SB391,95,1817 (e) Failing to provide adequately for the personal needs of the conservatee from
18the available income and assets and any available public benefits.
SB391,95,1919 (f) Failing to act in the best interests of the conservatee.
SB391,95,2120 (g) Failing to disclose conviction for a crime that would have prevented
21appointment of the person as conservator.
SB391,95,2222 (h) Failing to disclose that the conservator is listed under s. 146.40 (4g) (a) 2.
SB391,95,24 23(7) (a) The powers of a conservator may not be terminated without a hearing
24and may not be terminated unless any of the following occurs:
SB391,96,2
11. The court removes the conservator on the court's own motion or under sub.
2(4).
SB391,96,43 2. The court appoints a guardian for the individual whose income and assets
4are conserved.
SB391,96,55 3. The individual whose income and assets are conserved dies.
SB391,96,76 4. The conservator or individual whose income and assets are conserved
7changes residence to another state.
SB391,96,88 5. The court finds cause, as specified in sub. (6), for removal of the conservator.
SB391,96,149 (b) If anyone objects to termination of the conservatorship and alleges that the
10individual whose income and assets are conserved is appropriate for appointment of
11a guardian, the court may stay the hearing under par. (a) for 14 days to permit any
12interested person to file a petition for guardianship. If no petition is filed, the court
13may terminate the conservatorship and may appoint a guardian ad litem for the
14individual.
SB391,96,24 15(8) If a court terminates a conservatorship or a conservator resigns, is removed,
16or dies, the conservator or the conservator's personal representative or special
17administrator shall promptly render a final account of the former conservatee's
18income and assets to the court and to the former conservatee, any guardian of the
19former conservatee, or any deceased conservatee's personal representative or special
20administrator, as appropriate. If the conservator dies and the conservator and the
21deceased conservatee's personal representative or special administrator are the
22same person, the deceased conservatee's personal representative or special
23administrator shall give notice of the termination and rendering of the final account
24to all interested persons of the conservatee's estate.
SB391,97,6
1(9) (a) If a conservator resigns, is removed, or dies, the court, on its own motion
2or upon petition of any interested person, may appoint a competent and suitable
3person as successor conservator. The court may, upon request of any interested
4person or on its own motion, direct that a petition for appointment of a successor
5conservator be heard in the same manner and subject to the same requirements as
6provided under this section for an original appointment of a conservator.
SB391,97,117 (b) If the appointment under par. (a) is made without hearing, the successor
8conservator shall provide notice to the individual for whom a conservator has been
9appointed and all interested persons of the appointment, the right to counsel, and
10the right to petition for reconsideration of the successor conservator. The notice shall
11be served personally or by mail not later than 10 days after the appointment.
SB391,97,1212 subchapter vii
SB391,97,1313 uniform guardianship acts
SB391,97,14 1454.850 Definitions. In this subchapter:
SB391,97,16 15(1) "Administration" means any proceeding relating to a decedent's estate
16whether testate or intestate.
SB391,97,18 17(2) "Beneficiary" means any person nominated in a will to receive an interest
18in property other than in a fiduciary capacity.
SB391,97,21 19(3) "Distributee" means any person to whom property of a decedent is
20distributed other than in payment of a claim, or who is entitled to property of a
21decedent under the decedent's will or under the statutes of intestate succession.
SB391,97,22 22(4) "Person interested" has the meaning given in s. 851.21.
SB391, s. 103 23Section 103. 55.01 (1v) of the statutes is created to read:
SB391,98,224 55.01 (1v) "Degenerative brain disorder" means the loss or dysfunction of brain
25cells to the extent that the individual is substantially impaired in his or her ability

1to provide adequately for his or her own care or custody or to manage adequately his
2or her property or financial affairs.
SB391, s. 104 3Section 104. 55.01 (6t) of the statutes is created to read:
SB391,98,64 55.01 (6t) "Psychotropic medication" means a prescription drug, as defined in
5s. 450.01 (20), that is used to treat or manage a psychiatric symptom or challenging
6behavior.
