EXPLANATION: CAPITALS INDICATE MAT TER ADDED TO EXISTING LA W. [Brackets] indicate matter deleted from existing law. Underlining indicates amendments to bill. Strike out indicates matter stricken from the bill by amendment or deleted from the law by amendment. *hb0529* HOUSE BILL 529 N2 2lr1522 CF SB 559 By: Delegates Pena–Melnyk, Bagnall, Carey, Love, Saab, Shetty, Terrasa, and Valentino–Smith Introduced and read first time: January 21, 2022 Assigned to: Judiciary Committee Report: Favorable with amendments House action: Adopted Read second time: March 28, 2022 CHAPTER ______ AN ACT concerning 1 Estates and Trusts – Supported Decision Making 2 FOR the purpose of authorizing the use of supported decision making to assist an adult 3 through the provision of support for the adult in making, communicating, or 4 effectuating decisions and preventing the need for the appointment of certain 5 substitute decision makers for the adult; authorizing recognizing the right of an 6 adult to enter into a supported decision–making agreement with one or more 7 supporters under certain circumstances; providing immunity from civil or criminal 8 liability under certain circumstances; and generally relating to supported decision 9 making for adults. 10 BY adding to 11 Article – Estates and Trusts 12 Section 18–101 through 18–109 to be under the new title “Title 18. Supported 13 Decision Making” 14 Annotated Code of Maryland 15 (2017 Replacement Volume and 2021 Supplement) 16 BY repealing and reenacting, without amendments, 17 Article – Health – General 18 Section 5–601(a) 19 Annotated Code of Maryland 20 (2019 Replacement Volume and 2021 Supplement) 21 2 HOUSE BILL 529 BY repealing and reenacting, with amendments, 1 Article – Health – General 2 Section 5–601(o) 3 Annotated Code of Maryland 4 (2019 Replacement Volume and 2021 Supplement) 5 SECTION 1. BE IT ENACTED BY THE GENERAL ASSEMBLY OF MARYLAND, 6 That the Laws of Maryland read as follows: 7 Article – Estates and Trusts 8 TITLE 18. SUPPORTED DECISION MAKING. 9 18–101. 10 (A) IN THIS TITLE THE FOL LOWING WORDS HAVE TH E MEANINGS 11 INDICATED. 12 (B) “SUPPORTED DECISION MA KING” MEANS A PROCESS BY W HICH AN 13 ADULT, WITH OR WITHOUT HAVI NG ENTERED A SUPPORT ED DECISION–MAKING 14 AGREEMENT , UTILIZES SUPPORT FRO M A SERIES OF RELATI ONSHIPS IN ORDER TO 15 MAKE, COMMUNICATE , OR EFFECTUATE THE AD ULT’S OWN LIFE DECISIONS . 16 (C) “SUPPORTED DECISION –MAKING AGREEMENT ” MEANS AN 17 ARRANGEMENT BETWEEN AN ADULT AND A SUPPO RTER OR SUPPORTERS T HAT 18 DESCRIBES: 19 (1) HOW THE ADULT USES SU PPORTED DECISION MAK ING TO MAKE 20 DECISIONS; 21 (2) THE RIGHTS OF THE ADU LT; AND 22 (3) THE RESPONSIBILITIES OF THE SUPPORTER OR SUPPORTERS . 