HOUSE BILL No. 5481

 

March 17, 2016, Introduced by Reps. Cox, Tedder, Webber, Lyons, Price, Callton, Graves, Glenn, Chatfield, Cochran, LaVoy and Canfield and referred to the Committee on Judiciary.

 

     A bill to amend 1998 PA 386, entitled

 

"Estates and protected individuals code,"

 

by amending sections 1106, 5303, 5305, and 5314 (MCL 700.1106,

 

700.5303, 700.5305, and 700.5314), section 1106 as amended by 2009

 

PA 46 and sections 5303, 5305, and 5314 as amended by 2013 PA 157.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 1106. As used in this act:

 

     (a) "Mental health professional" means an individual who is

 

trained and experienced in the area of mental illness or

 

developmental disabilities and who is 1 of the following:

 

     (i) A physician who is licensed to practice medicine or

 

osteopathic medicine and surgery in this state under article 15 of

 

the public health code, 1978 PA 368, MCL 333.16101 to 333.18838.

 

     (ii) A psychologist licensed to practice in this state under

 


article 15 of the public health code, 1978 PA 368, MCL 333.16101 to

 

333.18838.

 

     (iii) A registered professional nurse licensed to practice in

 

this state under article 15 of the public health code, 1978 PA 368,

 

MCL 333.16101 to 333.18838.

 

     (iv) A licensed master's social worker licensed under article

 

15 of the public health code, 1978 PA 368, MCL 333.16101 to

 

333.18838.

 

     (v) A physician's assistant licensed to practice in this state

 

under article 15 of the public health code, 1978 PA 368, MCL

 

333.16101 to 333.18838.

 

     (vi) A licensed professional counselor licensed under part 181

 

of the public health code, 1978 PA 368, MCL 333.18101 to 333.18117.

 

     (b) "Michigan prudent investor rule" means the fiduciary

 

investment and management rule prescribed by part 5 of this

 

article.

 

     (c) "Minor" means an individual who is less than 18 years of

 

age.

 

     (d) "Minor ward" means a minor for whom a guardian is

 

appointed solely because of minority.

 

     (e) "Money" means legal tender or a note, draft, certificate

 

of deposit, stock, bond, check, or credit card.

 

     (f) "Mortgage" means a conveyance, agreement, or arrangement

 

in which property is encumbered or used as security.

 

     (g) "Nonresident decedent" means a decedent who was domiciled

 

in another jurisdiction at the time of his or her death.

 

     (h) "Organization" means a corporation, business trust,


estate, trust, partnership, limited liability company, association,

 

or joint venture; governmental subdivision, agency, or

 

instrumentality; public corporation; or another legal or commercial

 

entity.

 

     (i) "Parent" includes, but is not limited to, an individual

 

entitled to take, or who would be entitled to take, as a parent

 

under this act by intestate succession from a child who dies

 

without a will and whose relationship is in question. Parent does

 

not include an individual who is only a stepparent, foster parent,

 

or grandparent.

 

     (j) "Partial guardian" means that term as defined in section

 

600 of the mental health code, 1974 PA 258, MCL 330.1600.

 

     (k) "Patient advocate" means an individual designated to

 

exercise powers concerning another individual's care, custody, and

 

medical or mental health treatment or authorized to make an

 

anatomical gift on behalf of another individual, or both, as

 

provided in section 5506.

 

     (l) "Patient advocate designation" means the written document

 

executed and with the effect as described in sections 5506 to 5515.

 

     (m) "Payor" means a trustee, insurer, business entity,

 

employer, government, governmental subdivision or agency, or other

 

person authorized or obligated by law or a governing instrument to

 

make payments.

 

     (n) "Person" means an individual or an organization.

 

     (o) "Personal representative" includes, but is not limited to,

 

an executor, administrator, successor personal representative, and

 

special personal representative, and any other person, other than a


trustee of a trust subject to article VII, who performs

 

substantially the same function under the law governing that

 

person's status.

 

     (p) "Petition" means a written request to the court for an

 

order after notice.

 

     (q) "Physician orders for scope of treatment form" means that

 

term as defined in section 5674 of the public health code, 1978 PA

 

368, MCL 333.5674.

 

     (r) (q) "Plenary guardian" means that term as defined in

 

section 600 of the mental health code, 1974 PA 258, MCL 330.1600.

 

     (s) (r) "Proceeding" includes an application and a petition,

 

and may be an action at law or a suit in equity. A proceeding may

 

be denominated a civil action under court rules.

