. 22 Professional guardians 13 S. 744.446, F.S. 14 S. 744.446(5), F.S. 15 S. 744.102(9)(a), F.S. 16 Id. 17 S. 744.2005(7), F.S. 18 S. 744.102(9)(b), F.S. 19 S. 744.309, F.S. 20 S. 744.2007(1), F.S. 21 S. 744.2007(3), F.S. 22 S. 744.102(17), F.S STORAGE NAME: h1119a.CFS PAGE: 4 DATE: 3/16/2023 are overseen by the Office of Public and Professional Guardians within the Department of Elderly Affairs. 23 In each case when a court appoints a professional guardian and does not use a rotation system for such appointment, the court must make specific findings of fact stating why the person was selected as guardian in the particular matter involved. 24 The court must consider, and the findings must reference, the following factors: 25 Whether the guardian is related by blood or marriage to the ward; Whether the guardian has educational, professional, or business experience relevant to the nature of the services sought to be provided; Whether the guardian has the capacity to manage the financial resources involved; Whether the guardian has the ability to meet the requirements of the law and the unique needs of the individual case; The wishes expressed by an incapacitated person as to who shall be appointed guardian; The preference of a minor who is age 14 or over as to who should be appointed guardian; Any person designated as guardian in any will in which the ward is a beneficiary; and The wishes of the ward’s next of kin, when the ward cannot express a preference. Additionally, current law prohibits the court from giving preference to the appointment of a person based solely on the fact that such person was appointed by the court to serve as an emergency temporary guardian. 26 When a professional guardian is appointed as an emergency temporary guardian, that professional guardian may not be appointed as the permanent guardian of a ward unless one of the next of kin of the alleged incapacitated person or the ward requests that the professional guardian be appointed as permanent guardian. 27 However, the court may waive this limitation if the special requirements of the guardianship demand that the court appoint a guardian because he or she has special talent or specific prior experience. 28 The court may not appoint a professional guardian who is not registered by the Office of Public and Professional Guardians. 29 The following are disqualified from being appointed as a guardian: 30 A person convicted of a felony; A person who is incapable of discharging the duties of a guardian due to incapacity or illness, or who is otherwise unsuitable to perform the duties of a guardian; A person who has been judicially determined to have committed abuse, abandonment, or neglect against a child; A person who has been found guilty of, regardless of adjudication, or entered a plea of nolo contendere or guilty to, any offense prohibited under s. 435.04, F.S.; A person who provides substantial services to the proposed ward in a professional or business capacity, or a creditor of the proposed ward, if such guardian retains that previous professional or business relationship (with exceptions); or A person who is in the employ of any person, agency, government, or corporation that provides service to the proposed ward in a professional or business capacity, unless that person is the spouse, adult child, parent, or sibling of the proposed ward or the court determines that the potential conflict of interest is insubstantial and that the appointment would clearly be in the proposed ward’s best interest. A court may not appoint a guardian in any other circumstance in which a conflict of interest may 23 S. 744.2001, F.S. 24 S. 744.312(4)(a), F.S. 25 See s. 744.312(2)-(3), F.S. 26 S. 744.312(5), F.S. 27 S. 744.312(4)(b), F.S. 28 Id. 29 S. 744.2003(9), F.S. 30 S. 744.309(3), F.S. STORAGE NAME: h1119a.CFS PAGE: 5 DATE: 3/16/2023 occur. 31 Powers and Duties of the Guardian The guardian of an incapacitated person may exercise only those rights removed from the ward and delegated to the guardian. 32 The guardian has a great deal of power when it comes to managing the ward’s estate. Some of these powers require court approval before they may be exercised. Examples of Powers That May Be Exercised By a Guardian With Court Approval 33 Without Court Approval 34 Enter into contracts that are appropriate for, and in the best interest of, the ward. Perform, compromise, or refuse performance of a ward’s existing contracts. Alter the ward’s property ownership interests, including selling, mortgaging, or leasing any real property (including the homestead), personal property, or any interest therein. Borrow money to be repaid from the property of the ward or the ward’s estate. Renegotiate, extend, renew, or modify the terms of any obligation owing to the ward. Prosecute or defend claims or proceedings in any jurisdiction for the protection of the estate. Exercise an option contained in an insurance policy payable to the ward. Make gifts of the ward’s property to members of the ward’s family in estate and income tax planning. Pay reasonable funeral, interment, and grave marker expenses for the