SB391, s. 105 7Section 105. 55.01 (6v) of the statutes is created to read:
SB391,98,178 55.01 (6v) "Serious and persistent mental illness" means a mental illness that
9is severe in degree and persistent in duration, that causes a substantially diminished
10level of functioning in the primary aspects of daily living and an inability to cope with
11the ordinary demands of life, that may lead to an inability to maintain stable
12adjustment and independent functioning without long-term treatment and support,
13and that may be of lifelong duration. "Serious and persistent mental illness" includes
14schizophrenia as well as a wide spectrum of psychotic and other severely disabling
15psychiatric diagnostic categories, but does not include degenerative brain disorder
16or a primary diagnosis of a developmental disability, as defined in s. 51.01 (5) (a), or
17of alcohol or drug dependence.
SB391, s. 106 18Section 106. 55.02 of the statutes is amended to read:
SB391,99,13 1955.02 Protective service system; establishment. The department shall
20develop a statewide system of protective service for mentally retarded and other
21developmentally disabled persons, for aged infirm persons, for chronically mentally
22ill persons, and for persons with other like incapacities incurred at any age in
23accordance with rules promulgated by the department. The protective service
24system shall be designed to encourage independent living and to avoid protective
25placement whenever possible. The system shall use the planning and advice of

1agencies, including the county department under s. 46.215, 46.22, 46.23, 51.42, or
251.437. The chairperson of each county board of supervisors shall designate a county
3department under s. 46.215, 46.22, 51.42, or 51.437 that is providing services in his
4or her county or a joint mechanism of these county departments to have the
5responsibility for local planning for the protective service system. The chairperson
6of the Milwaukee County board of supervisors shall designate the county
7department under s. 46.215 to serve as the county protective services agency for
8purposes of s. 55.043. The department and these county departments shall cooperate
9in developing a coordinated system of services. The department shall provide direct
10services and enter into contracts with any responsible public or private agency for
11provision of protective services. In each county, the county department designated
12under this section shall determine the reporting requirements applicable to the
13county under s. 880.38 (3) 54.25 (1) (a).
SB391, s. 107 14Section 107. 55.03 of the statutes is amended to read:
SB391,99,19 1555.03 Status of guardian. No agency acting as a guardian appointed under
16ch. 54. or ch. 880 shall, 2003 stats., may be a provider of protective services or
17placement for its ward under this chapter. Nothing in this chapter shall may be
18construed to prohibit the transfer of guardianship and legal custody under s. 48.427
19or 48.43.
SB391, s. 108 20Section 108. 55.05 (2) (d) of the statutes is amended to read:
SB391,99,2521 55.05 (2) (d) The court may order protective services for an individual for whom
22a determination of incompetency is made under s. 880.33 54.10 (3) if the individual
23entitled to the protective services will otherwise incur a substantial risk of physical
24harm or deterioration or will present a substantial risk of physical harm to others.
25The court may order the involuntary administration of psychotropic medication as

1a protective service under this paragraph only if a determination of incompetency is
2made for the individual under s. 880.33 (4m). The court may authorize a guardian
3to consent to forcible administration of psychotropic medication for an individual
4only if the court has made a finding under s. 880.33 (4r) (b) that the individual has
5substantially failed to comply with the administration of psychotropic medication
6under the individual's treatment plan
only under the requirements of s. 55.14.
SB391, s. 109 7Section 109. 55.05 (5) (b) 1. of the statutes is amended to read:
SB391,100,158 55.05 (5) (b) 1. Guardians of persons who have been found adjudicated
9incompetent under s. 880.33 in this state may consent to admission to a foster home,
10group home or community-based residential facility, as defined under s. 50.01 (1g),
11without a protective placement under s. 55.06 if the home or facility is licensed for
12fewer than 16 beds. Prior to providing that consent, and annually thereafter, the
13guardian shall review the ward's right to the least restrictive residential
14environment and consent only to admission to a home or facility that implements
15those rights.
SB391, s. 110 16Section 110. 55.05 (5) (b) 2. of the statutes is amended to read:
SB391,100,2417 55.05 (5) (b) 2. Guardians of persons who have been found adjudicated
18incompetent under s. 880.33 in this state may consent to admission to a nursing
19home if the person is admitted directly from a hospital inpatient unit for recuperative
20care for a period not to exceed 3 months, unless the hospital admission was for
21psychiatric care. Prior to providing that consent, the guardian shall review the
22ward's right to the least restrictive residential environment and consent only to
23admission to a nursing home that implements those rights. Following the 3-month
24period, a placement proceeding under s. 55.06 is required.
