<a id="pl.1.4"></a><var>1.4</var>amending Minnesota Statutes 2008, sections 260C.331, subdivision 1; 524.5-102, <br/>
<a id="pl.1.5"></a><var>1.5</var>subdivision 7, by adding a subdivision; 524.5-304; 524.5-309; 524.5-310; <br/>
<a id="pl.1.6"></a><var>1.6</var>524.5-315; 524.5-316; 524.5-317; 524.5-406; 524.5-409; 524.5-413; 524.5-414; <br/>
<a id="pl.1.7"></a><var>1.7</var>524.5-420; proposing coding for new law in Minnesota Statutes, chapter 524.<br/>
<a id="pl.1.8"></a><var>1.8</var>May 16, 2009<br/>
<a id="pl.1.9"></a><var>1.9</var>The Honorable Margaret Anderson Kelliher<br/>
<a id="pl.1.10"></a><var>1.10</var>Speaker of the House of Representatives<br/>
<a id="pl.1.11"></a><var>1.11</var>The Honorable James P. Metzen<br/>
<a id="pl.1.12"></a><var>1.12</var>President of the Senate<br/>
<a id="pl.1.13"></a><var>1.13</var>We, the undersigned conferees for H. F. No. 804 report that we have agreed upon the <br/>
<a id="pl.1.14"></a><var>1.14</var>items in dispute and recommend as follows:<br/>
<a id="pl.1.15"></a><var>1.15</var>That the Senate recede from its amendments and that H. F. No. 804 be further <br/>
<a id="pl.1.16"></a><var>1.16</var>amended as follows:<br/>
<a id="pl.1.17"></a><var>1.17</var>Delete everything after the enacting clause and insert:<br/>
<br/>
<a id="bill.0.1.0"></a><a id="pl.1.18"></a><var>1.18</var>    "Section 1. Minnesota Statutes 2008, section 260C.331, subdivision 1, is amended to <br/>
<a id="pl.1.19"></a><var>1.19</var>read:<br/>
<a id="pl.1.20"></a><var>1.20</var>    Subdivision 1. <b>Care, examination, or treatment.</b> (a) Except where parental rights <br/>
<a id="pl.1.21"></a><var>1.21</var>are terminated,<br/>
<a id="pl.1.22"></a><var>1.22</var>    (1) whenever legal custody of a child is transferred by the court to a responsible <br/>
<a id="pl.1.23"></a><var>1.23</var>social services agency,<br/>
<a id="pl.1.24"></a><var>1.24</var>    (2) whenever legal custody is transferred to a person other than the responsible social <br/>
<a id="pl.1.25"></a><var>1.25</var>services agency, but under the supervision of the responsible social services agency, or<br/>
<a id="pl.1.26"></a><var>1.26</var>    (3) whenever a child is given physical or mental examinations or treatment under <br/>
<a id="pl.1.27"></a><var>1.27</var>order of the court, and no provision is otherwise made by law for payment for the care, <br/>
<a id="pl.1.28"></a><var>1.28</var>examination, or treatment of the child, these costs are a charge upon the welfare funds of <br/>
<a id="pl.1.29"></a><var>1.29</var>the county in which proceedings are held upon certification of the judge of juvenile court.<br/>
<a id="pl.2.1"></a><var>2.1</var>    (b) The court shall order, and the responsible social services agency shall require, <br/>
<a id="pl.2.2"></a><var>2.2</var>the parents or custodian of a child, while the child is under the age of 18, to use the <br/>
<a id="pl.2.3"></a><var>2.3</var>total income and resources attributable to the child for the period of care, examination, <br/>
<a id="pl.2.4"></a><var>2.4</var>or treatment, except for clothing and personal needs allowance as provided in section <br/>
<statute_ref><a id="pl.2.5"></a><var>2.5</var>256B.35
         </statute_ref>, to reimburse the county for the cost of care, examination, or treatment. Income <br/>
<a id="pl.2.6"></a><var>2.6</var>and resources attributable to the child include, but are not limited to, Social Security <br/>
<a id="pl.2.7"></a><var>2.7</var>benefits, supplemental security income (SSI), veterans benefits, railroad retirement <br/>
<a id="pl.2.8"></a><var>2.8</var>benefits and child support. When the child is over the age of 18, and continues to receive <br/>
<a id="pl.2.9"></a><var>2.9</var>care, examination, or treatment, the court shall order, and the responsible social services <br/>
<a id="pl.2.10"></a><var>2.10</var>agency shall require, reimbursement from the child for the cost of care, examination, or <br/>
<a id="pl.2.11"></a><var>2.11</var>treatment from the income and resources attributable to the child less the clothing and <br/>
<a id="pl.2.12"></a><var>2.12</var>personal needs allowance. Income does not include earnings from a child over the age of <br/>
<a id="pl.2.13"></a><var>2.13</var>18 who is working as part of a plan under section 
         <statute_ref>260C.212, subdivision 1</statute_ref>, paragraph (c), <br/>
<a id="pl.2.14"></a><var>2.14</var>clause (8), to transition from foster care.<br/>
<a id="pl.2.15"></a><var>2.15</var>    (c) If the income and resources attributable to the child are not enough to reimburse <br/>
<a id="pl.2.16"></a><var>2.16</var>the county for the full cost of the care, examination, or treatment, the court shall inquire <br/>
<a id="pl.2.17"></a><var>2.17</var>into the ability of the parents to support the child and, after giving the parents a reasonable <br/>
<a id="pl.2.18"></a><var>2.18</var>opportunity to be heard, the court shall order, and the responsible social services agency <br/>
<a id="pl.2.19"></a><var>2.19</var>shall require, the parents to contribute to the cost of care, examination, or treatment of <br/>
<a id="pl.2.20"></a><var>2.20</var>the child. When determining the amount to be contributed by the parents, the court shall <br/>
<a id="pl.2.21"></a><var>2.21</var>use a fee schedule based upon ability to pay that is established by the responsible social <br/>
<a id="pl.2.22"></a><var>2.22</var>services agency and approved by the commissioner of human services. The income of <br/>
<a id="pl.2.23"></a><var>2.23</var>a stepparent who has not adopted a child shall be excluded in calculating the parental <br/>
<a id="pl.2.24"></a><var>2.24</var>contribution under this section.<br/>
<a id="pl.2.25"></a><var>2.25</var>    (d) The court shall order the amount of reimbursement attributable to the parents <br/>
<a id="pl.2.26"></a><var>2.26</var>or custodian, or attributable to the child, or attributable to both sources, withheld under <br/>
<a id="pl.2.27"></a><var>2.27</var>chapter 518A from the income of the parents or the custodian of the child. A parent or <br/>
<a id="pl.2.28"></a><var>2.28</var>custodian who fails to pay without good reason may be proceeded against for contempt, or <br/>
<a id="pl.2.29"></a><var>2.29</var>the court may inform the county attorney, who shall proceed to collect the unpaid sums, <br/>
<a id="pl.2.30"></a><var>2.30</var>or both procedures may be used.<br/>
<a id="pl.2.31"></a><var>2.31</var>    (e) If the court orders a physical or mental examination for a child, the examination <br/>
<a id="pl.2.32"></a><var>2.32</var>is a medically necessary service for purposes of determining whether the service is <br/>
<a id="pl.2.33"></a><var>2.33</var>covered by a health insurance policy, health maintenance contract, or other health <br/>
<a id="pl.2.34"></a><var>2.34</var>coverage plan. Court-ordered treatment shall be subject to policy, contract, or plan <br/>
<a id="pl.2.35"></a><var>2.35</var>requirements for medical necessity. Nothing in this paragraph changes or eliminates <br/>
<a id="pl.2.36"></a><var>2.36</var>benefit limits, conditions of coverage, co-payments or deductibles, provider restrictions, <br/>
<a id="pl.3.1"></a><var>3.1</var>or other requirements in the policy, contract, or plan that relate to coverage of other <br/>
<a id="pl.3.2"></a><var>3.2</var>medically necessary services.<br/>
<a id="pl.3.3"></a><var>3.3</var>(f) Notwithstanding paragraph (b), (c), or (d), a parent, custodian, or guardian of the <br/>
<a id="pl.3.4"></a><var>3.4</var>child is not required to use income and resources attributable to the child to reimburse <br/>
<a id="pl.3.5"></a><var>3.5</var>the county for costs of care and is not required to contribute to the cost of care of the <br/>
<a id="pl.3.6"></a><var>3.6</var>child during any period of time when the child is returned to the home of that parent, <br/>
<a id="pl.3.7"></a><var>3.7</var>custodian, or guardian pursuant to a trial home visit under section 260C.201, subdivision <br/>
<a id="pl.3.8"></a><var>3.8</var>1, paragraph (a).<br/>
<br/>
<a id="bill.0.2.0"></a><a id="pl.3.9"></a><var>3.9</var>    Sec. 2. Minnesota Statutes 2008, section 524.5-102, subdivision 7, is amended to read:<br/>