 

     (t) (s) "Professional conservator" means a person that

 

provides conservatorship services for a fee. Professional

 

conservator does not include a person who is an individual who is

 

related to all but 2 of the protected individuals for whom he or

 

she is appointed as conservator.

 

     (u) (t) "Professional guardian" means a person that provides

 

guardianship services for a fee. Professional guardian does not

 

include a person who is an individual who is related to all but 2

 

of the wards for whom he or she is appointed as guardian.

 

     (v) (u) "Property" means anything that may be the subject of

 

ownership, and includes both real and personal property or an

 

interest in real or personal property.

 

     (w) (v) "Protected individual" means a minor or other

 

individual for whom a conservator has been appointed or other


protective order has been made as provided in part 4 of article V.

 

     (x) (w) "Protective proceeding" means a proceeding under the

 

provisions of part 4 of article V.

 

     Sec. 5303. (1) An individual in his or her own behalf, or any

 

person interested in the individual's welfare, may petition for a

 

finding of incapacity and appointment of a guardian. The petition

 

shall must contain specific facts about the individual's condition

 

and specific examples of the individual's recent conduct that

 

demonstrate the need for a guardian's appointment.

 

     (2) Before a petition is filed under this section, the court

 

shall provide the person intending to file the petition with

 

written information that sets forth alternatives to appointment of

 

a full guardian, including, but not limited to, a limited guardian,

 

conservator, patient advocate designation, do-not-resuscitate

 

order, physician orders for scope of treatment form, or durable

 

power of attorney with or without limitations on purpose,

 

authority, or time period, and an explanation of each alternative.

 

     (3) Upon the filing of a petition under subsection (1), the

 

court shall set a date for hearing on the issue of incapacity.

 

Unless the allegedly incapacitated individual has legal counsel of

 

his or her own choice, the court shall appoint a guardian ad litem

 

to represent the person in the proceeding.

 

     Sec. 5305. (1) The duties of a guardian ad litem appointed for

 

an individual alleged to be incapacitated include all of the

 

following:

 

     (a) Personally visiting the individual.

 

     (b) Explaining to the individual the nature, purpose, and


legal effects of a guardian's appointment.

 

     (c) Explaining to the individual the hearing procedure and the

 

individual's rights in the hearing procedure, including, but not

 

limited to, all of the following:

 

     (i) The right to contest the petition.

 

     (ii) The right to request limits on the guardian's powers,

 

including a limitation on the guardian's power to execute a on

 

behalf of the ward either of the following:

 

     (A) A do-not-resuscitate order. on behalf of the ward.

 

     (B) A physician orders for scope of treatment form.

 

     (iii) The right to object to a particular person being

 

appointed guardian.

 

     (iv) The right to be present at the hearing.

 

     (v) The right to be represented by legal counsel.

 

     (vi) The right to have legal counsel appointed for the

 

individual if he or she is unable to afford legal counsel.

 

     (d) Informing the individual that if a guardian is appointed,

 

the guardian may have the power to execute a do-not-resuscitate

 

order on behalf of the individual and, if meaningful communication

 

is possible, discern if the individual objects to having a do-not-

 

resuscitate order executed on his or her behalf.

 

     (e) Informing the individual that if a guardian is appointed,

 

the guardian may have the power to execute a physician orders for

 

scope of treatment form on behalf of the individual and, if

 

meaningful communication is possible, discern if the individual

 

objects to having a physician orders for scope of treatment form

 

executed on his or her behalf.


     (f) (e) Informing the individual of the name of each person

 

known to be seeking appointment as guardian.

 

     (g) (f) Asking the individual and the petitioner about the

 

amount of cash and property readily convertible into cash that is

 

in the individual's estate.

 

     (h) (g) Making determinations, and informing the court of

 

those determinations, on all of the following:

 

     (i) Whether there are 1 or more appropriate alternatives to

 

the appointment of a full guardian or whether 1 or more actions

 

should be taken in addition to the appointment of a guardian.

 

Before informing the court of his or her determination under this

 

subparagraph, the guardian ad litem shall consider the

 

appropriateness of at least each of the following as alternatives

 

or additional actions:

 

     (A) Appointment of a limited guardian, including the specific

 

powers and limitation on those powers the guardian ad litem

 

believes appropriate.

 

     (B) Appointment of a conservator or another protective order

 

under part 4 of this article. In the report informing the court of

 

the determinations under this subdivision, the guardian ad litem

 

shall include an estimate of the amount of cash and property

 

readily convertible into cash that is in the individual's estate.