SB391, s. 111 25Section 111. 55.06 (1) (intro.) of the statutes is amended to read:
SB391,101,11
155.06 (1) (intro.) A protective placement under this section is a placement of
2a ward for the primary purpose of providing care and custody. To be eligible for
3placement, an individual shall have attained the age of 18, but an individual who is
4alleged to be developmentally disabled may receive placement upon attaining the
5age of 14. No protective placement under this section may be ordered unless there
6is a determination an adjudication of incompetency in accordance with ch. 880 this
7state
, except in the case of a minor who is alleged to be developmentally disabled, and
8there is a finding of a need for protective placement in accordance with sub. (2) except
9as provided in subs. (11) and (12). A procedure for adult protective placement may
10be initiated 6 months prior to an individual's birthday at which he or she first
11becomes eligible for placement.
SB391, s. 112 12Section 112. 55.06 (1) (a) of the statutes is amended to read:
SB391,101,1913 55.06 (1) (a) The board designated under s. 55.02 department, the county
14department
or an agency designated by it with which the county department
15contracts under s. 55.05 (2), a guardian, or an interested person
may file a petition
16for appointment of a guardian and for protective services or protective placement for
17the individual
. The department shall provide for a schedule of reimbursement for
18the cost of such the proceedings based upon the ability to pay of the proposed ward
19or person individual to be protected.
SB391, s. 113 20Section 113. 55.06 (2) (b) of the statutes is amended to read:
SB391,101,2321 55.06 (2) (b) Except in the case of a minor who is alleged to be developmentally
22disabled, has either been determined to be adjudicated incompetent by a circuit
23court, or has had submitted on the minor's behalf a petition for a guardianship;
SB391, s. 114 24Section 114. 55.06 (3) (c) of the statutes is amended to read:
SB391,102,9
155.06 (3) (c) The A petition under sub. (1) shall be filed in the county of
2residence of the person individual to be protected, as determined under s. 51.40 or
3by the individual's guardian or where the individual is physically present due to
4circumstances including those specified under s. 51.22 (4). If an individual has not
5received services under ch. 46, 51, or 55 or if an individual has received services
6under ch. 46, 51, or 55 that have been terminated and has established residence in
7a county other than that in which the individual resided when the services were
8received, the court may determine the individual's county of residence. The county
9of residence under this paragraph is the county of responsibility
.
SB391, s. 115 10Section 115. 55.06 (3) (d) of the statutes is created to read:
SB391,102,2511 55.06 (3) (d) The court in which a petition is first filed under par. (c) shall
12determine venue. The court shall direct that proper notice be given to any potentially
13responsible or affected county. Proper notice is given to a potentially responsible or
14affected county if written notice of the proceeding is sent by certified mail to the
15county's clerk and corporation counsel. After all potentially responsible or affected
16counties and parties have been given an opportunity to be heard, the court shall
17determine that venue lies in the county in which the petition is filed under par. (c)
18or in another county, as appropriate. If the court determines that venue lies in
19another county, the court shall order the entire record certified to the proper court.
20A court in which a subsequent petition is filed shall, upon being satisfied of an earlier
21filing in another court, summarily dismiss the subsequent petition. If any
22potentially responsible or affected county or party objects to the court's finding of
23venue, the court may refer the issue to the department for a determination of the
24county of residence under s. 51.40 (2) (g) and may suspend ruling on the motion for
25change of venue until the determination under s. 51.40 (2) (g) is final.
SB391, s. 116
1Section 116. 55.06 (4) of the statutes is amended to read:
SB391,103,62 55.06 (4) A petition for guardianship if required under sub. (2) (b) must be
3heard prior to placement under this section. If incompetency has been determined
4under s. 880.33
adjudicated in this state more than one year preceding the filing of
5an application for protective placement, the court shall review the finding of
6incompetency.
