9 | 3 | | |
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10 | 4 | | |
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11 | 5 | | A BILL TO BE ENTITLED |
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12 | 6 | | AN ACT |
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13 | 7 | | relating to authorizing counties to establish public guardians to |
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14 | 8 | | serve as guardians for certain incapacitated persons. |
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15 | 9 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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16 | 10 | | SECTION 1. Chapter 1002, Estates Code, is amended by adding |
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17 | 11 | | Sections 1002.0215 and 1002.0265 to read as follows: |
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18 | 12 | | Sec. 1002.0215. OFFICE OF PUBLIC GUARDIAN. "Office of |
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19 | 13 | | public guardian" means an office of public guardian established by |
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20 | 14 | | the commissioners court of a county under Subchapter G-1, Chapter |
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21 | 15 | | 1104. |
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22 | 16 | | Sec. 1002.0265. PUBLIC GUARDIAN. "Public guardian" means a |
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23 | 17 | | person: |
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24 | 18 | | (1) appointed to administer an office of public |
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25 | 19 | | guardian by the commissioners court of a county under Subchapter |
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26 | 20 | | G-1, Chapter 1104; or |
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27 | 21 | | (2) with which one or more counties enter into an |
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28 | 22 | | agreement under Section 1104.327(a)(2) or (d). |
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29 | 23 | | SECTION 2. Section 1104.251(a), Estates Code, is amended to |
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30 | 24 | | read as follows: |
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31 | 25 | | (a) An individual must be certified under Subchapter C, |
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32 | 26 | | Chapter 155, Government Code, if the individual: |
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33 | 27 | | (1) is a private professional guardian; |
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34 | 28 | | (2) will represent the interests of a ward as a |
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35 | 29 | | guardian on behalf of a private professional guardian; |
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36 | 30 | | (3) is providing guardianship services to a ward of a |
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37 | 31 | | guardianship program on the program's behalf, except as provided by |
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38 | 32 | | Section 1104.254; [or] |
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39 | 33 | | (4) is an employee of the Health and Human Services |
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40 | 34 | | Commission [Department of Aging and Disability Services] providing |
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41 | 35 | | guardianship services to a ward of the commission; |
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42 | 36 | | (5) is a public guardian; or |
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43 | 37 | | (6) will represent the interests of a ward as a |
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44 | 38 | | guardian on behalf of a public guardian [department]. |
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45 | 39 | | SECTION 3. Chapter 1104, Estates Code, is amended by adding |
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46 | 40 | | Subchapter G-1 to read as follows: |
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47 | 41 | | SUBCHAPTER G-1. PUBLIC GUARDIANS |
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48 | 42 | | Sec. 1104.326. DEFINITION. In this subchapter, unless the |
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49 | 43 | | context otherwise requires, "office" means an office of public |
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50 | 44 | | guardian established under this subchapter. |
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51 | 45 | | Sec. 1104.327. ESTABLISHMENT OF OFFICES; PUBLIC GUARDIANS. |
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52 | 46 | | (a) The commissioners court of a county by order may: |
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53 | 47 | | (1) create an office of public guardian to provide |
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54 | 48 | | guardianship services to incapacitated persons described by |
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55 | 49 | | Section 1104.334; or |
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56 | 50 | | (2) enter into an agreement with a person operating a |
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57 | 51 | | nonprofit guardianship program or private professional |
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58 | 52 | | guardianship program located in the county or in an adjacent county |
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59 | 53 | | to act as a public guardian by providing guardianship services to |
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60 | 54 | | incapacitated persons described by Section 1104.334. |
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61 | 55 | | (b) Subject to Subsection (c) and Section 1104.328, the |
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62 | 56 | | commissioners court of a county shall appoint an individual as |
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63 | 57 | | public guardian to administer the office of public guardian |
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64 | 58 | | established under Subsection (a)(1) and may employ or authorize the |
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65 | 59 | | public guardian to employ personnel necessary to perform the duties |
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66 | 60 | | of the office, including personnel who will represent the interests |
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67 | 61 | | of a ward as a guardian on behalf of the office if approved by the |
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68 | 62 | | commissioners court. |
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69 | 63 | | (c) The commissioners court of a county may appoint an |
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70 | 64 | | individual as public guardian under Subsection (b) on a part-time |
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71 | 65 | | basis with appropriate compensation if: |
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72 | 66 | | (1) the commissioners court determines a full-time |
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73 | 67 | | appointment does not serve the needs of the county; and |
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74 | 68 | | (2) the individual who is appointed on a part-time |
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75 | 69 | | basis is not employed in or does not hold another position that |
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76 | 70 | | presents a conflict of interest. |
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77 | 71 | | (d) The commissioners courts of two or more counties may |
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78 | 72 | | collectively enter into an agreement: |
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79 | 73 | | (1) to create and fund an office of public guardian for |
