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Shalloway & Shalloway, P.A. - Elder and Special Needs Attorneys. Dedicated to preserving dignity and financial security
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Government May Start Monitoring Social Media of Disability Applicants

By Shalloway & Shalloway |

Needs-based governmental benefits such as Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), and Medicaid can be a vital and necessary part of a retirement plan, especially if the person has a disability. Special needs planning might need to take into account social media activity from this point forward. SSA Considers Reviewing Social… Read More »

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What Can a Special Needs Trust Pay For?

By Shalloway & Shalloway |

West Palm Beach special needs and elder law attorney for more information. Special Needs Trusts Can Be Used to Pay for a Much Wider Variety of Expenses Than Government Funds Broadly, special needs trust funds can be used to pay for things like education, recreation, counseling, and medical treatment beyond the basic necessities of… Read More »

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Updates to ABLE Account Rules

By Shalloway & Shalloway |

Achieving a Better Life Experience (ABLE) accounts are savings accounts designed for individuals with disabilities to assist them in saving money and building savings and retirement funds without damaging their ability to receive government benefits such as social security and Medicaid. Recent changes to the federal rules governing ABLE accounts now enable account holders… Read More »

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Common Misconceptions About Medicaid Planning in Florida

By Shalloway & Shalloway |

Clients often come in with questions about Medicaid eligibility or the effects of Medicaid for themselves or their family members, frequently with misconceptions based on things their friends have told them. It is important to clear up any misconceptions you or your family may have with the help of a knowledgeable West Palm Beach… Read More »

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Changes in Florida Special Needs Trust Law

By Shalloway & Shalloway |

Special needs trusts, also called supplemental needs trusts, can be an essential part of any estate plan that includes family members with a disability, particularly special needs children. Special needs trusts allow you to leave money to a family member who receives public benefits such as Medicaid without causing the beneficiary to become disqualified… Read More »

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4 Life Events That May Prompt Revision to Your Estate Plan

By Shalloway & Shalloway |

Creating your estate plan is not a one-time event. Your last will or trusts should be reviewed regularly to ensure that your property will go to those you care about most. Aside from regular updates every few years, there are certain life events that should prompt you to revise your estate plan. Learn more… Read More »

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Including Digital Assets in Your Estate Plan

By Shalloway & Shalloway |

More and more of our lives take place not in the physical world, but in the digital world. We store important personal and financial information on our computers or in the cloud. We save photos and videos digitally, or post them on social media sites, without ever creating a physical copy. We pay bills… Read More »

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Vulnerable Florida Residents Now Have Rights to Protection from Guardian Exploitation

By Shalloway & Shalloway |

In March of 2018, Florida Gov. Rick Scott signed bill number HB 1059 into law. This law, § 825.1035 of the Florida Statutes, provides for the right to file an injunction for the protection against exploitation of a vulnerable adult, and is intended to provide protection for those under the care of a guardian…. Read More »

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Income Trusts and Medicaid: Frequently Asked Questions

By Shalloway & Shalloway |

Qualifying for Medicaid benefits as a Florida senior can have a huge impact on your ability to afford the long-term care that you, your spouse, or your parent needs in their later years. Many Floridians would simply be unable to pay for in-home or nursing home care without qualifying for Medicaid coverage. A common… Read More »

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What Qualities Do Contested Wills Often Share?

By Shalloway & Shalloway |

If you’re in the process of drafting a will, you probably want to do all you can to ensure that the assets in your estate are distributed as quickly as possible to your chosen inheritors. One of the major obstacles to distributing the property contained in an estate is a legal challenge to the… Read More »

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