Lake Oswego, OR(971) 865-3171

Insights & Perspectives

Estate Planning & Elder Law Insights for Oregon Families

Practical guidance on estate planning, Medicaid qualification, probate and long-term care, written by the attorneys at Rose Elder Law in Lake Oswego, Oregon. We write these for the families we sit across from every week — people trying to protect a parent’s home, qualify a spouse for care, or simply put an affairs-in-order plan together before it becomes urgent.

Nothing here is legal advice for your situation. Oregon law changes, and the right answer depends on facts an article can’t know. If something applies to you, talk to us directly— or come to one of our free seminars.

AI and the Digital Afterlife: A 2026 Estate Planning PrimerEstate Planning

AI and the Digital Afterlife: A 2026 Estate Planning Primer

Takeaways A new trailer was recently released for As Deep as the Grave starring Val Kilmer. Before 2026, that likely would not have raised eyebrows. A Hollywood icon returning to the screen is nothing new. But Kilmer passed away last April. Using generative artificial intelligence (AI), the film recreates his likeness and voice, placing him back on […]

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Is Now A Good Time To Tidy Up Your Estate?

Is Now A Good Time To Tidy Up Your Estate?

Estate planning is the best way to protect yourself, your family, business, and other assets. There is a real sense of security when these documents are in place. To those of you who have set up your estate plan, congratulations! However, just because you have done your estate planning does not mean you are done. Remember, your life is fluid and ever changing, your estate plan is not! Your estate plan should be reviewed often to ensure it is keeping up with you and your family.

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Recession and Dementia

Recession and Dementia

As of December 2019, market volatility is rocking the world and it appears that this may be the norm going into 2020 and many experts fear recession is imminent. Whether a family member is already in long term care (LTC) or merely concerned LTC is on the horizon, a recession can severely impact financial resources and a family’s ability to pay for help. Planning for LTC now can protect families and their precious assets regardless of the financial weather.

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How to Qualify for Medicaid

How to Qualify for Medicaid

The first thing a law student learns is there is no such thing as a “black and white” rule. To every rule there is an exception (and probably many!). These exceptions make the rules of our society vastly more colorful than the average person would expect, and Oregon Medicaid is no different. Many people have heard the requirements to qualify for Medicaid are very strict. The rules are as follows: the applicant must 1. Need assistance with activities of daily living; 2. Have income under $2,349 a month; and 3. Have $2,000 or less in assets. On their face, these rules appear to exclude most people from qualifying for Medicaid benefits to pay for long term care. However, the exceptions to these rules make Medicaid far more inclusive than first meets the eye.

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Do I Need a Trust?

Do I Need a Trust?

Many people believe that trusts are only for millionaires. This is not the case. Most of our clients do not have a million dollars, but they do have specific wishes for how their estate will be managed when they die.

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If you have a question about whether we can help you, give us a call. We will determine whether we can help or if we might be able to refer you to someone who can.

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Serving the Greater Portland Metro Area, OR

Why Choose Us

Our attorneys specialize exclusively in elder law, ensuring you receive expert guidance tailored to your unique circumstances and Oregon-specific regulations.

Every estate plan is custom-crafted to reflect your specific wishes, family dynamics, and financial situation — no one-size-fits-all documents.

We help structure your assets to maximize protection from potential creditors, nursing home costs, and other unexpected expenses while preserving your legacy.

Proper planning helps your loved ones avoid the time-consuming and costly probate process, allowing for a smoother transition of assets.

Clear legal documentation reduces the risk of family disputes and ensures your wishes are honored without ambiguity or contestation.

Life changes — marriages, divorces, births, deaths. We provide ongoing support to update your estate plan as your circumstances evolve.

Knowing your affairs are in order provides immeasurable peace of mind for you and your loved ones, allowing you to focus on living fully.

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