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Shalloway & Shalloway, P.A. - Elder and Special Needs Attorneys. Dedicated to preserving dignity and financial security
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Recent Blog Posts

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Types of Guardianship in Florida

By Shalloway & Shalloway |

A guardian is a surrogate decision-maker appointed by the court to make legal, medical, and/or financial decisions on behalf of another person. For example, a guardian may be appointed to care for a minor whose parents are deceased or otherwise unavailable. A guardian may also be appointed for an adult who cannot make their… Read More »

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Protect your money

What are the Different Kinds of Trusts in Florida?

By Shalloway & Shalloway |

Trusts come in many different forms. Different types of trusts are useful for accomplishing different goals. Some are better suited for protecting your assets from probate and estate taxes, some help to ensure you are financially protected during your elderly years, and others are useful in providing for loved ones while you are still… Read More »

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Reasons to Create a Special Needs Trust Before Child Turns 18

By Shalloway & Shalloway |

One of the most important things you can do for your children is to establish a living trust in their name. And much like a will, it’s recommended to establish a trust as early on in their life as possible. While trusts may sound like an aspect of life reserved for the super-wealthy, they… Read More »

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How Are Trustees of Special Needs Trusts Compensated?

By Shalloway & Shalloway |

Serving as trustee to a trust, especially a special needs trust, is no small undertaking. It can be a time-consuming and complex endeavor. Moreover, administering a trust properly requires adhering to a number of regulations as well as to the guidance of the trust documents, carrying potential liability for any missteps. For that reason,… Read More »

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What is a First Party Special Needs Trust and When is it Useful?

By Shalloway & Shalloway |

Special needs trusts can be an invaluable tool for elder and estate planning. A special needs trust allows you to set up a loved one with income without affecting their eligibility for needs-based governmental programs like Medicare and Medicaid. Most of the time, when you hear about a special needs trust, you are actually… Read More »

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Why Hire an Elder Law Attorney?

By Shalloway & Shalloway |

Preparation is key to entering your golden years with confidence and peace of mind. You wouldn’t leave your most important affairs in the hands of just anyone. A qualified elder law attorney can help you establish a plan that will protect you no matter what life has in store. Whether it’s arranging your finances… Read More »

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What Questions to Ask an Elder Care Attorney

By Shalloway & Shalloway |

Elder care is an important but little-understood area of law. It’s just as important as estate planning, but many people give it little thought until it’s too late. If you are thinking about your plans for long-term care and have a meeting with an elder care attorney, there are a number of important topics… Read More »

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Is There a Difference Between a Supplemental and Special Needs Trust?

By Shalloway & Shalloway |

Special needs trusts and supplemental needs trusts have similar names and appear to serve a similar purpose: They are meant to offer resources to persons who also receive public benefits such as Medicare and Medicaid without upsetting their eligibility to receive those benefits. Are they actually the same thing, or do the terms describe… Read More »

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Consideration When Naming a Guardian in Your Will

By Shalloway & Shalloway |

Planning for your family’s future in the event of your passing is about more than deciding who gets what property. If you have young children, you need to ensure that they are well-cared-for, even if you unexpectedly pass away. You can choose who the court should name as legal guardian for your kids upon… Read More »

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What’s the Difference Between Elder Law and Estate Planning?

By Shalloway & Shalloway |

Many people confuse elder law and estate planning or use the terms interchangeably. While both areas of law are important, and many attorneys offer both sets of services to the same clients, the two fields do serve distinct goals. When you are planning for your financial future and the future of your family, it’s… Read More »

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