12 | 13 | | A BILL TO BE ENTITLED 1 |
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13 | 14 | | AN ACT TO BE ENTITLED WENDY WILLIAMS 'S LAWS, CREATING MINIMUM 2 |
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14 | 15 | | TRAINING REQUIREMENTS FOR GUARDIANS AND GUARDIANS AD LITEM 3 |
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15 | 16 | | APPOINTED TO SERVE INCOMPETENT PERSONS. 4 |
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16 | 17 | | The General Assembly of North Carolina enacts: 5 |
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17 | 18 | | SECTION 1. Article 5 of Chapter 35A of the General Statutes reads as rewritten: 6 |
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18 | 19 | | "Article 5. 7 |
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19 | 20 | | "Appointment of Guardian for Incompetent Person. 8 |
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20 | 21 | | … 9 |
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21 | 22 | | "§ 35A-1215. Clerk's order; issuance of letters of appointment. 10 |
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22 | 23 | | (a) When appointing a guardian, the clerk shall enter an order setting forth:forth all of the 11 |
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23 | 24 | | following: 12 |
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24 | 25 | | (1) The nature of the guardianship or guardianships to be created and the name of 13 |
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25 | 26 | | the person or entity appointed to fill each guardianship; andguardianship. 14 |
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26 | 27 | | (2) The powers and duties of the guardian or guardians, which shall include, 15 |
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27 | 28 | | unless the clerk orders otherwise, (i) with all of the following: 16 |
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28 | 29 | | a. With respect to a guardian of the person and general guardian, the 17 |
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29 | 30 | | powers and duties provided under G.S. 35A, Article 8, and (ii) with 8. 18 |
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30 | 31 | | b. With respect to a guardian of the estate and general guardian, the 19 |
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31 | 32 | | powers, and duties provided under G.S. 35A, Article 9 and Subchapter 20 |
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32 | 33 | | III; andIII. 21 |
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33 | 34 | | (3) The identity of the designated agency if there is one. 22 |
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34 | 35 | | (4) The requirement that any individual appointed to fill a guardianship, including 23 |
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35 | 36 | | at least one representative of any entity appointed to fill a guardianship, shall 24 |
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36 | 37 | | within six months of the appointment complete training that includes at a 25 |
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37 | 38 | | minimum the following subjects: 26 |
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38 | 39 | | a. The legal duties and responsibilities of the guardian. 27 |
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39 | 40 | | b. The rights of the incompetent person. 28 |
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40 | 41 | | c. The available resources to aid the incompetent person. 29 |
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41 | 42 | | d. An orientation to medical terminology, particularly the terminology 30 |
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42 | 43 | | related to the diagnostic and assessment procedures used to 31 |
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43 | 44 | | characterize the extent and reversibility of any impairment. 32 |
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44 | 45 | | e. The preparation of status reports, annual accounts, and other reports 33 |
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45 | 46 | | required under this Article, including financial accounting for the 34 |
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48 | 53 | | (5) The determination of whether, in the clerk's discretion, to grant a partial or 1 |
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49 | 54 | | complete waiver of the requirements of subdivision (4) of this subsection, or 2 |
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50 | 55 | | to expand those requirements, based upon the clerk's consideration of at least 3 |
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51 | 56 | | each of the following: 4 |
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52 | 57 | | a. The experience and education of the guardian with respect to the 5 |
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53 | 58 | | training requirements of this subsection. 6 |
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54 | 59 | | b. The duties and responsibilities of the guardian. 7 |
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55 | 60 | | c. The needs of the incompetent person. 8 |
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56 | 61 | | … 9 |
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57 | 62 | | "§ 35A-1216. Rule-making power of Secretary of Health and Human Services. 10 |
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58 | 63 | | The Secretary of the Department of Health and Human Services shall adopt rules concerning 11 |
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59 | 64 | | the guardianship responsibilities of disinterested public agents. The rules shall provide, among 12 |
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60 | 65 | | other things, that disinterested public agents shall undertake or have received training concerning 13 |
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61 | 66 | | the powers and responsibilities of guardians.guardians, including at a minimum the training 14 |
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62 | 67 | | requirements under G.S. 35A-1215(a)(4). 15 |
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63 | 68 | | "§ 35A-1217. Appointment of guardian ad litem for incompetent ward. 16 |
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64 | 69 | | (a) The clerk shall appoint a guardian ad litem to represent a ward in a proceeding under 17 |
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65 | 70 | | this Subchapter if the ward has been adjudicated incompetent under Subchapter I and the clerk 18 |
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66 | 71 | | determines that the ward's interests are not adequately represented. Appointment and discharge 19 |
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67 | 72 | | of the guardian ad litem shall be in accordance with rules adopted by the Office of Indigent 20 |
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68 | 73 | | Defense Services. The guardian ad litem shall explain the notice of rights under G.S. 35A-1117 21 |
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69 | 74 | | as part of the guardian ad litem's representation of the ward in connection with all proceedings 22 |
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70 | 75 | | under this Subchapter. Nothing herein shall affect the ward's right to retain counsel of his or her 23 |
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71 | 76 | | own choice. 24 |
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72 | 77 | | (b) A guardian ad litem may only be appointed pursuant to this section if the guardian ad 25 |
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73 | 78 | | litem has completed a training program, including at a minimum each of the following subjects: 26 |
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74 | 79 | | (1) The legal duties and responsibilities of a guardian ad litem appointed pursuant 27 |
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75 | 80 | | to this section. 28 |
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76 | 81 | | (2) The rights of the incompetent person with emphasis on the due process rights 29 |
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77 | 82 | | of the incompetent person. 30 |
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78 | 83 | | (3) The available resources to aid the incompetent person. 31 |
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79 | 84 | | (4) An orientation to medical terminology, particularly that related to the 32 |
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80 | 85 | | diagnostic and assessment procedures used to characterize the extent and 33 |
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81 | 86 | | reversibility of any impairment. 34 |
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82 | 87 | | (5) Entitlements and other benefits available to the incompetent person. 35 |
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83 | 88 | | (6) Psychological and social concerns relating to incompetent persons. 36 |
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84 | 89 | | (c) The clerk may, in the clerk's discretion, grant a partial or complete waiver of the 37 |
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85 | 90 | | training requirements of subsection (b) of this section, or expand those training requirements, 38 |
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86 | 91 | | based upon the clerk's consideration of at least each of the following: 39 |
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87 | 92 | | (1) The experience and education of the guardian ad litem with respect to the 40 |
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88 | 93 | | training requirements of subsection (b) of this section. 41 |
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89 | 94 | | (2) The duties and responsibilities of the guardian ad litem. 42 |
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90 | 95 | | (3) The needs of the incompetent person." 43 |
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91 | 96 | | SECTION 2. This act becomes effective January 1, 2026, and applies to 44 |
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92 | 97 | | appointments of guardians and guardians ad litem made on or after that date. 45 |
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