BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 541
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          CONCURRENCE IN SENATE AMENDMENTS
          AB 541 (Harman)
          As Amended July 7, 2005
          Majority vote
           
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          |ASSEMBLY:  |71-0 |(April 21,      |SENATE: |40-0 |(August 22,    |
          |           |     |2005)           |        |     |2005)          |
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           Original Committee Reference:    JUD.  

           SUMMARY  :  Allows prospective guardians and those seeking  
          visitation in a guardianship to be subject to drug testing and  
          exempts guardians of the person, with exceptions, from  
          registering with the Statewide Registry (Registry).    
          Specifically,  this bill  :  

          1)Provides that in any guardianship proceeding, the court may  
            order any person seeking guardianship or seeking visitation in  
            a guardianship to undergo testing for the illegal use of  
            controlled substances and the use of alcohol if there is a  
            judicial determination based upon a preponderance of the  
            evidence that there is the habitual, frequent, or continual  
            illegal use of controlled substances, or the habitual or  
            continual abuse of alcohol by the prospective guardian.  These  
            provisions will sunset as of January 1, 2008.  The Judicial  
            Council (JC) is required to submit an interim report to the  
            Legislature regarding implementation of these provisions no  
            later than July 1, 2005, and a final report by July 1, 2007.

          2)Requires, if the court orders substance abuse testing, that  
            the testing be performed in conformance with procedures and  
            standards established by the United States (U.S.) Department  
            of Health and Human Services for drug testing of federal  
            employees and that any person who has undergone drug testing  
            shall have the right to a hearing, if requested, to challenge  
            a positive test result, and that a positive test result, by  
            itself, shall not constitute grounds for an adverse decision.   


          3)Exempts, generally, guardians of the person only from the  
            definition of "private professional guardian" who are subject  
            to registration requirements with the county clerk and the  
            Statewide Registry of conservators, guardians and trustees.   








                                                                  AB 541
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            The court may at its discretion require a guardian of the  
            person who receives compensation for his or her services to  
            comply with the requirements of private professional  
            guardians.  However, a private professional guardian may not  
            include an unrelated guardian appointed by the court as the  
            result of a permanency plan pursuant to Welfare & Institutions  
            Code Section 366.26 or an unrelated guardian appointed by the  
            court pursuant to Probate Code Section 1514 for a child in  
            foster care. 

           The Senate amendments  add those seeking visitation in a  
          guardianship to the list of persons subject to drug testing, and  
          allow the court, at its discretion, to require unrelated  
          guardians of the person who receive compensation for their  
          services to be subject to registration requirements with the  
          county clerk and the Registry of conservators, guardians and  
          trustees.

           EXISTING LAW  :

          1)Provides that in any custody or visitation proceeding, the  
            court may order any parent seeking custody visitation to  
            undergo testing for the illegal use of controlled substances  
            and the use of alcohol if there is a judicial determination  
            based upon a preponderance of the evidence that there is the  
            habitual, frequent, or continual illegal use of controlled  
            substances, or the habitual or continual abuse of alcohol by  
            the parent or legal custodian.  The testing must be performed  
            in conformance with procedures and standards established by  
            the U.S. Department of Health and Human Services for drug  
            testing of federal employees.  Any person who has undergone  
            drug testing shall have the right to a hearing.  The drug  
            testing provisions sunset as of January 1, 2008.  JC is  
            required to submit an interim report to the Legislature  
            regarding implementation of this section no later than July 1,  
            2005, and a final report by July 1, 2007.  

          2)Requires conservators, guardians and trustees to register with  
            the Registry on or before a specified date, or face removal by  
            the court, and requires the Department of Justice to maintain  
            the Registry.  

          3)Exempts from the registration requirements conservators,  
            guardians or trustees who are related to the conservatee, ward  
            or trustor by blood, marriage, adoption, registered domestic  








                                                                  AB 541
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            partnership or unregistered domestic partnership provided  
            certain conditions are met. 

          4)Exempts from the registration and filing requirements of the  
            Registry non-related guardians of the person appointed by the  
            court for foster children or for children who are at risk of  
            being placed in foster care.  

