Estates and trusts: undue influence and elder abuse.
Summary
(1) Existing law provides that a person found liable for taking, concealing, or disposing of property belonging to the estate of a decedent, conservatee, minor, or trust through the use of undue influence in bad faith, or through the commission of elder or dependent adult financial abuse, is liable for twice the value of the property. Existing law provides that this remedy is additional to any other remedy available at law. This bill would provide that a person may, in the court's discretion, be liable for reasonable attorney's fees and costs in these actions, except as specified. The bill would specifically apply these provisions to property belonging to an elder or a dependent adult. The bill would make technical changes with regard to the nonexclusive character of the remedy provided. (2) Existing law provides that a person who, in bad faith, wrongfully takes, conceals, or disposes of property belonging to a principal under a power of attorney is liable for twice the value of the property recovered by an action to recover the property or for surcharge. This bill would extend this liability to a person who has taken, concealed, or disposed of property by the use of undue influence in bad faith or through the commission of elder or dependent adult financial abuse, as defined. The bill would provide that a person may, in the court's discretion, be liable for reasonable attorney's fees and costs under these provisions and those described above, except as specified.
Bill status
signed
all 5 stages cleared
Introduction
Feb 2013
Committee Review
Jul 2013
Assembly Passage
Apr 2013
Senate Passage
Jul 2013
Signed into Law
Aug 2013
Introduced Feb 14, 2013
Signed Aug 13, 2013
Floor votes · Senate Jul 1, 2013 · Assembly Apr 15, 2013
How they voted
32–0
Passed · 2 other
Total votes 34
Jul 1, 2013
D
Democratic25
92% Yea
R
Republican9
100% Yea
Vote distribution
All Yea
All Nay
Mixed
No data
Full legislative history
Actions timeline
Total actions
22
Key actions
7
Committee
7
Amendments
3
Aug 13, 2013
Signed into law
Approved by the Governor.
legislature
Jul 3, 2013
Lower · Passed
Senate amendments concurred in. To Engrossing and Enrolling. (Ayes 74. Noes 0. Page 2285.).
lower
Jul 1, 2013
Senate · Passed
Senate Vote: pass (32-0-2)
senate
Jul 1, 2013
Introduced
In Assembly. Concurrence in Senate amendments pending. May be considered on or after July 3 pursuant to Assembly Rule 77.
lower
Jun 4, 2013
Upper · Passed
From committee: Do pass. (Ayes 6. Noes 0.) (June 4).
upper
May 24, 2013
Introduced
From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on JUD.
upper
Apr 25, 2013
Committee
Referred to Com. on JUD.
upper
Apr 15, 2013
Assembly · Passed
Assembly Vote: pass (63-0-1)
assembly
Apr 2, 2013
Lower · Passed
From committee: Do pass. (Ayes 9. Noes 0.) (April 2).
lower
Apr 2, 2013
Committee
Re-referred to Com. on JUD.
lower
Apr 1, 2013
Introduced
From committee chair, with author's amendments: Amend, and re-refer to Com. on JUD. Read second time and amended.
lower
Feb 28, 2013
Committee
Referred to Com. on JUD.
lower
Feb 15, 2013
Lower · Passed
From printer. May be heard in committee March 17.
lower
1 primary · 0 co-sponsors
Sponsors
Role
Legislator
Party
State
District
P
Ed Chau
DDemocratic
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