1 | 1 | | By: Neave H.B. No. 3318 |
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2 | 2 | | |
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3 | 3 | | |
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4 | 4 | | A BILL TO BE ENTITLED |
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5 | 5 | | AN ACT |
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6 | 6 | | relating to guardianships, alternatives to guardianship, and |
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7 | 7 | | supports and services for incapacitated persons. |
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8 | 8 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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9 | 9 | | SECTION 1. Section 1023.005, Estates Code, is amended to |
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10 | 10 | | read as follows: |
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11 | 11 | | Sec. 1023.005. COURT ACTION. (a) On hearing an application |
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12 | 12 | | or motion under Section 1023.003, if [good cause is not shown to |
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13 | 13 | | deny the transfer and] it appears that transfer of the guardianship |
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14 | 14 | | is in the best interests of the ward and either the ward has resided |
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15 | 15 | | in the county to which the guardianship is to be transferred for at |
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16 | 16 | | least six months or good cause is not otherwise shown to deny the |
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17 | 17 | | transfer, the court shall enter an order: |
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18 | 18 | | (1) authorizing the transfer on payment on behalf of |
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19 | 19 | | the estate of all accrued costs; [and] |
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20 | 20 | | (2) requiring that any existing bond of the guardian |
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21 | 21 | | must remain in effect until a new bond has been given or a rider has |
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22 | 22 | | been filed in accordance with Section 1023.010; and |
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23 | 23 | | (3) certifying that the guardianship is in compliance |
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24 | 24 | | with this code at the time of transfer. |
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25 | 25 | | (b) In making a determination that the transfer is in the |
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26 | 26 | | best interests of the ward under Subsection (a), the court may |
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27 | 27 | | consider: |
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28 | 28 | | (1) the interests of justice; |
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29 | 29 | | (2) the convenience of the parties; and |
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30 | 30 | | (3) the preference of the ward, if the ward is 12 years |
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31 | 31 | | of age or older. |
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32 | 32 | | (c) On receipt of an order described by Subsection (a), the |
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33 | 33 | | county shall accept the transfer of the guardianship. |
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34 | 34 | | SECTION 2. Section 1023.008, Estates Code, is amended to |
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35 | 35 | | read as follows: |
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36 | 36 | | Sec. 1023.008. CONTINUATION OF GUARDIANSHIP. (a) When a |
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37 | 37 | | guardianship is transferred from one county to another in |
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38 | 38 | | accordance with this chapter: |
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39 | 39 | | (1) [,] the guardianship proceeds in the court to |
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40 | 40 | | which it was transferred as if it had been originally commenced in |
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41 | 41 | | that court; |
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42 | 42 | | (2) the court to which the guardianship is transferred |
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43 | 43 | | becomes the court of continuing, exclusive jurisdiction; |
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44 | 44 | | (3) a proceeding relating to the guardianship that is |
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45 | 45 | | commenced in the court ordering the transfer continues in the court |
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46 | 46 | | to which the guardianship is transferred as if the proceeding |
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47 | 47 | | commenced in the receiving court; |
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48 | 48 | | (4) a judgment or order entered in the guardianship |
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49 | 49 | | before the transfer has the same effect and must be enforced as a |
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50 | 50 | | judgment or order entered by the court to which the guardianship is |
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51 | 51 | | transferred; and |
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52 | 52 | | (5) the court ordering the transfer does not retain: |
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53 | 53 | | (A) jurisdiction of the ward who is the subject |
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54 | 54 | | of the guardianship; and |
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55 | 55 | | (B) the authority to enforce an order entered for |
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56 | 56 | | a violation of this title that occurred before or after the |
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57 | 57 | | transfer. |
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58 | 58 | | (b) It is not necessary to record in the receiving court any |
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59 | 59 | | of the papers in the case that were recorded in the court from which |
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60 | 60 | | the case was transferred. |
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61 | 61 | | SECTION 3. Chapter 1023, Estates Code, is amended by adding |
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62 | 62 | | Section 1023.011 to read as follows: |
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63 | 63 | | Sec. 1023.011. NO LIABILITY OF JUDGE. (a) When a |
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64 | 64 | | guardianship is transferred from one county to another in |
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65 | 65 | | accordance with this chapter, a judge of the court from which the |
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66 | 66 | | guardianship is transferred may not be held civilly liable for any |
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67 | 67 | | injury, damage, or loss to the ward or the ward's estate that occurs |
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68 | 68 | | after the transfer. |
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69 | 69 | | (b) A judge of the court to which a guardianship is |
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70 | 70 | | transferred as described by Subsection (a) may not be held civilly |