          5)Provides for the appointment of a guardian of a minor's person  
            or estate or both, upon petition to the court and if the court  
            finds it necessary and convenient.  

           AS PASSED BY THE ASSEMBLY  , this bill allowed prospective  
          guardians to be subject to drug testing and exempted all  
          guardians of the person from registering with the Registry.

           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, pursuant to Senate Rule 28.8, negligible state costs.

           COMMENTS  :  This bill, sponsored by the California Judges  
          Association, would make two changes relating to guardians.   
          First, this bill would allow the court to test prospective  
          guardians or those seeking visitation during a guardianship for  
          drugs or alcohol, if appropriate, following the identical  
          procedures established by the Legislature last year for parents  
          seeking custody and visitation.  Second, the bill would exempt  
          guardians of the person only, with limited exceptions, from  
          having to register with the Registry.  

          AB 1108 (Bermudez), Chapter 19 of the Statutes of 2004, which  
          was enacted through urgency legislation, permits a court to  
          order a parent seeking child custody or visitation to undergo  
          testing for drug or alcohol use when a preponderance of evidence  
          indicates that the parent engages in frequent or habitual use of  
          controlled substances or abuse of alcohol.  The legislation  
          sunsets on January 1, 2008.  

          The California Judges Association argues that children are  
          subject to exactly the same risks as a result of abuse of drugs  
          or alcohol, whether that abuse is done by a parent or guardian.   
          Therefore, they argue, guardians should be treated exactly like  
          parents; and courts should be able to order drug testing of  
          guardians, in appropriate cases, under the same conditions as  
          they could order drug testing of parents.









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          AB 925 (Hertzberg), Chapter 409 of the Statutes of 1999,  
          requires all private professional conservators and guardians to  
          register in a Statewide Registry maintained by DOJ.  AB 925 was  
          a response to reports of widespread financial fraud and abuse  
          perpetrated on the elderly and dependent adults by their  
          conservators or guardians.  SB 294 (Soto), Chapter 629 of the  
          Statutes of 2003, extends the Registry requirements to all  
          trustees (with certain exceptions).  SB 294 resulted from the  
          rising popularity of trusts as estate planning tools,  
          necessitating the oversight now provided by the Registry.  

          Under existing law, all people required to file information with  
          the clerk of the court in the county in which they do business  
          as a professional conservator, guardian or trustee must also  
          file a declaration with the Registry.  The Registry maintains  
          information on the registrants, including information received  
          from the courts on complaints lodged or judgments rendered  
          against the registrants.  There are a number of exemptions from  
          the registration requirements of the Registry.  These include  
          exemptions for relatives and exemptions for non-related  
          guardians of the person appointed by the court for foster  
          children or for children who are at risk of being placed in  
          foster care.  The registration fee for each three-year period is  
          $385.  

          According to the sponsor, the Registry is designed to ensure  
          fiduciary accountability of conservators, guardians of the  
          estate and trustees.  However, guardians of the person only have  
          very different non-fiduciary responsibilities that do not  
          correspond with the purposes of the Registry.  These guardians  
          are not responsible for fiscal matters; rather they are  
          responsive for ensuring the health, safety and welfare of the  
          ward, usually a minor child.  These are not areas that the  
          Registry was intended to oversee or help secure.  Moreover,  
          guardians of the person are subject to other, more appropriate  
          oversight.  For example, unless waived by a court, a prospective  
          guardian is subject to investigation by a court investigator,  
          probation officer or domestic relations investigator.  The  
          investigation includes the social history of both the guardian  
          and the ward and the relationship of the two.  Additionally,  
          guardians are required to provide a status report annually to  
          the court.

          Given the existing oversight requirements already provided for  
          guardians of the person only and the apparent disconnect between  








                                                                  AB 541
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          the purposes of the Registry and the role of guardians of the  
          person only, the requirement that a guardian of a person only be  
          required to register with the Registry appears to be  
          unnecessary.  However, courts are given the discretion to  
          require registration for an unrelated guardian of the person  
          only who receives compensation for his or her services. 

           
          Analysis Prepared by  :    Leora Gershenzon / JUD. / (916)  
          319-2334 


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