Your state's pack. New issue every Monday. Bookmark it. I built this for the Oregon T&E solo who knows the ORS probate code cold but still loses an afternoon a week tracking the moving Oregon Health Plan pieces — and who has to plan around expanded estate recovery that pulls non-probate assets back into the estate.
For licensed attorneys. This pack is general legal information and professional commentary for practicing attorneys — it is not legal advice, does not apply to any specific matter, and creates no attorney-client relationship. Verify every authority against the cited primary source before relying on it with a client. Published by Mike Moss, a Utah-admitted attorney, as an AI-enablement information product; it is not an offer of legal services and is not a representation that the author is admitted to practice in your jurisdiction.
Three developments I think actually matter to an Oregon T&E solo. Each has a read that lands on your practice specifically — and each comes with a reachable citation so you can verify it yourself before you use it with a client.
ORS § 416.350 defines the recoverable estate to include assets passing by joint tenancy, tenancy in common, survivorship, life estate, living trust, or similar arrangement; transfers without adequate consideration are voidable under ORS § 411.620(2).
This is the structural fact an Oregon Medicaid plan is built around. A bare TOD deed or joint title does not escape recovery — under ORS § 93.969 the TOD beneficiary takes subject to the state's claim if the probate estate is insufficient. The shield is the irrevocable trust or a completed transfer outside the look-back.
ORS §§ 416.350, 411.620(2) · oregon.public.law
Oregon's Uniform Real Property Transfer on Death Act (ORS §§ 93.948–93.979, effective 2012) lets an owner record a TOD deed, but ORS § 93.969 says the beneficiary takes subject to a state Medicaid claim or lien when probate assets are insufficient.
Counsel clients that the TOD deed is a probate tool, not a recovery shield, in Oregon. For LTC clients, the recovery analysis — not just probate avoidance — drives the structure.
Maximum CSRA is $162,660 (minimum $32,532); the single-applicant resource limit is $2,000; Oregon applies the $752,000 home-equity limit.
Two places this lands: community-spouse protection math and high-value-home clients. Flag the 2028 OBBBA $1,000,000 flat home-equity cap now.
42 U.S.C. § 1396p · CMS 2026 Standards (medicaid.gov)
This week in Oregon for the T&E solo with Oregon Health Plan-planning clients: what the Oregon State Bar, the OSB Estate Planning & Administration Section, and the Oregon Health Authority (OHA) put in front of you.
The bar CLE calendar, the OHA / ODHS bulletins, and the federal standards all publish on different schedules. This is that sift, already done, with the link on each item.