Shalloway and Shalloway, P.A.

Category Archives: Special Needs Trusts

Mother with special needs daugther

Case Study: Medicaid Planning for Family with Special Needs Child

By Mark Shalloway |

Margaret and Sam have always taken care of their daughter, Elizabeth.  She is 45, has never worked, and has never left home.  She is “developmentally disabled” and receives SSI (Supplemental Security Income).  They have always worried about who would take care of her after they die.  Some years ago, Sam was diagnosed with dementia. … Read More »

Man on wheelchair

Individuals with Disabilities May Now Establish Their Own Special Needs Trusts

By Mark Shalloway |

In the past, a self-settled special needs trust (SNT) could only be established by a parent, grandparent, guardian, or court. On December 13, 2016, the 21st Century Cures Act (H.R.34 — 114th Congress (2015-2016)) changed that. Section 5007 of the Act, titled “Fairness in Medicaid Supplemental Needs Trusts” incorporates language from the Special Needs… Read More »

Woman with special needs

Could a Special Needs Trust Benefit You or a Loved One?

By Mark Shalloway |

West Palm Beach estate planning & elder law attorneys at Shalloway & Shalloway discuss whether a special needs trust could benefit you or a loved one.

Shalloway & Shalloway, P.A., is located in West Palm Beach, FL and serves clients in Palm Beach, Broward, Dade, Okeechobee, Martin and St. Lucie Counties.

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