SB391, s. 117 7Section 117. 55.06 (5) of the statutes is amended to read:
SB391,104,68 55.06 (5) Notice of a petition for placement shall be served upon the person
9sought to be placed, by personal service, at least 10 days prior to the time set for a
10hearing. Upon service of the notice, the person sought to be protected shall be
11informed of the complete contents of the notice. The person serving the notice shall
12return a certificate to the circuit judge verifying that the petition has been delivered
13and notice given. The notice shall include the names of all petitioners. Notice shall
14also be served personally or by mail upon the person's guardian ad litem, legal
15counsel, guardian, if any, presumptive adult heirs, and upon other persons who have
16physical custody of the person to be protected whose names and addresses are known
17to the petitioner or can with reasonable diligence be ascertained, to any
18governmental or private body or group from whom the person to be protected is
19known to be receiving aid, and to such other persons or entities as the court may
20require. Notice shall also be served personally or by mail upon the department at
21least 10 days prior to the time set for hearing if the person sought to be protected may
22be placed in a center for the developmentally disabled. Notice shall also be served
23personally or by mail, at least 10 days before the time set for hearing, upon the county
24department that is participating in the program under s. 46.278 of the county of
25residence of the person sought to be protected, if the person has a developmental

1disability and may be placed in an intermediate facility or a nursing facility, except
2that, for a person sought to be protected to whom s. 46.279 (4m) applies, this notice
3shall instead be served on the department. The individual adjudicated incompetent
4or proposed incompetent for a determination of incompetency is presumed able to
5attend the hearing unless, after a personal interview, the guardian ad litem certifies
6to the court that the person is unable to attend.
SB391, s. 118 7Section 118. 55.06 (6) of the statutes is amended to read:
SB391,104,208 55.06 (6) Section 880.33 (2) applies Sections 54.42, 54.44, and 54.46 apply to
9all hearings under this chapter except for transfers of placement under sub. (9) (b),
10and (c) and (e). A person to be protected shall have a guardian ad litem who is an
11attorney appointed in accordance with s. 757.48 (1) present at all hearings under this
12chapter if the person does not have full legal counsel. The court may, however, excuse
13a personal appearance by a guardian ad litem based on information contained in a
14written report by the guardian ad litem to the court. If the person is an adult who
15is indigent, the county of legal settlement shall be liable for guardian ad litem fees.
16If the person is a child, the person's parents or the county of legal settlement shall
17be liable for guardian ad litem fees as provided in s. 48.235 (8). The subject
18individual, attorney or guardian ad litem shall have the right to present and
19cross-examine witnesses, including any person making an evaluation or review
20under sub. (8) (c).
SB391, s. 119 21Section 119. 55.06 (8) (c) of the statutes is amended to read:
SB391,105,222 55.06 (8) (c) A medical, psychological, social, vocational and educational
23evaluation and review, where necessary, and any recommendations for or against
24maintenance of partial legal rights as provided in s. 880.33 54.25 (2). Such

1evaluation and review shall include recommendations for placement consistent with
2the least restrictive environment required.
SB391, s. 120 3Section 120. 55.06 (10) (c) of the statutes is amended to read:
SB391,105,154 55.06 (10) (c) Except in the case of a minor who is developmentally disabled and
5who has a parent or person in the place of a parent, termination of guardianship
6automatically revokes any protective placement made or protective services
7provided under this chapter unless the placement or services are continued on a
8voluntary basis. Notice to this effect shall be given to the ward by the provider of
9services at the time of termination. If protective placement is made or protective
10services are provided under this chapter to a minor who is developmentally disabled,
11the attainment of the age of majority by such the individual automatically revokes
12any such protective placement made or protective services provided unless the
13placement or services are continued on a voluntary basis, or there is a finding an
14adjudication
of incompetency and appointment of a guardian pursuant to ch. 880 in
15this state
.
SB391, s. 121 16Section 121. 55.06 (14) of the statutes is amended to read:
SB391,106,217 55.06 (14) Prior to discharge of an individual from a protective placement, the
18appropriate board which county department that is responsible for protective
19placement shall review the need for provision of continuing protective services or for,
20continuation of full or limited guardianship, or provision for such guardianship, if
21the individual has no guardian, guardianship. Recommendation shall be made to the
22court if
If the county department's recommendation includes a course of action for
23which court approval would be required, the county department shall make the
24recommendation to the court
. Prior to discharge of the individual from any state

1mental health institute or center for the developmentally disabled, the department
2shall make such the review under s. 51.35.
