Showing posts with label Senate Judiciary Committee. Show all posts
Showing posts with label Senate Judiciary Committee. Show all posts

Friday, June 9, 2023

Senate Judiciary Committee advances bill strengthening guardianship laws

By: Marley Parish


Pennsylvania lawmakers voted to strengthen the state’s guardianship laws, hoping to prevent exploitation when someone is legally appointed to make decisions on another’s behalf.

The Republican-controlled Senate Judiciary Committee unanimously voted in favor of legislation — authored by Sens. Lisa Baker, R-Luzerne, and Art Haywood, D-Philadelphia — creating more checks and balances in the system, which has more than 19,000 active guardianships across the commonwealth.

“Guardianship can be an essential and effective means for safeguarding the interests of people who suffer some incapacity, impairing their ability to make responsible decisions for themselves,” Baker, who chairs the committee, said Tuesday. “Some weaknesses in the system have become apparent, and some sad cases of financial exploitation make reform of the system imperative. This bill will ensure greater accountability in our state’s guardianship system.”

The bill requires the courts to automatically appoint counsel to those going through the guardianship process who don’t already have an attorney and to consider less restrictive options before enacting guardianship. The bill also proposed training, screening, and certification for professional guardians.

Cases such as Britney Spears’s conservatorship have demonstrated how the court-appointed representative’s control strips someone’s ability to make decisions for themselves. Even the Netflix thriller “I Care A Lot” highlighted how the guardianship system can take advantage of older adults.

The legislation was drafted after Haywood’s neighbor, Mark Frisby, was taken advantage of by a guardian and was forced to sell his home in Montgomery County.

Full Article & Source:
Senate Judiciary Committee advances bill strengthening guardianship laws

Tuesday, March 21, 2023

Baker hearing looks to strengthen guardianship laws, prevent elder abuse

By Bill O’Boyle


WILKES-BARRE — The Senate Judiciary Committee, chaired by Sen. Lisa Baker, this week held a joint public hearing with the Senate Aging and Youth Committee, chaired by Sen. Judy Ward, on strengthening guardianship laws and preventing elder abuse in Pennsylvania.

Baker, R-Lehman Township, said when an adult of any age is deemed incapacitated by a court, a guardian may be appointed to become responsible for making certain decisions on their behalf, including financial, medical and personal matters.

“Our current court-appointed guardianship process in Pennsylvania needs to be improved,” Baker said. “We must ensure individuals requiring assistance are properly represented and have their rights safeguarded by properly certifying legal guardians, limiting the abuse of the system and enhancing our laws to protect the vulnerable.”

Ward, R-30, said appointing a guardian for a person represents a serious step that must be taken with great caution and the utmost respect for the person’s basic rights.

“This is an issue that can touch all Pennsylvanians,” Ward said. “It’s important that we take a proactive approach and identify and address issues with our current system. With the information gleaned from this hearing, we can ensure that the Pennsylvania’s guardianship system meets the needs of our citizens in the 21st century.”

To strengthen the guardianship laws in Pennsylvania, Baker, along with Sen. Art Haywood, D-4, recently introduced Senate Bill 506 to provide alternatives to appointed guardianships.

The bill would require courts to automatically appoint counsel to individuals undergoing the guardianship process, consider other less restrictive alternatives before imposing a guardianship, and institute training and screening of professional guardians.

This legislation originated from an unfortunate situation that occurred when Sen. Haywood’s neighbor was taken advantage of by the unscrupulous practices of a professional guardian.

“While guardianship can be an appropriate tool to support some individuals who cannot make decisions themselves, it should be limited and used only as a last resort,” Baker said. “Alternatives to guardianship may prove equally effective at a substantially lower emotional and financial cost.”

During the hearing, testimony was given by professionals in the elder and disability law fields to provide input on the current flaws in Pennsylvania’s guardianship process.

Panelists discussed how Pennsylvania is one of only eight states in the U.S. that does not automatically appoint counsel to represent alleged incapacitated persons, and highlighted the necessity for training and oversight of guardians to prevent waste, fraud and abuse.

“Unfortunately, cases where guardians have stolen or misused money belonging to the people they are legally charged with looking after are not uncommon,” Baker said. “We must have capable people step in and protect their financial interests.”