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80 | 74 | | purposes of Subsection (a)(1) and to appoint the same individual as |
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81 | 75 | | public guardian to that office under Subsection (b); or |
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82 | 76 | | (2) with a person operating a guardianship program |
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83 | 77 | | described by Subsection (a)(2) to serve as a public guardian for |
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84 | 78 | | purposes of that subdivision. |
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85 | 79 | | (e) An individual appointed as public guardian under |
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86 | 80 | | Subsection (b) serves a term of five years. |
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87 | 81 | | Sec. 1104.328. QUALIFICATIONS OF PUBLIC GUARDIAN. To be |
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88 | 82 | | appointed as public guardian under Section 1104.327(b), an |
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89 | 83 | | individual must: |
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90 | 84 | | (1) be a licensed attorney or be certified under |
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91 | 85 | | Subchapter C, Chapter 155, Government Code; and |
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92 | 86 | | (2) have demonstrable guardianship experience. |
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93 | 87 | | Sec. 1104.329. CONFLICT OF INTEREST. (a) Except as |
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94 | 88 | | provided by Subsection (b), an office or public guardian must be |
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95 | 89 | | independent from providers of services to wards and proposed wards |
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96 | 90 | | and may not directly provide housing, medical, legal, or other |
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97 | 91 | | direct, non-surrogate decision-making services to a ward or |
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98 | 92 | | proposed ward, unless approved by the court. |
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99 | 93 | | (b) An office or public guardian may provide money |
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100 | 94 | | management services described by Section 531.125, Government Code, |
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101 | 95 | | or other representative payee services to a ward or proposed ward. |
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102 | 96 | | Sec. 1104.330. COMPENSATION. A person appointed or acting |
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103 | 97 | | as public guardian under Section 1104.327 shall receive |
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104 | 98 | | compensation as set by the commissioners court and is not entitled |
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105 | 99 | | to compensation under Subchapter A, Chapter 1155, unless approved |
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106 | 100 | | by the court. |
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107 | 101 | | Sec. 1104.331. BOND REQUIREMENT. (a) A public guardian |
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108 | 102 | | shall file with the court clerk a general bond in an amount fixed by |
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109 | 103 | | the commissioners court payable to the county and issued by a surety |
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110 | 104 | | company approved by the county judge. The bond must be conditioned |
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111 | 105 | | on the faithful performance by the person of the person's duties |
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112 | 106 | | and, if the public guardian administers an office, the office's |
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113 | 107 | | duties. |
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114 | 108 | | (b) The bond required by this section satisfies any bond |
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115 | 109 | | required under Chapter 1105. |
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116 | 110 | | Sec. 1104.332. VACANCY. If an individual appointed as |
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117 | 111 | | public guardian under Section 1104.327(b) vacates the position, the |
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118 | 112 | | commissioners court shall appoint, subject to Section 1104.328, an |
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119 | 113 | | individual to serve as public guardian for the unexpired term. |
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120 | 114 | | Sec. 1104.333. POWERS AND DUTIES. (a) An office or public |
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121 | 115 | | guardian shall: |
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122 | 116 | | (1) if applicable, evaluate the financial status of a |
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123 | 117 | | proposed ward to determine whether the proposed ward is eligible to |
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124 | 118 | | have the office or public guardian appointed guardian of the ward |
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125 | 119 | | under Section 1104.334(a)(2)(A); and |
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126 | 120 | | (2) serve as guardian of the person or of the estate of |
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127 | 121 | | a ward, or both, on appointment by a court in accordance with the |
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128 | 122 | | requirements of this title. |
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129 | 123 | | (b) In connection with a financial evaluation under |
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130 | 124 | | Subsection (a)(1) and on the request of an office or public |
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131 | 125 | | guardian, a court with jurisdiction over the guardianship |
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132 | 126 | | proceeding may order the release of public and private records, |
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133 | 127 | | including otherwise confidential records, to the office or public |
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134 | 128 | | guardian. |
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135 | 129 | | (c) Notwithstanding Section 552.261, Government Code, a |
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136 | 130 | | state agency may not charge an office or public guardian for |
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137 | 131 | | providing the office or public guardian with a copy of public |
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138 | 132 | | information requested from the agency by the office or public |
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139 | 133 | | guardian. |
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140 | 134 | | Sec. 1104.334. APPOINTMENT OF OFFICE OR PUBLIC GUARDIAN AS |
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141 | 135 | | GUARDIAN. (a) In accordance with applicable law, including |
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142 | 136 | | Subchapter C, Chapter 1101, a court may appoint an office or public |
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143 | 137 | | guardian to serve as guardian of the person or of the estate of a |
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144 | 138 | | ward, or both, if: |
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145 | 139 | | (1) on the date the guardianship application is filed, |
