SB391-SSA1,67,24 24(3) No guardian may do any of the following:
SB391-SSA1,68,2
1(b) Lend funds of the ward to another individual or to an entity, unless the court
2first approves the terms, rate of interest, and any requirement for security.
SB391-SSA1,68,10 354.19 Duties of guardian of the estate. Subject to s. 54.18 (1) and except
4as specifically limited in the order of appointment, the guardian of the estate shall,
5following any applicable procedures of s. 54.22, do all of the following in order to
6provide a ward with the greatest amount of independence and self-determination
7with respect to property management in light of the ward's functional level,
8understanding, and appreciation of his or her functional limitations and the ward's
9personal wishes and preferences with regard to managing the activities of daily
10living:
SB391-SSA1,68,12 11(2) Retain, expend, distribute, sell, or invest the ward's property, rents, income,
12benefits, and proceeds and account for all of them, subject to chs. 786 and 881.
SB391-SSA1,68,15 13(3) Determine, if the ward has executed a will, the will's location, determine
14the appropriate persons to be notified in the event of the ward's death, and, if the
15death occurs, notify those persons.
SB391-SSA1,68,17 16(4) Use the ward's income and property to maintain and support the ward and
17any dependents of the ward.
SB391-SSA1,68,18 18(5) Prepare and file an annual account as specified in s. 54.62.
SB391-SSA1,68,20 19(6) At the termination of the guardianship, deliver the ward's assets to the
20persons entitled to them.
SB391-SSA1,68,25 21(8) File, with the register of deeds of any county in which the ward possesses
22real property of which the guardian has actual knowledge, a sworn and notarized
23statement that specifies the legal description of the property, the date that the ward
24is determined to be an incompetent, and the name, address, and telephone number
25of the ward's guardian and any surety on the guardian's bond.
SB391-SSA1,69,3
1(9) For a ward who receives governmental benefits for which a representative
2payee is appropriate, if no representative payee is appointed, apply to be appointed
3the ward's representative payee, or ensure that a representative payee is appointed.
SB391-SSA1,69,4 4(10) Perform any other duty required by the court order.
SB391-SSA1,69,7 554.20 Powers of guardian of the estate. (1) (a) The ward's understanding
6of the harm that he or she is likely to suffer as the result of his or her inability to
7manage property and financial affairs.
SB391-SSA1,69,98 (b) The ward's personal preferences and desires with regard to managing his
9or her activities of daily living.
SB391-SSA1,69,1010 (c) The least restrictive form of intervention for the ward.
SB391-SSA1,69,14 11(2) Powers requiring court approval. The guardian of the estate may do any
12of the following with respect to the ward's income and assets only with the court's
13prior written approval following any petition and upon any notice and hearing that
14the court requires:
SB391-SSA1,69,1615 (a) Make gifts, under the terms, including the frequency, amount, and donees
16specified by the court in approval of a petition under s. 54.21.
SB391-SSA1,69,1817(c) Establish a trust as specified under 42 USC 1396p (d) (4) and transfer assets
18into the trust.
SB391-SSA1,69,2119 (d) Purchase an annuity or insurance contract and exercise rights to elect
20options or change beneficiaries under insurance and annuity policies and to
21surrender the policies for their cash value.
SB391-SSA1,69,2322 (e) Ascertain, establish, and exercise any rights available to the ward under a
23retirement plan or account.
SB391-SSA1,69,2524 (f) Exercise any elective rights that accrue to the ward as the result of the death
25of the ward's spouse or parent.
SB391-SSA1,70,2
1(g) Release or disclaim, under s. 854.13, any interest of the ward that is received
2by will, intestate succession, nontestamentary transfer at death, or other transfer.
SB391-SSA1,70,43 (i) Provide support for an individual whom the ward is not legally obligated to
4support.
SB391-SSA1,70,75 (j) Convey or release a contingent or expectation interest in property, including
6a marital property right and any right of survivorship that is incidental to a joint
7tenancy or survivorship marital property.
SB391-SSA1,70,10 8(3) Powers that do not require court approval. The guardian of the estate
9may do any of the following on behalf of the ward without first receiving the court's
10approval:
SB391-SSA1,70,1211 (a) Provide support from the ward's income and assets for an individual whom
12the ward is legally obligated to support.
SB391-SSA1,70,1413 (b) Enter into a contract, other than a contract under sub. (2) or that is
14otherwise prohibited under this chapter.
SB391-SSA1,70,1515 (c) Exercise options of the ward to purchase securities or other property.
SB391-SSA1,70,1616 (d) Authorize access to or release of the ward's confidential financial records.
SB391-SSA1,70,1717 (e) Apply for public and private benefits.
SB391-SSA1,70,1918 (k) Take any other action, except an action specified under sub. (2), that is
19reasonable or appropriate to the duties of the guardian of the estate.