Senate Bill 506 has received bipartisan approval and is supported by the Pennsylvania Bar Association, Disability Rights PA, and other advocacy groups because it helps prevent fraud, abuse, and exploitation, and increases representation.

Casey, Cardin bill would expand Medicaid,

Medicare dental, vision, hearing coverage

U.S. Senators Bob Casey, D-Scranton, and Ben Cardin, D-MD, will introduce legislation to enable more Medicaid and Medicare beneficiaries to access comprehensive dental, vision, and hearing coverage.

Medicare does not cover those services, leaving many beneficiaries with no other options but to buy stopgap, short-term plans or go without coverage, often facing exorbitant out-of-pocket costs for basic care.

Medicaid can provide optional dental, vision, and hearing services, but the extent of the coverage varies by state. The Medicare and Medicaid Dental, Vision, and Hearing Benefit Act would allow Medicare to cover dental, vision, and hearing services and increase the federal investment in Medicaid, incentivizing more states to provide these comprehensive services.

“Because of a patchwork of limited health care coverage options for Medicare and Medicaid beneficiaries, many older adults, people with disabilities, and low-income families have inconsistent access to basic dental, vision, and hearing services,” Casey said. “Cost should not be a barrier to care, and all Americans deserve access to comprehensive dental, vision, and hearing coverage, no matter what state they live in or how much money they make. This bill builds on the promise of Medicaid and Medicare to expand services that people need and help them avoid costly emergencies.”

Research shows that untreated dental, vision, and hearing problems can have negative physical and mental health consequences. People with lower incomes are three times more likely to have four or more untreated cavities than adults with higher incomes or private insurance.

Vision loss is associated with increased fall risks and mobility limitations among older adults, while hearing loss is associated with an increased risk of social isolation and cognitive decline.

The Medicare and Medicaid Dental, Vision, and Hearing Benefit Act would strengthen coverage for dental, vision, and hearing services under Medicare by repealing the statutory exclusion that restricts coverage of such services.

It would expand Medicare coverage to ensure beneficiaries are covered for routine exams and other preventive care, as well as coverage for items like dentures, eyeglasses, and hearing aids.

Full Article & Source:
Baker hearing looks to strengthen guardianship laws, prevent elder abuse

Tuesday, February 8, 2022

Legislative Roundup, Feb. 6


by Daniel J. Chacón

Feb. 6—Days remaining in session: 12

Temporary guardians: A bill designed to provide additional protections to New Mexicans vulnerable to exploitation received unanimous support Saturday from the Senate Judiciary Committee.

Senate Bill 35 revises procedures for the appointment of temporary guardians and conservators for "alleged incapacitated people."

Changes include prohibiting a temporary guardian and conservator from selling or disposing of any property belonging to the person or from making a change to their housing or placement without explicit court authorization.

The bill also would impose a 10-day deadline to have a hearing on the appointment of a temporary guardian.

Supreme Court Justice C. Shannon Bacon said the judiciary is averse to time constraints but called hearing requirement "really important."

"This is meant to be the exception to the process, not the rule, and what happens now is, it's treated as the rule," she said, referring to temporary guardianships and conservatorships.

"This is meant to be an emergency proceeding where the regular process can't work, so with tightening up these rules related to the process, we believe that the courts can meet the moment of the 10-day rule and having the hearing quickly."

Bill stays in Judiciary: The Senate rejected a motion for a bill to bypass the Senate Judiciary Committee, where legislation has stalled or died in the past amid a backlog.

"We should respect the process," Sen. Joe Cervantes, D-Las Cruces, who chairs the committee, said before the vote to remove Senate Bill 12 from one of its committee assignments.

The motion was rejected on a 23-12 vote.

The bill would, among other things, create a "missing Indigenous-persons specialist" within the state Attorney General's Office. The bill also would grant the AG's Office jurisdiction to investigate or prosecute cases involving missing Indigenous victims, according to a bill analysis.

In addition, the legislation proposes to appropriate $2 million into a fund where the AG's Office "would be entitled to give grants on a noncompetitive basis," Cervantes said.

"When a piece of legislation empowers the attorney general, it has legal implications," he said.