23 (D) “SUPPORTER” MEANS AN INDIVIDUAL SELECTED BY AN ADULT TO 24 PROVIDE SUPPORT IN M AKING, COMMUNICATING , OR EFFECTUATING THE ADULT’S 25 OWN LIFE DECISIONS . 26 18–102. 27 (A) THE PURPOSE OF THIS T ITLE IS TO ASSIST ADULTS BY: 28 (1) OBTAINING SUPPORT FOR THE ADULT IN MAKING , 29 COMMUNICATING , OR EFFECTUATING DECI SIONS THAT CORRESPON D TO THE WILL, 30 PREFEREN CES, AND CHOICES OF THE A DULT; AND 31 HOUSE BILL 529 3 (2) PREVENTING THE NEED F OR THE APPOINTMENT O F A 1 SUBSTITUTE DECISION MAKER FOR THE ADULT , INCLUDING A GUARDIAN OF THE 2 PERSON OR PROPERTY . 3 (B) THIS TITLE SHALL BE L IBERALLY CONSTRUED A ND APPLIED TO 4 PROMOTE ITS UNDERLY ING PURPOSES AND POL ICIES. 5 18–103. 6 (A) AN ADULT MAY UTILIZE SUPPORTED DECISION M AKING TO: 7 (1) INCREASE THE ADULT ’S SELF–DETERMINATION ; 8 (2) PREVENT THE NEED FOR THE APPOINTMENT OF A SUBSTITUTE 9 DECISION MAKER ; OR 10 (3) LIMIT OR TERMINATE TH E USE OF A SUBSTITUTE 11 DECISION MAKER . 12 (B) ALL ADULTS ARE PRESUM ED CAPABLE OF MAKING A SUPPORTED 13 DECISION–MAKING AGREEMENT . 14 (C) THE MANNER IN WHICH A N ADULT COMMUNICATES WITH OTHERS IS 15 NOT GROUNDS FOR DETE RMINING THAT THE ADU LT IS INCAPABLE OF M AKING, 16 CHANGING, OR REVOKING A SUPPOR TED DECISION–MAKING AGREEMENT . 17 (D) EXECUTION OF A SUPPOR TED DECISION–MAKING AGREEMENT BY AN 18 ADULT MAY NOT : 19 (1) BE USED AS EVIDENCE O F INCAPACITY; OR 20 (2) PRECLUDE THE ABILITY OF THE ADULT TO : 21 (I) ACT INDEPENDENTLY OF A SUPPORTED DECISION –MAKING 22 AGREEMENT ; OR 23 (II) ACCESS THE ADULT ’S PERSONAL INFORMATI ON WITHOUT A 24 SUPPORTER. 25 18–104. 26 (A) EXCEPT AS PROVIDED IN SUBSECTION (B) OF THIS SECTION, AN ADULT 27 MAY VOLUNTARILY , WITHOUT UNDUE INFLUE NCE OR COERCION, ENTER INTO A 28 SUPPORTED DECISION –MAKING AGREEMENT WIT H A SUPPORTER OR SUP PORTERS. 29 4 HOUSE BILL 529 (B) (1) (I) IF A PERSON UNDER GUA RDIANSHIP ENTERS INT O A 1 SUPPORTED DECISION –MAKING AGREEMENT UND ER THIS TITLE, THE AGREEMENT 2 DOES NOT SUPPLANT TH E AUTHORITY OF A G UARDIAN OF THE ADULT , UNLESS THE 3 COURT AUTHORIZES THE LIMIT ATION OR REMOVAL OF GUARDIANSHIP DUE TO THE 4 EXISTENCE OF A SUPPO RTED DECISION –MAKING AGREEMENT . 5 (2) (II) A GUARDIAN MAY NOT PRE VENT AN ADULT FROM E NTERING 6 INTO A VALID SUPPORT ED DECISION –MAKING AGREEMENT THAT DOES NOT 7 SUPPLANT THE AUTHORI TY OF THE GUARDIAN W ITHOUT GOOD CAUSE . 