Estate Planning & Elder Law Resources

Clear answers to the questions clients ask most — covering powers of attorney, Social Security, Medicare, Medicaid, estate recovery, trusts, and more.

A working document to help your personal representative, trustee, or agent locate and manage your digital accounts after your death or incapacity — covering email, social media, financial accounts, cryptocurrency, subscriptions, and more.

The printable version of the intake workbook behind every Track Town Law estate plan — family, assets, accounts, beneficiaries, and the decisions that shape your documents. Most clients complete this electronically as part of the planning process, but if you prefer working on paper, this is the same workbook in full.

Your estate plan answers the law's questions — this organizer answers your family's. A fill-in workbook recording where the documents, accounts, policies, and keys live, who to call first, and the wishes your family would otherwise have to guess. Costs an afternoon; saves them months.

A plain-English primer on Medicaid, Medicare, SSI, SSDI, SNAP, ABLE accounts, Special Needs Trusts, and VA Aid & Attendance — who qualifies and what they cover.

At-a-glance summary of Medicare Parts A, B, C, and D — what each covers, key costs, and the critical note that Medicare does not cover most long-term care.

Current figures for Medicaid spousal impoverishment, Medicare premiums, Social Security benefits, VA Aid & Attendance limits, and gift and estate tax exclusions.

Explains Oregon's Activities of Daily Living assessment, Service Priority Levels, and how cognitive impairment alone can qualify someone for Medicaid long-term care services.

The full Oregon Administrative Rule defining the 18 Service Priority Levels used to determine Medicaid long-term care eligibility — SPLs 1 through 13 meet the nursing facility level of care standard.

The three reasons Oregon denies long-term care applications — income over the cap, assets over the limit, or a penalized transfer — and the playbook for each, from income cap trusts to spousal annuities to hearing rights. With July 2026 figures.