 

     (C) Execution of a patient advocate designation, do-not-

 

resuscitate order, physician orders for scope of treatment form, or

 

durable power of attorney with or without limitations on purpose,

 

authority, or duration.

 

     (ii) Whether a disagreement or dispute related to the


guardianship petition might be resolved through court ordered

 

mediation.

 

     (iii) Whether the individual wishes to be present at the

 

hearing.

 

     (iv) Whether the individual wishes to contest the petition.

 

     (v) Whether the individual wishes limits placed on the

 

guardian's powers.

 

     (vi) Whether the individual objects to having a do-not-

 

resuscitate order executed on his or her behalf.

 

     (vii) Whether the individual objects to having a physician

 

orders for scope of treatment form executed on his or her behalf.

 

     (viii) (vii) Whether the individual objects to a particular

 

person being appointed guardian.

 

     (2) The court shall not order compensation of the guardian ad

 

litem unless the guardian ad litem states on the record or in the

 

guardian ad litem's written report that he or she has complied with

 

subsection (1).

 

     (3) If the individual alleged to be incapacitated wishes to

 

contest the petition, to have limits placed on the guardian's

 

powers, or to object to a particular person being appointed

 

guardian and if legal counsel has not been secured, the court shall

 

appoint legal counsel to represent the individual alleged to be

 

incapacitated. If the individual alleged to be incapacitated is

 

indigent, the this state shall bear the expense of legal counsel.

 

     (4) If the individual alleged to be incapacitated requests

 

legal counsel or the guardian ad litem determines it is in the

 

individual's best interest to have legal counsel, and if legal


counsel has not been secured, the court shall appoint legal

 

counsel. If the individual alleged to be incapacitated is indigent,

 

the this state shall bear the expense of legal counsel.

 

     (5) If the individual alleged to be incapacitated has legal

 

counsel appointed under subsection (3) or (4), the appointment of a

 

guardian ad litem terminates.

 

     Sec. 5314. Whenever If meaningful communication is possible, a

 

legally incapacitated individual's guardian shall consult with the

 

legally incapacitated individual before making a major decision

 

affecting the legally incapacitated individual. To the extent a

 

guardian of a legally incapacitated individual is granted powers by

 

the court under section 5306, the guardian is responsible for the

 

ward's care, custody, and control, but is not liable to third

 

persons by reason because of that responsibility for the ward's

 

acts. In particular and without qualifying the previous sentences,

 

a guardian has all of the following powers and duties, to the

 

extent granted by court order:

 

     (a) The custody of the person of the ward and the power to

 

establish the ward's place of residence within in or without

 

outside this state. The guardian shall visit the ward within 3

 

months after the guardian's appointment and not less than once

 

within 3 months after each previous visit. The guardian shall

 

notify the court within 14 days of a change in the ward's place of

 

residence or a change in the guardian's place of residence.

 

     (b) If entitled to custody of the ward, the duty to make

 

provision for the ward's care, comfort, and maintenance and, when

 

appropriate, arrange for the ward's training and education. The


guardian shall secure services to restore the ward to the best

 

possible state of mental and physical well-being so that the ward

 

can return to self-management at the earliest possible time.

 

Without regard to custodial rights of the ward's person, the

 

guardian shall take reasonable care of the ward's clothing,

 

furniture, vehicles, and other personal effects and commence a

 

protective proceeding if the ward's other property needs

 

protection. If a guardian commences a protective proceeding because

 

the guardian believes that it is in the ward's best interest to

 

sell or otherwise dispose of the ward's real property or interest

 

in real property, the court may appoint the guardian as special

 

conservator and authorize the special conservator to proceed under

 

section 5423(3). A guardian shall not otherwise sell the ward's

 

real property or interest in real property.

 

     (c) The power to give the consent or approval that is

 

necessary to enable the ward to receive medical or other

 

professional care, counsel, treatment, or service. The power of a

 

guardian to execute a do-not-resuscitate order under subdivision

 

(d) or execute a physician orders for scope of treatment form under

 

subdivision (f) does not affect or limit the power of a guardian to

 

consent to a physician's order to withhold resuscitative measures

 

in a hospital.

 

     (d) The power of a guardian to execute, reaffirm, and revoke a

 

do-not-resuscitate order on behalf of a ward. is subject to this

 

subdivision. A However, a guardian shall not execute a do-not-

 

resuscitate order unless the guardian does all of the following:

 

     (i) Not more than 14 days before executing the do-not-


resuscitate order, the guardian visits the ward and, if meaningful

 

communication is possible, consults with the ward about executing

 

the do-not-resuscitate order.

