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S1325................................................by JUDICIARY AND RULES CONSERVATORS - Amends existing law to revise the priority of who may be appointed conservator. 01/22 Senate intro - 1st rdg - to printing 01/23 Rpt prt - to Jud 02/05 Rpt out - rec d/p - to 2nd rdg 02/06 2nd rdg - to 3rd rdg 02/12 3rd rdg - PASSED - 34-0-1 AYES -- Andreason, Bair, Bastian, Bilyeu, Broadsword, Burkett, Cameron, Coiner, Corder, Darrington, Davis, Fulcher, Geddes, Goedde, Hammond, Heinrich, Hill, Jorgenson, Kelly, Keough, Langhorst, Little, Lodge, Malepeai(Sagness), McGee, McKague, McKenzie, Pearce, Richardson, Schroeder, Siddoway, Stegner, Stennett, Werk NAYS -- None Absent and excused -- Gannon Floor Sponsor - Jorgenson Title apvd - to House 02/13 House intro - 1st rdg - to Jud 02/26 Rpt out - rec d/p - to 2nd rdg 02/27 2nd rdg - to 3rd rdg 03/10 3rd rdg - PASSED - 60-0-10 AYES -- Anderson, Andrus, Barrett, Bayer, Bell, Bilbao, Bock, Boe, Bolz, Bowers, Brackett, Bradford, Chadderdon, Chavez, Chew, Clark, Collins, Crane, Durst, Eskridge, Hagedorn, Hart, Harwood, Henbest, Henderson, Jaquet, Killen, King, Kren, Labrador, Lake, LeFavour, Loertscher, Luker, Marriott, Mathews, McGeachin, Mortimer, Moyle, Nielsen, Nonini, Pasley-Stuart, Patrick, Pence, Roberts, Ruchti, Rusche, Sayler, Shepherd(02), Shepherd(08), Shively, Smith(30), Smith(24), Snodgrass, Stevenson, Thayn, Thomas, Vander Woude, Wood(27), Mr. Speaker NAYS -- None Absent and excused -- Bedke, Black, Block, Raybould, Ringo, Schaefer, Shirley, Trail, Wills, Wood(35) Floor Sponsor - Luker Title apvd - to Senate 03/11 To enrol 03/12 Rpt enrol - Pres signed - Sp signed 03/13 To Governor 03/17 Governor signed Session Law Chapter 145 Effective: 07/01/08
]]]] LEGISLATURE OF THE STATE OF IDAHO ]]]] Fifty-ninth Legislature Second Regular Session - 2008IN THE SENATE SENATE BILL NO. 1325 BY JUDICIARY AND RULES COMMITTEE 1 AN ACT 2 RELATING TO APPOINTMENT OF CONSERVATORS; AMENDING SECTION 15-5-410, IDAHO 3 CODE, TO REVISE THE PRIORITY OF WHO MAY BE APPOINTED CONSERVATOR AND TO 4 MAKE TECHNICAL CORRECTIONS. 5 Be It Enacted by the Legislature of the State of Idaho: 6 SECTION 1. That Section 15-5-410, Idaho Code, be, and the same is hereby 7 amended to read as follows: 8 15-5-410. WHO MAY BE APPOINTED CONSERVATOR -- PRIORITIES. (a1) The court 9 may appoint an individual, except as set forth hereafter, or a corporation 10 with general power to serve as trustee, as conservator of the estate of a pro- 11 tected person. The following are entitled to consideration for appointment in 12 the order listed: 13 (1a)aAn individual or corporation nominated by the protected person if 14 he is fourteen (14) or more years of age and has, in the opinion of the 15 court, sufficient mental capacity to make an intelligent choice; 16 (b) The individual or corporation nominated as conservator of the pro- 17 tected person in the financial power of attorney of the protected person, 18 or if no such nomination is made therein, the individual or corporation 19 nominated as agent therein, provided that: 20 (i) If the nomination is of coconservators, or coagents, as appro- 21 priate, the court may consider whether appointment of coconservators 22 is in the best interests of the protected person or whether a sole 23 conservator should be appointed; 24 (ii) If several individuals or corporations are nominated in order 25 of priority, the court shall consider such nominations in that order 26 of priority; and 27 (iii) If more than one (1) financial power of attorney made by the 28 protected person exists, the court shall determine which financial 29 power of attorney is appropriate to be the basis for nomination of a 30 conservator; 31 (2c)tThe spouse of the protected person; 32 (3d)aAn adult child of the protected person; 33 (4e)aA conservator, guardian of property or other like fiduciary,(but 34 not a fiduciary serving only as a trustee), appointed or recognized by the 35 appropriate court of any other jurisdiction in which the protected person 36 resides; 37 (5f)aA parent of the protected person, or a person nominated by the will 38 of a deceased parent; 39 (6g)aAny relative of the protected person with whom he has resided for 40 more than six (6) months prior to the filing of the petition; 41 (7h)aA person nominated by the person who is caring for him or paying 42 benefits to him. 43 (b2) A person in priorities (2c), (3d), (4e), (5f),or (6g) of subsec- 2 1 tion (a1) of this section may nominate in writing a person to serve in his 2 stead. With respect to persons having equal priority, the court is to select 3 the one who is best qualified of those willing to serve. The court for good 4 cause, may pass over a person having priority and appoint a person having less 5 priority or no priority. 6 (c3) No convicted felon shall be appointed as a conservator of the estate 7 of a protected person unless the court finds by clear and convincing evidence 8 that such appointment is in the best interests of the protected person.
STATEMENT OF PURPOSE RS: 17503 As a similar bill is providing for nomination of a guardian, the ability of an incapacitated person to nominate a conservator has generally been believed to include the nomination through naming the person as the agent in a financial power of attorney. This bill makes that nomination status clear. Additionally, the Uniform Power of Attorney act currently before the legislature provides for the ability of a person to make an actual nomination of a conservator within a financial power of attorney, and this bill also recognizes that nomination, and clarifies various factual situations that may arise, such as co-agents, or multiple financial powers (for example, a person might have both a limited power of attorney for certain types of actions and a concurrent general power of attorney). FISCAL NOTE This bill will have no fiscal impact. CONTACT: Robert L. Aldridge, Trust & Estate Professionals of Idaho, Inc. Telephone: office: (208) 336-9880 Cell: (208) 631-2481 STATEMENT OF PURPOSE/FISCAL NOTE S 1325