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146 | 140 | | the ward resides in or is located in the county served by the office |
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147 | 141 | | or public guardian; and |
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148 | 142 | | (2) the court finds that: |
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149 | 143 | | (A) the ward does not have sufficient assets or |
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150 | 144 | | other resources to pay a private professional guardian to serve as |
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151 | 145 | | the ward's guardian; |
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152 | 146 | | (B) the ward does not have a family member, |
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153 | 147 | | friend, or other suitable person or entity willing and able to serve |
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154 | 148 | | as the ward's guardian; or |
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155 | 149 | | (C) the appointment of an office or public |
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156 | 150 | | guardian is in the ward's best interest. |
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157 | 151 | | (b) For purposes of Subsection (a)(2)(A), the determination |
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158 | 152 | | of a ward's ability to pay a private professional guardian is |
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159 | 153 | | dependent on: |
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160 | 154 | | (1) the nature, extent, and liquidity of the ward's |
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161 | 155 | | assets; |
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162 | 156 | | (2) the ward's disposable net income, including income |
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163 | 157 | | of a recipient of medical assistance that is used to pay expenses |
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164 | 158 | | under Section 1155.202(a); |
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165 | 159 | | (3) the nature of the guardianship; |
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166 | 160 | | (4) the type, duration, and complexity of services |
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167 | 161 | | required by the ward; and |
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168 | 162 | | (5) additional, foreseeable expenses. |
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169 | 163 | | (c) The number of appointments of an office under this |
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170 | 164 | | section may not exceed 35 wards for each guardian representing the |
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171 | 165 | | interests of wards on behalf of the office. |
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172 | 166 | | (d) If each guardian representing the interests of wards on |
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173 | 167 | | behalf of an office reaches the limitation provided by Subsection |
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174 | 168 | | (c), the office shall immediately give notice to the courts. |
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175 | 169 | | Sec. 1104.335. CONFIDENTIALITY AND DISCLOSURE OF |
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176 | 170 | | INFORMATION. (a) All files, reports, records, communications, or |
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177 | 171 | | working papers used or developed by an office or public guardian in |
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178 | 172 | | the performance of duties relating to a financial evaluation under |
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179 | 173 | | Section 1104.333(a)(1) or the provision of guardianship services |
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180 | 174 | | are confidential and not subject to disclosure under Chapter 552, |
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181 | 175 | | Government Code. |
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182 | 176 | | (b) Confidential information may be disclosed only for a |
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183 | 177 | | purpose consistent with this subchapter, as required by other state |
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184 | 178 | | or federal law, or as necessary to enable an office or public |
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185 | 179 | | guardian to exercise the powers and duties as guardian of the person |
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186 | 180 | | or of the estate of a ward, or both. |
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187 | 181 | | (c) A court on its own motion or on the motion of an |
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188 | 182 | | interested person may order disclosure of confidential information |
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189 | 183 | | only if: |
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190 | 184 | | (1) a hearing on the motion is conducted; |
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191 | 185 | | (2) notice of the hearing is served on the office or |
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192 | 186 | | public guardian and each interested person; and |
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193 | 187 | | (3) the court determines after the hearing and an in |
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194 | 188 | | camera review of the information that disclosure is essential to |
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195 | 189 | | the administration of justice and will not endanger the life or |
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196 | 190 | | safety of any individual who: |
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197 | 191 | | (A) is being assessed for guardianship services; |
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198 | 192 | | (B) is a ward of the office or public guardian; or |
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199 | 193 | | (C) provides services to a ward of the office or |
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200 | 194 | | public guardian. |
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201 | 195 | | (d) The Office of Court Administration of the Texas Judicial |
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202 | 196 | | System shall establish policies and procedures for the exchange of |
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203 | 197 | | information between offices, public guardians, and other |
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204 | 198 | | appropriate governmental entities, as necessary for offices, |
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205 | 199 | | public guardians, and governmental entities to properly execute |
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206 | 200 | | their respective duties and responsibilities relating to |
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207 | 201 | | guardianship services or other needed services for a ward. An |
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208 | 202 | | exchange of information under this subsection does not constitute a |
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209 | 203 | | release for purposes of waiving the confidentiality of the |
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210 | 204 | | information exchanged. |
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211 | 205 | | (e) To the extent consistent with policies and procedures |
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212 | 206 | | adopted by an office or public guardian, the office or public |
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213 | 207 | | guardian on request may release confidential information in the |
