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ACC – 27th Annual Education Conference

Shalloway & Shalloway, P.A. Supports Alzheimer’s Community Care’s 27th Annual Education Conference

By Shalloway & Shalloway |

Shalloway & Shalloway, P.A. is proud to support Alzheimer’s Community Care and its upcoming 27th Annual Education Conference, taking place on Thursday, May 21 from 8:00 a.m. to 3:30 p.m. at the DoubleTree by Hilton Palm Beach Gardens. This year’s conference continues a long-standing tradition of bringing together caregivers, healthcare professionals, and community members… Read More »

Legal Aid Society – Waves of Justice

Shalloway & Shalloway, P.A. Continues Support of Legal Aid Society’s “Waves of Justice” Gala

By Shalloway & Shalloway |

Shalloway & Shalloway, P.A. is proud to support the Legal Aid Society of Palm Beach County as a sponsor of the upcoming “Waves of Justice” Gala, taking place on April 18, 2026, at the Cohen Pavilion at the Kravis Center for the Performing Arts in West Palm Beach. The annual gala plays an important… Read More »

Qualify for Medicaid – Blog

Medicaid Planning Florida: Protect Assets with Irrevocable Trusts

By Shalloway & Shalloway |

Qualifying for Medicaid requires meeting strict income and asset limits. In Florida, applicants are generally limited to just $2,000 in countable assets, though certain items like a primary residence and vehicle are exempt. Because of these limitations, many individuals assume they are not eligible for Medicaid. Fortunately, with proper planning, it is often possible… Read More »

Guardianships nd Special Needs Trusts

Guardianships and Special Needs Trusts in Florida: How They Work Together

By Shalloway & Shalloway |

When a loved one can no longer manage their own affairs, many families turn to guardianship in Florida as a solution. But what many people don’t realize is that there are also powerful planning tools, called Special Needs Trusts (SNTs), that can support or even reduce the need for court involvement. Even more importantly,… Read More »

Qualified Income Trust

What Is a Qualified Income Trust (QIT)? A Guide to Medicaid Eligibility in Florida

By Shalloway & Shalloway |

A Qualified Income Trust (QIT), also known as a Miller Trust, is a specialized legal tool used in Medicaid planning. Unlike other types of trusts that are designed for probate avoidance or asset protection, a QIT serves one very specific purpose: helping individuals qualify for Florida Medicaid long-term care benefits when their income exceeds… Read More »

Guardianship and Medicaid Planning in Florida What Families Need to Know

Guardianship and Medicaid Planning in Florida: What Families Need to Know

By Shalloway & Shalloway |

It can be incredibly overwhelming when a loved one starts to lose the ability to make decisions for themselves. Cognitive decline doesn’t always follow a clear path. It can come on suddenly or develop slowly over time. Understanding Florida guardianship and Medicaid planning is essential when a loved one begins to lose capacity. At… Read More »

Estate Planning Strategy Wealth Management Asset Protection Concept

How to Help Seniors Protect Their Assets

By Shalloway & Shalloway |

The need for long-term care is an inevitable reality for many individuals, but the cost can be overwhelming for families. Nursing homes, assisted living facilities, and extended in-home care services can quickly drain a lifetime of savings. For seniors who need ongoing care, Medicaid is often the only realistic way to cover these expenses…. Read More »

Florida Long-Term Care Medicaid planning for married couples

Long-Term Care Medicaid in Florida: How Married Couples Can Protect Assets

By Shalloway & Shalloway |

How Florida Couples Use Long-Term Care Medicaid & the Spousal Refusal Strategy By: Mark Shalloway, Certified Elder Law Attorney When a spouse needs home health care, assisted living, or nursing home placement, many Florida families believe they must spend down their life savings before qualifying for Florida Long-Term Care Medicaid. Though that belief is… Read More »

Two people in business attire discussing a document at a table with a laptop, file stack, and potted plant, conveying a professional tone.

Ethical Issues In Medicaid Planning

By Shalloway & Shalloway |

Medicaid planning often raises difficult questions for families. Many people assume that qualifying for Medicaid means “giving everything away” or “hiding assets.” Others worry that planning to preserve assets while receiving government benefits may be improper or unethical. These misconceptions can prevent families from seeking help when they need it most. The truth is… Read More »

How to Pay for Nursing Home & Other Long Term Care – Blog

How to Pay for Nursing Home & Other Long Term Care

By Shalloway & Shalloway |

Understanding Medicaid and Long-Term Care Costs Many people believe they must spend all their savings or have long-term care insurance to afford nursing home or assisted living care. Fortunately, Medicaid—a joint federal and state program—can cover these costs after certain requirements are met. With proper planning, you do not have to deplete your life… Read More »