SB391-SSA1,70,20 2054.21 Petition to transfer ward's assets to another. (1) In this section:
SB391-SSA1,70,2121 (a) "Disabled" has the meaning given in s. 49.468 (1) (a) 1.
SB391-SSA1,70,2222 (b) "Other individual" means any of the following:
SB391-SSA1,70,2323 1. The ward's spouse, if any.
SB391-SSA1,70,2524 2. The ward's close friend, if any, and if the close friend meets the requirements
25of s. 50.94 (3) (e) 1. and 2.
SB391-SSA1,71,1
13. The guardian ad litem of the ward's minor child, if any.
SB391-SSA1,71,22 4. The ward's disabled child, if any.
SB391-SSA1,71,43 5. Any of the ward's siblings who has an ownership interest in property that
4is co-owned with the ward.
SB391-SSA1,71,656. Any of the ward's children who provides care for the ward as specified in 42
6USC 1396p
(c) (2) (A) iv.
SB391-SSA1,71,87 (c) "Will, trust, or other instrument" includes a revocable or irrevocable trust,
8a durable power of attorney, or a marital property agreement.
SB391-SSA1,71,12 9(2) A guardian or other individual who seeks an order authorizing and
10directing the guardian of the estate to transfer any of a ward's income or assets to
11or for the benefit of any person shall submit to the court a petition that specifies all
12of the following:
SB391-SSA1,71,1513 (a) Whether a proceeding by anyone seeking this authority with respect to the
14ward's income and assets was previously commenced and, if so, a description of the
15nature of the proceeding and the disposition made of it.
SB391-SSA1,71,2216 (b) The amount and nature of the ward's financial obligations, including
17moneys currently and prospectively required to provide for the ward's maintenance,
18support, and well-being and to provide for others dependent upon the ward for
19support, regardless of whether the ward is legally obligated to provide the support.
20If the petitioner has access to a copy of a court order or written agreement that
21specifies support obligations of the ward, the petitioner shall attach the copy to the
22petition.
SB391-SSA1,71,2423 (c) The income and assets of the ward that is the subject of the petition, the
24proposed disposition of the property, and the reasons for the disposition.
SB391-SSA1,71,2525 (d) The wishes, if ascertainable, of the ward.
SB391-SSA1,72,2
1(e) As specified in sub. (3), whether the ward has previously executed a will or
2similar instrument.
SB391-SSA1,72,43 (f) A description of any significant gifts or patterns of gifts that the ward has
4made.
SB391-SSA1,72,75 (g) The current and likely future effect of the proposed transfer of assets on the
6ward's eligibility for public benefits, including medical assistance or a benefit under
7s. 46.27.
SB391-SSA1,72,98 (h) Whether the guardian of the person and the guardian of the estate, if not
9the petitioner, agree with or object to the transfer.
SB391-SSA1,72,1110 (i) The names, post-office addresses, and relationships to the ward of all of the
11following:
SB391-SSA1,72,1312 1. Any presumptive adult heirs of the ward who can be ascertained with
13reasonable diligence.
SB391-SSA1,72,1614 2. If the ward has previously executed a will, trust, or other instrument, the
15named or described beneficiaries, if known, under the most recent will, trust, or other
16instrument executed by the ward.
SB391-SSA1,72,20 17(3) (a) If a ward has previously executed a will, trust, or other instrument for
18nontestamentary transfer and the petitioner is able, with reasonable diligence, to
19obtain a copy, the petitioner shall provide the copy to the court, together with a
20statement that specifies all of the following:
SB391-SSA1,72,2121 1. The manner in which the copy was secured.
SB391-SSA1,72,2422 2. The manner in which the terms of the will, trust, or other instrument for
23nontestamentary transfer became known to the petitioner for nontestamentary
24transfer.
SB391-SSA1,73,2
13. The basis for the petitioner's belief that the copy is of the ward's most recently
2executed will, trust, or other instrument.
SB391-SSA1,73,73 (b) If the petitioner is unable to obtain a copy of the most recently executed will
4or other dispositive estate planning document or is unable to determine if the ward
5has previously executed a will or other dispositive estate planning document, the
6petitioner shall provide a statement to the court that specifies the efforts that were
7made by the petitioner to obtain a copy or ascertain the information.
SB391-SSA1,73,138 (c) If a copy of the most recently executed will or other dispositive estate
9planning document is not otherwise available, the court may order the person who
10has the original will or other dispositive estate planning document to provide a
11photocopy to the court for in camera examination. The court may provide the
12photocopy to the parties to the proceeding unless the court finds that doing so is
13contrary to the ward's best interests.
SB391-SSA1,73,1714 (d) The petitioner and the court shall keep confidential the information in a will
15or other dispositive estate planning document, or a copy of the will or other
16dispositive estate planning document, under this subsection, and may not, unless
17otherwise authorized, disclose that information.