<a id="pl.3.10"></a><var>3.10</var>    Subd. 7. <b>Interested person.</b> "Interested person" includes:<br/>
<a id="pl.3.11"></a><var>3.11</var>(i) the ward, protected person, or respondent;<br/>
<a id="pl.3.12"></a><var>3.12</var>(ii) a nominated guardian or conservator, or the duly appointed guardian or <br/>
<a id="pl.3.13"></a><var>3.13</var>conservator;<br/>
<a id="pl.3.14"></a><var>3.14</var>(iii) legal representative;<br/>
<a id="pl.3.15"></a><var>3.15</var>(iv) the spouse, parent, adult children and siblings, or if none of such persons is <br/>
<a id="pl.3.16"></a><var>3.16</var>living or can be located, the next of kin of the ward, protected person, or respondent;<br/>
<a id="pl.3.17"></a><var>3.17</var>(v) an adult person who has lived with a ward, protected person, or respondent for a <br/>
<a id="pl.3.18"></a><var>3.18</var>period of more than six months;<br/>
<a id="pl.3.19"></a><var>3.19</var>(vi) an attorney for the ward or protected person;<br/>
<a id="pl.3.20"></a><var>3.20</var>(vii) a governmental agency paying or to which an application has been made for <br/>
<a id="pl.3.21"></a><var>3.21</var>benefits for the respondent, ward, or protected person, including the county social services <br/>
<a id="pl.3.22"></a><var>3.22</var>agency for the person's county of residence and the county where the proceeding is venued;<br/>
<a id="pl.3.23"></a><var>3.23</var>(viii) a representative of a state ombudsman's office or a federal protection and <br/>
<a id="pl.3.24"></a><var>3.24</var>advocacy program that has notified the court that it has a matter regarding the ward, <br/>
<a id="pl.3.25"></a><var>3.25</var>protected person, or respondent; <br/>
<a id="pl.3.26"></a><var>3.26</var>(viii) (ix) a health care agent or proxy appointed pursuant to a health care directive <br/>
<a id="pl.3.27"></a><var>3.27</var>as defined in section 
         <statute_ref>145C.01</statute_ref>, a living will under chapter 145B, or other similar document <br/>
<a id="pl.3.28"></a><var>3.28</var>executed in another state and enforceable under the laws of this state; and  <br/>
<a id="pl.3.29"></a><var>3.29</var>(ix) (x) any other person designated by the court.<br/>
<br/>
<a id="bill.0.3.0"></a><a id="pl.3.30"></a><var>3.30</var>    Sec. 3. Minnesota Statutes 2008, section 524.5-102, is amended by adding a <br/>
<a id="pl.3.31"></a><var>3.31</var>subdivision to read:<br/>
<a id="pl.3.32"></a><var>3.32</var>    Subd. 13a. <b>Professional guardian or professional conservator.</b> "Professional <br/>
<a id="pl.3.33"></a><var>3.33</var>guardian" or "professional conservator" means a person acting as guardian or conservator <br/>
<a id="pl.3.34"></a><var>3.34</var>for three or more individuals not related by blood, adoption, or marriage.<br/>
<br/>
<a id="bill.0.4.0"></a><a id="pl.4.1"></a><var>4.1</var>    Sec. 4. <b>[524.5-119] CENTRAL REGISTRATION OF GUARDIANS AND </b><br/>
<a id="pl.4.2"></a><var>4.2</var><b>CONSERVATORS; APPROPRIATION.</b><br/>
<a id="pl.4.3"></a><var>4.3</var>(a) By July 1, 2013, the Supreme Court shall establish a statewide registration <br/>
<a id="pl.4.4"></a><var>4.4</var>system under which guardians and conservators appointed under sections 524.5-101 to <br/>
<a id="pl.4.5"></a><var>4.5</var>524.5-502 must register with the state court administrator. Registration information must <br/>
<a id="pl.4.6"></a><var>4.6</var>include the name of the guardian or conservator, whether the person is a professional <br/>
<a id="pl.4.7"></a><var>4.7</var>guardian or conservator, date and county of appointment, and other information required <br/>
<a id="pl.4.8"></a><var>4.8</var>by the Supreme Court. Registration data that the Supreme Court determines are accessible <br/>
<a id="pl.4.9"></a><var>4.9</var>to the public must be accessible online or through other means implemented by the <br/>
<a id="pl.4.10"></a><var>4.10</var>Supreme Court.<br/>
<a id="pl.4.11"></a><var>4.11</var>(b) The state court administrator shall establish registration fees or identify another <br/>
<a id="pl.4.12"></a><var>4.12</var>source of funds to support the costs of developing and administering the registration <br/>
<a id="pl.4.13"></a><var>4.13</var>system. The state court administrator shall determine whether guardians and conservators <br/>
<a id="pl.4.14"></a><var>4.14</var>should pay a registration fee and the amount of the fee, and shall take into consideration <br/>
<a id="pl.4.15"></a><var>4.15</var>whether the guardian or conservator is a professional guardian or conservator, whether the <br/>
<a id="pl.4.16"></a><var>4.16</var>guardian or conservator represents clients in forma pauperis, and the number of wards or <br/>
<a id="pl.4.17"></a><var>4.17</var>protected persons the guardian or conservator represents. The state court administrator <br/>
<a id="pl.4.18"></a><var>4.18</var>shall report to the legislature on the fees or other source of funds to support the costs <br/>
<a id="pl.4.19"></a><var>4.19</var>of developing and administering the registration system by January 1, 2012. The state <br/>
<a id="pl.4.20"></a><var>4.20</var>court administrator shall begin collecting fees under this paragraph on July 1, 2012. <br/>
<a id="pl.4.21"></a><var>4.21</var>Fees collected by the state court administrator under this section are appropriated to the <br/>
<a id="pl.4.22"></a><var>4.22</var>Supreme Court.<br/>
<br/>
<a id="bill.0.5.0"></a><a id="pl.4.23"></a><var>4.23</var>    Sec. 5. <b>[524.5-120] BILL OF RIGHTS FOR WARDS AND PROTECTED </b><br/>
<a id="pl.4.24"></a><var>4.24</var><b>PERSONS.</b><br/>
<a id="pl.4.25"></a><var>4.25</var>The ward or protected person retains all rights not restricted by court order and these <br/>
<a id="pl.4.26"></a><var>4.26</var>rights must be enforced by the court. These rights include the right to: <br/>
<a id="pl.4.27"></a><var>4.27</var>(1) treatment with dignity and respect;<br/>
<a id="pl.4.28"></a><var>4.28</var>(2) due consideration of current and previously stated personal desires, medical <br/>
<a id="pl.4.29"></a><var>4.29</var>treatment preferences, religious beliefs, and other preferences and opinions in decisions <br/>
<a id="pl.4.30"></a><var>4.30</var>made by the guardian or conservator;<br/>
<a id="pl.4.31"></a><var>4.31</var>(3) receive timely and appropriate health care and medical treatment that does not <br/>
<a id="pl.4.32"></a><var>4.32</var>violate known conscientious, religious, or moral beliefs of the ward or protected person;<br/>
<a id="pl.4.33"></a><var>4.33</var>(4) exercise control of all aspects of life not delegated specifically by court order <br/>
<a id="pl.4.34"></a><var>4.34</var>to the guardian or conservator;<br/>
<a id="pl.4.35"></a><var>4.35</var>(5) guardianship or conservatorship services individually suited to the ward or <br/>
<a id="pl.4.36"></a><var>4.36</var>protected person's conditions and needs;<br/>
<a id="pl.5.1"></a><var>5.1</var>(6) petition the court to prevent or initiate a change in abode;<br/>
<a id="pl.5.2"></a><var>5.2</var>(7) care, comfort, social and recreational needs, training, education, habilitation, and <br/>
<a id="pl.5.3"></a><var>5.3</var>rehabilitation care and services, within available resources;<br/>
<a id="pl.5.4"></a><var>5.4</var>(8) be consulted concerning, and to decide to the extent possible, the reasonable <br/>
<a id="pl.5.5"></a><var>5.5</var>care and disposition of the ward or protected person's clothing, furniture, vehicles, and <br/>
<a id="pl.5.6"></a><var>5.6</var>other personal effects, to object to the disposition of personal property and effects, and to <br/>
<a id="pl.5.7"></a><var>5.7</var>petition the court for a review of the guardian's or conservator's proposed disposition;<br/>
<a id="pl.5.8"></a><var>5.8</var>(9) personal privacy;<br/>
<a id="pl.5.9"></a><var>5.9</var>(10) communication and visitation with persons of the ward or protected person's <br/>
<a id="pl.5.10"></a><var>5.10</var>choice, provided that if the guardian has found that certain communication or visitation <br/>
<a id="pl.5.11"></a><var>5.11</var>may result in harm to the ward's health, safety, or well-being, that communication or <br/>