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214 | 208 | | record of an individual who is a former ward of the office or public |
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215 | 209 | | guardian to: |
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216 | 210 | | (1) the individual; |
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217 | 211 | | (2) the individual's guardian; or |
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218 | 212 | | (3) an executor or administrator of the individual's |
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219 | 213 | | estate. |
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220 | 214 | | (f) Before releasing confidential information under |
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221 | 215 | | Subsection (e), an office or public guardian shall edit the |
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222 | 216 | | information to protect the identity of any individual whose life or |
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223 | 217 | | safety may be endangered by the release. A release of information |
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224 | 218 | | under Subsection (e) does not constitute a release for purposes of |
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225 | 219 | | waiving the confidentiality of the information released. |
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226 | 220 | | Sec. 1104.336. CERTAIN ADMINISTRATIVE COSTS. (a) If an |
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227 | 221 | | office or public guardian is appointed guardian of the person or of |
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228 | 222 | | the estate of a ward, or both, the administrative costs of the |
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229 | 223 | | guardianship services provided to the ward may not be charged to the |
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230 | 224 | | ward's estate unless the court determines, subject to Subsection |
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231 | 225 | | (b), that the ward is financially able to pay all or part of the |
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232 | 226 | | costs. |
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233 | 227 | | (b) A court shall measure a ward's ability to pay for costs |
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234 | 228 | | under Subsection (a) by whether the ward has sufficient assets or |
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235 | 229 | | other resources to pay a private professional guardian to serve as |
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236 | 230 | | the ward's guardian in accordance with Section 1104.334(b). |
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237 | 231 | | Sec. 1104.337. OFFICE OF COURT ADMINISTRATION OF THE TEXAS |
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238 | 232 | | JUDICIAL SYSTEM; REPORT. (a) Not later than December 1 of each |
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239 | 233 | | even-numbered year, the Office of Court Administration of the Texas |
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240 | 234 | | Judicial System shall submit a report to the governor and the |
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241 | 235 | | legislature that contains an evaluation of public guardians |
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242 | 236 | | established under this subchapter, including the establishment and |
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243 | 237 | | operation of offices of public guardians under this subchapter and |
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244 | 238 | | the provision of guardianship services by the offices. The report |
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245 | 239 | | must include: |
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246 | 240 | | (1) an analysis of costs and offsetting savings or |
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247 | 241 | | other benefits to the state as a result of the establishment and |
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248 | 242 | | operation of offices and public guardians under this subchapter; |
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249 | 243 | | and |
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250 | 244 | | (2) recommendations for legislation, if any. |
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251 | 245 | | (b) If it is cost-effective and feasible, the Office of |
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252 | 246 | | Court Administration of the Texas Judicial System may contract with |
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253 | 247 | | an appropriate research or public policy entity with expertise in |
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254 | 248 | | gerontology, disabilities, and public administration to conduct |
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255 | 249 | | the analysis described by Subsection (a)(1). |
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256 | 250 | | Sec. 1104.338. RULES. The supreme court, in consultation |
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257 | 251 | | with the Office of Court Administration of the Texas Judicial |
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258 | 252 | | System and the presiding judge of the statutory probate courts |
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259 | 253 | | elected under Section 25.0022, Government Code, shall adopt rules |
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260 | 254 | | necessary to implement this subchapter. |
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261 | 255 | | SECTION 4. Section 1104.402(a), Estates Code, is amended to |
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262 | 256 | | read as follows: |
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263 | 257 | | (a) Except as provided by Section 1104.403, 1104.404, or |
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264 | 258 | | 1104.406(a), the clerk of the county having venue of the proceeding |
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265 | 259 | | for the appointment of a guardian shall obtain criminal history |
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266 | 260 | | record information that is maintained by the Department of Public |
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267 | 261 | | Safety or the Federal Bureau of Investigation identification |
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268 | 262 | | division relating to: |
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269 | 263 | | (1) a private professional guardian; |
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270 | 264 | | (2) each person who represents or plans to represent |
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271 | 265 | | the interests of a ward as a guardian on behalf of the private |
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272 | 266 | | professional guardian; |
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273 | 267 | | (3) each person employed by a private professional |
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274 | 268 | | guardian who will: |
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275 | 269 | | (A) have personal contact with a ward or proposed |
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276 | 270 | | ward; |
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277 | 271 | | (B) exercise control over and manage a ward's |
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278 | 272 | | estate; or |
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279 | 273 | | (C) perform any duties with respect to the |
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280 | 274 | | management of a ward's estate; |
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281 | 275 | | (4) each person employed by or volunteering or |