Mining bill goes forward: Members of the House Energy, Environment and Natural Resources Committee unanimously voted to approve legislation addressing toxic waste left at uranium mine sites in the state.

House Bill 164 would require the state Environment Department to coordinate efforts among various agencies to clean up and reclaim legacy uranium mine and mill sites. The bill appropriates $350,000 for first-year cleanup efforts.

D. Wonda Johnson, D-Crownpoint, told committee members about a "horrific" uranium spill that destroyed her grandparents' farm on the Navajo Nation when she was a child.

Quote of the day: "Are we going to arrest the Ayatollah with this bill?" — Sen. Bill Sharer, R-Farmington, reacting to legislation that would add election officials to an already existing law that makes it a fourth-degree felony to intimidate election workers. The bill's sponsor, Sen. Katy Duhigg, D-Albuquerque, told lawmakers Secretary of State Maggie Toulouse Oliver had received online threats linked to Iran after the 2020 election.

Full Article & Source:

Friday, February 2, 2018

Big, small guardianship actions debated

Laurie Martinez of Santa Fe talks about a bill intended to correct problems with guardianship cases during a Senate Judiciary Committee
SANTA FE – Faced with an approaching deadline and a multimillion-dollar price tag, backers of legislation to overhaul the state’s troubled guardianship system presented dueling substitute measures late Wednesday in a hurried attempt to pass at least some significant changes this year to improve transparency and permit families more involvement with their protected, incapacitated loved ones.

Sen. James White, R-Albuquerque, offered to amend his mammoth bill that incorporates a new model guardianship law promulgated by the national Uniform Law Commission into two parts, delaying enactment for at least a year.

But a group of state district judges, mostly from Bernalillo County, helped devise a smaller substitute sponsored by Sen. Daniel Ivey-Soto, D-Albuquerque. That proposal, which is still evolving, would allow the judiciary to implement changes by July 1 that would open currently closed guardianship hearings to the public, expand the list of parties who would be notified, require bonding for conservators and rein in guardians’ authority to limit visitation of those deemed incapacitated.

“It’s a question of what can we do right now? What can we phase in? And what makes sense to ensure we’re going to have the funding (for the future)?” Ivey-Soto said.

No votes were taken after two hours of debate in the Senate Judiciary Committee, which is expected to continue the discussion Monday, if not sooner.

The 30-day legislative ends Feb. 15.

State District Judge Shannon Bacon of Albuquerque, who represented the judiciary at the hearing, told the committee that the courts favor improving the system, but that there are an estimated 5,000 to 7,000 existing guardianship/conservatorship cases that would have to come into compliance under the sweeping model guardianship act sponsored by White.

Under some cost estimates, up to $7 million would be required in each of the first two years if White’s version of the uniform guardianship act is adopted.

“A lot of the cost,” Ivey-Soto said, “is the cost of the dysfunctionality of the system that’s existed for many years.”

White said phasing in the uniform act over the next two years would give the courts time to overhaul the system and permit the Legislature to make amendments and finance the changes along the way.

“One million is what I’ve got to get this moving,” White said, in an apparent reference to funding he has secured to begin enacting the model law.

But Bacon countered, “One million dollars doesn’t even scratch the surface.” An expensive part of the model act requires judges to appoint lawyers to advocate for the wishes of the incapacitated person at the hearing, a cost that would be borne by the government,

As to the cost of the more immediate changes under Ivey-Soto’s proposal, Bacon said the judiciary would absorb the costs. “We will, I think the legal term is, suck it up.”




Full Article & Source:
Big, small guardianship actions debated

Friday, October 21, 2016

Protect clients and caregivers against claims of senior financial fraud

As the American population keeps growing grayer, senior financial fraud has become a hot-button issue for politicians and regulators.

Three bills designed to protect seniors from financial fraud are moving through the Senate Judiciary Committee with bi-partisan sponsorship and support.

A new model state law adopted by the North American Securities Administrators Association (NASAA) requires financial advisors and firms to report suspected financial exploitation of seniors to regulators and adult protective services offices.

NASAA also has proposed model state legislation that would allow financial institutions to place a 10-day hold on disbursements whenever firms or advisors believe harm may result to an investor age 60 or older. FINRA has requested comments on a proposed rule that would do the same for accounts of people age 65 and older.

