BILL ANALYSIS                                                                                                                                                                                                    Ó







                      SENATE COMMITTEE ON PUBLIC SAFETY
                            Senator Loni Hancock, Chair              A
                             2011-2012 Regular Session               B

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          AB 1293 (Blumenfield)                                      3
          As Amended June 28, 2011
          Hearing date:  July 5, 2011
          Penal Code
          MK:dl

                                     ELDER ABUSE: 

                                THEFT OR EMBEZZLEMENT  


                                       HISTORY

          Source:  Author

          Prior Legislation: AB 1199 (Richardson) - Ch. 408, Stats. 2007
                       AB 2827 (Escutia) - Ch. 431, Stats. 1996
                       SB 950 (Killea) - Ch. 794, Stats. 1995

          Support:  (All support to prior version of bill) Consumer 
                    Attorneys of California; California Police Chiefs 
                    Association; Office of the Attorney General; AARP; 
                    California Senior Legislature

          Opposition:None known

          Assembly Floor Vote:  Not relevant


                                         KEY ISSUE
           
          WHEN A DEFENDANT IS CHARGED WITH FELONY FINANCIAL ABUSE AGAINST AN 
          ELDER OR DEPENDENT ADULT IN WHICH OVER $100,000 WAS TAKEN OR LOST, 




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          SHOULD THE PROSECUTION BE AUTHORIZED TO SEEK AN ORDER SEIZING AND 
          HOLDING THE DEFENDANT'S ASSETS?


                                          

                                       PURPOSE

          The purposes of this bill are to allow the seizing and 
          preservation of assets of a criminal defendant charged with 
          felony elder or dependent adult financial abuse.

           Existing law  provides that where a defendant is convicted of two 
          or more related felonies involving fraud or embezzlement, and 
          the pattern of conduct involves the taking or loss of more than 
          $100,000, the defendant shall be punished by an "aggravated 
          white collar crime enhancement" of specified prison enhancement 
          term.  The following applies to such cases:

                 The enhancement imposed only once in a criminal 
               proceeding.
                 A "pattern of related felony conduct" means engaging in 
               at least two felonies that have the same or similar 
               purpose, result, principals, victims, or methods of 
               commission, or are otherwise interrelated and are not 
               isolated events.  "Two or more related felonies" are 
               felonies committed against two or more separate victims or 
               against the same victim on two or more occasions.  
                 If the crimes involved taking or loss of more than 
               $500,000, the additional prison term shall be two, three, 
               or five years.  
                 If the crimes involved taking or loss of between 
               $100,000 and 500,000, the additional prison term shall be 
               one or two years, as specified.  (Pen. Code §§ 186.11, 
               subd. (a)(1)-(3) and 12022.6, subd. (a)(1)-(2).) 
           
          Existing law  allows the prosecution in a case involving an 
          aggravated white collar crime enhancement to obtain an order for 
          the seizing and holding of the defendant's assets in order to 




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                                                      AB 1293 (Blumenfield)
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          prevent the defendant from hiding or dissipating the assets.  
          (Pen. Code § 186.11, subd. (e).)

           Existing law  provides that a person who claims an interest in 
          the protected property may file a claim concerning his or her 
          interest in seized property, as specified.  (Pen. Code § 186.11, 
          subd. (e)(6).)

           Existing law  provides that the court shall order a defendant 
          subject to punishment under the white collar crime provisions to 
          make full restitution to victims.  The court can order the 
          defendant to remain on probation for up to 10 years in order to 
          ensure payment of restitution.  The provisions for protection of 
          assets seized from defendants shall remain in effect through 
          sentencing in order to satisfy fines and restitution orders.  
          (Pen. Code § 186.11, subds. (d) and (i)(1)(A)-(B).)
           
          This bill  provides for the preservation of assets and property 
          by the court of any person charged with felony elder or 
          dependent financial abuse if that conduct involves the taking or 
          loss of $100,000 or more.  

                                          


                    RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION
          
          For the last several years, severe overcrowding in California's 
          prisons has been the focus of evolving and expensive litigation. 
           As these cases have progressed, prison conditions have 
          continued to be assailed, and the scrutiny of the federal courts 
          over California's prisons has intensified.  

          On June 30, 2005, in a class action lawsuit filed four years 
          earlier, the United States District Court for the Northern 
          District of California established a Receivership to take 
          control of the delivery of medical services to all California 
          state prisoners confined by the California Department of 
          Corrections and Rehabilitation ("CDCR").  In December of 2006, 




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          plaintiffs in two federal lawsuits against CDCR sought a 
          court-ordered limit on the prison population pursuant to the 
          federal Prison Litigation Reform Act.  On January 12, 2010, a 
          three-judge federal panel issued an order requiring California 
          to reduce its inmate population to 137.5 percent of design 
          capacity -- a reduction at that time of roughly 40,000 inmates 
          -- within two years.  The court stayed implementation of its 
          ruling pending the state's appeal to the U.S. Supreme Court.  

          On May 23, 2011, the United States Supreme Court upheld the 
          decision of the three-judge panel in its entirety, giving 
          California two years from the date of its ruling to reduce its 
          prison population to 137.5 percent of design capacity, subject 
          to the right of the state to seek modifications in appropriate 
          circumstances.  
            
          In response to the unresolved prison capacity crisis, in early 
          2007 the Senate Committee on Public Safety began holding 
          legislative proposals which could further exacerbate prison 
          overcrowding through new or expanded felony prosecutions. 























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           This bill  does not appear to aggravate the prison overcrowding 
          crisis described above.


                                      COMMENTS

          1.  Need for This Bill  

          According to the author:

               Every year in California, a growing number of senior 
               citizens are victimized by those who steal the money 
               they worked a lifetime to save. Prosecuting these 
               cases can be extremely complex, especially in 
               instances where financial predators have stolen 
               hundreds of thousands of dollars.  

               While district attorneys are spending scarce taxpayer 
               dollars prosecuting these complex cases, the 
               defendants often are defending themselves in court 
               using the assets they stole from the elderly victim.  
               Even when cases are successful, victims are unable to 
               recover their stolen property if it has been 
               transferred away or spent on exorbitantly priced 
               defense attorneys working on behalf of the 
               perpetrator. 

               To address this problem, in cases where more than 
               $100,000 has been stolen, Assembly Bill 1293 allows 
               the courts to freeze the assets of a financial 
               predator to ensure that the victim is made whole once 
               the defendant has been convicted.  AB 1293 prevents 
               financial predators from spending down or secreting 
               away stolen assets while they are at trial. 

          2.  "  Seize and Freeze" for Elder Abuse Cases

           Under existing law, a person convicted of elder financial abuse 
          will be required to pay restitution to the victim or the 




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          victim's estate.   However, there are times when the defendant 
          may have liquidated their assets before the conviction and thus 
          have nothing left with which to pay the restitution.  This bill 
          would allow a prosecutor to freeze the defendant's assets, in 
          elder or dependent adult financial abuse cases at the time of 
          the filing of the complaint and thus those assets will be 
          available upon conviction to help pay restitution.
          3.  Similar Legislation  

          AB 364 (Bonilla) which passed this committee on June 7, 2011 
          (5-2) and is currently on the Senate Floor Third Reading File, 
          provides for the preservation of assets and property by the 
          court of any person charged with a single act of fraud or 
          embezzlement if that conduct involves the taking or loss of 
          $100,000 or more.  This bill would have some potential overlap 
          with Bonilla but would cover those elder financial abuse 
          situations where theft and not fraud or embezzlement was 
          involved.


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