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282 | 276 | | contracting with a guardianship program to provide guardianship |
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283 | 277 | | services to a ward of the program on the program's behalf; [or] |
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284 | 278 | | (5) a public guardian appointed under Section |
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285 | 279 | | 1104.327(b); |
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286 | 280 | | (6) each person who represents or plans to represent |
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287 | 281 | | the interests of a ward as a guardian on behalf of an office of |
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288 | 282 | | public guardian; |
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289 | 283 | | (7) each person employed by an office of public |
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290 | 284 | | guardian who will: |
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291 | 285 | | (A) have personal contact with a ward or proposed |
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292 | 286 | | ward; |
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293 | 287 | | (B) exercise control over and manage a ward's |
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294 | 288 | | estate; or |
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295 | 289 | | (C) perform any duties with respect to the |
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296 | 290 | | management of a ward's estate; or |
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297 | 291 | | (8) any other person proposed to serve as a guardian |
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298 | 292 | | under this title, including a proposed temporary guardian and a |
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299 | 293 | | proposed successor guardian, other than an attorney. |
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300 | 294 | | SECTION 5. Section 1104.409, Estates Code, is amended to |
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301 | 295 | | read as follows: |
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302 | 296 | | Sec. 1104.409. USE OF INFORMATION BY COURT. The court shall |
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303 | 297 | | use the information obtained under this subchapter only in |
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304 | 298 | | determining whether to: |
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305 | 299 | | (1) appoint, remove, or continue the appointment of a |
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306 | 300 | | private professional guardian, a guardianship program, an office of |
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307 | 301 | | public guardian, or the Health and Human Services Commission |
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308 | 302 | | [department]; or |
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309 | 303 | | (2) appoint any other person proposed to serve as a |
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310 | 304 | | guardian under this title, including a proposed temporary guardian |
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311 | 305 | | and a proposed successor guardian, other than an attorney. |
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312 | 306 | | SECTION 6. Section 1155.151(a-2), Estates Code, is amended |
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313 | 307 | | to read as follows: |
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314 | 308 | | (a-2) Notwithstanding any other law requiring the payment |
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315 | 309 | | of court costs in a guardianship proceeding, the following are not |
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316 | 310 | | required to pay court costs on the filing of or during a |
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317 | 311 | | guardianship proceeding: |
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318 | 312 | | (1) an attorney ad litem; |
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319 | 313 | | (2) a guardian ad litem; |
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320 | 314 | | (3) a person or entity who files an affidavit of |
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321 | 315 | | inability to pay the costs under Rule 145, Texas Rules of Civil |
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322 | 316 | | Procedure, that shows the person or entity is unable to afford the |
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323 | 317 | | costs; |
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324 | 318 | | (4) a nonprofit guardianship program; |
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325 | 319 | | (5) a governmental entity, including an office of |
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326 | 320 | | public guardian; and |
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327 | 321 | | (6) a government agency or nonprofit agency providing |
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328 | 322 | | guardianship services. |
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329 | 323 | | SECTION 7. Section 1163.005(a), Estates Code, is amended to |
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330 | 324 | | read as follows: |
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331 | 325 | | (a) The guardian of the estate shall attach to an account |
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332 | 326 | | the guardian's affidavit stating: |
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333 | 327 | | (1) that the account contains a correct and complete |
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334 | 328 | | statement of the matters to which the account relates; |
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335 | 329 | | (2) that the guardian has paid the bond premium for the |
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336 | 330 | | next accounting period; |
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337 | 331 | | (3) that the guardian has filed all tax returns of the |
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338 | 332 | | ward due during the accounting period; |
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339 | 333 | | (4) that the guardian has paid all taxes the ward owed |
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340 | 334 | | during the accounting period, the amount of the taxes, the date the |
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341 | 335 | | guardian paid the taxes, and the name of the governmental entity to |
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342 | 336 | | which the guardian paid the taxes; and |
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343 | 337 | | (5) if the guardian is a private professional |
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344 | 338 | | guardian, a guardianship program, an office of public guardian, or |
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345 | 339 | | the Health and Human Services Commission [Department of Aging and |
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346 | 340 | | Disability Services], whether the guardian or an individual |
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347 | 341 | | certified under Subchapter C, Chapter 155 [111], Government Code, |
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348 | 342 | | who is providing guardianship services to the ward and who is |
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349 | 343 | | swearing to the account on the guardian's behalf, is or has been the |
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350 | 344 | | subject of an investigation conducted by the Judicial Branch |
