Tag: special needs planning

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Shalloway & Shalloway Announces October Seminar Dates

Credit: Quick Tech

(West Palm Beach, Florida) October 14, 2020

Shalloway & Shalloway is pleased to announce the upcoming dates for their free, virtual elder law seminars. Every month, firm president Mark Shalloway hosts these seminars to educate his current and future clientele on the variety of topics that encompass elder law. These seminars give audience members the opportunity to learn valuable information about protecting their assets, Medicaid planning, aging in place, and more that will allow them to make educated decisions about their future, or the future of a loved one.

The upcoming seminar dates are coming fast:  October 15 from two to four PM, October 16 from ten AM to twelve PM, October 20 from two to four PM, and October 21 from ten AM to twelve PM. The seminars are completely free, but audience members are encouraged to reserve their spots to get the most out of the seminar as possible. This can be done by calling 561-686-6200 from nine AM to five PM Monday through Friday, emailing seminars@shalloway.com, or by filling out this contact form.

Credit: Stanford News
“My experience working with the firm Shalloway and Shalloway has been very positive and productive with regards to getting my mothers legal business in order,” one client says. “Their staff has been very professional and resourceful at getting her approved for Medicaid. They expedited the approval much quicker than we even expected. I would highly recommend them to friends and family for dealing with these most difficult legal matters regarding elder care. Thanks so much again to Sean the entire team!”

For over 30 years, the senior community of Palm Beach County has turned to Shalloway & Shalloway for the staff’s respectful, open approach to law. The staff lays things out in plain English to their clients so that they know exactly what to expect, something some legal professionals neglect to do. When it comes to the wellbeing of a loved one, the staff knows how important transparency is, and they do everything in their power to be as open with their clients as possible.

For more information on Shalloway & Shalloway, call 561-686-6200, or fill out this contact form.

1400 Centrepark Blvd. Suite #600, West Palm Beach, FL 33401

Shalloway & Shalloway Announces Information on Medicare Set-Aside Trusts

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(West Palm Beach, Florida) September 30, 2020

Shalloway & Shalloway is pleased to announce information on Medicare Set-Aside Trusts. On the Shalloway & Shalloway website, the staff at this top elder law firm regularly posts informative blog posts and newsletters on a variety of topics that surround elder law and elder care. These articles are designed to provide clients concise information on new developments or difficult to understand laws so that they can make better decisions for their families and/or themselves.

A Medicare Set-Aside Trust (MSA) is a trust created to cover future medical costs for someone who expects to rely on Medicare. These trusts are especially important when it comes to a personal injury or workers’ compensation case. To learn more about the ins and outs of a Medicare Set-Aside Trust, read the insightful piece from the staff at Shalloway & Shalloway.

Shalloway & Shalloway, we want to thank you for speaking to our group about Long Term Care,” one satisfied client says. “We appreciate the information and look forward to you coming back again.”

Credit: Affinity Law Group

For over 30 years, the staff at Shalloway & Shalloway has been dedicated to providing the elder community of Palm Beach County and their families the legal support they need. Whether a client requires help with acquiring veteran benefits, special needs trusts, Medicaid planning, or any other of the assistance provided by the elder law firm, these legal professionals are here to serve.

For more information on Shalloway & Shalloway, call 561-686-6200, or fill out this contact form.

1400 Centrepark Blvd. Suite #600, West Palm Beach, FL 33401

Shalloway and Shalloway Announce Free, Virtual Elder Law Seminar Dates

(September 8, 2020) West Palm Beach, Florida

Shalloway & Shalloway, a leading Palm Beach County elder law firm, is pleased to announce the latest dates for their free, virtual elder law seminars. The firm hosts a series of seminars every month that educate the public on a variety of topics, including Medicaid planning, financial planning, estate planning, and the many other topics that encompass elder law. The seminars are hosted by firm president Mark Shalloway, so the audience knows they are taking in quality information.

The next seminar dates are Wednesday, September 9 and Thursday, September 10 from two to four PM, as well as Wednesday, September 16 from ten AM to twelve PM. The variety of dates and times gives those who wish to attend plenty of windows to do so. To reserve your spot, call the automated line, 561-686-6200 from nine to five, email seminars@shalloway.com, or by fill out this form.

“My family and I are forever grateful to Shalloway & Shalloway,” one client says.”Their expertise and guidance helped us navigate through a very difficult time, which ultimately provided stability with our situation. If I could give 10 stars, I would.”
Credit: Great Senior Living Logo
In Palm Beach County, the senior community knows they can always rely on Shalloway & Shalloway for their elder law needs. For over 30 years, the firm has provided clients the support they need to live out their golden years in comfort. Whether in need of assistance on Medicaid planning, longterm care, special needs trusts, and so much more, the staff at Shalloway & Shalloway is there to help.
For more information on Shalloway & Shalloway, call 561-686-6200, or fill out this contact form.

