Shelly joined Rooth & Rooth, P.A. in 2008 while the office was still located in the historic Seminole Mall. She brings a wealth of knowledge and organizational skills to help our clients successfully apply for Florida Medicaid benefits. Shelly assists the attorneys at Rooth & Rooth develop a comprehensive Medicaid benefits asset protection plan for assisted living and nursing home care. Shelly coordinates with clients to provide the proper financial documentation needed to determine which assets are subject to Medicaid and which assets are protected from Medicaid. Shelly also prepares and files the application for Medicaid with the Department of Children and Families and follows up throughout the application process. She works with the nursing homes, assisted living facilities and Statewide Medicaid Managed Care program to coordinate benefits and if applicable, to transition a client from a nursing home to an assisted living or home while maintaining the Medicaid benefits.
From 2003-2008, Shelly was an Insurance Agent assisting seniors with proper financial retirement planning. Shelly’s financial retirement planning also included working with attorneys and providing Medicaid annuities for Medicaid asset protection. Medicaid annuities went out of favor with the adoption of the Deficit Reduction Act.
Better Living for Seniors, “BLS” (affiliated with the Area Agency on Aging of Pasco-Pinellas, Inc.) Member since 2004.
• President of BLS 2008, 2009, and 2010.
• BLS Member of the year 2005, 2006, 2007, and 2008.
• Working with BLS programs such as Elves for Elders.
• Committee Chair of Planning Giving for 2 years
• Committee Chair of Elder Advocacy Mental Health sub-committee.
Shelly has a special needs adult son, David. She understands the emotional stress clients and their families are dealing with. She shares her knowledge with others and continues to advocate for her son and others in need.