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351 | 345 | | [Guardianship] Certification Commission [Board] during the |
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352 | 346 | | accounting period. |
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353 | 347 | | SECTION 8. Section 1163.101(c), Estates Code, is amended to |
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354 | 348 | | read as follows: |
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355 | 349 | | (c) The guardian of the person shall file a sworn affidavit |
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356 | 350 | | that contains: |
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357 | 351 | | (1) the guardian's current name, address, and |
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358 | 352 | | telephone number; |
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359 | 353 | | (2) the ward's date of birth and current name, address, |
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360 | 354 | | telephone number, and age; |
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361 | 355 | | (3) a description of the type of home in which the ward |
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362 | 356 | | resides, which shall be described as: |
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363 | 357 | | (A) the ward's own home; |
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364 | 358 | | (B) a nursing home; |
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365 | 359 | | (C) a guardian's home; |
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366 | 360 | | (D) a foster home; |
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367 | 361 | | (E) a boarding home; |
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368 | 362 | | (F) a relative's home, in which case the |
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369 | 363 | | description must specify the relative's relationship to the ward; |
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370 | 364 | | (G) a hospital or medical facility; or |
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371 | 365 | | (H) another type of residence; |
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372 | 366 | | (4) statements indicating: |
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373 | 367 | | (A) the length of time the ward has resided in the |
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374 | 368 | | present home; |
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375 | 369 | | (B) the reason for a change in the ward's |
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376 | 370 | | residence, if a change in the ward's residence has occurred in the |
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377 | 371 | | past year; |
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378 | 372 | | (C) the date the guardian most recently saw the |
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379 | 373 | | ward; |
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380 | 374 | | (D) how frequently the guardian has seen the ward |
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381 | 375 | | in the past year; |
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382 | 376 | | (E) whether the guardian has possession or |
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383 | 377 | | control of the ward's estate; |
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384 | 378 | | (F) whether the ward's mental health has |
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385 | 379 | | improved, deteriorated, or remained unchanged during the past year, |
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386 | 380 | | including a description of the change if a change has occurred; |
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387 | 381 | | (G) whether the ward's physical health has |
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388 | 382 | | improved, deteriorated, or remained unchanged during the past year, |
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389 | 383 | | including a description of the change if a change has occurred; |
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390 | 384 | | (H) whether the ward has regular medical care; |
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391 | 385 | | and |
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392 | 386 | | (I) the ward's treatment or evaluation by any of |
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393 | 387 | | the following persons during the past year, including the person's |
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394 | 388 | | name and a description of the treatment: |
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395 | 389 | | (i) a physician; |
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396 | 390 | | (ii) a psychiatrist, psychologist, or other |
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397 | 391 | | mental health care provider; |
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398 | 392 | | (iii) a dentist; |
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399 | 393 | | (iv) a social or other caseworker; or |
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400 | 394 | | (v) any other individual who provided |
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401 | 395 | | treatment; |
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402 | 396 | | (5) a description of the ward's activities during the |
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403 | 397 | | past year, including recreational, educational, social, and |
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404 | 398 | | occupational activities, or a statement that no activities were |
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405 | 399 | | available or that the ward was unable or refused to participate in |
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406 | 400 | | activities; |
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407 | 401 | | (6) the guardian's evaluation of: |
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408 | 402 | | (A) the ward's living arrangements as excellent, |
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409 | 403 | | average, or below average, including an explanation if the |
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410 | 404 | | conditions are below average; |
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411 | 405 | | (B) whether the ward is content or unhappy with |
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412 | 406 | | the ward's living arrangements; and |
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413 | 407 | | (C) unmet needs of the ward; |
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414 | 408 | | (7) a statement indicating whether the guardian's |
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415 | 409 | | power should be increased, decreased, or unaltered, including an |
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416 | 410 | | explanation if a change is recommended; |
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417 | 411 | | (8) a statement indicating that the guardian has paid |
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418 | 412 | | the bond premium for the next reporting period; |
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419 | 413 | | (9) if the guardian is a private professional |
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420 | 414 | | guardian, a guardianship program, an office of public guardian, or |
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421 | 415 | | the Health and Human Services Commission [Department of Aging and |
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422 | 416 | | Disability Services], whether the guardian or an individual |
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423 | 417 | | certified under Subchapter C, Chapter 155, Government Code, who is |
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424 | 418 | | providing guardianship services to the ward and who is filing the |
