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Recent Blog Posts

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Disbursements from the Special Needs Trust

By Shalloway & Shalloway |

As Trustee, you have sole control of the funds in the Special Needs Trust. This deliberate delegation of power is the only way that the law allows a disabled person to continue to receive government benefits while being over the allowed asset cap. All SNT disbursements must be for the sole benefit of the… Read More »

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Durable Powers of Attorney

By Shalloway & Shalloway |

On October 1, 2011, Florida’s power of attorney law changed when the state adopted large parts of the Uniform Power of Attorney Act. This law introduced significant changes to how power of attorney documents are regulated and the duties an attorney-in-fact owes to the principal. The principal is defined as the individual granting certain… Read More »

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Medicaid Institutionalized Care Program (ICP)

By Shalloway & Shalloway |

Florida’s Medicaid Institutionalized Care Program (ICP) provides nursing home and other long-term care assistance for persons who meet financial and medical eligibility requirements. A basic chart published in January and July each year shows the program’s current asset and income limits. Florida began “privatizing” its Medicaid long-term care programs, including Home and Community Based… Read More »

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When Should You Update Estate Planning Documents?

By Shalloway & Shalloway |

Just as individuals must visit doctors for check-ups, they should also have their estate planning documents periodically reviewed by an attorney to verify whether updates are needed given any changes in life circumstance. There are many reasons why an individual’s estate planning documents may require updating. Some of those reasons may include: if an… Read More »

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Adult Day Care As An Alternative To Nursing Home Placement

By Shalloway & Shalloway |

Isolation is often a great danger to elders living independently and, as an alternative to moving into a Nursing Facility or Assisted Living Facility, many elders have been able to remain living at home with the assistance of adult day care programs. Adult day care programs are community-based and provide a safe, supervised alternative… Read More »

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The Role of Guardianship In Medicaid Planning

By Shalloway & Shalloway |

Frequently, families reach out to our office for Medicaid Planning on behalf of an elderly family member who no longer has the requisite capacity to understand and sign the necessary legal documents to create the conditions of eligibility. If the incapacitated person has a Power of Attorney and Heath Care Surrogate Designation, with the… Read More »

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Satisfying Medicaid’s Income Cap

By Shalloway & Shalloway |

Florida Medicaid provides long term care benefits to individuals who have the requisite medical necessity and who comply with Medicaid’s financial restrictions. Aside from Medicaid’s asset cap, which requires Medicaid applicants to have less than $2,000 in their name, Medicaid also has an income cap of $2,205 per month. Consequently, even if a Medicaid… Read More »

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Medicaid Planning for Individuals with Questionable Capacity

By Shalloway & Shalloway |

At a certain point in life, many individuals begrudgingly require the services of a skilled nursing facility. This can be especially true of individuals affected by dementia or other conditions that result in cognitive impairment. If such individuals prepare for this potential stage of life by executing estate planning documents (durable power of attorney,… Read More »

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Florida Governor Scott and U.S. Senator Bill Nelson Advocate for Medicaid Security amidst Legislative Reform Proposals

By Shalloway & Shalloway |

Both the US Senate and House have introduced bills that could potentially bring changes to the funding and laws surrounding American health care. Advocating for the rights of the people to receive adequate health care coverage, Florida Governor Rick Scott and U.S. Senator Bill Nelson have recently expressed their opinions on how these bills… Read More »

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Florida’s Homestead Law

By Shalloway & Shalloway |

Florida’s homestead laws touch three distinct areas: (1) death, descent and distribution (2) property tax and (3) asset protection. Working with a Florida Elder law firm is vital to understanding the interaction between these laws and implementing a holistic plan that optimizes the benefits each affords. The Florida Constitution and Statutes jointly address how… Read More »

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