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71 | 71 | | liable for any injury, damage, or loss to the ward or the ward's |
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72 | 72 | | estate that occurred before the transfer. |
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73 | 73 | | SECTION 4. Subchapter D, Chapter 1055, Estates Code, is |
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74 | 74 | | amended to read as follows: |
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75 | 75 | | SUBCHAPTER D. MEDIATION |
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76 | 76 | | Sec. 1055.151. MEDIATION OF CONTESTED GUARDIANSHIP |
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77 | 77 | | PROCEEDING. (a) Subject to Subsection (b), on [On] the written |
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78 | 78 | | agreement of the parties or on the court's own motion, the court may |
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79 | 79 | | refer a contested guardianship proceeding to mediation. |
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80 | 80 | | (b) If the court refers to mediation a proceeding under |
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81 | 81 | | Subsection (a) regarding the appointment of a guardian for a |
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82 | 82 | | proposed ward: |
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83 | 83 | | (1) a determination of incapacity of the proposed ward |
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84 | 84 | | may be an issue to be mediated, but the applicant for guardianship |
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85 | 85 | | must still prove to the court that the proposed ward is an |
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86 | 86 | | incapacitated person in accordance with the requirements of Chapter |
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87 | 87 | | 1101; and |
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88 | 88 | | (2) all parties to the proceeding shall evaluate |
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89 | 89 | | during the mediation alternatives to guardianship and supports and |
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90 | 90 | | services available to the proposed ward, including whether the |
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91 | 91 | | supports and services and alternatives to guardianship would be |
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92 | 92 | | feasible to avoid the need for appointment of a guardian. |
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93 | 93 | | (c) The cost of mediation shall be paid by the parties to the |
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94 | 94 | | proceeding unless otherwise ordered by the court. If the parties |
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95 | 95 | | are unable to pay the cost of mediation, the court may refer the |
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96 | 96 | | parties to a local alternative dispute resolution center providing |
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97 | 97 | | services as part of a system for resolution of disputes established |
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98 | 98 | | under Section 152.002, Civil Practice and Remedies Code, if a |
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99 | 99 | | system has been established in the county, and the local center may |
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100 | 100 | | waive mediation costs as appropriate. |
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101 | 101 | | Sec. 1055.152. MEDIATED SETTLEMENT AGREEMENTS. (a) A |
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102 | 102 | | mediated settlement agreement is binding on the parties if the |
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103 | 103 | | agreement: |
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104 | 104 | | (1) provides, in a prominently displayed statement |
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105 | 105 | | that is in boldfaced type, in capital letters, or underlined, that |
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106 | 106 | | the agreement is not subject to revocation by the parties; |
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107 | 107 | | (2) is signed by each party to the agreement; and |
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108 | 108 | | (3) is signed by the party's attorney, if any, who is |
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109 | 109 | | present at the time the agreement is signed. |
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110 | 110 | | (b) [(c)] If a mediated settlement agreement meets the |
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111 | 111 | | requirements of this section, a party is entitled to judgment on the |
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112 | 112 | | mediated settlement agreement notwithstanding Rule 11, Texas Rules |
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113 | 113 | | of Civil Procedure, or another rule or law. |
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114 | 114 | | (c) [(d)] Notwithstanding Subsections (a) and (b) [and |
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115 | 115 | | (c)], a court may decline to enter a judgment on a mediated |
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116 | 116 | | settlement agreement if the court finds that the agreement is not in |
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117 | 117 | | the ward's or proposed ward's best interests. |
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118 | 118 | | SECTION 5. Section 1202.001, Estates Code, is amended by |
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119 | 119 | | adding Subsection (b-1) to read as follows: |
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120 | 120 | | (b-1) A guardianship of the person shall be settled and |
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121 | 121 | | closed when the court finds that the ward's incapacity needs can be |
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122 | 122 | | managed without the necessity for that continued guardianship by an |
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123 | 123 | | alternative to guardianship or with supports and services as |
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124 | 124 | | provided by Subchapter F. |
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125 | 125 | | SECTION 6. Chapter 1202, Estates Code, is amended by adding |
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126 | 126 | | Subchapter F to read as follows: |
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127 | 127 | | SUBCHAPTER F. TERMINATION OF GUARDIANSHIP OF THE PERSON ON FINDING |
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128 | 128 | | THAT THE WARD'S INCAPACITY NEEDS CAN BE MANAGED WITHOUT |
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129 | 129 | | GUARDIANSHIP |
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130 | 130 | | Sec. 1202.231. TERMINATION OF GUARDIANSHIP OF THE PERSON ON |
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131 | 131 | | FINDING THAT WARD'S INCAPACITY NEEDS CAN BE MANAGED WITHOUT |
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132 | 132 | | GUARDIANSHIP. (a) In addition to a court's possible termination of |
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133 | 133 | | a guardianship under Section 1202.001(b), on application by the |
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134 | 134 | | guardian of the person of a ward, a court investigator or guardian |
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135 | 135 | | ad litem appointed by the court, or another person interested in the |
