SB 303 California Senate · 2019-2020 Regular Session

Guardians and conservators: compensation: residence of conservatee.

Summary
(1) The Guardianship-Conservatorship Law (law) generally establishes the powers and duties of a guardian or conservator of a person, an estate, or both. The law authorizes the guardian or conservator to establish the residence of the ward or conservatee at any place within this state without the permission of the court, and requires the guardian or conservator to select the least restrictive appropriate residence that is available. The law presumes that the personal residence of the conservatee is the least restrictive appropriate residence for the conservatee, and provides that, in any hearing to determine if removal of the conservatee from their personal residence is appropriate, the presumption may be overcome by a preponderance of the evidence. This bill would instead provide the presumption may be overcome by clear and convincing evidence. (2) The law generally authorizes a conservator to sell the present or former residence of the conservatee, if the sale provides specified benefits and the guardian or conservator complies with applicable procedures and provides required notice. Existing law requires a conservator to notify the court of the proposed sale and provide specific information about the sale and the conservatee, including the benefits of selling the residence and whether the conservatee supports the sale or has the ability to live in their personal residence. Existing law authorizes the court to waive certain requirements imposed on a conservator selling the conservatee's residence, including requirements for an appraisal. This bill would require a conservator to notify the court of a sale of a present or former residence before the conservator commits any significant resources to the proposed sale, except as specified, and would further require the conservator to provide the court with additional information about the sale. The bill would authorize the sale of a conservatee's present or former personal residence only if the court finds by clear and convincing evidence that the conservator demonstrated a compelling need to sell the residence for the benefit of the conservatee. The bill would delete the authority of a court to waive certain requirements for a sale, including the requirement for a conservator to obtain an appraisal. (3) The law authorizes a guardian or conservator of the estate or person to petition the court for an order to compensate their services or the services of the attorney to the guardian or conservator. Existing law requires the compensation to be reasonable and prohibits compensation to a guardian or conservator for any costs or fees incurred in unsuccessfully opposing a petition, or other request or action, made by or on behalf of the ward or conservatee, except as specified. This bill would prohibit compensation to a guardian, conservator, or attorney with any government benefits program moneys unless deemed by the court to be necessary to sustain the support and maintenance of the ward or conservatee.
Bill status signed all 5 stages cleared
Introduction
Feb 2019
Committee Review
Jun 2019
Senate Passage
May 2019
Assembly Passage
Aug 2019
Signed into Law
Oct 2019
Introduced Feb 14, 2019 Signed Oct 12, 2019
Floor votes · Senate May 13, 2019 · Assembly Aug 12, 2019

How they voted

34–0
Passed · 1 other
Total votes 35
May 13, 2019
D Democratic27
27 Yea
100% Yea
R Republican8
7 Yea 1
87% Yea
Vote distribution
All Yea All Nay Mixed No data
Full legislative history

Actions timeline

Total actions
21
Key actions
8
Committee
4
Amendments
4
Oct 12, 2019
Signed into law
Approved by the Governor.
legislature
Sep 3, 2019
Upper · Passed
Assembly amendments concurred in. (Ayes 40. Noes 0. Page 2457.) Ordered to engrossing and enrolling.
upper
Aug 12, 2019
Introduced
In Senate. Concurrence in Assembly amendments pending.
upper
Aug 12, 2019
Lower · Passed
Read third time. Passed. (Ayes 78. Noes 0. Page 2667.) Ordered to the Senate.
lower
Jul 11, 2019
Lower · Passed
Read third time and amended.
lower
Jun 18, 2019
Lower · Passed
From committee: Do pass. (Ayes 12. Noes 0.) (June 18).
lower
May 30, 2019
Committee
Referred to Com. on JUD.
lower
May 13, 2019
Upper · Passed
Read third time. Passed. (Ayes 37. Noes 0. Page 1027.) Ordered to the Assembly.
upper
May 6, 2019
Upper · Passed
Read second time and amended. Ordered to third reading.
upper
May 2, 2019
Upper · Passed
From committee: Do pass as amended. (Ayes 9. Noes 0. Page 905.) (April 30).
upper
Feb 28, 2019
Committee
Referred to Com. on JUD.
upper
Feb 14, 2019
Introduced
Introduced. Read first time. To Com. on RLS. for assignment. To print.
upper
1 primary · 0 co-sponsors

Sponsors

Role
Legislator
Party
State
District
P
Photo of Bob Wieckowski
Bob Wieckowski
DDemocratic
CA
10