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SB 1029 Oregon Senate · 2025 Regular Session

Relating to the recovery of public assistance; prescribing an effective date.

Summary
Prohibits the recovery of medical assistance from an individual's estate under circumstances in which a child had been living in the individual's home and providing care to the individual. Directs the Oregon Health Authority and the Department of Human Services to seek any necessary federal approval. [ Removes the prohibition against the transfer of real or personal property without adequate consideration by recipients of medical assistance or recipients of assistance under the Oregon Supplemental Income Program. ] Becomes operative on the date that notice of federal approval is received. Takes effect on the 91st day following adjournment sine die.
Issues: ✓ HealthcareSupports HealthcareBill prohibits recovery of medical assistance from estates when a child provided care, protecting beneficiaries from repayment burdens and supporting continued access to healthcare benefits.90% confidence
Bill status in committee 1 of 4 stages cleared
Introduction
Feb 2025
Committee Review
Floor Vote
Governor
Introduced Feb 18, 2025 Last action Jun 28, 2025
Maddy AI version diff · 1 comparison

What changed between versions

Introduced → A-Engrossed · 6 edits
MODERATE
This bill modifies Oregon's medical assistance recovery laws to create a new exception preventing the state from recovering medical assistance costs from an individual's estate when a child lived in the home and provided care for at least two years before eligibility or death. The bill also clarifies rules about property transfers and adds requirements for federal approval before the changes take effect.
Scope change
The bill narrows the scope of estate recovery by adding specific exemptions for children who provided care, while also removing a previous prohibition on property transfers that was causing confusion.
ELIGIBILITY

Creates new exception preventing estate recovery when a child lived in the recipient's home for at least two consecutive years before eligibility or death and provided care that allowed the recipient to stay at home rather than in an institution.

Changes the age/disability criteria for children from 'under 21 or blind or permanently disabled' to include children who meet specific care and residence requirements regardless of age or disability status.

REQUIREMENT

Removes the blanket prohibition against property transfers without adequate consideration that was previously in the law.

Requires Oregon Health Authority and Department of Human Services to seek federal approval before the new provisions become operative.

TIMELINE

Changes effective date from 91 days after legislative adjournment to the date federal approval is received, with agencies required to seek approval within six months of the act's effective date.

SCOPE

Removes references to ORS 411.708 from the bill's scope, indicating this provision is no longer being amended.

Floor votes

How they voted

No floor votes recorded yet.
Full legislative history

Actions timeline

Total actions
8
Key actions
2
Committee
4
Jun 28, 2025
Upper · Passed
In committee upon adjournment.
upper
Apr 15, 2025
Committee
Referred to Ways and Means by order of the President.
upper
Apr 15, 2025
Upper · Passed
Recommendation: Do pass with amendments and be referred to Ways and Means. (Printed A-Eng.)
upper
Feb 18, 2025
Committee
Referred to Human Services.
upper
Feb 18, 2025
Introduced
Introduction and first reading. Referred to President's desk.
upper
0 primary · 0 co-sponsors

Sponsors

No sponsor information available.