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136 | 136 | | ward's welfare who has been granted permission by the court to |
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137 | 137 | | intervene under Section 1055.003, or on the court's own motion and |
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138 | 138 | | subject to Section 1202.232, the court may order that the |
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139 | 139 | | guardianship of the person of the ward terminate and be settled and |
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140 | 140 | | closed if the court makes the findings required under Section |
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141 | 141 | | 1202.233. |
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142 | 142 | | Sec. 1202.232. PHYSICIAN'S LETTER OR CERTIFICATE REQUIRED. |
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143 | 143 | | (a) The court may not grant an order terminating a guardianship of |
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144 | 144 | | the person under Section 1202.231 unless the applicant presents to |
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145 | 145 | | the court or the court secures a written letter or certificate from |
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146 | 146 | | a physician licensed in this state that is dated: |
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147 | 147 | | (1) not earlier than the 120th day before the date the |
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148 | 148 | | application was filed or the date the court enters the court's |
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149 | 149 | | motion; or |
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150 | 150 | | (2) any time after the date the application was filed |
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151 | 151 | | or the date the court's motion was entered but before the date of |
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152 | 152 | | the hearing. |
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153 | 153 | | (b) A letter or certificate presented under Subsection (a) |
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154 | 154 | | must: |
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155 | 155 | | (1) describe the nature and degree of incapacity of |
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156 | 156 | | the ward, including the ward's medical history if reasonably |
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157 | 157 | | available; |
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158 | 158 | | (2) provide a medical prognosis for the ward |
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159 | 159 | | specifying the estimated severity of any incapacity; |
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160 | 160 | | (3) state how or in what manner the ward's ability to |
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161 | 161 | | make or communicate responsible decisions concerning the ward is |
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162 | 162 | | affected by the ward's physical or mental health; |
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163 | 163 | | (4) state whether any current medication affects the |
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164 | 164 | | ward's demeanor or the ward's ability to participate fully in a |
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165 | 165 | | court proceeding; |
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166 | 166 | | (5) describe the precise physical and mental |
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167 | 167 | | conditions underlying a diagnosis of senility, if applicable; |
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168 | 168 | | (6) describe feasible alternatives to guardianship |
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169 | 169 | | available to the ward that would avoid the need for the continued |
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170 | 170 | | appointment of a guardian of the person and state whether, in the |
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171 | 171 | | physician's opinion, those alternatives to guardianship meet the |
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172 | 172 | | following needs of the ward without the necessity for a continued |
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173 | 173 | | guardianship of the person: |
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174 | 174 | | (A) provision of food, clothing, and shelter for |
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175 | 175 | | the ward's own self; |
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176 | 176 | | (B) care for the ward's own physical health; and |
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177 | 177 | | (C) management of the ward's financial affairs; |
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178 | 178 | | (7) describe feasible supports and services available |
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179 | 179 | | to the ward that would avoid the need for the continued appointment |
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180 | 180 | | of a guardian of the person for the ward and state whether, in the |
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181 | 181 | | physician's opinion, the supports and services meet the following |
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182 | 182 | | needs of the ward without the necessity for a continued |
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183 | 183 | | guardianship of the person: |
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184 | 184 | | (A) provision of food, clothing, and shelter for |
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185 | 185 | | the ward's own self; |
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186 | 186 | | (B) care for the ward's own physical health; and |
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187 | 187 | | (C) management of the ward's financial affairs; |
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188 | 188 | | and |
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189 | 189 | | (8) include any other information required by the |
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190 | 190 | | court. |
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191 | 191 | | (c) If the court determines it is necessary, the court may |
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192 | 192 | | appoint the necessary physicians to examine the ward. |
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193 | 193 | | Sec. 1202.233. FINDINGS REQUIRED. Before ordering the |
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194 | 194 | | termination of a guardianship of the person under Section 1202.231, |
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195 | 195 | | the court must find by a preponderance of the evidence that: |
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196 | 196 | | (1) the ward remains a partially or completely |
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197 | 197 | | incapacitated person; |
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198 | 198 | | (2) the current nature and degree of the ward's |
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199 | 199 | | incapacity and the ward's needs can be managed without the |
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200 | 200 | | necessity of a continued guardianship of the person by: |
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201 | 201 | | (A) alternatives to guardianship that are |
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202 | 202 | | available to the ward and that are determined to be feasible; or |