SB391, s. 122 3Section 122. 55.06 (17) (b) of the statutes is amended to read:
SB391,106,74 55.06 (17) (b) If the subject is an adult who has been adjudged adjudicated
5incompetent under ch. 880 in this state or is a minor, consent for release of
6information from and access to the court records may be given only as provided in
7s. 51.30 (5).
SB391, s. 123 8Section 123. 55.14 of the statutes is created to read:
SB391,106,10 955.14 Involuntary administration of psychotropic medication. (1) In
10this section:
SB391,106,1211 (a) "Involuntary administration of psychotropic medication" means any of the
12following:
SB391,106,1413 1. Placing psychotropic medication in an individual's food or drink with
14knowledge that the individual protests receipt of the psychotropic medication.
SB391,106,1615 2. Forcibly restraining an individual to enable administration of psychotropic
16medication.
SB391,106,1817 3. Requiring an individual to take psychotropic medication as a condition of
18receiving privileges or benefits.
SB391,106,2319 (c) "Protest" means make more than one discernible negative response, other
20than mere silence, to the offer of, recommendation for, or other proffering of
21voluntary receipt of psychotropic medication. "Protest" does not mean a discernible
22negative response to a proposed method of administration of the psychotropic
23medication.
SB391,106,2524 (d) "Psychotropic medication" means a prescription drug, as defined in s. 450.01
25(20), that is used to treat or manage a psychiatric symptom or challenging behavior.
SB391,107,3
1(2) Involuntary administration of psychotropic medication, with consent of a
2guardian, may be ordered as a protective service only under the requirements of this
3section.
SB391,107,6 4(3) In addition to the other requirements of this chapter pertaining to petitions
5for protective services, a petition under this section shall allege that all of the
6following are true:
SB391,107,77 (a) A physician has prescribed psychotropic medication for the individual.
SB391,107,88 (b) The individual is not competent to refuse psychotropic medication.
SB391,107,219 (c) The individual has refused to take the psychotropic medication voluntarily
10or attempting to administer psychotropic medication to the individual voluntarily is
11not feasible or is not in the best interests of the individual. If the petition alleges that
12the individual has refused to take psychotropic medication voluntarily, the petition
13shall identify, if known, the reasons the individual refuses to take psychotropic
14medication voluntarily. The petition also shall provide evidence showing that a
15reasonable number of documented attempts to administer psychotropic medication
16voluntarily using appropriate interventions that could reasonably be expected to
17increase the individual's willingness to take psychotropic medication voluntarily
18have been made and have been unsuccessful. If the petition alleges that attempting
19to administer psychotropic medications to the individual voluntarily is not feasible
20or is not in the best interests of the individual, the petition must identify specific
21reasons supporting that allegation.
SB391,107,2422 (d) The individual's condition for which psychotropic medication has been
23prescribed is likely to be improved by administration of psychotropic medication and
24the individual is likely to respond positively to psychotropic medication.
SB391,108,5
1(e) Unless psychotropic medication is administered involuntarily, the
2individual will incur an immediate or imminent substantial probability of physical
3harm, impairment, injury, or debilitation or will present a substantial probability of
4physical harm to others. The substantial probability of physical harm, impairment,
5injury, or debilitation shall be evidenced by one of the following:
SB391,108,116 1. The individual's history of at least 2 episodes, one of which has occurred
7within the previous 24 months, that indicate a pattern of overt activity, attempts,
8threats to act, or omissions that resulted from the individual's failure to participate
9in treatment, including psychotropic medication, and that resulted in a finding of
10probable cause for commitment under s. 51.20 (7), a settlement agreement approved
11by a court under s. 51.20 (8) (b), or commitment ordered under s. 51.20 (13).
SB391,108,1312 2. Evidence that the individual meets one of the dangerousness criteria set
13forth in s. 51.20 (1) (a) 2. a. to e.
SB391,108,18 14(4) A petition under this section must include a written statement signed by
15a physician who has personal knowledge of the individual that provides general
16clinical information regarding the appropriate use of psychotropic medication for the
17individual's condition and specific data that indicates that the individual's current
18condition necessitates the use of psychotropic medication.
SB391,108,22 19(5) The guardian ad litem appointed under s. 55.06 (6) for an individual who
20is the subject of a petition under this section shall report to the court whether the
21allegations in the petition required under sub. (3) are true, and whether involuntary
22administration of psychotropic medication is in the best interests of the individual.
