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.








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           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  








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               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.
                








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             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