Wisconsin 2023-2024 Regular Session

Wisconsin Senate Bill SB628

Introduced
11/7/23  
Refer
11/7/23  
Report Pass
2/16/24  
Engrossed
2/20/24  
Enrolled
2/27/24  
Chaptered
3/22/24  

Caption

Financial exploitation of vulnerable adults.

Impact

If enacted, SB628 will have a significant impact on the statutes surrounding financial services in Wisconsin. It will require financial service providers to adopt measures for identifying and reporting financial exploitation. The bill allows these providers to contact previously authorized individuals or family members when exploitation is suspected, helping to ensure that vulnerable adults receive the necessary support and intervention. This establishes a protective mechanism that could enhance the oversight of financial activities concerning older adults.

Summary

Senate Bill 628 addresses the financial exploitation of vulnerable adults in Wisconsin by establishing a legal framework for financial service providers to respond when they suspect that an adult over the age of 65 or a vulnerable individual is being exploited. The bill introduces definitions and guidelines regarding what constitutes financial exploitation and the responsibilities of financial institutions in such scenarios. This legislation aims to create a safer environment for vulnerable adults by enabling timely responses to potential exploitation.

Sentiment

The sentiment around SB628 appears to be largely positive, especially among advocacy groups focused on elder rights and financial protection. Supporters believe that the bill will strengthen safeguards for seniors and increase awareness among financial institutions about their role in preventing exploitation. However, there could be concerns from some stakeholders regarding the implications of reporting procedures and potential invasions of privacy, which might lead to a more cautious approach from financial institutions.

Contention

Notable points of contention surrounding SB628 revolve around the balance between protecting vulnerable adults and safeguarding their autonomy. Critics may argue that under the guise of protection, the bill could lead to overreach where the involvement of family members or authorized contacts might not always align with the best interests of the vulnerable individual. Furthermore, the bill's implementation and the effectiveness of the reporting framework remain subjects of debate, particularly regarding the responsibilities placed on financial institutions.

Companion Bills

No companion bills found.

Previously Filed As

WI AB578

Financial exploitation of vulnerable adults.

WI HB2695

Financially vulnerable adult; financial exploitation

WI SB174

Financial institutions; reporting financial exploitation of elderly or vulnerable adults.

WI HB692

Financial institutions; reporting financial exploitation of elderly or vulnerable adults.

WI SF0024

Financial exploitation of vulnerable adults.

WI SF0076

Financial exploitation of vulnerable adults.

WI HB373

Financial institutions; reporting financial exploitation of elderly or vulnerable adults.

WI HB373

Financial institutions; reporting financial exploitation of elderly or vulnerable adults.

WI SB385

Relative to financial exploitation of vulnerable adults.

WI HB3921

Relating to the financial exploitation of certain vulnerable adults.

Similar Bills

No similar bills found.