Gray Divorce: Estate & Medicaid Planning Implications in New York

• 1 How divorce affects Medicaid eligibility, including end of spousal refusal and sham‑divorce rules
• 2 Why federal estate tax portability is lost after divorce and each ex‑spouse keeps only their own exemption
• 3 How New York's non‑portability estate tax can trigger tax calculated from dollar one once an estate exceeds the exemption
• 4 Which post‑divorce documents to update immediately: health care proxy, power of attorney, HIPAA authorization, will, burial agent

Based on transcript analysis