8 (2) A SUPPORTED DECISION –MAKING AGREEMENT OR ANY 9 PROVISION OF THE AGR EEMENT DOES NOT : 10 (I) SUPPLANT THE AUTHORIT Y OF AN AGENT UNDER A POWER 11 OF ATTORNEY EXECUTED IN ACCORDANCE WITH TITLE 17 OF THIS ARTICLE OR A N 12 ADVANCE DIRECTIVE EX ECUTED IN ACCORDANCE WITH TITLE 5, SUBTITLE 6 OF THE 13 HEALTH – GENERAL ARTICLE; OR 14 (II) SUPPLANT OR GRANT AUT HORITY OR AGENCY POW ERS 15 CONTEMPLATED BY A PO WER OF ATTORNEY OR A N ADVANCE DIRECT IVE. 16 (C) IF AN ADULT VOLUNTARI LY ENTERS INTO A SUP PORTED 17 DECISION–MAKING AGREEMENT WIT H ONE OR MORE SUPPOR TERS, THE ADULT MAY 18 AUTHORIZE A SUPPORTE R TO PROVIDE SUPPORT TO THE ADULT IN MAKI NG 19 DECISIONS IN AREAS O F THE ADULT’S CHOOSING, INCLUDING: 20 (1) GATHERING INFORMATION ; 21 (2) UNDERSTANDING AND INT ERPRETING INFORMATIO N; 22 (3) WEIGHING OPTIONS AND ALTERNATIVES TO A DE CISION; 23 (4) UNDERSTANDING THE CON SEQUENCES OF MAKING OR NOT 24 MAKING A DECISION ; 25 (5) PARTICIPATING IN CONV ERSATIONS WITH THIRD PARTIES WITH 26 THE ADULT’S EXPLICIT AUTHORIZA TION; AND 27 (6) PROVIDING THE ADULT W ITH SUPPORT AND ADVOCACY IN 28 IMPLEMENTING A DECIS ION. 29 HOUSE BILL 529 5 (D) NOTHING IN THIS TITLE OR THE EXISTENCE OF A SUPPORTED 1 DECISION–MAKING AGREEMENT MAY PRECLUDE THE ADULT F ROM ACTING 2 INDEPENDENTLY OF A SU PPORTED DECISION –MAKING AGREEMENT . 3 (E) THE AVAILABILITY OF A SUPPORTED DECISION –MAKING AGREEMENT IS 4 NOT INTENDED TO LIMI T THE INFORMAL USE O F SUPPORTED DECISION MAKING OR 5 TO PRECLUDE JUDICIAL CONSIDERATION OF INF ORMAL SUPPORTED 6 DECISION–MAKING ARRANGEMENTS AS A LESS RESTRICTIV E ALTERNATIVE TO 7 GUARDIANSHIP . 8 (F) EXECUTION OF A SUPPOR TED DECISION–MAKING AGREEMENT MAY NOT 9 BE A CONDITION OF PA RTICIPATING IN ANY A CTIVITY, SERVICE, OR PROGRAM . 10 18–105. 11 (A) A SUPPORTER SHALL : 12 (1) SUPPORT THE WILL AND PRE FERENCE OF THE ADULT AND NOT 13 THE SUPPORTER ’S OPINION OF THE REA SONABLENESS OF THE A DULT’S WISHES, 14 PREFERENCES , OR CHOICES; 15 (2) ACT HONESTLY, DILIGENTLY, AND IN GOOD FAITH ; 16 (3) ACT WITHIN THE AUTHOR ITY GIVEN IN THE SUP PORTED 17 DECISION–MAKING AGREEMENT ; 18 (4) AVOID CONFLICTS OF IN TEREST; 19 (5) MAINTAIN RECORDS , WHICH THE SUPPORTER SHALL MAKE 20 AVAILABLE TO THE ADU LT ON REQUEST , CONCERNING : 21 (I) THE SUPPORTER ’S ACTIONS UNDER THE SUPPORTED 22 DECISION–MAKING AGREEMENT ; AND 23 (II) HOW THE ADULT COMMUNI CATES AND EXPRESSES 24 OPINIONS TO THE SUPP ORTER; AND 25 (6) KEEP ANY RECORDS AND INFORMATION OBTAINED UNDER A 26 SUPPORTED DECISION –MAKING AGREEMENT : 27 (I) SUBJECT TO THE LIMITA TIONS UNDER TITLE 9, SUBTITLE 1 28 OF THE COURTS ARTICLE, CONFIDENTIAL AND PRIVILEGE D; AND 29 6 HOUSE BILL 529 (II) SECURE FROM UNAUTHORI ZED ACCESS , USE, OR 1 DISCLOSURE; AND 2 (7) (I) DELIVER A COPY OF THE SUPPORTED DECISION –MAKING 3 AGREEMENT TO ANY DUL Y APPOINTED GUARDIAN OF THE PERSON