Stronger legal protections are: 1) expanding and clarifying the definition of senior financial fraud; and 2) expanding the audience of potential victims to include anyone above a certain age (e.g., 60 or 65). In the past, some statutes have focused only on fraud against mentally impaired seniors or those living in institutions.

Claims of financial fraud often are made against family members, including those closely involved in senior caretaking.  Consider these situations, and ask yourself whether they involve senior fraud:
  • A husband is caring for his 66-year-old wife, who is temporarily incapacitated following a stroke. The husband wants to liquidate funds from the wife’s checking account, in her sole name, to pay for care. He writes and dates the check and guides the pen in her hand as she signs. Several weeks later, their daughter files a charge against him, claiming forgery.
  • A son is caring for his 85-year-old father in an assisted-living facility. The father does not have access to a computer, but does have an online account at MySocialSecurity.com. The son goes to the site, verifies the father’s identity, and logs on with the father’s username and password. The son then changes the bank account for receiving the father’s Social Security benefits, so the son can access benefits to pay for the care facility. Weeks later, a family member sees this change, asks the father if he authorized it, and files a claim of senior financial abuse against the son.
These are possible cases of senior financial abuse – even though the caregiver has good intentions – and both situations could have been avoided with planning. Here's how: (Click to Continue)

Full Article & Source:
Protect clients and caregivers against claims of senior financial fraud

Thursday, July 28, 2016

Senate Judiciary Chair Charges Federal Shortcomings On Elder Financial Abuse

Senate Judiciary Chair Chuck Grassley charged Wednesday there are shortcomings in what the federal government does to protect seniors from financial abuse.

“(Victims) have not received all the help they need,” said the Senator.

As one example of a void, he noted the Justice Department does not collect data on elder financial fraud.

At the start of a hearing on what he called “the crime of the 21st century,” Iowa Republican Grassley announced he and the Judiciary Committee’s lead Democrat, Connecticut’s Richard Blumenthal, soon will introduce a bill to beef up protection.

The legislation would provide for more effective interagency coordination, training to improve the investigation and prosecution of elder abuse, victim assistance to elder abuse survivors, improved data collection, and tougher penalties for senior scamsters.

Full Article and Source:
Senate Judiciary Chair Charges Federal Shortcomings On Elder Financial Abuse

Thursday, July 12, 2012

The Guardian Accountability and Senior Protection Act Passes Senate Judiciary Committee Today

U.S. Sen. Amy Klobuchar’s legislation to protect seniors from neglect and abuse by guardians passed the Senate Judiciary Committee today (Thursday, July 12) with a 15-3 vote, paving the way for a vote in the full Senate.

The Guardian Accountability and Senior Protection Act, co-sponsored by Senator John Cornyn (R-TX), would protect seniors and persons with disabilities from neglect and financial exploitation by improving oversight and accountability for court-appointed guardians and conservators.

“While most court-appointed guardians are undoubtedly professional, caring and law-abiding, there is mounting evidence that some guardians use their position of power for their own gain,” Klobuchar said. “This is a positive step forward for this critical legislation that would help increase accountability and oversight of guardians and protect those who are most vulnerable.”

Klobuchar’s legislation would provide support to states to implement programs to increase oversight of guardians and conservators. Specifically, the bill provides funding for state courts to assess the handling of proceedings relating to guardian and conservators, and then make the necessary improvements to their practices. The bill sets aside a portion of the funding for states seeking to implement or improve systems for conducting background checks on potential guardians and conservators. It also authorizes state courts to implement an electronic filing system in order to better monitor and audit conservatorships and guardianships.

Full Article and Source:
Klobuchar Legislation to Protect Seniors From Neglect and Abuse Passes Committee

See Also:
Senior Klobuchar Pushes 'Guardian Accountability and Senior Protection Act," S.B. 1744

Saturday, January 7, 2012

Senator Klobuchar Pushes 'Guardian Accountability and Senior Protection Act' (S.F. 1744)

U.S. Sen. Amy Klobuchar believes America needs to do more to protect its senior citizens and disabled from abuse and neglect by their guardians.

