Texas 2021 - 87th Regular

Texas House Bill HB3318 Compare Versions

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11 By: Neave H.B. No. 3318
22
33
44 A BILL TO BE ENTITLED
55 AN ACT
66 relating to guardianships, alternatives to guardianship, and
77 supports and services for incapacitated persons.
88 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
99 SECTION 1. Section 1023.005, Estates Code, is amended to
1010 read as follows:
1111 Sec. 1023.005. COURT ACTION. (a) On hearing an application
1212 or motion under Section 1023.003, if [good cause is not shown to
1313 deny the transfer and] it appears that transfer of the guardianship
1414 is in the best interests of the ward and either the ward has resided
1515 in the county to which the guardianship is to be transferred for at
1616 least six months or good cause is not otherwise shown to deny the
1717 transfer, the court shall enter an order:
1818 (1) authorizing the transfer on payment on behalf of
1919 the estate of all accrued costs; [and]
2020 (2) requiring that any existing bond of the guardian
2121 must remain in effect until a new bond has been given or a rider has
2222 been filed in accordance with Section 1023.010; and
2323 (3) certifying that the guardianship is in compliance
2424 with this code at the time of transfer.
2525 (b) In making a determination that the transfer is in the
2626 best interests of the ward under Subsection (a), the court may
2727 consider:
2828 (1) the interests of justice;
2929 (2) the convenience of the parties; and
3030 (3) the preference of the ward, if the ward is 12 years
3131 of age or older.
3232 (c) On receipt of an order described by Subsection (a), the
3333 county shall accept the transfer of the guardianship.
3434 SECTION 2. Section 1023.008, Estates Code, is amended to
3535 read as follows:
3636 Sec. 1023.008. CONTINUATION OF GUARDIANSHIP. (a) When a
3737 guardianship is transferred from one county to another in
3838 accordance with this chapter:
3939 (1) [,] the guardianship proceeds in the court to
4040 which it was transferred as if it had been originally commenced in
4141 that court;
4242 (2) the court to which the guardianship is transferred
4343 becomes the court of continuing, exclusive jurisdiction;
4444 (3) a proceeding relating to the guardianship that is
4545 commenced in the court ordering the transfer continues in the court
4646 to which the guardianship is transferred as if the proceeding
4747 commenced in the receiving court;
4848 (4) a judgment or order entered in the guardianship
4949 before the transfer has the same effect and must be enforced as a
5050 judgment or order entered by the court to which the guardianship is
5151 transferred; and
5252 (5) the court ordering the transfer does not retain:
5353 (A) jurisdiction of the ward who is the subject
5454 of the guardianship; and
5555 (B) the authority to enforce an order entered for
5656 a violation of this title that occurred before or after the
5757 transfer.
5858 (b) It is not necessary to record in the receiving court any
5959 of the papers in the case that were recorded in the court from which
6060 the case was transferred.
6161 SECTION 3. Chapter 1023, Estates Code, is amended by adding
6262 Section 1023.011 to read as follows:
6363 Sec. 1023.011. NO LIABILITY OF JUDGE. (a) When a
6464 guardianship is transferred from one county to another in
6565 accordance with this chapter, a judge of the court from which the
6666 guardianship is transferred may not be held civilly liable for any
6767 injury, damage, or loss to the ward or the ward's estate that occurs
6868 after the transfer.
6969 (b) A judge of the court to which a guardianship is
7070 transferred as described by Subsection (a) may not be held civilly
7171 liable for any injury, damage, or loss to the ward or the ward's
7272 estate that occurred before the transfer.
7373 SECTION 4. Subchapter D, Chapter 1055, Estates Code, is
7474 amended to read as follows:
7575 SUBCHAPTER D. MEDIATION
7676 Sec. 1055.151. MEDIATION OF CONTESTED GUARDIANSHIP
7777 PROCEEDING. (a) Subject to Subsection (b), on [On] the written
7878 agreement of the parties or on the court's own motion, the court may
7979 refer a contested guardianship proceeding to mediation.
8080 (b) If the court refers to mediation a proceeding under
8181 Subsection (a) regarding the appointment of a guardian for a
8282 proposed ward:
8383 (1) a determination of incapacity of the proposed ward
8484 may be an issue to be mediated, but the applicant for guardianship
8585 must still prove to the court that the proposed ward is an
8686 incapacitated person in accordance with the requirements of Chapter
8787 1101; and
8888 (2) all parties to the proceeding shall evaluate
8989 during the mediation alternatives to guardianship and supports and
9090 services available to the proposed ward, including whether the
9191 supports and services and alternatives to guardianship would be
9292 feasible to avoid the need for appointment of a guardian.