SB391,109,5 23(6) If requested by an individual who is the subject of a petition under this
24section or anyone on his or her behalf, the individual has the right at his or her own
25expense, or if indigent at the expense of the county in which the petition is filed, to

1secure an independent medical or psychological examination relevant to the issue of
2whether the allegations in the petition required under sub. (3) are true and whether
3involuntary administration of psychotropic medication is in the best interest of the
4individual, and to present a report of this independent evaluation or the evaluator's
5personal testimony as evidence at the hearing.
SB391,109,8 6(7) Upon the filing of a petition under this section, the court shall appoint
7counsel. A petition under this section shall be heard under s. 55.06 within 30 days
8after it is filed.
SB391,109,18 9(8) The court may issue an order authorizing an individual's guardian to
10consent to involuntary administration of psychotropic medication to the individual
11and may order involuntary administration of psychotropic medication to the
12individual as a protective service, with the guardian's consent if the court or jury
13finds by clear and convincing evidence that the allegations in the petition required
14under sub. (3) are true, all other requirements for involuntary administration of
15psychotropic medication under this section have been met, psychotropic medication
16is necessary for treating the condition described in the statement under sub. (4), and
17all other requirements of this chapter for ordering protective services have been met.
18An order under this section shall do all of the following:
SB391,110,519 (a) Direct the development of a treatment plan for the individual specifying the
20protective services, including psychotropic medication as ordered by the treating
21physician, that the individual should receive. If the individual resides in a nursing
22home or hospital, the nursing home or hospital shall develop the treatment plan. If
23the individual resides elsewhere, the county department or an agency with which it
24contracts shall develop the treatment plan. The treatment plan shall include a plan
25for the involuntary administration of psychotropic medication to the individual. The

1treatment plan is subject to the approval of the guardian and to review and approval
2by the court. If the court approves the plan, the court shall order the county
3department or an agency with which it contracts to ensure that protective services,
4including psychotropic medication, are administered in accordance with the
5treatment plan.
SB391,110,166 (b) Order the individual to comply with the treatment plan under par. (a). The
7order shall provide that if the individual fails to comply with provisions of the
8treatment plan that require the individual to take psychotropic medications, the
9medications may be administered involuntarily with consent of the guardian. The
10order shall specify the methods of involuntary administration of psychotropic
11medication to which the guardian may consent. An order authorizing the forcible
12restraint of an individual shall specify that a person licensed under s. 441.06, 441.10,
13or 448.05 (2) or (5) shall be present at all times that psychotropic medication is
14administered in this manner and shall require the person or facility using forcible
15restraint to maintain records stating the date of each administration, the medication
16administered, and the method of forcible restraint utilized.
SB391,111,9 17(9) If an individual who is subject to an order under this section is not in
18compliance with the order because he or she refuses to take psychotropic medication
19as ordered under the treatment plan, and it is necessary for the individual to be
20transported to an appropriate facility for forcible restraint for administration of
21psychotropic medication, the corporation counsel shall file with the court a
22statement of the facts which constitute basis for the noncompliance of the individual.
23The statement shall be sworn to be true and shall be based upon the information and
24belief of the person filing the statement. The statement shall be signed by the
25individual's guardian and by the director or designee of the county department or an

1agency with which it contracts to develop and administer the treatment plan. Upon
2receipt of the statement of noncompliance, if the court finds by clear and convincing
3evidence that the individual has substantially failed to comply with the
4administration of psychotropic medication as ordered under the treatment plan, the
5court may issue an order authorizing the sheriff or any other law enforcement agency
6in the county in which the individual is found or in which it is believed that the
7individual may be present to take the individual into custody and transport him or
8her to an appropriate facility for administration of psychotropic medication using
9forcible restraint, with consent of the guardian.
SB391,111,11 10(10) Nothing in this section prohibits the involuntary administration of
11psychotropic medication as an emergency protective service under this chapter.
SB391,111,14 12(11) The county department or an agency with which it contracts shall provide
13to the department a copy of any order issued under this section that applies to any
14protectively placed individual in the county.
SB391,111,16 15(12) The department shall annually submit to the legislature under s. 13.172
16(2) a report regarding orders under this section.
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