416.350
Recovery of medical assistance; estate claims; transfer of assets. (1) The Department of Human
Services or the Oregon Health Authority may recover from any person the amounts
of medical assistance the department or the authority incorrectly paid to or on
behalf of the person.
(2) Except as
prohibited by ORS 178.380, medical assistance pursuant to ORS chapter 414 paid
to or on behalf of an individual who was 55 years of age or older when the
individual received the assistance, or paid to or on behalf of a person of any
age who was a permanently institutionalized inpatient in a nursing facility,
intermediate care facility for persons with intellectual disabilities or other
medical institution, may be recovered from the estate of the individual or from
any recipient of property or other assets held by the individual at the time of
death including the estate of the surviving spouse. Claim for such medical
assistance correctly paid to or on behalf of the individual may be established
against the estate, but the claim may not be adjusted or recovered until after
the death of the surviving spouse, if any, and only at a time when the
individual has no surviving child who is under 21 years of age or who is blind
or permanently and totally disabled. Transfers of real or personal property by
recipients of such aid without adequate consideration are voidable and may be
set aside under ORS 411.620 (2).
(3) Nothing in
this section authorizes the recovery of the amount of any aid from the estate
or surviving spouse of a recipient to the extent that the need for aid resulted
from a crime committed against the recipient.
(4) In any action
or proceeding under this section to recover medical assistance paid, it is the
legal burden of the person who receives the property or other assets from a
medical assistance recipient to establish the extent and value of the recipient’s
legal title or interest in the property or assets in accordance with rules
established by the authority.
(5) Amounts
recovered under this section do not include the value of benefits paid to or on
behalf of a beneficiary under a policy or certificate of qualified long term
care insurance as defined in ORS 743.652, that were disregarded in determining
eligibility for or the amount of medical assistance provided to the
beneficiary.
(6) As used in
this section:
(a) “Estate”
includes all real and personal property and other assets in which the deceased
individual had any legal title or interest at the time of death including
assets conveyed to a survivor, heir or assign of the deceased individual
through joint tenancy, tenancy in common, survivorship, life estate, living
trust or other similar arrangement.
(b) “Medical
assistance” includes the state’s monthly contribution to the federal government
to defray the costs of outpatient prescription drug coverage provided to a
person who is eligible for Medicare Part D prescription drug coverage and who
receives medical assistance. [Formerly 414.105; 2011 c.720 §154; 2013 c.688 §87;
2017 c.367 §5]
Notes of Decisions
Nay v. Dep't of Human Servs., 385 P.3d 1001 (Or. 2016).
· cites it 17× “Additionally, ORS 416.350 was amended by Or Laws 2009, ch 595, § 278 (at that time the statute had been numbered ORS 414.”
Dept. of Human Servs. v. Hobart, 507 P.3d 299 (Or. Ct. App. 2022).
· cites it 27× “Based on those find- ings, the trial court set aside the property transfer, relying on ORS 416.350(2), ORS 411.620(2), and ORS 411.”
Nay v. Dep't of Human Servs., 340 P.3d 720 (Or. Ct. App. 2014).
· cites it 17× “7 The relevant portion of Oregon’s estate recovery statute, ORS 416.350, provides, in part: “(2) Medical assistance pursuant to ORS chapter 414 paid to or on behalf of an individual who was 55 years of age or older when the individual received the assistance, or paid to or on…”
— Or. Rev. Stat. § 416.350(2) — 3 cases
Nay v. Dep't of Human Servs., 385 P.3d 1001 (Or. 2016).
“Additionally, ORS 416.350 was amended by Or Laws 2009, ch 595, § 278 (at that time the statute had been numbered ORS 414.”
Dept. of Human Servs. v. Hobart, 507 P.3d 299 (Or. Ct. App. 2022).
“Based on those find- ings, the trial court set aside the property transfer, relying on ORS 416.350(2), ORS 411.620(2), and ORS 411.”
Nay v. Dep't of Human Servs., 340 P.3d 720 (Or. Ct. App. 2014).
“7 The relevant portion of Oregon’s estate recovery statute, ORS 416.350, provides, in part: “(2) Medical assistance pursuant to ORS chapter 414 paid to or on behalf of an individual who was 55 years of age or older when the individual received the assistance, or paid to or on…”
— Or. Rev. Stat. § 416.350(4) — 2 cases
Nay v. Dep't of Human Servs., 385 P.3d 1001 (Or. 2016).
“Additionally, ORS 416.350 was amended by Or Laws 2009, ch 595, § 278 (at that time the statute had been numbered ORS 414.”
Dept. of Human Servs. v. Hobart, 507 P.3d 299 (Or. Ct. App. 2022).
“Based on those find- ings, the trial court set aside the property transfer, relying on ORS 416.350(2), ORS 411.620(2), and ORS 411.”
— Or. Rev. Stat. § 416.350(6) — 2 cases
Nay v. Dep't of Human Servs., 385 P.3d 1001 (Or. 2016).
“Additionally, ORS 416.350 was amended by Or Laws 2009, ch 595, § 278 (at that time the statute had been numbered ORS 414.”
Nay v. Dep't of Human Servs., 340 P.3d 720 (Or. Ct. App. 2014).
“7 The relevant portion of Oregon’s estate recovery statute, ORS 416.350, provides, in part: “(2) Medical assistance pursuant to ORS chapter 414 paid to or on behalf of an individual who was 55 years of age or older when the individual received the assistance, or paid to or on…”
— Or. Rev. Stat. § 416.350(6)(a) — 3 cases
Nay v. Dep't of Human Servs., 385 P.3d 1001 (Or. 2016).
“Additionally, ORS 416.350 was amended by Or Laws 2009, ch 595, § 278 (at that time the statute had been numbered ORS 414.”
Dept. of Human Servs. v. Hobart, 507 P.3d 299 (Or. Ct. App. 2022).
“Based on those find- ings, the trial court set aside the property transfer, relying on ORS 416.350(2), ORS 411.620(2), and ORS 411.”
Nay v. Dep't of Human Servs., 340 P.3d 720 (Or. Ct. App. 2014).
“7 The relevant portion of Oregon’s estate recovery statute, ORS 416.350, provides, in part: “(2) Medical assistance pursuant to ORS chapter 414 paid to or on behalf of an individual who was 55 years of age or older when the individual received the assistance, or paid to or on…”
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