9393 (c) The cost of mediation shall be paid by the parties to the
9494 proceeding unless otherwise ordered by the court. If the parties
9595 are unable to pay the cost of mediation, the court may refer the
9696 parties to a local alternative dispute resolution center providing
9797 services as part of a system for resolution of disputes established
9898 under Section 152.002, Civil Practice and Remedies Code, if a
9999 system has been established in the county, and the local center may
100100 waive mediation costs as appropriate.
101101 Sec. 1055.152. MEDIATED SETTLEMENT AGREEMENTS. (a) A
102102 mediated settlement agreement is binding on the parties if the
103103 agreement:
104104 (1) provides, in a prominently displayed statement
105105 that is in boldfaced type, in capital letters, or underlined, that
106106 the agreement is not subject to revocation by the parties;
107107 (2) is signed by each party to the agreement; and
108108 (3) is signed by the party's attorney, if any, who is
109109 present at the time the agreement is signed.
110110 (b) [(c)] If a mediated settlement agreement meets the
111111 requirements of this section, a party is entitled to judgment on the
112112 mediated settlement agreement notwithstanding Rule 11, Texas Rules
113113 of Civil Procedure, or another rule or law.
114114 (c) [(d)] Notwithstanding Subsections (a) and (b) [and
115115 (c)], a court may decline to enter a judgment on a mediated
116116 settlement agreement if the court finds that the agreement is not in
117117 the ward's or proposed ward's best interests.
118118 SECTION 5. Section 1202.001, Estates Code, is amended by
119119 adding Subsection (b-1) to read as follows:
120120 (b-1) A guardianship of the person shall be settled and
121121 closed when the court finds that the ward's incapacity needs can be
122122 managed without the necessity for that continued guardianship by an
123123 alternative to guardianship or with supports and services as
124124 provided by Subchapter F.
125125 SECTION 6. Chapter 1202, Estates Code, is amended by adding
126126 Subchapter F to read as follows:
127127 SUBCHAPTER F. TERMINATION OF GUARDIANSHIP OF THE PERSON ON FINDING
128128 THAT THE WARD'S INCAPACITY NEEDS CAN BE MANAGED WITHOUT
129129 GUARDIANSHIP
130130 Sec. 1202.231. TERMINATION OF GUARDIANSHIP OF THE PERSON ON
131131 FINDING THAT WARD'S INCAPACITY NEEDS CAN BE MANAGED WITHOUT
132132 GUARDIANSHIP. (a) In addition to a court's possible termination of
133133 a guardianship under Section 1202.001(b), on application by the
134134 guardian of the person of a ward, a court investigator or guardian
135135 ad litem appointed by the court, or another person interested in the
136136 ward's welfare who has been granted permission by the court to
137137 intervene under Section 1055.003, or on the court's own motion and
138138 subject to Section 1202.232, the court may order that the
139139 guardianship of the person of the ward terminate and be settled and
140140 closed if the court makes the findings required under Section
141141 1202.233.
142142 Sec. 1202.232. PHYSICIAN'S LETTER OR CERTIFICATE REQUIRED.
143143 (a) The court may not grant an order terminating a guardianship of
144144 the person under Section 1202.231 unless the applicant presents to
145145 the court or the court secures a written letter or certificate from
146146 a physician licensed in this state that is dated:
147147 (1) not earlier than the 120th day before the date the
148148 application was filed or the date the court enters the court's
149149 motion; or
150150 (2) any time after the date the application was filed
151151 or the date the court's motion was entered but before the date of
152152 the hearing.
153153 (b) A letter or certificate presented under Subsection (a)
154154 must:
155155 (1) describe the nature and degree of incapacity of
156156 the ward, including the ward's medical history if reasonably
157157 available;
158158 (2) provide a medical prognosis for the ward
159159 specifying the estimated severity of any incapacity;
160160 (3) state how or in what manner the ward's ability to
161161 make or communicate responsible decisions concerning the ward is
162162 affected by the ward's physical or mental health;
163163 (4) state whether any current medication affects the
164164 ward's demeanor or the ward's ability to participate fully in a
165165 court proceeding;
166166 (5) describe the precise physical and mental
167167 conditions underlying a diagnosis of senility, if applicable;
168168 (6) describe feasible alternatives to guardianship
169169 available to the ward that would avoid the need for the continued
170170 appointment of a guardian of the person and state whether, in the
171171 physician's opinion, those alternatives to guardianship meet the
172172 following needs of the ward without the necessity for a continued
173173 guardianship of the person:
174174 (A) provision of food, clothing, and shelter for
175175 the ward's own self;
176176 (B) care for the ward's own physical health; and
177177 (C) management of the ward's financial affairs;
178178 (7) describe feasible supports and services available
179179 to the ward that would avoid the need for the continued appointment
180180 of a guardian of the person for the ward and state whether, in the
181181 physician's opinion, the supports and services meet the following
182182 needs of the ward without the necessity for a continued
183183 guardianship of the person:
184184 (A) provision of food, clothing, and shelter for
185185 the ward's own self;
186186 (B) care for the ward's own physical health; and
187187 (C) management of the ward's financial affairs;
188188 and
189189 (8) include any other information required by the
190190 court.
