BILL ANALYSIS Ó AB 2034 Page 1 Date of Hearing: May 7, 2014 ASSEMBLY COMMITTEE ON APPROPRIATIONS Mike Gatto, Chair AB 2034 (Gatto) - As Amended: March 28, 2014 Policy Committee: JudiciaryVote:10-0 Urgency: No State Mandated Local Program: No Reimbursable: SUMMARY This bill establishes a court process to allow adult children to petition to visit their parents, and requires conservators to notify relatives when conservatees die or are hospitalized. Specifically this bill: 1)Creates a court procedure to allow an adult child to petition the court to compel visitation with his or her parent if that parent does not have a conservator. 2)Specifies responsibilities of the court investigator, prior to the hearing on the petition, including interviewing the proposed visitee and reporting of the investigator's findings to the court. 3)Provides direction to the court in ruling on the petition based on determinations made by the court, and provides that the court has continuing jurisdiction to revoke or modify any visitation order. 4)Requires a conservator of the person to notify specified relatives of the conservatee when the conservatee dies or is admitted to a hospital for three days or more. If the conservatee dies, the conservator must inform the relatives of any funeral arrangements and the conservatee's final resting place. 5)Adds to the statutory Advance Health Care Directive form, a section allowing the person executing the document, if that person so chooses, to list those with whom that person would like to visit and those with whom he or she would not. AB 2034 Page 2 FISCAL EFFECT Estimate annual General Fund costs to the trial courts of $220,000 to $440,000 annually. 1)The bill's petition and investigation process is modeled after the Omnibus Conservatorship and Guardianship Act of 2006. Accordingly, the Judicial Council estimates that costs per case for processing the initial petition and conducting the investigation and hearing will result in staff resources costing between about $1,000 and $1,900 per case for what are expected to be moderately-complex to highly-complex cases. The number of annual petitions statewide is unknown, but is expected to be relatively small. The availability of this petition to allow visitation may help resolve some disputes prior to any court intervention. If there are 100 to 200 petitions per year, split evenly between moderately-complex to highly-complex cases, annual statewide General Fund costs would be $145,000 to $290,000 for the initial petition and hearing. 2)As the bill gives the court continuing jurisdiction in these matters, and given the highly contentious and emotional nature of these disputes, it is likely that in many cases there will be multiple motions to modify the initial court order. Assuming, on average, at least one additional court hearing, also involving further investigation, on each case, and assuming costs at the lower end of the scale described above, these additional procedures would cost from $100,000 to $200,000 per year. 3)There would likely be offsetting savings to the extent that some of these petitions for visitation would instead have been filed seeking conservatorship. Thus above costs are reduced by an assumed 10%. COMMENTS 1) Purpose . This bill is in response to several high profile instances where adult children were denied visitation with their ailing parent because of the contentious relationship between the children and the AB 2034 Page 3 ailing parent's spouse. According to the author, "As divorce and remarriage become more prevalent in today's society, there is a greater possibility of conflicts between a second spouse and children from a first marriage, for any number of reasons. These conflicts can become very contentious when a parent is incapacitated, enters into a conservatorship and the current spouse cuts off access between the parent and children from a previous marriage. Even more contentious are instances where there is no conservatorship in place. Currently, the laws provide all rights relating to the care of loved ones to spouses, which leaves children without a legal avenue to arrange visitations with their ailing parents, to receive notice of hospitalizations or the death of a parent, or to be provided information regarding the burial of a parent. There is no legal process to settle such matters such as exists with children in divorce cases." 2) Background . California statute and case law provide little guidance on how to address the cases this bill addresses. Other state courts that addressed similar situations found that adult children have a right to visit their infirm parents if the parents' consent to the visitation. Under California law, however, the only legal option available to an adult child who is denied visitation with his or her parent is to seek a conservatorship, which is a far-reaching step that transfers many legal rights from the adult conservatee to the conservator. 3) Who Can Visit ? The bill also allows individuals to list, in their Advance Health Care Directive, persons they would like to visit and persons they would not like to visit. This is not meant to be an enforceable list that could be used to admit or deny those listed. Nor is meant to give the agent for health care decisions additional powers. It is simply meant to serve as an indication of what the person executing the form desires, at least as of the date of execution of the form. AB 2034 Page 4 4) Opposition . The California Advocates for Nursing Home Reform (CANHR), argues that, while the bill purports to expand visitation rights, the process "actually restricts them by implying that a court order is needed in order to visit an adult who is not objecting to visitation but has had visitation prohibited by some third party." CANHR, as well as the California Long-Term Care Ombudsman Association, are also concerned about the Advance Health Care Directive provisions, arguing that will put agents of such directives in control over visitors for dependent adults unable to speak for themselves. Analysis Prepared by : Chuck Nicol / APPR. / (916) 319-2081