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425 | 419 | | affidavit on the guardian's behalf, is or has been the subject of an |
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426 | 420 | | investigation conducted by the Judicial Branch [Guardianship] |
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427 | 421 | | Certification Commission [Board] during the preceding year; and |
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428 | 422 | | (10) any additional information the guardian desires |
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429 | 423 | | to share with the court regarding the ward, including: |
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430 | 424 | | (A) whether the guardian has filed for emergency |
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431 | 425 | | detention of the ward under Subchapter A, Chapter 573, Health and |
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432 | 426 | | Safety Code; and |
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433 | 427 | | (B) if applicable, the number of times the |
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434 | 428 | | guardian has filed for emergency detention and the dates of the |
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435 | 429 | | applications for emergency detention. |
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436 | 430 | | SECTION 9. Section 155.001, Government Code, is amended by |
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437 | 431 | | amending Subdivisions (4) and (6) and adding Subdivisions (5-a) and |
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438 | 432 | | (6-a) to read as follows: |
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439 | 433 | | (4) "Guardianship program" means a local, county, or |
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440 | 434 | | regional program, other than an office of public guardian, that |
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441 | 435 | | provides guardianship and related services to an incapacitated |
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442 | 436 | | person or other person who needs assistance in making decisions |
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443 | 437 | | concerning the person's own welfare or financial affairs. |
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444 | 438 | | (5-a) "Office of public guardian" has the meaning |
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445 | 439 | | assigned by Section 1002.0215, Estates Code. |
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446 | 440 | | (6) "Private professional guardian" means a person, |
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447 | 441 | | other than an attorney, [or] a corporate fiduciary, or an office of |
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448 | 442 | | public guardian, who is engaged in the business of providing |
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449 | 443 | | guardianship services. |
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450 | 444 | | (6-a) "Public guardian" has the meaning assigned by |
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451 | 445 | | Section 1002.0265, Estates Code. |
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452 | 446 | | SECTION 10. Section 155.101(a), Government Code, is amended |
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453 | 447 | | to read as follows: |
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454 | 448 | | (a) The commission shall adopt minimum standards for: |
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455 | 449 | | (1) the provision of guardianship services or other |
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456 | 450 | | similar but less restrictive types of assistance or services by: |
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457 | 451 | | (A) guardianship programs; and |
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458 | 452 | | (B) private professional guardians; [and] |
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459 | 453 | | (2) the provision of guardianship services by the |
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460 | 454 | | Health and Human Services Commission; and |
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461 | 455 | | (3) the provision of guardianship services by offices |
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462 | 456 | | of public guardians [Department of Aging and Disability Services]. |
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463 | 457 | | SECTION 11. Section 155.102(a), Government Code, is amended |
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464 | 458 | | to read as follows: |
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465 | 459 | | (a) To provide guardianship services in this state, the |
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466 | 460 | | following individuals must hold a certificate issued under this |
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467 | 461 | | section: |
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468 | 462 | | (1) an individual who is a private professional |
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469 | 463 | | guardian; |
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470 | 464 | | (2) an individual who will provide those services to a |
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471 | 465 | | ward of a private professional guardian on the guardian's behalf; |
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472 | 466 | | [and] |
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473 | 467 | | (3) an individual, other than a volunteer, who will |
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474 | 468 | | provide those services or other services under Section 161.114, |
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475 | 469 | | Human Resources Code, to a ward of a guardianship program or the |
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476 | 470 | | Health and Human Services Commission [Department of Aging and |
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477 | 471 | | Disability Services] on the program's or commission's |
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478 | 472 | | [department's] behalf; |
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479 | 473 | | (4) an individual who is a public guardian; and |
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480 | 474 | | (5) an individual who will provide those services to a |
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481 | 475 | | ward of an office of public guardian. |
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482 | 476 | | SECTION 12. Section 155.105, Government Code, is amended by |
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483 | 477 | | adding Subsection (b-1) to read as follows: |
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484 | 478 | | (b-1) Not later than January 31 of each year, each office of |
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485 | 479 | | public guardian shall provide to the commission a report containing |
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486 | 480 | | for the preceding year: |
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487 | 481 | | (1) the number of wards served by the office; |
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488 | 482 | | (2) the total amount of any money received from this |
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489 | 483 | | state for the provision of guardianship services; and |
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490 | 484 | | (3) the amount of money received from any other public |
---|
491 | 485 | | source, including a county or the federal government, for the |
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492 | 486 | | provision of guardianship services, reported by source, and the |