OR PRO PERTY OF 4 THE ADULT; AND 5 (II) 1. MAKE A GOOD FAITH EFFORT TO DETERMINE IF THE 6 ADULT HAS A FULLY EX ECUTED POWER OF ATTO RNEY, ADVANCE DIRECTIVE , OR 7 REVOCABLE TRUST AGRE EMENT; AND 8 2. UNLESS THE ADULT EXPR ESSLY OBJECTS, DELIVER A 9 COPY OF THE SUPPORTE D DECISION–MAKING AGREEMENT TO ANY AGENT 10 DESIGNATED UNDER A POWER OF ATTORNEY OR AN AD VANCE DIRECTIVE OR A NY 11 TRUSTEE UNDER A REVO CABLE TRUST AGREEMEN T. 12 (B) THE RELATIONSHIP BETW EEN THE ADULT AND TH E SUPPORTER SHALL 13 BE ONE OF TRUST AND CONFIDENCE THAT PRES ERVES THE DECISION –MAKING 14 AUTHORITY OF THE A DULT. 15 (C) A SUPPORTER MAY NOT : 16 (1) MAKE DECISIONS ON BEH ALF OF THE ADULT ; 17 (2) EXERT UNDUE INFLUENCE ON THE ADULT; 18 (3) COERCE THE ADULT ; 19 (4) OBTAIN INFORMATION AB OUT THE ADULT WITHOU T THE ADULT’S 20 CONSENT; 21 (5) ENFORCE DECISIONS MAD E BY THE ADULT WITHOUT THE ADULT 22 BEING PRESENT , UNLESS THE ADULT EXP LICITLY AUTHORIZES T HE SUPPORTER TO 23 ENFORCE THE DECISION ; OR 24 (6) ACT OUTSIDE OF THE AU THORITY GRANTED IN T HE SUPPORTED 25 DECISION–MAKING AGREEMENT . 26 18–106. 27 (A) EXCEPT AS PROVIDED IN SUBSECTION (B) OF THIS SECTION , A 28 SUPPORTER MAY BE ANY PERSON CHOSEN BY THE ADULT. 29 HOUSE BILL 529 7 (B) THE FOLLOWING INDIVID UALS ARE DISQUALIFIE D FROM ACTING AS A 1 SUPPORTER: 2 (1) A MINOR; 3 (2) AN INDIVIDUAL AGAINST WHOM THE ADULT HAS O BTAINED A 4 PEACE ORDER OR A PROTECTIVE ORDE R; AND 5 (3) AN INDIVIDUAL WHO HAS BEEN CONVICTED OF FI NANCIAL 6 EXPLOITATION UNDER TITLE 13, SUBTITLE 6 OF THIS ARTICLE; OR 7 (4) AN INDIVIDUAL WHO IS THE SUBJECT OF A CIV IL OR CRIMINAL 8 ORDER PROHIBITING CO NTACT WITH THE ADULT. 9 (C) A SUPPORTER MAY RESIGN AS A SUPPORTER BY WR ITTEN OR ORAL 10 NOTICE TO THE ADULT , ANY REMAINING SUPPOR TERS OF THE ADULT NA MED IN THE 11 AGREEMENT , AND ANY THIRD PARTIE S WHO HAVE THE AGREE MENT ON FILE. 12 (D) IF A SUPPORTER RESIGN S, DIES, BECOMES INCA PABLE, OR BECOMES 13 FOR ANY OTHER REASON UNABLE TO ACT AS A S UPPORTER AND THERE I S NO 14 ALTERNATE SUPPORTER , THE AUTHORITY GIVEN TO THE SUPPORTER IS 15 SUSPENDED. 16 18–107. 17 (A) A SUPPORTED DECISION –MAKING AGREEMENT MAY BE IN ANY FORM 18 CONSISTENT WITH THE REQUIREMENTS UNDER T HIS SECTION. 19 (B) A SUPPORTED DECISION –MAKING AGREEMENT SHA LL: 20 (1) BE DOCUMENTED IN WRITING; 21 (2) BE DATED; 22 (3) NAME AT LEAST ONE SUP PORTER; 23 (4) DESCRIBE THE DECISION –MAKING ASSISTANCE TH AT EACH 24 SUPPORTER MAY PROVID E THE ADULT; 25 (5) DESCRIBE HOW THE SUPP ORTERS MAY WORK TOGE THER IF 26 THERE IS MORE THAN O NE SUPPORTER ; 27 8 HOUSE BILL 529 (6) DESCRIBE HOW ANY PERC EIVED OR ACTUAL CONF LICT OF 1 INTEREST