1400 Centrepark Blvd. Suite #600, West Palm Beach, FL 33401

Shalloway & Shalloway Announces How to Handle Special Needs Planning During the Pandemic

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(West Palm Beach, Florida) April 21, 2020

Mark Shalloway and his staff at Shalloway & Shalloway is pleased to announce the firm’s latest blog post on managing special needs planning during the coronavirus pandemic. What was already a challenging feat has been made twice as difficult due to limited resources, social distancing, and stay-at-home mandates. Shalloway and his staff have a few key ways for you to take control of your life and put your special needs plans in place.

Shalloway urges all those who need special needs planning to meet with their estate planning team remotely. Many firms, including Shalloway & Shalloway, are still open to calls and video-chats, so that clients can be certain that they have all their needs in order. Many other businesses– such as accountants and notaries– are also available remotely, so he reminds everyone to see if that service is available through similar means.

Credit: Verbit

During these difficult times, the staff at Shalloway & Shalloway want nothing more than to make the lives of their clients easier. This is why the West Palm Beach elder law and special needs firm continues to keep their offices “open,” but remotely. People need the services offered by these types of attorneys potentially now more than ever, and Shalloway & Shalloway is there to help the people of South Florida.

To keep education on the topics surrounding elder law flowing to the people, Shalloway & Shalloway offers free, virtual seminars three days a month. To learn more about it, visit the page on the topic.

Reach out to the compassionate attorneys from Shalloway & Shalloway, at 561-686-6200, or fill out this contact form.

1400 Centrepark Blvd. Suite #600, West Palm Beach, FL 33401

Shalloway & Shalloway Announces Why Special Needs Planning Matters

Credit: Money Crashers

(West Palm Beach, Florida) January 22, 2020

Shalloway & Shalloway is pleased to announce their latest blog post on why special needs planning matters. The post hammers home the importance of planning early and planning ahead, and uses the late Aretha Franklin as an example. When Franklin passed away in 2018, it was revealed that she had no executed a will or trust account to distribute her 80-million-dollar estate, which has led her family to probate court as the argue over her estate. This, in particular, causes problems for her special needs son. To learn more about the situation and how a will could solve many familial problems post-mortem, read the piece.

Education is one of the best ways to ensure your loved one receives the benefits they need. The staff at Shalloway & Shalloway constantly encourages their clientele and the general public to educate themselves on the diverse matters surrounding elder law. A large portion of their site is dedicated to educating others on these matters. By reading through the Shalloway & Shalloway blog, newsletter, and press, visitors can learn about probate, veteran benefits, Medicaid, and more.

“The time you took out of your busy schedule was most appreciated,” one client says. “We all learned something new and valuable. Thank you for a very eye-opening session.”

Credit: Bollhouse Law

Shalloway & Shalloway brings a more in-depth education through president Mark Shalloway’s elder law seminars in the Palm Beach area. People who attend these seminars can gain valuable information on how to properly pass assets, guard their family from impoverishment, long-term care, and all things elder law from one of the best attorneys in the area. Each and every seminar is free, because Shalloway hopes to reach as many people who need the class as possible.

For more information on the firm, call (561) 686-6200, fill out this contact form, or visit their office.

1400 Centrepark Blvd., Suite #600, West Palm Beach, FL 33401

Mark Shalloway Announces Page on Special Needs Planning

Credit: Fleming and Curti

(West Palm Beach, Florida) October 8, 2019

Mark Shalloway is pleased to announce a new page on his site, “Can a Structured Settlement Help My Special Needs Planning?” The page outlines a few important bullet points that allow one to use a structured settlement to the benefit of their special needs planning. This includes: “What is a structured settlement?”, “How structured settlements can benefit your special needs planning,” “Drawbacks to structured settlements,” and “Planning for Need-Based Eligibility.” In just a few paragraphs, clients can have a better understanding of what it means to use a structured settlement to help special needs planning.

While Mark Shalloway and his staff at Shalloway & Shalloway are primarily known for their elder law work, the West Palm Beach firm takes on a variety of areas of practice—from Medicaid protection, to guardianship, to special needs planning/trusts, and much more. The staff is dedicated to improving the lives of others by treating them with the respect they deserve while getting them the results they need, to live life comfortably.

“I found Shalloway & Shalloway, specifically Elder Law Attorney Mark Shalloway, very thorough in handling a family matter,” a former client says. “They gave me great peace of mind.  I was confident that my estate would be handled properly.  The Shalloway staff are very pleasant people to deal with.  As a veteran, I was very impressed with Mr. Shalloway’s credentials as an Accredited V. A. Attorney.”

Credit: The Balance

But Mark Shalloway takes his desire to help to another level. To make informed decisions on the needs of one’s family, it is crucial they be educated on the field. In order to supplement that education, Mark Shalloway and his staff produce regular newsletters and informative blog posts to keep everyone up to speed on the changes in the world of elder law.

For more in-depth information, clients in the Palm Beach area can attend Mark Shalloway’s monthly seminars on estate planning. They are free to the public and jam-packed with quality information

For more on Mark Shalloway and his firm call (561) 686-6200, fill out this contact form, or visit their offices.

1400 Centrepark Blvd, Suite #600, West Palm Beach, FL 33401