<a id="pl.5.12"></a><var>5.12</var>visitation may be restricted but only to the extent necessary to prevent the harm; <br/>
<a id="pl.5.13"></a><var>5.13</var>(11) marry and procreate, unless court approval is required, and to consent or object <br/>
<a id="pl.5.14"></a><var>5.14</var>to sterilization as provided in section 524.5-313, paragraph (c), clause (4), item (iv); <br/>
<a id="pl.5.15"></a><var>5.15</var>(12) petition the court for termination or modification of the guardianship or <br/>
<a id="pl.5.16"></a><var>5.16</var>conservatorship or for other appropriate relief; <br/>
<a id="pl.5.17"></a><var>5.17</var>(13) be represented by an attorney in any proceeding or for the purpose of petitioning <br/>
<a id="pl.5.18"></a><var>5.18</var>the court; and<br/>
<a id="pl.5.19"></a><var>5.19</var>(14) vote, unless restricted by the court. <br/>
<br/>
<a id="bill.0.6.0"></a><a id="pl.5.20"></a><var>5.20</var>    Sec. 6. Minnesota Statutes 2008, section 524.5-304, is amended to read:<br/>
<a id="pl.5.21"></a><var>5.21</var><b>524.5-304 JUDICIAL APPOINTMENT OF GUARDIAN: PRELIMINARIES </b><br/>
<a id="pl.5.22"></a><var>5.22</var><b>TO HEARING.</b><br/>
<a id="pl.5.23"></a><var>5.23</var>(a) Upon receipt of a petition to establish a guardianship, the court shall set a date <br/>
<a id="pl.5.24"></a><var>5.24</var>and time for hearing the petition and may appoint a visitor. The duties and reporting <br/>
<a id="pl.5.25"></a><var>5.25</var>requirements of the visitor are limited to the relief requested in the petition.<br/>
<a id="pl.5.26"></a><var>5.26</var>(b) A proposed ward has the right to be represented by counsel at any proceeding <br/>
<a id="pl.5.27"></a><var>5.27</var>under this article. The court shall appoint counsel to represent the proposed ward for <br/>
<a id="pl.5.28"></a><var>5.28</var>the initial proceeding held pursuant to section 
         <statute_ref>524.5-307</statute_ref> if neither the proposed ward <br/>
<a id="pl.5.29"></a><var>5.29</var>nor others provide counsel unless in a meeting with a visitor the proposed ward makes <br/>
<a id="pl.5.30"></a><var>5.30</var>an informed decision in writing to specifically waives waive the right to counsel. Before <br/>
<a id="pl.5.31"></a><var>5.31</var>appointment, and at any time during the course of the representation when a risk of a <br/>
<a id="pl.5.32"></a><var>5.32</var>conflict of interest may arise, the proposed or appointed counsel shall disclose to the <br/>
<a id="pl.5.33"></a><var>5.33</var>court, the proposed ward or ward, and interested persons whether there are concurrent <br/>
<a id="pl.5.34"></a><var>5.34</var>proceedings in which the counsel is the attorney for the proposed guardian or guardian and <br/>
<a id="pl.5.35"></a><var>5.35</var>whether there is a risk of a conflict of interest under Rule 1.7 of the Rules of Professional <br/>
<a id="pl.5.36"></a><var>5.36</var>Conduct so that the representation of the proposed ward or ward will be materially limited <br/>
<a id="pl.6.1"></a><var>6.1</var>by counsel's concurrent responsibilities to the proposed guardian or guardian. If there is a <br/>
<a id="pl.6.2"></a><var>6.2</var>risk of a conflict of interest, the counsel must not be appointed or new counsel must be <br/>
<a id="pl.6.3"></a><var>6.3</var>appointed, unless:<br/>
<a id="pl.6.4"></a><var>6.4</var>(1) the court determines that the proposed ward or ward is able to give informed <br/>
<a id="pl.6.5"></a><var>6.5</var>consent to the representation and, if the proposed ward or ward consents, the consent is <br/>
<a id="pl.6.6"></a><var>6.6</var>confirmed in writing pursuant to Rule 1.7; or <br/>
<a id="pl.6.7"></a><var>6.7</var>(2) the court determines that there is not a risk of a conflict of interest under Rule 1.7 <br/>
<a id="pl.6.8"></a><var>6.8</var>requiring the appointment of different counsel. <br/>
<a id="pl.6.9"></a><var>6.9</var> Counsel must be appointed immediately after any petition under this article is served <br/>
<a id="pl.6.10"></a><var>6.10</var>under section 
         <statute_ref>524.5-308</statute_ref>. Counsel has the full right of subpoena. In all proceedings under <br/>
<a id="pl.6.11"></a><var>6.11</var>this article, counsel shall:  <br/>
<a id="pl.6.12"></a><var>6.12</var>(1) consult with the proposed ward before any hearing;<br/>
<a id="pl.6.13"></a><var>6.13</var>(2) be given adequate time to prepare for all hearings; and<br/>
<a id="pl.6.14"></a><var>6.14</var>(3) continue to represent the person throughout any proceedings under section <br/>
<statute_ref><a id="pl.6.15"></a><var>6.15</var>524.5-307
         </statute_ref>, provided that such appointment shall expire upon the expiration of the appeal <br/>
<a id="pl.6.16"></a><var>6.16</var>time for the order appointing guardian or the order dismissing a petition, or upon such <br/>
<a id="pl.6.17"></a><var>6.17</var>other time or event as the court may direct.  <br/>
<a id="pl.6.18"></a><var>6.18</var>The court need not appoint counsel to represent the proposed ward on a voluntary <br/>
<a id="pl.6.19"></a><var>6.19</var>petition, and the court may remove a court-appointed attorney at any time if the court <br/>
<a id="pl.6.20"></a><var>6.20</var>finds that the proposed ward has made a knowing and intelligent waiver of the right to <br/>
<a id="pl.6.21"></a><var>6.21</var>counsel or has obtained private counsel.<br/>
<a id="pl.6.22"></a><var>6.22</var>(c) The visitor shall personally serve the notice and petition upon the respondent <br/>
<a id="pl.6.23"></a><var>6.23</var>and shall offer to read the notice and petition to the respondent, and if so requested the <br/>
<a id="pl.6.24"></a><var>6.24</var>visitor shall read the notice and petition to such person. The visitor shall also interview the <br/>
<a id="pl.6.25"></a><var>6.25</var>respondent in person, and to the extent that the respondent is able to understand:<br/>
<a id="pl.6.26"></a><var>6.26</var>(1) explain to the respondent the substance of the petition; the nature, purpose, and <br/>
<a id="pl.6.27"></a><var>6.27</var>effect of the proceeding; the respondent's rights at the hearing; and the general powers <br/>
<a id="pl.6.28"></a><var>6.28</var>and duties of a guardian;<br/>
<a id="pl.6.29"></a><var>6.29</var>(2) determine the respondent's views about the proposed guardian, the proposed <br/>
<a id="pl.6.30"></a><var>6.30</var>guardian's powers and duties, and the scope and duration of the proposed guardianship;<br/>
<a id="pl.6.31"></a><var>6.31</var>(3) inform the respondent of the right to employ and consult with a lawyer at the <br/>
<a id="pl.6.32"></a><var>6.32</var>respondent's own expense and the right to request a court-appointed lawyer; and<br/>
<a id="pl.6.33"></a><var>6.33</var>(4) inform the respondent that all costs and expenses of the proceeding, including <br/>
<a id="pl.6.34"></a><var>6.34</var>respondent's attorneys fees, will be paid from the respondent's estate.<br/>
<a id="pl.6.35"></a><var>6.35</var>(d) In addition to the duties in paragraph (c), the visitor shall make any other <br/>
<a id="pl.6.36"></a><var>6.36</var>investigation the court directs.<br/>
<a id="pl.7.1"></a><var>7.1</var>(e) The visitor shall promptly file a report in writing with the court, which must <br/>
<a id="pl.7.2"></a><var>7.2</var>include:<br/>
<a id="pl.7.3"></a><var>7.3</var>(1) recommendations regarding the appropriateness of guardianship, including <br/>
<a id="pl.7.4"></a><var>7.4</var>whether less restrictive means of intervention are available, the type of guardianship, and, <br/>
<a id="pl.7.5"></a><var>7.5</var>if a limited guardianship, the powers to be granted to the limited guardian;<br/>
<a id="pl.7.6"></a><var>7.6</var>(2) a statement as to whether the respondent approves or disapproves of the proposed <br/>
<a id="pl.7.7"></a><var>7.7</var>guardian, and the powers and duties proposed or the scope of the guardianship; and<br/>
<a id="pl.7.8"></a><var>7.8</var>(3) any other matters the court directs.<br/>
<a id="pl.7.9"></a><var>7.9</var>(f) The county social service agency may create a screening committee to review a <br/>
<a id="pl.7.10"></a><var>7.10</var>petition involving an indigent person. The screening committee must consist of individuals <br/>