ward. Retain assets owned by the ward. Receive assets from fiduciaries or other sources. Insure the assets of the estate against damage, loss, and liability. Pay taxes and assessments on the ward’s property. Pay reasonable living expenses for the ward, taking into consideration the ward’s current finances. Pay incidental expenses in the administration of the estate. Prudently invest liquid assets belonging to the ward. Sell or exercise stock subscription or conversion rights. Consent to the reorganization, consolidation, merger, dissolution, or liquidation of a corporation or other business enterprise of the ward. Employ, pay, or reimburse persons, including attorneys, auditors, investment advisers, care managers, or agents, even if they are associated with the guardian, to advise or assist the guardian in the performance of his or her duties. State law also imposes specific duties upon guardians consistent with the basic duties of a fiduciary, including protecting and preserving the property of the ward as well as his or her overall physical and social health. 35 For example, guardians must file initial 36 and annual guardianship reports, 37 and an annual accounting of the ward’s property, 38 with the court. Initial and Annual Guardianship Plans Guardians must file an initial guardianship report with the court. It must be filed within 60 days after appointment and, for a guardian of the person, include an initial guardianship plan. 39 Initial guardian plans are required by statute to contain certain specified information regarding the ward, including information regarding the provision of medical, mental health, or personal care services for the welfare of the ward; the kind of residential setting best suited for the needs of the ward; the provision of social and personal services for the welfare of the ward; and a list of any preexisting orders not to resuscitate or advance directives. 40 Guardians must also file an annual guardianship report with the court. The annual guardianship report must be filed within 90 days following the last day of the anniversary month of appointment. The annual 31 Id. 32 S. 744.361(1), F.S. 33 S. 744.441, F.S. 34 Id. 35 S. 744.362, F.S. 36 S. 744.367, F.S. 37 S. 744.3678, F.S. 38 See s. 744.363(1)(a)-(f), F.S. 39 S. 744.362, F.S. 40 S. 744.363, F.S. STORAGE NAME: h1119a.CFS PAGE: 6 DATE: 3/16/2023 plan must cover the coming fiscal year, ending on the last day in the anniversary month. 41 Similar to the initial guardianship report, the annual guardianship report for a guardian of the person must include an annual guardianship plan 42 updating information regarding the medical and mental health conditions, treatment, and rehabilitation needs of the ward; the residence of the ward; the social condition of the ward; and a list of any preexisting orders not to resuscitate or advance directives. 43 End of Life Decision-making Competent adults may formulate, in advance, preferences regarding a course of treatment in the event that injury or illness causes severe impairment or loss of decision-making capacity, known as an advance directive. An advance directive is a witnessed, oral statement or written instruction that expresses a person’s desires about any aspect of his or her future health care, including the designation of a health care surrogate, a living will, or an anatomical gift. 44 The designation of a health care surrogate, a living will, or an anatomical gift each serve different purposes and have their own unique requirements and specifications under the law. 45 Living Wills A living will is an advanced directive that indicates a person’s preferences for the provision, withholding, or withdrawal of life-prolonging procedures in the event that such person has a terminal condition, end- stage condition, or is in a persistent vegetative state. 46 Life-prolonging procedures are defined as any medical procedure, treatment, or intervention, including artificially provided sustenance and hydration, which sustains, restores, or supplants a spontaneous vital function. The term does not include the administration of medication or performance of medical procedure, when such medication or procedure is deemed necessary to provide comfort care or to alleviate pain. 47 The terms of a living will are entered into by a competent adult and indicate their personal treatment preferences and goals should they be unable to make medical decisions for themselves. Health Care Surrogates and Proxies A health care surrogate is a competent adult who has been expressly designated by a principal via an advance directive to make health care decisions 48 on the behalf of the principal upon the principal’s incapacity or at another point in time as determined by the principal. 49 If a person fails to designate a surrogate or a designated surrogate is unwilling or unable to perform his or her duties, a health care facility may seek the appointment of a proxy to make health care decisions on behalf of such person should they become incapacitated. 