Bill Text: IA SF107 | 2023-2024 | 90th General Assembly | Introduced


Bill Title: A bill for an act relating to elder abuse.

Spectrum: Partisan Bill (Republican 1-0)

Status: (Introduced) 2023-01-19 - Introduced, referred to Judiciary. S.J. 157. [SF107 Detail]

Download: Iowa-2023-SF107-Introduced.html
Senate File 107 - Introduced SENATE FILE 107 BY SALMON A BILL FOR An Act relating to elder abuse. 1 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA: 2 TLSB 1140XS (3) 90 pf/rh
S.F. 107 Section 1. Section 235F.1, subsection 5, paragraph a, 1 unnumbered paragraph 1, Code 2023, is amended to read as 2 follows: 3 “Elder abuse” means any of the following relative to a 4 vulnerable elder in all aspects of the vulnerable elder’s life, 5 liberty, and property : 6 Sec. 2. Section 235F.1, subsections 8 and 17, Code 2023, are 7 amended to read as follows: 8 8. “Financial exploitation” relative to a vulnerable elder 9 means when a person stands in a position of trust or confidence 10 with the vulnerable elder and knowingly and by undue influence, 11 deception, coercion, fraud, or extortion, obtains control over 12 or otherwise uses or diverts the benefits, property, resources, 13 belongings, or assets of the vulnerable elder solely for the 14 benefit of someone other than the vulnerable elder and not for 15 the benefit of the vulnerable elder. “Financial exploitation” 16 includes alteration of a governing instrument by a person who 17 stands in a position of trust or confidence with the vulnerable 18 elder . 19 17. “Vulnerable elder” means a person sixty years of age 20 or older who is unable to protect himself or herself the 21 person’s self from elder abuse as due to any of the following 22 circumstances: 23 a. As a result of a mental or physical condition or because . 24 b. Because of a personal circumstance which results in an 25 increased risk of physical, psychological, or financial harm 26 to the person. Clear and convincing evidence of physical, 27 psychological, or financial harm to the person creates a 28 rebuttable presumption that the person was unable to protect 29 the person’s self. 30 Sec. 3. Section 235F.1, Code 2023, is amended by adding the 31 following new subsection: 32 NEW SUBSECTION . 8A. “Governing instrument” means a 33 will; a trust; a deed; a custodianship; an insurance or 34 annuity policy; an account with a designation for payment on 35 -1- LSB 1140XS (3) 90 pf/rh 1/ 3
S.F. 107 death; a security registered in beneficiary form; a pension, 1 profit-sharing, retirement, or other employment-related benefit 2 plan; a family limited partnership; an instrument creating or 3 exercising a power of attorney; an estate planning document; 4 or a dispositive, appointment, or nominative instrument of any 5 similar type. 6 Sec. 4. Section 235F.8, subsection 1, Code 2023, is amended 7 to read as follows: 8 1. A proceeding under this chapter shall afford a vulnerable 9 elder due process of law, shall be held in accordance with the 10 rules of civil procedure, except as otherwise set forth in this 11 chapter and in chapter 664A , and is in addition to any other 12 civil or criminal remedy. 13 EXPLANATION 14 The inclusion of this explanation does not constitute agreement with 15 the explanation’s substance by the members of the general assembly. 16 This bill relates to elder abuse. 17 The bill amends the definition of “elder abuse” to include 18 several actions taken relative to a vulnerable elder in all 19 aspects of the vulnerable elder’s life, liberty, and property. 20 The bill amends the definition of “financial exploitation” 21 relative to a vulnerable elder to limit financial exploitation 22 to that which is solely for the benefit of a person other than 23 the vulnerable elder and not for the benefit of the vulnerable 24 elder. Additionally, under the bill, “financial exploitation” 25 includes alteration of a governing instrument by a person 26 who stands in a position of trust or confidence with the 27 vulnerable elder. The bill provides a definition of “governing 28 instrument”. 29 The bill also amends the definition of “vulnerable elder” 30 to include a person 60 years of age or older who is unable to 31 protect the person’s self from elder abuse due to a personal 32 circumstance which results in an increased risk of physical, 33 financial, or psychological harm to the person. The bill 34 provides that clear and convincing evidence of physical, 35 -2- LSB 1140XS (3) 90 pf/rh 2/ 3
S.F. 107 psychological, or financial harm to a person creates a 1 rebuttable presumption that the person was unable to protect 2 the person’s self. 3 The bill provides that a proceeding under Code chapter 235F 4 (elder abuse) shall afford a vulnerable elder due process of 5 law. 6 -3- LSB 1140XS (3) 90 pf/rh 3/ 3
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