<a id="pl.7.11"></a><var>7.11</var>selected by the agency with knowledge of alternatives that are less restrictive than <br/>
<a id="pl.7.12"></a><var>7.12</var>guardianship. If the agency has created a screening committee, the court shall make its <br/>
<a id="pl.7.13"></a><var>7.13</var>decision after the screening committee has reviewed the petition. For an indigent person, <br/>
<a id="pl.7.14"></a><var>7.14</var>the court may appoint a guardian under contract with the county to provide these services.<br/>
<a id="pl.7.15"></a><var>7.15</var>(g) Before the initial appointment, and annually within 30 days after the anniversary <br/>
<a id="pl.7.16"></a><var>7.16</var>date of the appointment, the proposed guardian or guardian shall file an informational <br/>
<a id="pl.7.17"></a><var>7.17</var>statement with the court. The statement must be a sworn affidavit containing the following <br/>
<a id="pl.7.18"></a><var>7.18</var>information:<br/>
<a id="pl.7.19"></a><var>7.19</var>(1) the person's educational background and relevant work and other experience;<br/>
<a id="pl.7.20"></a><var>7.20</var>(2) an address and telephone number where the guardian can be contacted;<br/>
<a id="pl.7.21"></a><var>7.21</var>(3) whether the person has ever been removed for cause from serving as a guardian <br/>
<a id="pl.7.22"></a><var>7.22</var>or conservator and if so, the case number and court location;<br/>
<a id="pl.7.23"></a><var>7.23</var>(4) any changes occurring that would affect the accuracy of information contained in <br/>
<a id="pl.7.24"></a><var>7.24</var>the most recent criminal background study conducted pursuant to section 524.5-118; and<br/>
<a id="pl.7.25"></a><var>7.25</var>(5) if applicable, the amount of reimbursement for services rendered to the ward that <br/>
<a id="pl.7.26"></a><var>7.26</var>the person has received during the previous year.<br/>
<br/>
<a id="bill.0.7.0"></a><a id="pl.7.27"></a><var>7.27</var>    Sec. 7. Minnesota Statutes 2008, section 524.5-309, is amended to read:<br/>
<a id="pl.7.28"></a><var>7.28</var><b>524.5-309 WHO MAY BE GUARDIAN: PRIORITIES.</b><br/>
<a id="pl.7.29"></a><var>7.29</var>(a) Subject to paragraph (c), the court, in appointing a guardian, shall consider <br/>
<a id="pl.7.30"></a><var>7.30</var>persons otherwise qualified in the following order of priority:<br/>
<a id="pl.7.31"></a><var>7.31</var>(1) a guardian, other than a temporary or emergency guardian, currently acting for <br/>
<a id="pl.7.32"></a><var>7.32</var>the respondent in this state or elsewhere;<br/>
<a id="pl.7.33"></a><var>7.33</var>(2) an agent appointed by the respondent under a health care directive pursuant to <br/>
<a id="pl.7.34"></a><var>7.34</var>chapter 145C;<br/>
<a id="pl.8.1"></a><var>8.1</var>(3) the spouse of the respondent or a person nominated by will or other signed <br/>
<a id="pl.8.2"></a><var>8.2</var>writing executed in the same manner as a health care directive pursuant to chapter 145C of <br/>
<a id="pl.8.3"></a><var>8.3</var>a deceased spouse;<br/>
<a id="pl.8.4"></a><var>8.4</var>(4) an adult child of the respondent;<br/>
<a id="pl.8.5"></a><var>8.5</var>(5) a parent of the respondent, or an individual nominated by will or other signed <br/>
<a id="pl.8.6"></a><var>8.6</var>writing executed in the same manner as a health care directive pursuant to chapter 145C <br/>
<a id="pl.8.7"></a><var>8.7</var>of a deceased parent; and<br/>
<a id="pl.8.8"></a><var>8.8</var>(6) an adult with whom the respondent has resided for more than six months before <br/>
<a id="pl.8.9"></a><var>8.9</var>the filing of the petition; <br/>
<a id="pl.8.10"></a><var>8.10</var>(7) an adult who is related to the respondent by blood, adoption, or marriage; and<br/>
<a id="pl.8.11"></a><var>8.11</var>(8) any other adult or a professional guardian.<br/>
<a id="pl.8.12"></a><var>8.12</var>(b) The court, acting in the best interest of the respondent, may decline to appoint a <br/>
<a id="pl.8.13"></a><var>8.13</var>person having priority and appoint a person having a lower priority or no priority. With <br/>
<a id="pl.8.14"></a><var>8.14</var>respect to persons having equal priority, the court shall select the one it considers best <br/>
<a id="pl.8.15"></a><var>8.15</var>qualified.<br/>
<a id="pl.8.16"></a><var>8.16</var>(c) Any individual or agency which provides residence, custodial care, medical care, <br/>
<a id="pl.8.17"></a><var>8.17</var>employment training or other care or services for which they receive a fee may not be <br/>
<a id="pl.8.18"></a><var>8.18</var>appointed as guardian unless related to the respondent by blood, marriage, or adoption.<br/>
<br/>
<a id="bill.0.8.0"></a><a id="pl.8.19"></a><var>8.19</var>    Sec. 8. Minnesota Statutes 2008, section 524.5-310, is amended to read:<br/>
<a id="pl.8.20"></a><var>8.20</var><b>524.5-310 FINDINGS; ORDER OF APPOINTMENT.</b><br/>
<a id="pl.8.21"></a><var>8.21</var>(a) The court may appoint a limited or unlimited guardian for a respondent only if it <br/>
<a id="pl.8.22"></a><var>8.22</var>finds by clear and convincing evidence that:<br/>
<a id="pl.8.23"></a><var>8.23</var>(1) the respondent is an incapacitated person; and<br/>
<a id="pl.8.24"></a><var>8.24</var>(2) the respondent's identified needs cannot be met by less restrictive means, <br/>
<a id="pl.8.25"></a><var>8.25</var>including use of appropriate technological assistance.<br/>
<a id="pl.8.26"></a><var>8.26</var>(b) Alternatively, the court, with appropriate findings, may treat the petition as <br/>
<a id="pl.8.27"></a><var>8.27</var>one for a protective order under section 
         <statute_ref>524.5-401</statute_ref>, enter any other appropriate order, or <br/>
<a id="pl.8.28"></a><var>8.28</var>dismiss the proceeding.<br/>
<a id="pl.8.29"></a><var>8.29</var>(c) The court shall grant to a guardian only those powers necessitated by the ward's <br/>
<a id="pl.8.30"></a><var>8.30</var>limitations and demonstrated needs and, whenever feasible, make appointive and other <br/>
<a id="pl.8.31"></a><var>8.31</var>orders that will encourage the development of the ward's maximum self-reliance and <br/>
<a id="pl.8.32"></a><var>8.32</var>independence. Any power not specifically granted to the guardian, following a written <br/>
<a id="pl.8.33"></a><var>8.33</var>finding by the court of a demonstrated need for that power, is retained by the ward.<br/>
<a id="pl.8.34"></a><var>8.34</var>(d) Within 14 days after an appointment, a guardian shall send or deliver to the ward, <br/>
<a id="pl.8.35"></a><var>8.35</var>and counsel if represented at the hearing, a copy of the order of appointment accompanied <br/>
<a id="pl.9.1"></a><var>9.1</var>by a notice which advises the ward of the right to appeal the guardianship appointment in <br/>
<a id="pl.9.2"></a><var>9.2</var>the time and manner provided by the Rules of Appellate Procedure.<br/>
<a id="pl.9.3"></a><var>9.3</var>(e) Each year, within 30 days after the anniversary date of an appointment, a <br/>
<a id="pl.9.4"></a><var>9.4</var>guardian shall send or deliver to the ward and to interested persons of record with the <br/>
<a id="pl.9.5"></a><var>9.5</var>court a notice of the right to request termination or modification of the guardianship or to <br/>
<a id="pl.9.6"></a><var>9.6</var>request an order that is in the best interests of the ward or for other appropriate relief,  and <br/>
<a id="pl.9.7"></a><var>9.7</var>notice of the status of the ward's right to vote.<br/>
<br/>
<a id="bill.0.9.0"></a><a id="pl.9.8"></a><var>9.8</var>    Sec. 9. Minnesota Statutes 2008, section 524.5-315, is amended to read:<br/>
<a id="pl.9.9"></a><var>9.9</var><b>524.5-315 RIGHTS AND IMMUNITIES OF GUARDIAN; LIMITATIONS.</b><br/>
<a id="pl.9.10"></a><var>9.10</var>(a) A guardian is entitled to reasonable compensation for services as guardian and <br/>
<a id="pl.9.11"></a><var>9.11</var>to reimbursement for expenditures made on behalf of the ward, in a manner consistent <br/>
<a id="pl.9.12"></a><var>9.12</var>with section 
         <statute_ref>524.5-502</statute_ref>.  <br/>
<a id="pl.9.13"></a><var>9.13</var>(b) A guardian is not liable to a third person for acts of the ward solely by reason <br/>