Toward that end the Minnesota Democrat — who held a roundtable meeting on the issue Friday at Duluth’s Keystone Bluffs Assisted Living Residence — has introduced legislation aimed at protecting seniors and vulnerable people.

She bases the need for such protection on her experiences as Hennepin County attorney, on governmental reports and on the tribulations of people like Deanna Van de North.

Van de North of St. Paul told the audience at Friday’s roundtable how her mother’s guardians moved her from an assisted-care facility in the Twin Cities to her farm in rural Minnesota. The guardians hired unlicensed caregivers to care for the 82-year-old woman, who was suffering from dementia and diabetes. Over five years the guardians wrote checks to themselves or to “cash” on the woman’s account totaling more than $60,000.

They restricted family visits — not even telling most family members of the woman’s death until after her body was cremated.

Klobuchar’s bill, the Guardian Accountability and Senior Protection Act (S.F. 1744), would provide money to help state courts improve procedures dealing with adult guardianship and conservatorship. It would also authorize a pilot program for conducting background checks on people wanting to be appointed as guardians or conservators.

Only 13 states, including Minnesota, require such checks.

Finally, the bill would promote using technology to better monitor, report and audit conservatorships of protected people.

“We have all these amazing tools; let’s use them,” Klobuchar said.

“We had a horrible experience,” said Van de North, who hailed Klobuchar’s legislation.

“It’s great she has brought the issue to the forefront,” she said. “There are crooks out there, and they are going to take advantage of people.”

Full Article and Source:
Klobuchar Pushes Bill to Protect Seniors at Duluth Roundtable

Saturday, October 22, 2011

'The Guardian Accountability and Senior Protection Act' - S1744

Two Democratic senators have introduced legislation that would strengthen protections for seniors against abuse and fraud through court-appointed guardians and conservators.

The Guardian Accountability and Senior Protection Act would protect seniors and persons with disabilities from neglet and financial exploitation by improving oversight and accountability for guardians and conservators at state and federal levels.

“While the vast majority of court-appointed guardians are undoubtedly professional, well-meaning and law-abiding, there is mounting evidence that some guardians use their position of power for their own gain, at the expense of the very people they were supposed to be looking out for,” said Amy Klobuchar (D-Minn.), who introduced the bill along with Bill Nelson (D-Fla.).

The legislation would provide support to states to implement programs to increase oversight of long-term caregivers, and calls for state courts to assess the handling of proceedings relating to guardianship and conservatives before making recommendations for best practices.

It would also help state courts implement an electronic filing system and a pilot program to conduct national and state criminal background checks in order to better monitor, report and audit conservatorships sand guardianships.

In 2010, the Government Accountability Office (GAO) released a report identifying hundreds of allegations of physical abuse, neglect, and financial exploitation by guardians in 45 states and D.C. that had occurred in the previous 20 years. In 20 of those cases that GAO reviewed, guardians had stolen or improperly obtained $5.4 million from 158 incapacitated victims, many of whom were older adults.

In a recent hearing on guardian abuse chaired by Klobuchar in the Senate Judiciary Subcommittee on Administrative Oversight and the Courts, the senator called for more accountability and oversight of court-appointed guardians to ensure seniors’ safety and proper care.

Source:
Senators Introduce Bill Cracking Donw on Elder Abuse

See Also:
View the Senate Judiciary Subcommittee on Administrative Oversight and the Courts hearing: Protecting Seniors and Persons With Disabilities - An Examination of Court-Appointed Guardians

Read the GAO report: Guardianships - Cases of Financial Exploitation, Neglect, and Abuse of Seniors

Senate Judiciary Subcommittee on Administration and the Courts Holds Hearing on Guardianship

NASGA's "Protecting Our Citizens From Unlawful and Abusive Guardianships and Conservatorships"

NASGA's "A Review of Unlawful "Emergency" Guardianships"

NASGA's "The Fleecing of Medicaid and the Taxpayers"

Thursday, October 6, 2011

Senator Amy Klobuchar Holds Roundtable Discussion on Guardianship Abuse

Senator Amy Klobuchar is pushing for more oversight of court-appointed guardians, in hopes of reining in financial and physical abuse of their wards.