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493 | 487 | | total amount of money received from those public sources. |
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494 | 488 | | SECTION 13. Section 411.1386(a), Government Code, is |
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495 | 489 | | amended to read as follows: |
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496 | 490 | | (a) Except as provided by Subsections (a-1), (a-5), and |
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497 | 491 | | (a-6), the clerk of the county having venue over a proceeding for |
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498 | 492 | | the appointment of a guardian under Title 3, Estates Code, shall |
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499 | 493 | | obtain from the department criminal history record information |
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500 | 494 | | maintained by the department that relates to: |
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501 | 495 | | (1) a private professional guardian; |
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502 | 496 | | (2) each person who represents or plans to represent |
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503 | 497 | | the interests of a ward as a guardian on behalf of the private |
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504 | 498 | | professional guardian; |
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505 | 499 | | (3) each person employed by a private professional |
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506 | 500 | | guardian who will: |
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507 | 501 | | (A) have personal contact with a ward or proposed |
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508 | 502 | | ward; |
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509 | 503 | | (B) exercise control over and manage a ward's |
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510 | 504 | | estate; or |
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511 | 505 | | (C) perform any duties with respect to the |
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512 | 506 | | management of a ward's estate; |
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513 | 507 | | (4) each person employed by or volunteering or |
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514 | 508 | | contracting with a guardianship program to provide guardianship |
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515 | 509 | | services to a ward of the program on the program's behalf; [or] |
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516 | 510 | | (5) a public guardian, as defined by Section |
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517 | 511 | | 1002.0265(1), Estates Code; |
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518 | 512 | | (6) each person who represents or plans to represent |
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519 | 513 | | the interests of a ward as a guardian on behalf of an office of |
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520 | 514 | | public guardian; |
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521 | 515 | | (7) each person employed by an office of public |
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522 | 516 | | guardian, as defined by Section 1002.0215, Estates Code, who will: |
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523 | 517 | | (A) have personal contact with a ward or proposed |
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524 | 518 | | ward; |
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525 | 519 | | (B) exercise control over and manage a ward's |
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526 | 520 | | estate; or |
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527 | 521 | | (C) perform any duties with respect to the |
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528 | 522 | | management of a ward's estate; or |
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529 | 523 | | (8) any other person proposed to serve as a guardian |
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530 | 524 | | under Title 3, Estates Code, including a proposed temporary |
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531 | 525 | | guardian and a proposed successor guardian, other than an attorney. |
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532 | 526 | | SECTION 14. Section 161.103, Human Resources Code, is |
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533 | 527 | | amended to read as follows: |
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534 | 528 | | Sec. 161.103. CONTRACT FOR GUARDIANSHIP SERVICES. (a) If |
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535 | 529 | | appropriate, the commission [department] may contract with a |
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536 | 530 | | political subdivision of this state, a guardianship program as |
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537 | 531 | | defined by Section 1002.016, Estates Code, a private agency, or |
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538 | 532 | | another state agency for the provision of guardianship services |
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539 | 533 | | under this section. |
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540 | 534 | | (b) A contract under Subsection (a) may allow for the |
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541 | 535 | | provision of guardianship services by an office of public guardian, |
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542 | 536 | | as defined by Section 1002.0215, Estates Code. |
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543 | 537 | | SECTION 15. Not later than January 1, 2018, the supreme |
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544 | 538 | | court shall adopt rules necessary to implement Subchapter G-1, |
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545 | 539 | | Chapter 1104, Estates Code, as added by this Act, including rules |
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546 | 540 | | governing the transfer of a guardianship of the person or of the |
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547 | 541 | | estate of a ward, or both, if appropriate, to an office of public |
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548 | 542 | | guardian established under that subchapter or a public guardian |
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549 | 543 | | contracted under that subchapter. |
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550 | 544 | | SECTION 16. (a) The changes in law made by this Act apply |
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551 | 545 | | only to the appointment of a guardian of the person or of the estate |
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552 | 546 | | of a ward, or both, made on or after July 1, 2018. |
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553 | 547 | | (b) Notwithstanding any other law, a person who, |
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554 | 548 | | immediately before July 1, 2018, is serving as guardian of the |
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555 | 549 | | person or of the estate of a ward, or both, who, under Section |
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556 | 550 | | 1104.334, Estates Code, as added by this Act, would be eligible for |
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557 | 551 | | appointment of an office of public guardian as the ward's guardian, |
---|
558 | 552 | | may continue to serve as guardian of the person or of the estate of |
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559 | 553 | | the ward, or both, unless otherwise removed as provided by law. |
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560 | 554 | | SECTION 17. This Act takes effect September 1, 2017. |
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