<a id="pl.9.14"></a><var>9.14</var>of the relationship. A guardian who exercises reasonable care in choosing a third person <br/>
<a id="pl.9.15"></a><var>9.15</var>providing medical or other care, treatment, or service for the ward is not liable for injury <br/>
<a id="pl.9.16"></a><var>9.16</var>to the ward resulting from the wrongful conduct of the third person.<br/>
<a id="pl.9.17"></a><var>9.17</var>(c) A guardian, without authorization of the court, may revoke the appointment of an <br/>
<a id="pl.9.18"></a><var>9.18</var>agent of a health care directive of which the ward is the principal, but the guardian may <br/>
<a id="pl.9.19"></a><var>9.19</var>not, absent a court order, revoke the health care directive itself. If a health care directive <br/>
<a id="pl.9.20"></a><var>9.20</var>is in effect, absent an order of the court to the contrary, a health care decision of the <br/>
<a id="pl.9.21"></a><var>9.21</var>guardian takes precedence over that of an agent. A guardian may not revoke the health <br/>
<a id="pl.9.22"></a><var>9.22</var>care directive of a ward or protected person absent a court order. A guardian may revoke <br/>
<a id="pl.9.23"></a><var>9.23</var>the appointment of an agent of a health care directive for which the ward is the principal <br/>
<a id="pl.9.24"></a><var>9.24</var>only under the following circumstances:<br/>
<a id="pl.9.25"></a><var>9.25</var>(1) the agent was appointed in the previous 60 days;<br/>
<a id="pl.9.26"></a><var>9.26</var>(2) multiple agents have been appointed; or<br/>
<a id="pl.9.27"></a><var>9.27</var>(3) when a court has determined that the ward lacks capacity to appoint an agent of a <br/>
<a id="pl.9.28"></a><var>9.28</var>health care directive and the court has expressly granted the guardian the power to give <br/>
<a id="pl.9.29"></a><var>9.29</var>necessary consent to enable the ward to receive medical care, treatment, or service.<br/>
<a id="pl.9.30"></a><var>9.30</var>In all other circumstances, the guardian may not revoke the appointment of an agent <br/>
<a id="pl.9.31"></a><var>9.31</var>of a health care directive for which the ward is principal absent a court order. Unless the <br/>
<a id="pl.9.32"></a><var>9.32</var>appointment of a health care directive is revoked in accordance with this section, a health <br/>
<a id="pl.9.33"></a><var>9.33</var>care decision of the agent takes precedence over that of the guardian.<br/>
<a id="pl.9.34"></a><var>9.34</var>(d) A guardian may not initiate the commitment of a ward to an institution except in <br/>
<a id="pl.9.35"></a><var>9.35</var>accordance with section 
         <statute_ref>524.5-313</statute_ref>.<br/>
<br/>
<a id="bill.0.10.0"></a><a id="pl.10.1"></a><var>10.1</var>    Sec. 10. Minnesota Statutes 2008, section 524.5-316, is amended to read:<br/>
<a id="pl.10.2"></a><var>10.2</var><b>524.5-316 REPORTS; MONITORING OF GUARDIANSHIP</b><b>; COURT </b><br/>
<a id="pl.10.3"></a><var>10.3</var><b>ORDERS</b><b>.</b><br/>
<a id="pl.10.4"></a><var>10.4</var>(a) A guardian shall report to the court in writing on the condition of the ward at least <br/>
<a id="pl.10.5"></a><var>10.5</var>annually and whenever ordered by the court. A copy of the report must be provided to the <br/>
<a id="pl.10.6"></a><var>10.6</var>ward and to interested persons of record with the court. A report must state or contain:<br/>
<a id="pl.10.7"></a><var>10.7</var>(1) the current mental, physical, and social condition of the ward;<br/>
<a id="pl.10.8"></a><var>10.8</var>(2) the living arrangements for all addresses of the ward during the reporting period;<br/>
<a id="pl.10.9"></a><var>10.9</var>(3) any restrictions placed on the ward's right to communication and visitation with <br/>
<a id="pl.10.10"></a><var>10.10</var>persons of the ward's choice and the factual bases for those restrictions;<br/>
<a id="pl.10.11"></a><var>10.11</var>(3) (4) the medical, educational, vocational, and other services provided to the ward <br/>
<a id="pl.10.12"></a><var>10.12</var>and the guardian's opinion as to the adequacy of the ward's care; and<br/>
<a id="pl.10.13"></a><var>10.13</var>(4) (5) a recommendation as to the need for continued guardianship and any <br/>
<a id="pl.10.14"></a><var>10.14</var>recommended changes in the scope of the guardianship.<br/>
<a id="pl.10.15"></a><var>10.15</var>(b) A ward or interested person of record with the court may submit to the court a <br/>
<a id="pl.10.16"></a><var>10.16</var>written statement disputing statements or conclusions regarding the condition of the ward <br/>
<a id="pl.10.17"></a><var>10.17</var>that are contained in the report and may petition the court for an order that is in the best <br/>
<a id="pl.10.18"></a><var>10.18</var>interests of the ward or for other appropriate relief. <br/>
<a id="pl.10.19"></a><var>10.19</var>(c) The court may appoint a visitor to review a report, interview the ward or <br/>
<a id="pl.10.20"></a><var>10.20</var>guardian, and make any other investigation the court directs.<br/>
<a id="pl.10.21"></a><var>10.21</var>(c) (d) The court shall establish a system for monitoring guardianships, including the <br/>
<a id="pl.10.22"></a><var>10.22</var>filing and review of annual reports. If an annual report is not filed within 60 days of the <br/>
<a id="pl.10.23"></a><var>10.23</var>required date, the court shall issue an order to show cause. <br/>
<br/>
<a id="bill.0.11.0"></a><a id="pl.10.24"></a><var>10.24</var>    Sec. 11. Minnesota Statutes 2008, section 524.5-317, is amended to read:<br/>
<a id="pl.10.25"></a><var>10.25</var><b>524.5-317 TERMINATION OR MODIFICATION OF GUARDIANSHIP</b><b>; </b><br/>
<a id="pl.10.26"></a><var>10.26</var><b>COURT ORDERS</b><b>.</b><br/>
<a id="pl.10.27"></a><var>10.27</var>(a) A guardianship terminates upon the death of the ward or upon order of the court.<br/>
<a id="pl.10.28"></a><var>10.28</var>(b) On petition of any person interested in the ward's welfare the court may terminate <br/>
<a id="pl.10.29"></a><var>10.29</var>a guardianship if the ward no longer needs the assistance or protection of a guardian. The <br/>
<a id="pl.10.30"></a><var>10.30</var>court may modify the type of appointment or powers granted to the guardian if the extent <br/>
<a id="pl.10.31"></a><var>10.31</var>of protection or assistance previously granted is currently excessive or insufficient or the <br/>
<a id="pl.10.32"></a><var>10.32</var>ward's capacity to provide for support, care, education, health, and welfare has so changed <br/>
<a id="pl.10.33"></a><var>10.33</var>as to warrant that action. The court may make any other order that is in the best interests <br/>
<a id="pl.10.34"></a><var>10.34</var>of the ward or may grant other appropriate relief. <br/>
<a id="pl.11.1"></a><var>11.1</var>(c) Except as otherwise ordered by the court for good cause, the court, before <br/>
<a id="pl.11.2"></a><var>11.2</var>terminating a guardianship, shall follow the same procedures to safeguard the rights of <br/>
<a id="pl.11.3"></a><var>11.3</var>the ward as apply to a petition for guardianship. Upon presentation by the petitioner <br/>
<a id="pl.11.4"></a><var>11.4</var>of evidence establishing a prima facie case for termination, the court shall order the <br/>
<a id="pl.11.5"></a><var>11.5</var>termination and discharge the guardian unless it is proven that continuation of the <br/>
<a id="pl.11.6"></a><var>11.6</var>guardianship is in the best interest of the ward.<br/>
<br/>
<a id="bill.0.12.0"></a><a id="pl.11.7"></a><var>11.7</var>    Sec. 12. Minnesota Statutes 2008, section 524.5-406, is amended to read:<br/>
<a id="pl.11.8"></a><var>11.8</var><b>524.5-406 ORIGINAL PETITION: PERSONS UNDER DISABILITY; </b><br/>
<a id="pl.11.9"></a><var>11.9</var><b>PRELIMINARIES TO HEARING.</b><br/>
<a id="pl.11.10"></a><var>11.10</var>(a) Upon the filing of a petition for a conservatorship or other protective order for a <br/>
<a id="pl.11.11"></a><var>11.11</var>respondent for reasons other than being a minor, the court shall set a date for hearing and <br/>
<a id="pl.11.12"></a><var>11.12</var>the court may appoint a visitor. The duties and reporting requirements of the visitor are <br/>
<a id="pl.11.13"></a><var>11.13</var>limited to the relief requested in the petition.<br/>
