TITLE 15

UNIFORM PROBATE CODE

CHAPTER 5

PROTECTION OF PERSONS UNDER DISABILITY AND THEIR PROPERTY [EFFECTIVE UNTIL JANUARY 1, 2027] UNIFORM GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE ARRANGEMENTS ACT [EFFECTIVE JANUARY 1, 2027]

PART 4

PROTECTION OF PROPERTY OF PERSONS UNDER DISABILITY AND MINORS [EFFECTIVE UNTIL JANUARY 1, 2027] CONSERVATORSHIP [EFFECTIVE JANUARY 1, 2027]

15-5-422.  Sale, encumbrance or transaction involving conflict of interest — Voidable — Exceptions. [effective until January 1, 2027] Any sale or encumbrance to a conservator, his spouse, agent or attorney, or any corporation or trust in which he has a substantial beneficial interest, or any transaction which is affected by a substantial conflict of interest is voidable unless the transaction is approved by the court after notice to interested persons and others as directed by the court.

15-5-422.  DISTRIBUTION FROM CONSERVATORSHIP ESTATE. [effective January 1, 2027] Except as otherwise provided in section 15-5-414, Idaho Code, or qualified or limited in the court’s order of appointment and stated in the letters of conservatorship, and unless contrary to a conservator’s plan under section 15-5-419, Idaho Code, the conservator may expend or distribute income or principal of the conservatorship estate without specific court authorization or confirmation for the support, care, education, health, or welfare of the individual subject to conservatorship or an individual who is in fact dependent on the individual subject to conservatorship, including the payment of child or spousal support, in accordance with the following rules:

(1)  The conservator shall consider a recommendation relating to the appropriate standard of support, care, education, health, or welfare for the individual subject to conservatorship or individual who is dependent on the individual subject to conservatorship, made by a guardian for the individual subject to conservatorship, if any, and, if the individual subject to conservatorship is a minor, a recommendation made by a parent of the minor.

(2)  The conservator acting in compliance with the conservator’s duties under section 15-5-418, Idaho Code, is not liable for an expenditure or distribution made based on a recommendation under subsection (1) of this section unless the conservator knows or should have known the expenditure or distribution is not in the best interest of the individual subject to conservatorship.

(3)  In making an expenditure or distribution under this section, the conservator shall consider:

(a)  The size of the conservatorship estate, the estimated duration of the conservatorship, and the likelihood the individual subject to conservatorship, at some future time, may be fully self-sufficient and able to manage the individual subject to conservatorship’s financial affairs and the conservatorship estate;

(b)  The accustomed standard of living of the individual subject to conservatorship and an individual who is dependent on the individual subject to conservatorship;

(c)  Other funds or sources used for the support of the individual subject to conservatorship; and

(d)  The preferences, values, and prior directions of the individual subject to conservatorship.

(4)  Funds expended or distributed under this section may be paid by the conservator to any person, including the individual subject to conservatorship, as reimbursement for expenditures the conservator might have made, or in advance for services to be provided to the individual subject to conservatorship or an individual who is dependent on the individual subject to conservatorship if it is reasonable to expect the services will be performed and advance payment is customary or reasonably necessary under the circumstances.

History:

[15-5-422, added 1971, ch. 111, sec. 1, p. 233; repealed and added 2026, ch. 79, sec. 6, p. 378.]