SB391-SSA1,73,20 18(4) The petitioner shall serve notice upon all of the following, together with a
19copy of the petition, stating that the petitioner will move the court, at a time and
20place named in the notice, for the order described in the petition:
SB391-SSA1,73,2221 (a) If not the same as the petitioner, the guardian of the person and the
22guardian of the estate.
SB391-SSA1,73,2423 (b) Unless the court dispenses with notice under this subsection, the persons
24specified in sub. (2) (i), if known to the petitioner.
SB391-SSA1,73,2525 (c) The county corporation counsel, if the county has an interest in the matter.
SB391-SSA1,74,1
1(5) The court shall consider all of the following in reviewing the petition:
SB391-SSA1,74,22 (a) The wishes of the ward, if known.
SB391-SSA1,74,53 (b) Whether the duration of the ward's impairment is likely to be sufficiently
4brief so as to justify dismissal of the proceedings in anticipation of the ward's
5recovered ability to decide whether, and to whom, to transfer his or her assets.
SB391-SSA1,74,76 (c) Whether the proposed transfer will benefit the ward, the ward's income and
7assets, or members of the ward's immediate family.
SB391-SSA1,74,118 (d) Whether the donees or beneficiaries under the proposed disposition are
9reasonably expected objects of the ward's generosity and whether the proposed
10disposition is consistent with any ascertained wishes of the ward or known estate
11plan or pattern of lifetime gifts that he or she has made.
SB391-SSA1,74,1412 (e) Whether the proposed disposition will produce tax savings that will
13significantly benefit the ward, his or her dependents, or other persons for whom the
14ward would be concerned.
SB391-SSA1,74,1615 (f) The factors specified in sub. (2) (a) to (i) and any statements or other evidence
16under sub. (3).
SB391-SSA1,74,1717 (g) Any other factors that the court determines are relevant.
SB391-SSA1,74,20 18(6) The court may grant the petition under sub. (2) and enter an order
19authorizing and directing the guardian of the estate to take action requested in the
20petition, if the court finds and records all of the following:
SB391-SSA1,74,2321 (a) That the ward has incapacity to perform the act for which approval is sought
22and the incapacity is not likely to change positively within a reasonable period of
23time.
SB391-SSA1,74,2524 (b) That a competent individual in the position of the ward would likely perform
25the act under the same circumstances.
SB391-SSA1,75,2
1(c) That, before the ward had incapacity to perform the act for which approval
2is sought, he or she did not manifest intent that is inconsistent with the act.
SB391-SSA1,75,5 3(7) Nothing in this section requires a guardian to file a petition under this
4section and a guardian is not liable or accountable to any person for having failed to
5file a petition under this section.
SB391-SSA1,75,66 54.25 (1) Duties. A guardian of the person shall do all of the following:
SB391-SSA1,75,87 (b) 1. Regular inspection, in person, of the ward's condition, surroundings, and
8treatment.
SB391-SSA1,75,109 2. Examination of the ward's patient health care records and treatment records
10and authorization for redisclosure as appropriate.
SB391-SSA1,75,1311 3. Attendance and participation in staff meetings of any facility in which the
12ward resides or is a patient, if the meeting includes a discussion of the ward's
13treatment and care.
SB391-SSA1,75,1514 4. Inquiry into the risks and benefits of, and alternatives to, treatment for the
15ward, particularly if drastic or restrictive treatment is proposed.
SB391-SSA1,75,1716 5. Specific consultation with providers of health care and social services in
17making all necessary treatment decisions.
SB391-SSA1,75,22 18(2) Powers. (a) Rights and powers of a guardian of the person. A guardian of
19the person has only those rights and powers that the guardian is specifically
20authorized to exercise by statute, rule, or court order. Any other right or power is
21retained by the ward, unless the ward has been declared incompetent to exercise the
22right under par. (c) or the power has been transferred to the guardian under par. (d).
SB391-SSA1,75,2523 (b) Rights retained by individuals determined incompetent. An individual
24determined incompetent retains the power to exercise all of the following rights,
25without consent of the guardian:
SB391-SSA1,76,5
11. To have access to and communicate privately with the court and with
2governmental representatives, including the right to have input into plans for
3support services, the right to initiate grievances, including under state and federal
4law regarding resident or patient rights, and the right to participate in
5administrative hearings and court proceedings.
SB391-SSA1,76,76 2. To have access to, communicate privately with, and retain legal counsel, with
7fees paid from the income and assets of the ward, subject to court approval.
SB391-SSA1,76,108 3. To have access to and communicate privately with representatives of the
9protection and advocacy agency under s. 51.62 and the board on aging and long-term
10care.
SB391-SSA1,76,1311 4. To protest a residential placement made under s. 55.05 (5), and to be
12discharged from a residential placement unless the individual is protectively placed
13under s. 55.06 or the elements of s. 55.06 (11) are present.
SB391-SSA1,76,1514 5. To petition for court review of guardianship, protective services, protective
15placement, or commitment orders.
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