<a id="pl.11.14"></a><var>11.14</var>(b) A respondent has the right to be represented by counsel at any proceeding <br/>
<a id="pl.11.15"></a><var>11.15</var>under this article. The court shall appoint counsel to represent the respondent for the <br/>
<a id="pl.11.16"></a><var>11.16</var>initial proceeding held pursuant to section 
         <statute_ref>524.5-408</statute_ref> if neither the respondent nor others <br/>
<a id="pl.11.17"></a><var>11.17</var>provide counsel, unless in a meeting with a visitor, the proposed respondent makes an <br/>
<a id="pl.11.18"></a><var>11.18</var>informed decision in writing to  specifically waives waive the right to counsel. Before <br/>
<a id="pl.11.19"></a><var>11.19</var>appointment, and at anytime during the course of the representation when a risk of a <br/>
<a id="pl.11.20"></a><var>11.20</var>conflict of interest may arise, the proposed or appointed counsel shall disclose to the <br/>
<a id="pl.11.21"></a><var>11.21</var>court, the proposed protected person or protected person, and interested persons whether <br/>
<a id="pl.11.22"></a><var>11.22</var>there are concurrent proceedings in which the counsel is the attorney for the proposed <br/>
<a id="pl.11.23"></a><var>11.23</var>conservator or conservator and whether there is a risk of a conflict of interest under <br/>
<a id="pl.11.24"></a><var>11.24</var>Rule 1.7 of the Rules of Professional Conduct so that the representation of the proposed <br/>
<a id="pl.11.25"></a><var>11.25</var>protected person or protected person will be materially limited by counsel's concurrent <br/>
<a id="pl.11.26"></a><var>11.26</var>responsibilities to the proposed conservator or conservator. If there is a risk of a conflict of <br/>
<a id="pl.11.27"></a><var>11.27</var>interest, the counsel must not be appointed, unless:  <br/>
<a id="pl.11.28"></a><var>11.28</var>(1) the court determines that the proposed protected person or protected person is <br/>
<a id="pl.11.29"></a><var>11.29</var>able to give informed consent to the representation and, if the proposed protected person <br/>
<a id="pl.11.30"></a><var>11.30</var>or protected person consents, the consent is confirmed in writing pursuant to Rule 1.7; or <br/>
<a id="pl.11.31"></a><var>11.31</var>(2) the court determines that there is not a risk of a conflict of interest under Rule 1.7 <br/>
<a id="pl.11.32"></a><var>11.32</var>requiring the appointment of different counsel. <br/>
<a id="pl.11.33"></a><var>11.33</var>Counsel must be appointed immediately after any petition under this part is served <br/>
<a id="pl.11.34"></a><var>11.34</var>pursuant to section 
         <statute_ref>524.5-404</statute_ref>. Counsel has the full right of subpoena. In all proceedings <br/>
<a id="pl.11.35"></a><var>11.35</var>under this part, counsel shall:  <br/>
<a id="pl.11.36"></a><var>11.36</var>(1) consult with the respondent before any hearing;<br/>
<a id="pl.12.1"></a><var>12.1</var>(2) be given adequate time to prepare for all hearings; and<br/>
<a id="pl.12.2"></a><var>12.2</var>(3) continue to represent the respondent throughout any proceedings under section <br/>
<statute_ref><a id="pl.12.3"></a><var>12.3</var>524.5-408
         </statute_ref>, provided that such appointment shall expire upon the expiration of the appeal <br/>
<a id="pl.12.4"></a><var>12.4</var>time for the order appointing conservator or the order dismissing a petition, or upon such <br/>
<a id="pl.12.5"></a><var>12.5</var>other time or event as the court may direct.  <br/>
<a id="pl.12.6"></a><var>12.6</var>The court need not appoint counsel to represent the respondent on a voluntary <br/>
<a id="pl.12.7"></a><var>12.7</var>petition, and the court may remove a court-appointed attorney at any time if the court finds <br/>
<a id="pl.12.8"></a><var>12.8</var>that the respondent has made a knowing and intelligent waiver of the right to counsel <br/>
<a id="pl.12.9"></a><var>12.9</var>or has obtained private counsel.<br/>
<a id="pl.12.10"></a><var>12.10</var>(c) The visitor shall personally serve the notice and petition upon the respondent <br/>
<a id="pl.12.11"></a><var>12.11</var>and shall offer to read the notice and petition to the respondent, and if so requested, the <br/>
<a id="pl.12.12"></a><var>12.12</var>visitor shall read the notice and petition to such person. The visitor shall also interview the <br/>
<a id="pl.12.13"></a><var>12.13</var>respondent in person, and to the extent that the respondent is able to understand:<br/>
<a id="pl.12.14"></a><var>12.14</var>(1) explain to the respondent the substance of the petition and the nature, purpose, <br/>
<a id="pl.12.15"></a><var>12.15</var>and effect of the proceeding;<br/>
<a id="pl.12.16"></a><var>12.16</var>(2) if the appointment of a conservator is requested, inform the respondent of the <br/>
<a id="pl.12.17"></a><var>12.17</var>general powers and duties of a conservator and determine the respondent's views regarding <br/>
<a id="pl.12.18"></a><var>12.18</var>the proposed conservator, the proposed conservator's powers and duties, and the scope and <br/>
<a id="pl.12.19"></a><var>12.19</var>duration of the proposed conservatorship;<br/>
<a id="pl.12.20"></a><var>12.20</var>(3) inform the respondent of the respondent's rights, including the right to employ <br/>
<a id="pl.12.21"></a><var>12.21</var>and consult with a lawyer at the respondent's own expense, and the right to request a <br/>
<a id="pl.12.22"></a><var>12.22</var>court-appointed lawyer; and<br/>
<a id="pl.12.23"></a><var>12.23</var>(4) inform the respondent that all costs and expenses of the proceeding, including <br/>
<a id="pl.12.24"></a><var>12.24</var>respondent's attorney fees, will be paid from the respondent's estate.<br/>
<a id="pl.12.25"></a><var>12.25</var>(d) In addition to the duties set out in paragraph (c), the visitor shall make any other <br/>
<a id="pl.12.26"></a><var>12.26</var>investigations the court directs.<br/>
<a id="pl.12.27"></a><var>12.27</var>(e) The visitor shall promptly file a report with the court which must include:<br/>
<a id="pl.12.28"></a><var>12.28</var>(1) recommendations regarding the appropriateness of a conservatorship, including <br/>
<a id="pl.12.29"></a><var>12.29</var>whether less restrictive means of intervention are available, the type of conservatorship, <br/>
<a id="pl.12.30"></a><var>12.30</var>and, if a limited conservatorship, the powers and duties to be granted the limited <br/>
<a id="pl.12.31"></a><var>12.31</var>conservator, and the assets over which the conservator should be granted authority;<br/>
<a id="pl.12.32"></a><var>12.32</var>(2) a statement as to whether the respondent approves or disapproves of the proposed <br/>
<a id="pl.12.33"></a><var>12.33</var>conservator, and the powers and duties proposed or the scope of the conservatorship; and<br/>
<a id="pl.12.34"></a><var>12.34</var>(3) any other matters the court directs.<br/>
<a id="pl.12.35"></a><var>12.35</var>(f) While a petition to establish a conservatorship or for another protective order <br/>
<a id="pl.12.36"></a><var>12.36</var>is pending, after preliminary hearing and without notice to others, the court may make <br/>
<a id="pl.13.1"></a><var>13.1</var>orders to preserve and apply the property of the respondent as may be required for the <br/>
<a id="pl.13.2"></a><var>13.2</var>support of the respondent or individuals who are in fact dependent upon the respondent, <br/>
<a id="pl.13.3"></a><var>13.3</var>and may appoint an agent to assist in that task.<br/>
<a id="pl.13.4"></a><var>13.4</var>(g) Before the initial appointment, and annually within 30 days after the anniversary <br/>
<a id="pl.13.5"></a><var>13.5</var>date of the appointment, the proposed conservator or conservator shall file an informational <br/>
<a id="pl.13.6"></a><var>13.6</var>statement with the court. The statement must be a sworn affidavit containing the following <br/>
<a id="pl.13.7"></a><var>13.7</var>information:<br/>
<a id="pl.13.8"></a><var>13.8</var>(1) the person's educational background and relevant work and other experience;<br/>
<a id="pl.13.9"></a><var>13.9</var>(2) an address and telephone number where the conservator can be contacted;<br/>