50 Florida law directs health care facilities to appoint proxies according to a prioritized list based on the person’s relation to the patient. The following persons may serve as proxy to an incapacitated patient, in order of priority: the patient’s court-appointed guardian with health care decision-making authority, the patient’s spouse, adult child, parent, adult sibling, an adult relative who has shown special care and concern for the patient, a close friend, or a clinical social worker under specific circumstances. 51 A surrogate appointed by the principal or by proxy, may, subject to any limitations and instructions 41 S.744.367(1), F.S. 42 S.744.367(1) and (3)(a), F.S. 43 S. 744.3675, F.S. 44 S. 765.101, F.S. 45 Id. 46 S. 765.302(1), F.S. 47 S. 765.101(12), F.S. 48 S. 765.101(6), F.S.; “health care decision” means: informed consent, refusal of consent, or withdrawal of consent to any and all health care, including life-prolonging procedures and mental health treatment, unless otherwise stated in the advance directives; the decision to apply for private, public, government, or veterans’ benefits to defray the cost of health care; the right of access to all records of the principal reasonably necessary for a health care surrogate to make decisions involving health care and to apply for benefits; and the decision to make an anatomical gift pursuant to part V of ch. 765, F.S. 49 S. 765.202, F.S. 50 S. 765.401(1), F.S. 51 S. 765.401(1), F.S. STORAGE NAME: h1119a.CFS PAGE: 7 DATE: 3/16/2023 provided by the principal, take the following actions: 52 Make all health care decisions for the principal during the principal’s incapacity; Consult expeditiously with appropriate health care providers to provide informed consent, including written consent where required, provided that such consent reflects the principal’s wishes or the principal’s best interests; Have access to the appropriate medical records of the principal; Apply for public benefits for the principal and have access to information regarding the principal’s income, assets, and financial records to the extent required to make such application; Authorize the release of information and medical records to appropriate persons to ensure continuity of the principal’s health care; and Authorize the admission, discharge, or transfer of the principal to or from a health care facility. Physicians should recognize the patient’s proxy or surrogate as an extension of the patient, entitled to the same respect as the competent patient. 53 Power of Attorney A power of attorney is a document granting authority to an agent to act in the place of the principal. 54 A “durable” power of attorney is a kind of power of attorney that cannot be terminated by the principal’s incapacity. 55 Among many other things, a durable power of attorney may be used to allow another person to make health care decisions on behalf of an incapacitated principal. 56 Do Not Resuscitate Orders One type of advance directive, a “do not resuscitate order” (DNRO), results in cardiopulmonary resuscitation (CPR) and all other resuscitative treatment being withheld in the event of cardiac or pulmonary arrest. 57 DNROs differ from living wills in that while a living will instructs on the care and treatment an individual desires under certain circumstances, and thus may result in the withholding of life-prolonging care, a DNRO is a physician’s order to withhold resuscitation if a patient experiences cardiac or pulmonary arrest. 58 DNROs are typically used by individuals suffering from a terminal condition, end-stage condition, or in a persistent vegetative state, but in some circumstances may also be used by healthy individuals. 59 The DNRO indicates that resuscitative measures are not to be initiated; however, comfort care measures, such as oxygen administration, hemorrhage control and pain management, may still be used. 60 DNROs are honored in most health care settings including hospices, 61 adult family care homes, 62 assisted living facilities, 63 emergency departments, 64 nursing homes, 65 home health agencies, 66 and hospitals. 67 DNROs are also honored by emergency medical responders outside of a health care setting provided that the form is prominently displayed or the patient identification device, a miniature 52 S. 765.205, F.S. 53 American Medical Association. Code of Ethics. Opinion 2.1.2: Decisions for Adult Patients Who Lack Capacity. Available at https://code-medical-ethics.ama-assn.org/ethics-opinions/decisions-adult-patients-who-lack-capacity (last visited March 10, 2023). 54 S. 709.2102(9), F.S. 55 S. 709.2102(4), F.S. 56 The Florida Bar. Consumer Pamphlet: Florida Power of Attorney, About the Power of Attorney. Available at https://www.floridabar.org/public/consumer/pamphlet13/#about (last visited March 10, 2023). 57 Florida Department of Health. Do Not Resuscitate Frequently Asked Questions. Available at https://www.floridahealth.gov/about/patient-rights-and-safety/do-not-resuscitate/faq-page.html#difference (last visited March 9, 2023). 58 Id. 59 Id. 60 Id. 61 S. 400.6095, F.S. 62 S. 429.73, F.S. 63 S. 429.255, F.S. 64 S. 395.1041, F.S. 65 S. 400.142, F.S. 66 S. 400.487, F.S. 67 S. 395.1041, F.S. STORAGE NAME: h1119a.CFS PAGE: 8 DATE: 3/16/2023 version of the form, accompanies the patient. 