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203 | 203 | | (B) supports and services that are available to |
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204 | 204 | | the ward and that are determined to be feasible; and |
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205 | 205 | | (3) termination of the guardianship of the person: |
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206 | 206 | | (A) is in the ward's best interest; and |
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207 | 207 | | (B) will encourage the development or |
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208 | 208 | | maintenance of maximum self-reliance and independence in the ward. |
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209 | 209 | | Sec. 1202.234. GENERAL REQUIREMENTS FOR ORDER. A court |
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210 | 210 | | order that terminates a guardianship of the person under this |
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211 | 211 | | subchapter must: |
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212 | 212 | | (1) contain the findings required under Section |
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213 | 213 | | 1202.232; |
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214 | 214 | | (2) state the guardian's name; |
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215 | 215 | | (3) state the ward's name; |
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216 | 216 | | (4) specify: |
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217 | 217 | | (A) the supports and services that: |
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218 | 218 | | (i) will meet the ward's needs without the |
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219 | 219 | | continued necessity for guardianship of the person; and |
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220 | 220 | | (ii) justify the termination of that |
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221 | 221 | | guardianship; or |
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222 | 222 | | (B) the alternatives to guardianship that: |
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223 | 223 | | (i) will meet the ward's needs without the |
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224 | 224 | | continued necessity for guardianship of the person; and |
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225 | 225 | | (ii) justify the termination of that |
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226 | 226 | | guardianship; |
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227 | 227 | | (5) identify the persons or entities providing or that |
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228 | 228 | | will provide: |
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229 | 229 | | (A) the supports and services described by |
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230 | 230 | | Subdivision (4)(A); or |
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231 | 231 | | (B) alternatives to guardianship described by |
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232 | 232 | | Subdivision (4)(B); |
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233 | 233 | | (6) state that the guardian is required to: |
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234 | 234 | | (A) immediately settle the guardianship in |
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235 | 235 | | accordance with this title; and |
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236 | 236 | | (B) deliver all of the ward's remaining personal |
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237 | 237 | | effects and assets, if any, to the persons or entities identified |
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238 | 238 | | under Subdivision (5)(A) or (B), as applicable; and |
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239 | 239 | | (7) state that the clerk shall revoke letters of |
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240 | 240 | | guardianship of the person when the guardianship is finally settled |
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241 | 241 | | and closed. |
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242 | 242 | | Sec. 1202.235. APPOINTMENT OF ATTORNEY AD LITEM OR GUARDIAN |
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243 | 243 | | AD LITEM. A court may enter additional orders in the best interest |
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244 | 244 | | of the ward, including: |
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245 | 245 | | (1) requiring notice to interested persons; |
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246 | 246 | | (2) appointing a court investigator; or |
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247 | 247 | | (3) appointing an attorney ad litem or guardian ad |
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248 | 248 | | litem, or both, for the ward. |
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249 | 249 | | SECTION 7. Chapter 155, Government Code, is amended by |
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250 | 250 | | adding Subchapter G to read as follows: |
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251 | 251 | | SUBCHAPTER G. GUARDIANSHIP MEDIATION TRAINING |
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252 | 252 | | Sec. 155.301. TRAINING. (a) The office by rule shall |
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253 | 253 | | establish a training course with at least 24 hours of training for |
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254 | 254 | | persons facilitating mediations under Title 3, Estates Code, that |
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255 | 255 | | may be provided by a mediation training provider approved by the |
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256 | 256 | | office. A mediation training provider shall adhere to the |
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257 | 257 | | established curriculum in providing the training course. |
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258 | 258 | | (b) This section does not require a mediator facilitating a |
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259 | 259 | | mediation under Title 3, Estates Code, to attend or be certified |
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260 | 260 | | under a training course established under Subsection (a). |
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261 | 261 | | SECTION 8. The changes in law made by this Act apply to a |
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262 | 262 | | guardianship created before, on, or after the effective date of |
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263 | 263 | | this Act. |
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264 | 264 | | SECTION 9. The Office of Court Administration of the Texas |
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265 | 265 | | Judicial System is required to implement a provision of this Act |
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266 | 266 | | only if the legislature appropriates money specifically for that |
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267 | 267 | | purpose. If the legislature does not appropriate money specifically |
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268 | 268 | | for that purpose, the office may, but is not required to, implement |
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269 | 269 | | a provision of this Act using other appropriations available for |
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270 | 270 | | that purpose. |
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271 | 271 | | SECTION 10. This Act takes effect September 1, 2021. |
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