<a id="pl.13.10"></a><var>13.10</var>(3) whether the person has ever been removed for cause from serving as a guardian <br/>
<a id="pl.13.11"></a><var>13.11</var>or conservator and if so, the case number and court location;<br/>
<a id="pl.13.12"></a><var>13.12</var>(4) any changes occurring that would affect the accuracy of information contained in <br/>
<a id="pl.13.13"></a><var>13.13</var>the most recent criminal background study conducted pursuant to section 524.5-118; and<br/>
<a id="pl.13.14"></a><var>13.14</var>(5) if applicable, the amount of reimbursement for services rendered to the protected <br/>
<a id="pl.13.15"></a><var>13.15</var>person that the person has received during the previous year.<br/>
<br/>
<a id="bill.0.13.0"></a><a id="pl.13.16"></a><var>13.16</var>    Sec. 13. Minnesota Statutes 2008, section 524.5-409, is amended to read:<br/>
<a id="pl.13.17"></a><var>13.17</var><b>524.5-409 FINDINGS; ORDER OF APPOINTMENT.</b><br/>
<a id="pl.13.18"></a><var>13.18</var>(a) The court may appoint a limited or unlimited conservator for a respondent only <br/>
<a id="pl.13.19"></a><var>13.19</var>if it finds that:<br/>
<a id="pl.13.20"></a><var>13.20</var>(1) by clear and convincing evidence, the individual is unable to manage property <br/>
<a id="pl.13.21"></a><var>13.21</var>and business affairs because of an impairment in the ability to receive and evaluate <br/>
<a id="pl.13.22"></a><var>13.22</var>information or make decisions, even with the use of appropriate technological assistance, <br/>
<a id="pl.13.23"></a><var>13.23</var>or because the individual is missing, detained, or unable to return to the United States;<br/>
<a id="pl.13.24"></a><var>13.24</var>(2) by a preponderance of evidence, the individual has property that will be wasted <br/>
<a id="pl.13.25"></a><var>13.25</var>or dissipated unless management is provided or money is needed for the support, care, <br/>
<a id="pl.13.26"></a><var>13.26</var>education, health, and welfare of the individual or of individuals who are entitled to the <br/>
<a id="pl.13.27"></a><var>13.27</var>individual's support and that protection is necessary or desirable to obtain or provide <br/>
<a id="pl.13.28"></a><var>13.28</var>money; and<br/>
<a id="pl.13.29"></a><var>13.29</var>(3) the respondent's identified needs cannot be met by less restrictive means, <br/>
<a id="pl.13.30"></a><var>13.30</var>including use of appropriate technological assistance.<br/>
<a id="pl.13.31"></a><var>13.31</var>(b) Alternatively, the court, with appropriate findings, may enter any other <br/>
<a id="pl.13.32"></a><var>13.32</var>appropriate order, or dismiss the proceeding.<br/>
<a id="pl.13.33"></a><var>13.33</var>(c) The court, whenever feasible, shall grant to a conservator only those powers <br/>
<a id="pl.13.34"></a><var>13.34</var>necessitated by the protected person's limitations and demonstrated needs and make <br/>
<a id="pl.13.35"></a><var>13.35</var>appointive and other orders that will encourage the development of the protected person's <br/>
<a id="pl.13.36"></a><var>13.36</var>maximum self-reliance and independence.<br/>
<a id="pl.14.1"></a><var>14.1</var>(d) Within 14 days after an appointment, the conservator shall send or deliver to the <br/>
<a id="pl.14.2"></a><var>14.2</var>protected person, if the protected person has attained 14 years of age and is not missing, <br/>
<a id="pl.14.3"></a><var>14.3</var>detained, or unable to return to the United States, and counsel if represented at the hearing, <br/>
<a id="pl.14.4"></a><var>14.4</var>a copy of the order of appointment accompanied by a notice which advises the protected <br/>
<a id="pl.14.5"></a><var>14.5</var>person of the right to appeal the conservatorship appointment in the time and manner <br/>
<a id="pl.14.6"></a><var>14.6</var>provided by the Rules of Appellate Procedure.<br/>
<a id="pl.14.7"></a><var>14.7</var>(e) Each year, within 30 days after the anniversary date of an appointment, a <br/>
<a id="pl.14.8"></a><var>14.8</var>conservator shall send or deliver to the protected person and to interested persons of <br/>
<a id="pl.14.9"></a><var>14.9</var>record with the court a notice of the right to request termination or modification of the <br/>
<a id="pl.14.10"></a><var>14.10</var>conservatorship or for any order that is in the best interests of the protected person or for <br/>
<a id="pl.14.11"></a><var>14.11</var>other appropriate relief.<br/>
<a id="pl.14.12"></a><var>14.12</var>(f) The appointment of a conservator or the entry of another protective order is not a <br/>
<a id="pl.14.13"></a><var>14.13</var>determination of incapacity of the protected person.<br/>
<br/>
<a id="bill.0.14.0"></a><a id="pl.14.14"></a><var>14.14</var>    Sec. 14. Minnesota Statutes 2008, section 524.5-413, is amended to read:<br/>
<a id="pl.14.15"></a><var>14.15</var><b>524.5-413 WHO MAY BE CONSERVATOR; PRIORITIES.</b><br/>
<a id="pl.14.16"></a><var>14.16</var>(a) Except as otherwise provided in paragraph (d), the court, in appointing a <br/>
<a id="pl.14.17"></a><var>14.17</var>conservator, shall consider persons otherwise qualified in the following order of priority:<br/>
<a id="pl.14.18"></a><var>14.18</var>(1) a conservator, guardian of the estate, or other like fiduciary appointed or <br/>
<a id="pl.14.19"></a><var>14.19</var>recognized by an appropriate court of any other jurisdiction in which the protected person <br/>
<a id="pl.14.20"></a><var>14.20</var>resides;<br/>
<a id="pl.14.21"></a><var>14.21</var>(2) a person nominated as conservator by the respondent, including the respondent's <br/>
<a id="pl.14.22"></a><var>14.22</var>most recent nomination made in a durable power of attorney, if the respondent has attained <br/>
<a id="pl.14.23"></a><var>14.23</var>14 years of age and at the time of the nomination had sufficient capacity to express <br/>
<a id="pl.14.24"></a><var>14.24</var>a preference;<br/>
<a id="pl.14.25"></a><var>14.25</var>(3) an agent appointed by the respondent to manage the respondent's property under <br/>
<a id="pl.14.26"></a><var>14.26</var>a durable power of attorney;<br/>
<a id="pl.14.27"></a><var>14.27</var>(4) the spouse of the respondent;<br/>
<a id="pl.14.28"></a><var>14.28</var>(5) an adult child of the respondent;<br/>
<a id="pl.14.29"></a><var>14.29</var>(6) a parent of the respondent; and<br/>
<a id="pl.14.30"></a><var>14.30</var>(7) an adult with whom the respondent has resided for more than six months before <br/>
<a id="pl.14.31"></a><var>14.31</var>the filing of the petition; <br/>
<a id="pl.14.32"></a><var>14.32</var>(8) an adult who is related to the respondent by blood, adoption, or marriage; and<br/>
<a id="pl.14.33"></a><var>14.33</var>(9) any other adult or a professional conservator.<br/>
<a id="pl.14.34"></a><var>14.34</var>(b) A person having priority under paragraph (a), clause (1), (4), (5), or (6), may <br/>
<a id="pl.14.35"></a><var>14.35</var>designate in writing a substitute to serve instead and thereby transfer the priority to the <br/>
<a id="pl.14.36"></a><var>14.36</var>substitute.<br/>
<a id="pl.15.1"></a><var>15.1</var>(c) The court, acting in the best interest of the protected person, may decline to <br/>
<a id="pl.15.2"></a><var>15.2</var>appoint a person having priority and appoint a person having a lower priority or no <br/>
<a id="pl.15.3"></a><var>15.3</var>priority. With respect to persons having equal priority, the court shall select the one it <br/>
<a id="pl.15.4"></a><var>15.4</var>considers best qualified.<br/>
<a id="pl.15.5"></a><var>15.5</var>(d) In any proceeding where the value of the personal property of the estate of the <br/>
<a id="pl.15.6"></a><var>15.6</var>proposed protected person in the initial inventory of the estate filed by the conservator <br/>
<a id="pl.15.7"></a><var>15.7</var>under section 524.5-419 is expected to be at least $10,000, the court shall require the <br/>
<a id="pl.15.8"></a><var>15.8</var>conservator to post a bond. The bond requirement under this paragraph does not apply to <br/>
<a id="pl.15.9"></a><var>15.9</var>conservators appointed before August 1, 2009, but shall apply as current conservatorships <br/>