191191 (c) If the court determines it is necessary, the court may
192192 appoint the necessary physicians to examine the ward.
193193 Sec. 1202.233. FINDINGS REQUIRED. Before ordering the
194194 termination of a guardianship of the person under Section 1202.231,
195195 the court must find by a preponderance of the evidence that:
196196 (1) the ward remains a partially or completely
197197 incapacitated person;
198198 (2) the current nature and degree of the ward's
199199 incapacity and the ward's needs can be managed without the
200200 necessity of a continued guardianship of the person by:
201201 (A) alternatives to guardianship that are
202202 available to the ward and that are determined to be feasible; or
203203 (B) supports and services that are available to
204204 the ward and that are determined to be feasible; and
205205 (3) termination of the guardianship of the person:
206206 (A) is in the ward's best interest; and
207207 (B) will encourage the development or
208208 maintenance of maximum self-reliance and independence in the ward.
209209 Sec. 1202.234. GENERAL REQUIREMENTS FOR ORDER. A court
210210 order that terminates a guardianship of the person under this
211211 subchapter must:
212212 (1) contain the findings required under Section
213213 1202.232;
214214 (2) state the guardian's name;
215215 (3) state the ward's name;
216216 (4) specify:
217217 (A) the supports and services that:
218218 (i) will meet the ward's needs without the
219219 continued necessity for guardianship of the person; and
220220 (ii) justify the termination of that
221221 guardianship; or
222222 (B) the alternatives to guardianship that:
223223 (i) will meet the ward's needs without the
224224 continued necessity for guardianship of the person; and
225225 (ii) justify the termination of that
226226 guardianship;
227227 (5) identify the persons or entities providing or that
228228 will provide:
229229 (A) the supports and services described by
230230 Subdivision (4)(A); or
231231 (B) alternatives to guardianship described by
232232 Subdivision (4)(B);
233233 (6) state that the guardian is required to:
234234 (A) immediately settle the guardianship in
235235 accordance with this title; and
236236 (B) deliver all of the ward's remaining personal
237237 effects and assets, if any, to the persons or entities identified
238238 under Subdivision (5)(A) or (B), as applicable; and
239239 (7) state that the clerk shall revoke letters of
240240 guardianship of the person when the guardianship is finally settled
241241 and closed.
242242 Sec. 1202.235. APPOINTMENT OF ATTORNEY AD LITEM OR GUARDIAN
243243 AD LITEM. A court may enter additional orders in the best interest
244244 of the ward, including:
245245 (1) requiring notice to interested persons;
246246 (2) appointing a court investigator; or
247247 (3) appointing an attorney ad litem or guardian ad
248248 litem, or both, for the ward.
249249 SECTION 7. Chapter 155, Government Code, is amended by
250250 adding Subchapter G to read as follows:
251251 SUBCHAPTER G. GUARDIANSHIP MEDIATION TRAINING
252252 Sec. 155.301. TRAINING. (a) The office by rule shall
253253 establish a training course with at least 24 hours of training for
254254 persons facilitating mediations under Title 3, Estates Code, that
255255 may be provided by a mediation training provider approved by the
256256 office. A mediation training provider shall adhere to the
257257 established curriculum in providing the training course.
258258 (b) This section does not require a mediator facilitating a
259259 mediation under Title 3, Estates Code, to attend or be certified
260260 under a training course established under Subsection (a).
261261 SECTION 8. The changes in law made by this Act apply to a
262262 guardianship created before, on, or after the effective date of
263263 this Act.
264264 SECTION 9. The Office of Court Administration of the Texas
265265 Judicial System is required to implement a provision of this Act
266266 only if the legislature appropriates money specifically for that
267267 purpose. If the legislature does not appropriate money specifically
268268 for that purpose, the office may, but is not required to, implement
269269 a provision of this Act using other appropriations available for
270270 that purpose.
271271 SECTION 10. This Act takes effect September 1, 2021.