68 In order for the DNRO to be valid, it must be on the form adopted by the Department of Health, printed on yellow paper, and signed by the patient’s physician or physician assistant and the patient. 69 If the patient is incapacitated, then the form must be signed by the patient’s health care surrogate or proxy, court-appointed guardian, or attorney in fact under a durable power of attorney. 70 A DNRO does not expire; 71 however, it may be revoked by the patient, or the patient’s representative who signed the original form, at any time, either in writing, by physical destruction of the form, or by orally expressing contrary intent. 72 End of Life Decision-making by Guardians In 2020, the Legislature began requiring guardians to obtain court approval prior to signing a DNRO for a ward. 73 This change followed reports of a professional guardian signing an order not to resuscitate against her ward’s wishes which ultimately led to the death of the ward. The event led to a series of other changes to the state’s guardianship statute 74 regarding the appointment of guardians, conflicts of interest, and the powers and duties of guardians. 75 Under current law, a guardian must petition the court and obtain court approval prior to signing a DNRO. If a ward is facing exigent circumstances, the court must hold a preliminary hearing within 72 hours after the filing of the petition and either make a ruling immediately after the preliminary hearing, or conduct an evidentiary hearing within four days after the preliminary hearing and make a ruling immediately after the evidentiary hearing. 76 The public guardians have expressed concerns with the impact of these provisions which have resulted in physicians’ refusal to provide comfort care, and resuscitations that led to injuries and suffering to wards. For example, public guardians report delays in filing petitions due to the need to gather required materials to submit the petition; physician refusal to sign required forms or unavailability for hearings; and delays in accessing the courts where weekend process is unavailable. 77 Effect of Proposed Changes Rights of Persons Determined Incapacitated The bill amends the list of rights that may be removed from a person by the courts in an order determining incapacity and delegated to a guardian to include the right to consent to the withholding or withdrawal of life-prolonging procedures as defined in state law. The bill specifies that this power is subject to court approval. Initial and Annual Guardianship Plans The bill expands upon the required contents of initial and annual guardianship plans regarding preexisting DNROs and advance directives. Specifically, the bill requires that in addition to listing any 68 Rule 64J-2.018, F.A.C. 69 S. 401.45(3), F.S. 70 Id. 71 Supra, note 57. 72 Supra, note 68. 73 S. 744.441(2), F.S. 74 See also Ch. 744, F.S. 75 Greg Angel, Spectrum News 13, DeSantis Signs Florida Guardianship Bill Into Law, Expanding Oversight of Program (June 19, 2020). Available at https://www.mynews13.com/fl/orlando/news/2020/06/19/desantis-signs-florida-guardianship-bill-into-law (last visited March 11, 2023). 76 S. 744.441(2), F.S. 77 Guardianship Improvement Task Force, Appendix M: Public Guardian DNR Legislation Unintended Consequences Examples (January 2022). Available at https://guardianshiptf.wpengine.com/wp-content/uploads/2022/01/GITFReportAppendix-Jan2022- Reduced.pdf (last visited March 11, 2023). STORAGE NAME: h1119a.CFS PAGE: 9 DATE: 3/16/2023 such orders and directives, the plans also include the date that such orders and directives were signed whether they were revoked, modified, or suspended by the court, and the date of such action by the court. The bill specifies that a surrogate designated by the ward in an advance directive, or an agent designated by the ward in a durable power of attorney, who retains authority to make health care decisions under the guardianship plan, may exercise that authority without additional approval by the court. Any authority of a surrogate or agent that has been transferred to a guardian may be exercised by the guardian, consistent with the advance directive or durable power of attorney, without additional approval by the court. Guardianship Power Regarding Life-prolonging Procedures The bill creates s. 744.4431, F.S. which details the parameters of a guardian’s power regarding life- prolonging procedures. This section requires the guardian of a ward’s person to obtain court approval prior to withdrawing or withholding life-prolonging procedures except under specific circumstances. The section outlines the required contents of the petition, including a description of the proposed action and documentation of the guardian’s existing authority to make health care decisions for the ward, any known objections to the proposed action or conflict with the wishes of the ward, the ward’s next of kin, or any interested person, documentation showing that the ward’s next of kin or interested persons have been notified of the intent to file the petition, and the circumstances or evidence showing that the proposed action satisfies the applicable criteria in the statute providing for health care decision proxies 78 or regarding individuals in a persistent vegetative state. 