<a id="pl.15.10"></a><var>15.10</var>are reviewed by the court after August 1, 2009.<br/>
<a id="pl.15.11"></a><var>15.11</var>(e)  Any individual or agency which provides residence, custodial care, medical care, <br/>
<a id="pl.15.12"></a><var>15.12</var>employment training, or other care or services for which they receive a fee may not be <br/>
<a id="pl.15.13"></a><var>15.13</var>appointed as conservator unless related to the respondent by blood, marriage, or adoption.<br/>
<br/>
<a id="bill.0.15.0"></a><a id="pl.15.14"></a><var>15.14</var>    Sec. 15. Minnesota Statutes 2008, section 524.5-414, is amended to read:<br/>
<a id="pl.15.15"></a><var>15.15</var><b>524.5-414 PETITION FOR ORDER SUBSEQUENT TO APPOINTMENT.</b><br/>
<a id="pl.15.16"></a><var>15.16</var>(a) A protected person or an interested person may file a petition in the appointing <br/>
<a id="pl.15.17"></a><var>15.17</var>court for an order:<br/>
<a id="pl.15.18"></a><var>15.18</var>(1) requiring bond or collateral or additional bond or collateral, or reducing bond;<br/>
<a id="pl.15.19"></a><var>15.19</var>(2) requiring an accounting for the administration of the protected person's estate;<br/>
<a id="pl.15.20"></a><var>15.20</var>(3) directing distribution;<br/>
<a id="pl.15.21"></a><var>15.21</var>(4) removing the conservator and appointing a temporary or successor conservator;<br/>
<a id="pl.15.22"></a><var>15.22</var>(5) modifying the type of appointment or powers granted to the conservator if <br/>
<a id="pl.15.23"></a><var>15.23</var>the extent of protection or management previously granted is currently excessive or <br/>
<a id="pl.15.24"></a><var>15.24</var>insufficient or the protected person's ability to manage the estate and business affairs <br/>
<a id="pl.15.25"></a><var>15.25</var>has so changed as to warrant the action; or<br/>
<a id="pl.15.26"></a><var>15.26</var>(6) acting in the protected person's best interests or  granting other appropriate relief.<br/>
<a id="pl.15.27"></a><var>15.27</var>(b) A conservator may petition the appointing court for instructions concerning <br/>
<a id="pl.15.28"></a><var>15.28</var>fiduciary responsibility.<br/>
<a id="pl.15.29"></a><var>15.29</var>(c) On notice and hearing the petition, the court may give appropriate instructions <br/>
<a id="pl.15.30"></a><var>15.30</var>and make any appropriate order.<br/>
<a id="pl.15.31"></a><var>15.31</var>(d) The court may, at its own discretion, waive the notice or hearing requirements <br/>
<a id="pl.15.32"></a><var>15.32</var>for the relief requested in a petition filed under this section.<br/>
<br/>
<a id="bill.0.16.0"></a><a id="pl.15.33"></a><var>15.33</var>    Sec. 16. Minnesota Statutes 2008, section 524.5-420, is amended to read:<br/>
<a id="pl.15.34"></a><var>15.34</var><b>524.5-420 REPORTS; APPOINTMENT OF VISITOR; MONITORING</b><b>; </b><br/>
<a id="pl.15.35"></a><var>15.35</var><b>COURT ORDERS</b><b>.</b><br/>
<a id="pl.16.1"></a><var>16.1</var>(a) A conservator shall report to the court for administration of the estate annually <br/>
<a id="pl.16.2"></a><var>16.2</var>unless the court otherwise directs, upon resignation or removal, upon termination of <br/>
<a id="pl.16.3"></a><var>16.3</var>the conservatorship, and at other times as the court directs. An order, after notice and <br/>
<a id="pl.16.4"></a><var>16.4</var>hearing, allowing an intermediate report of a conservator adjudicates liabilities concerning <br/>
<a id="pl.16.5"></a><var>16.5</var>the matters adequately disclosed in the accounting. An order, after notice and hearing, <br/>
<a id="pl.16.6"></a><var>16.6</var>allowing a final report adjudicates all previously unsettled liabilities relating to the <br/>
<a id="pl.16.7"></a><var>16.7</var>conservatorship.<br/>
<a id="pl.16.8"></a><var>16.8</var>(b) A report must state or contain a listing of the assets of the estate under the <br/>
<a id="pl.16.9"></a><var>16.9</var>conservator's control and a listing of the receipts, disbursements, and distributions during <br/>
<a id="pl.16.10"></a><var>16.10</var>the reporting period.<br/>
<a id="pl.16.11"></a><var>16.11</var>(c) A protected person or an interested person of record with the court may submit to <br/>
<a id="pl.16.12"></a><var>16.12</var>the court a written statement disputing account statements regarding the administration of <br/>
<a id="pl.16.13"></a><var>16.13</var>the estate that are contained in the report and may petition the court for any order that is in <br/>
<a id="pl.16.14"></a><var>16.14</var>the best interests of the protected person and the estate or for other appropriate relief. <br/>
<a id="pl.16.15"></a><var>16.15</var>(d)  The court may appoint a visitor to review a report or plan, interview the protected <br/>
<a id="pl.16.16"></a><var>16.16</var>person or conservator, and make any other investigation the court directs. In connection <br/>
<a id="pl.16.17"></a><var>16.17</var>with a report, the court may order a conservator to submit the assets of the estate to an <br/>
<a id="pl.16.18"></a><var>16.18</var>appropriate examination to be made in a manner the court directs.<br/>
<a id="pl.16.19"></a><var>16.19</var>(d) (e) The court shall establish a system for monitoring of conservatorships, <br/>
<a id="pl.16.20"></a><var>16.20</var>including the filing and review of conservators' reports and plans. If an annual report is <br/>
<a id="pl.16.21"></a><var>16.21</var>not filed within 60 days of the required date, the court shall issue an order to show cause."<br/>
<a id="pl.16.22"></a><var>16.22</var>Delete the title and insert:<br/>

<a id="pl.16.25"></a><var>16.25</var>providing for fees for central registration and use of fee proceeds; amending <br/>
<a id="pl.16.26"></a><var>16.26</var>Minnesota Statutes 2008, sections 260C.331, subdivision 1; 524.5-102, <br/>
<a id="pl.16.27"></a><var>16.27</var>subdivision 7, by adding a subdivision; 524.5-304; 524.5-309; 524.5-310; <br/>
<a id="pl.16.28"></a><var>16.28</var>524.5-315; 524.5-316; 524.5-317; 524.5-406; 524.5-409; 524.5-413; 524.5-414; <br/>
<a id="pl.16.29"></a><var>16.29</var>524.5-420; proposing coding for new law in Minnesota Statutes, chapter 524."<br/>
         		We request the adoption of this report and repassage of the bill.House Conferees: (Signed) Paul Thissen, Joe Mullery, Paul AndersonSenate Conferees: (Signed) Mee Moua, Ron Latz, David Hann
         <table>
<col width="50px"/>
<col width="252px"/>
<col width="42px"/>
<col width="252px"/>
<tr>
<td><a id="pl.17.1"></a><var>17.1</var><br/>
</td>
<td colspan="3">We request the adoption of this report and repassage of the bill.<br/>
</td>
</tr>
<tr>
<td><a id="pl.17.2"></a><var>17.2</var><br/>
</td>
<td>House Conferees:<span width="2em"></span>(Signed)<br/>
</td>
<td></td>
<td></td>
</tr>
<tr>
<td><a id="pl.17.3"></a><var>17.3</var><br/>
</td>
<td><span>
                     							.....
                     						</span><br/>
</td>
<td></td>
<td><span>
                     							.....
                     						</span><br/>
</td>
</tr>
<tr>
<td><a id="pl.17.4"></a><var>17.4</var><br/>
</td>
<td>Paul Thissen<br/>
</td>
<td></td>
<td>Joe Mullery<br/>
</td>
</tr>
<tr>
<td><a id="pl.17.5"></a><var>17.5</var><br/>
</td>
<td><span>
                     							.....
                     						</span><br/>
</td>
<td></td>
<td></td>
</tr>
<tr>
<td><a id="pl.17.6"></a><var>17.6</var><br/>
</td>
<td>Paul Anderson<br/>
</td>
<td></td>
<td></td>
</tr>
<tr>
<td><a id="pl.17.7"></a><var>17.7</var><br/>
</td>
<td>Senate Conferees:<span width="2em"></span>(Signed)<br/>
</td>
<td></td>
<td></td>
</tr>
<tr>
<td><a id="pl.17.8"></a><var>17.8</var><br/>
</td>
<td><span>
                     							.....
                     						</span><br/>
</td>
<td></td>
<td><span>
                     							.....
                     						</span><br/>
</td>
</tr>
<tr>
<td><a id="pl.17.9"></a><var>17.9</var><br/>
</td>
<td>Mee Moua<br/>
</td>
<td></td>
<td>Ron Latz<br/>
</td>
</tr>
<tr>
<td><a id="pl.17.10"></a><var>17.10</var><br/>
</td>
<td><span>
                     							.....
                     						</span><br/>
</td>
<td></td>
<td></td>
</tr>
<tr>
<td><a id="pl.17.11"></a><var>17.11</var><br/>
</td>
<td>David Hann<br/>
</td>
<td></td>
<td></td>
</tr>
</table>