 

     (ii) The guardian consults Consults directly with the ward's

 

attending physician as to the specific medical indications that

 

warrant the do-not-resuscitate order.

 

     (e) If a guardian executes a do-not-resuscitate order under

 

subdivision (d), not less than annually after the do-not-

 

resuscitate order is first executed, the guardian shall duty to do

 

all of the following:

 

     (i) Visit the ward and, if meaningful communication is

 

possible, consult with the ward about reaffirming the do-not-

 

resuscitate order.

 

     (ii) Consult directly with the ward's attending physician as

 

to specific medical indications that may warrant reaffirming the

 

do-not-resuscitate order.

 

     (f) The power to execute, reaffirm, and revoke a physician

 

orders for scope of treatment form on behalf of a ward. However, a

 

guardian shall not execute a physician orders for scope of

 

treatment form unless the guardian does all of the following:

 

     (i) Not more than 14 days before executing the physician

 

orders for scope of treatment form, visits the ward and, if

 

meaningful communication is possible, consults with the ward about

 

executing the physician orders for scope of treatment form.

 

     (ii) Consults directly with the ward's attending physician as

 

to the specific medical indications that warrant the physician

 

orders for scope of treatment form.


     (g) If a guardian executes a physician orders for scope of

 

treatment form under subdivision (f), not less than annually after

 

the physician orders for scope of treatment is first executed, the

 

duty to do all of the following:

 

     (i) Visit the ward and, if meaningful communication is

 

possible, consult with the ward about reaffirming the physician

 

orders for scope of treatment form.

 

     (ii) Consult directly with the ward's attending physician as

 

to specific medical indications that may warrant reaffirming the

 

physician orders for scope of treatment form.

 

     (h) (f) If a conservator for the ward's estate is not

 

appointed, the power to do any of the following:

 

     (i) Institute a proceeding to compel a person under a duty to

 

support the ward or to pay money for the ward's welfare to perform

 

that duty.

 

     (ii) Receive money and tangible property deliverable to the

 

ward and apply the money and property for the ward's support, care,

 

and education. The guardian shall not use money from the ward's

 

estate for room and board that the guardian or the guardian's

 

spouse, parent, or child have furnished the ward unless a charge

 

for the service is approved by court order made upon on notice to

 

at least 1 of the ward's next of kin, if notice is possible. The

 

guardian shall exercise care to conserve any excess for the ward's

 

needs.

 

     (i) (g) The guardian shall duty to report the condition of the

 

ward and the ward's estate that is subject to the guardian's

 

possession or control, as required by the court, but not less often


than annually. The guardian shall also serve the report required

 

under this subdivision on the ward and interested persons as

 

specified in the Michigan court rules. A report under this

 

subdivision shall must contain all of the following:

 

     (i) The ward's current mental, physical, and social condition.

 

     (ii) Improvement or deterioration in the ward's mental,

 

physical, and social condition that occurred during the past year.

 

     (iii) The ward's present living arrangement and changes in his

 

or her living arrangement that occurred during the past year.

 

     (iv) Whether the guardian recommends a more suitable living

 

arrangement for the ward.

 

     (v) Medical treatment received by the ward.

 

     (vi) Whether the guardian has executed, reaffirmed, or revoked

 

a do-not-resuscitate order on behalf of the ward during the past

 

year.

 

     (vii) Whether the guardian has executed, reaffirmed, or

 

revoked a physician orders for scope of treatment form on behalf of

 

the ward during the past year.

 

     (viii) (vii) Services received by the ward.

 

     (ix) (viii) A list of the guardian's visits with, and

 

activities on behalf of, the ward.

 

     (x) (ix) A recommendation as to the need for continued

 

guardianship.

 

     (j) (h) If a conservator is appointed, the duty to pay to the

 

conservator, for management as provided in this act, the amount of

 

the ward's estate received by the guardian in excess of the amount

 

the guardian expends for the ward's current support, care, and


education. The guardian shall account to the conservator for the

 

amount expended.

 

     Enacting section 1. This amendatory act takes effect 90 days

 

after the date it is enacted into law.

 

     Enacting section 2. This amendatory act does not take effect

 

unless Senate Bill No.____ or House Bill No. 5482 (request no.

 

03918'15) of the 98th Legislature is enacted into law.