BETWEEN THE SUPPORTER OR SUPPORTERS AN D THE ADULT SHALL BE 2 MITIGATED; 3 (7) DOCUMENT HOW THE ADUL T SELECTED THE SUPPO RTER OR 4 SUPPORTERS ; 5 (8) BE APPROVED BY THE CO URT IF THE ADULT HAS BEEN 6 APPOINTED A GUARDIAN OF THE PERSON OR PRO PERTY AND THE SUPPOR TED 7 DECISION–MAKING AGREEMENT AFFECTS THE AUTHORITY OF THE GUA RDIAN; 8 (9) STATE THAT: 9 (I) THE SUPPORTER OR SUPP ORTERS MAY NOT MAKE 10 DECISIONS OR EFFECTU ATE TRANSACTIONS FOR THE ADULT; AND 11 (II) THE SUPPORTED DECISIO N–MAKING AGREEMENT OR ANY 12 PROVISION OF THE AGR EEMENT DOES NOT: 13 1. AUTHORIZE THE SUPPORT ER OR SUPPORTERS TO 14 ACT ON BEHALF OF THE ADULT; 15 2. SUPPLANT THE AUTHORIT Y OF AN AGENT UNDER A 16 POWER OF ATTORNEY EX ECUTED IN ACCORDANCE WITH TITLE 17 OF THIS ARTICLE 17 OR AN ADVANCE DIRECT IVE EXECUTED IN ACCO RDANCE WITH TITLE 5, SUBTITLE 6 18 OF THE HEALTH – GENERAL ARTICLE; OR 19 3. SUPPLANT OR GRANT AUT HORITY OR AGENCY 20 POWERS CONTEMPLATED BY A POWER OF ATTORN EY OR AN ADVANCE DIR ECTIVE; 21 (9) (10) CONTAIN AN ATTESTATIO N THAT THE SUPPORTER OR 22 SUPPORTERS AGREE TO HONOR THE RIGHT OF THE ADULT TO MAKE DECISI ONS AND 23 THAT THE SUPPORTER O R SUPPORTERS WILL NO T MAKE DECISIONS FOR THE 24 ADULT; AND 25 (10) (11) BE SIGNED BY THE ADULT AND THE SUPPORTER OR 26 SUPPORTERS , WITH EACH SIGNATURE WITNESSED BY TWO ADU LTS WHO ARE NOT : 27 (I) A SUPPORTER FOR THE AD ULT; OR 28 (II) AN EMPLOYEE OR AGENT OF A SUPPORTER NAMED IN THE 29 SUPPORTED DECISION –MAKING AGREEMENT ; AND 30 HOUSE BILL 529 9 (12) IF THE ADULT HAS A FU LLY EXECUTED POWER O F ATTORNEY, 1 ADVANCE DIRECTIVE , OR REVOCABLE TRUST A GREEMENT AND THE ADU LT DOES 2 NOT EXPRESSLY OBJECT , DELIVER A COPY OF TH E SUPPORTED DECISION –MAKING 3 AGREEMENT TO THE AGE NT DESIGNATED UNDER THE POWER OF ATTORNE Y OR 4 ADVANCE DIRECTIVE OR ANY TRUSTEE UNDER TH E REVOCABLE TRUST 5 AGREEMENT . 6 (B) A SUPPORTED DECISION –MAKING AGREEMENT MA Y: 7 (1) APPOINT MORE THAN ONE SUPPORTER; AND 8 (2) APPOINT AN ALTERNATE TO ACT IN THE PLACE OF A SUPPORTER 9 IN CIRCUMSTANCES SPE CIFIED IN THE AGREEM ENT. 10 18–108. 11 AN ADULT UTILIZING A SUPPORTED DECISION –MAKING AGREEMENT MAY : 12 (1) REVOKE THE SUPPORT ED DECISION–MAKING AGREEMENT AT 13 ANY TIME ORALLY , IN WRITING, OR OTHERWISE BY EXPR ESSING THE ADULT ’S 14 SPECIFIC INTENT TO R EVOKE THE AGREEMENT ; AND 15 (2) RECEIVE ANY SUPPORT N EEDED FROM AN INDIVI DUAL OF THE 16 ADULT’S CHOOSING TO REVOKE THE AGREEMENT . 17 18–109. 