79 The guardian is required to serve notice of the petition, and of any hearing, upon the ward’s next of kin and interested persons. The bill does not require that a hearing be held on the petition unless the court has been notified of an objection or conflict, or the court has insufficient information to make a determination. If a hearing is required and a ward is facing exigent circumstances, the court must hold a preliminary hearing within 72 hours of the filing of the petition and either make a ruling immediately following the hearing, or conduct an evidentiary hearing within four days of the preliminary hearing, at which time the court must immediately make a ruling. The bill specifies that court approval is not required prior to withholding or withdrawing life-prolonging procedures in the following circumstances: For a decision by surrogate designated by the ward in an advance directive, or by an agent designated by the ward in a durable power of attorney, who retains authority to make health care decisions under the guardianship plan. For a decision by a surrogate designated by the ward in an advance directive or by an agent designated by the ward in a durable power of attorney, who retains authority to make health care decisions under the guardianship plan, to carry out the instructions in, or take actions consistent with, an advance directive. For a decision by a guardian to carry out the instructions in advance directive, or take actions consistent with an advance directive, which authority has been transferred to the guardian by the court. The bill authorizes a guardian to execute a DNRO for a ward without court authority if the ward is in a hospital and the following conditions have been met: The ward's primary physician and at least one other consulting physician document that: o There is no reasonable medical probability for recovery or cure of the underlying medical condition; 78 S. 765.401, F.S. 79 S. 765.404, F.S. STORAGE NAME: h1119a.CFS PAGE: 10 DATE: 3/16/2023 o The ward is in an end-stage condition, or that the ward's medical condition is in an inexorable and irreversible decline and death likely to occur in the near future; and o That resuscitation will cause the patient physical harm or pain; The guardian has notified known next of kin and interested persons and the decision involves no known conflicts with the wishes, as presently or previously expressed, of the ward, the ward's next of kin, or any interested person. The guardian is required to notify the court within two business days of signing a DNRO for a ward under the provisions of this section. Guardian Powers Upon Court Approval The bill deletes existing statutory language requiring a guardian to obtain court approval prior to signing a DNRO 80 which would be redundant upon the implementation of s. 744.4431, F.S. Effective Date The bill provides an effective date of July 1, 2023. B. SECTION DIRECTORY: Section 1: Amends s. 744.3215, F.S., relating to rights of persons determined incapacitated. Section 2: Amends s. 744.363, F.S., relating to initial guardianship plan. Section 3: Amends s. 744.3675, F.S., relating to annual guardianship plan. Section 4: Creates s. 744.4431, F.S., relating to guardianship power regarding life-prolonging procedures. Section 5: Amends s. 744.441, F.S., relating to powers of guardian upon court approval. II. FISCAL ANALYSIS & ECONOMIC IMPACT STATEMENT A. FISCAL IMPACT ON STATE GOVERNMENT: 1. Revenues: None. 2. Expenditures: The bill would have an indeterminate, though possibly negative, fiscal impact on the judiciary. 81 B. FISCAL IMPACT ON LOCAL GOVERNMENTS: 1. Revenues: None. 2. Expenditures: None. C. DIRECT ECONOMIC IMPACT ON PRIVATE SECTOR: None. D. FISCAL COMMENTS: None. 80 S. 744.441(2), F.S. 81 Id. STORAGE NAME: h1119a.CFS PAGE: 11 DATE: 3/16/2023 III. COMMENTS A. CONSTITUTIONAL ISSUES: 1. Applicability of Municipality/County Mandates Provision: None. 2. Other: None. B. RULE-MAKING AUTHORITY: The Florida Probate Rules may need to be reviewed to ensure that they accommodate the new statutory procedures. 82 Legislative rule-making authority is not required for the judiciary to amend the Florida Probate Rules. C. DRAFTING ISSUES OR OTHER COMMENTS: None. IV. AMENDMENTS/COMMITTEE SUBSTITUTE CHANGES On March 15, 2023, the Children, Families, and Seniors Subcommittee adopted an amendment and reported the bill favorably as a committee substitute. The amendment makes structural and conforming changes requiring court approval for all decisions to withdraw or withhold life-prolonging procedures, with exceptions for authorized surrogates or durable power of attorney agents, executing the ward’s advance directive, and instances of a near-death ward. The bill was reported favorably as amended. The analysis is drafted to the amended bill as passed by the Children, Families & Seniors Subcommittee. 82 Id.