"The number of people older than 85 is going to quadruple by the year 2030," Sen. Klobuchar told KARE. "A number of them may need guardians in their later years and we want to make sure they're safe and that the system works."

Klobuchar introduced a bill that would implement criminal background checks for guardians, add more financial oversight and encourage states to require training for new guardians. While some guardians are professionals, many are family members who often serve in the dual role of conservator.

"You have people ripping people off of hundreds of millions of dollars, and that means it needs to be changed, and it can really have some simple changes that aren't that costly. "Minnesota is now one of 13 states that require background checks of guardians. That was part of a set of laws passed in 2009 and 2010, which also ushered in an electronic filing system designed to flag financial irregularities.

Full Article and Source:
Klobuchar Looks to Rein in Abuse by Legal Guardians

See Also:
Read the 2010 GAO Report:
Guardianships - Cases of Financial Exploitation,Neglect and Abuse of Seniors


Protecting Our Vulnerable Citizens from Unlawful and Abusive Guardianships and Conservatorships

A Review of Unlawful "Emergency" Guardianships

The Fleecing of Medicaid and the Taxpayers

Wednesday, September 28, 2011

Senate Judiciary Subcommitee on Administration and the Courts Holds Hearing on Guardianship

U.S. Sen. Amy Klobuchar held a hearing (Thursday, Sept. 22) on protecting seniors and persons with disabilities from abuse and neglect by guardians.

During the hearing, Klobuchar called for more accountability and oversight of court-appointed guardians to ensure that seniors are safe and receive the care they deserve. Klobuchar chairs the Senate Judiciary Subcommittee on Administrative Oversight and the Courts.

Klobuchar invited Minnesota State Ombudsman Deb Holtz to testify at the hearing. Holtz serves as the State Ombudsman for Long-Term Care, a service of the Minnesota Board on Aging, and is the top consumer advocate for thousands of elderly Minnesotans.

“We know from experience, unfortunately, that many people are being ill-served by their guardians and conservators. We also know that many court systems simply lack the resources to effectively monitor this enormous system,” Holtz said. “We are very supportive of Senator Klobuchar’s action to now take on this issue at the federal level. It should be a given that we all age without any abuse, neglect, or financial exploitation and that our lives will continue to be filled with dignity.”

In addition to Holtz, other witnesses that testified at the hearing included Kay Brown, Director of the GAO’s Education, Workforce and Income Security team; Naomi Karp, Strategic Policy Advisor for the AARP Public Policy Institute; Robert Baldwin, Executive Vice President and General Counsel for the National Center for State Courts; and Michelle Hollister, Managing Partner at Solkoff Legal, P.A., and former Executive Director of the Florida Statewide Public Guardianship Office.

Full Article and Source:
Sen Klobuchar Chairs Hearing on Protecting Seniors From Abuse, Neglect

View the Hearing

Read the 2010 GAO Report: Guardianships - Cases of Financial Exploitation, Neglect and Abuse of Seniors

Tuesday, September 20, 2011

Senate Subcommitee Hearing on Guardianship This Thursday!


“Protecting Seniors and Persons with Disabilities - An Examination of Court - Appointed Guardians”

Senate Judiciary Committee
Subcommittee on Administrative Oversight and the Courts
DATE: September 22, 2011
TIME: 02:30 PM
ROOM: Dirksen Senate Office Building, Room 226

NOTICE OF SUBCOMMITTEE HEARING
The Senate Committee on the Judiciary has scheduled a hearing of the Subcommittee on Administrative Oversight and the Courts entitled “Protecting Seniors and Persons with Disabilities – An Examination of Court - Appointed Guardians” for Thursday, September 22, 2011, at 2:30 p.m. in Room 226 of the Dirksen Senate Office Building.

Chairman Klobuchar to preside.

Witness List:
Kay Brown
Director, Education Workforce and Income Security
U.S. Government Accountability Office
Washington, DC

Naomi Karp
Strategic Policy Advisor
AARP Public Policy Institute
Washington, DC

Robert Baldwin
Executive Vice President and General Counsel
National Center for State Courts
Williamsburg, VA

Michelle Hollister
Managing Partner
Solkoff Legal, P.A.
Delray Beach, FL

Source:
Hearings and Meetings

Note: This hearing will be webcast - click the Source link to view!