18 (A) A THIRD PARTY WHO IN GOOD FAITH AC TS IN RELIANCE ON TH E 19 DECISIONS MADE BY AN ADULT UTILIZING A SU PPORTED DECISION –MAKING 20 AGREEMENT OR WHO IN GOOD FAITH DECLINES TO HONOR A SUPPORTED 21 DECISION–MAKING AGREEMENT IS NOT SUBJECT TO CI VIL OR CRIMINAL LIABILITY 22 OR DISCIPLINE FOR UN PROFESSIONAL CONDUCT FOR: 23 (1) COMPLYING IF THE THIRD PARTY AC TED IN GOOD FAITH 24 RELIANCE ON A DECISI ON MADE BY AN ADULT UTILIZING A SUPPORTE D 25 DECISION–MAKING AGREEMENT , COMPLYING WITH AN ADULT ’S DECISION IN 26 ACCORDANCE WITH A SUPPORTED DEC ISION–MAKING AGREEMENT BASED ON AN OR 27 OTHERWISE COMPLYING WITH A SUPPORTED DEC ISION–MAKING AGREEMENT 28 BASED ON A GOOD FAIT H ASSUMPTION THAT THE SUPPORTED DECISION –MAKING 29 AGREEMENT WAS VALID WHEN MADE AND NOT RE VOKED OR ABROGATED ; OR 30 (2) DECLINING TO HONOR A DECISION MADE BY AN ADULT UTI LIZING 31 A SUPPORTED DECISION –MAKING AGREEMENT OR FAILING TO COMPLY WITH A 32 10 HOUSE BILL 529 SUPPORTED DECISION –MAKING AGREEMENT BAS ED ON ACTUAL KNOWLEDGE A 1 REASONABLE GOOD FAIT H BELIEF THAT: 2 (I) THE AGREEMENT WAS INVALID, REVOKED, OR ABROGATED ; 3 OR 4 (II) A SUPPORTER WAS COERCI NG OR UNDULY INFLUEN CING 5 THE ADULT OR OTHERWI SE ACTING OUTSIDE TH E SCOPE OF THE AGREE MENT. 6 (B) THIS SECTION MAY NOT BE CONSTRUED TO PROV IDE IMMUNITY FROM 7 ACTIONS ALLEGING THA T A THIRD PARTY HAS: 8 (1) CAUSED PERSONAL INJUR Y AS A RESULT OF A N EGLIGENT, 9 RECKLESS, OR INTENTIONAL ACT ; 10 (2) FAILED TO GIVE EFFECT TO AN ADULT ’S DECISION MADE IN 11 ACCORDANCE WITH A VA LID DECISION–MAKING AGREEMENT ; 12 (3) FAILED TO PROVIDE INF ORMATION EITHER TO T HE ADULT OR A 13 SUPPORTER OF THE ADU LT THAT WOULD BE NEC ESSARY FOR INFORMED CONSENT; 14 OR 15 (4) OTHERWISE ACTED INCON SISTENTLY WITH APPLI CABLE LAW. 16 Article – Health – General 17 5–601. 18 (a) In this subtitle the following words have the meanings indicated. 19 (o) (1) “Incapable of making an informed decision” means the inability of an 20 adult patient to make an informed decision about the provision, withholding, or withdrawal 21 of a specific medical treatment or course of treatment because the patient is unable to 22 understand the nature, extent, or probable consequences of the proposed treatment or 23 course of treatment, is unable to make a rational evaluation of the burdens, risks, and 24 benefits of the treatment or course of treatment, or is unable to communicate a decision. 25 (2) For the purposes of this subtitle, a competent individual who is able to 26 communicate by means other than speech OR WITH OTHER SUPPOR T, INCLUDING 27 SUPPORTED DECISION M AKING IN ACCORDANCE WITH TITLE 18 OF THE ESTATES 28 AND TRUSTS ARTICLE, may not be considered incapable of making an informed decision. 29 SECTION 2. AND BE IT FURTHER ENACTED, That this Act shall take effect 30 October 1, 2022. 31