Speaking Engagements


The attorneys of Osterhout & McKinney, P.A. are available for seminars, talks and training on elder law topics including: Medicaid, Veteran’s Benefits, Probate, End of Life Decision Making, Estate Planning and Long Term Care Planning. Please contact Susan at (239) 939-4832.






August 1, 2017


Lance McKinney presented to the Ombudsman program in Punta Gorda on Discharges and Transfers from Skilled Nursing Facilities and ALFs.  Program materials are here.


September 29, 2017


Lance McKinney will be presenting Guardianship Boot Camp.  This is a 2 hour intensive on the new Standards of Practice for Professional and Public Guardians. The purpose will be to highlight the new documentation duties with concrete forms and examples of how to comply.  The new Standards were effective 6/23/2017.  The seminar provides 2 hours continuing education credit for both Guardians and Attorneys and paralegals.  2 Hours of ethics credit are applied for and pending.  It will be held on Friday 9/8/2017 at The Crossings (3501 Hancock Bridge Pkwy) in North Fort Myers from 10 am – Noon.  Cost is Free for professional guardians.  Click here for access to materials.



October 3, 2017


Heidi M. Brown will be speaking at 3:00 PM on Living Wills at Sandpiper Run Apartments, 2075 Collier Avenue, Fort Myers, FL 33901.



October 11, 2017


CANCELED due to the facility still being used as a shelter due to hurricane Irma

Lance McKinney will be speaking at Quest for Success on the Nite of the Living Will presentation from 5:00 pm to 7:00 pm.    Place in Naples TBD.


October 17, 2017


CANCELED due to the facility still being used as a shelter due to hurricane Irma

Lance McKinney will be at SHARE CLUB  on the Nite of the Living Will, he will be speaking on Estate Planning legal tools, place will be at the  North Fort Myers Community Park Recreation Center, 2000 N. Recreation Way, North Fort Myers, FL 33903.  Presentation will be at 11:00 AM.


October 24, 2017


Heidi M. Brown will be part of a panel on Ask The Experts at Pacifica Senior Living 9461 Health Park Circle, Fort Myers, FL 33908.  Time 1:00 pm to 3:00 pm.


October 25, 2017



Lance M. McKinney will be speaking with Cheryl Bergau of Edward Jones at The Atrium Executive Center, 8695 College Parkway, Fort Myers, FL 33919 Call to register 239-425-3272 Time: 6:00 pm to 8:00 pm  Topic: Developing a Life Care Plan.


November 7, 2017


Heidi M. Brown will be speaking at Parkinson’s Association of SW Florida 5926 Premier Way Suite 114, Naples, FL 34109.  Topic: Estate Planning documents.  Begins at 11:30 AM, lunch will be provided.







July 21, 2017


Lance McKinney will be speaking at the Florida State Guardianship Annual Conference in Jacksonville, FL.  He will be presenting on “How to Protect your Professional Guardian Registration with OPPG“, “A 2 Hour annual update course for Examining Committee members” and “How to survive a Clerk’s Audit“.  Click on any of the three titles to be linked to the course materials for downloading.


July 26, 2017


Lance McKinney will be speaking at Bradford Square Resort Lifestyle Retirement, 3255 Vanderbilt Beach Road, Naples, FL 34109.  He will be speaking on Estate Planning – Legal Tools for your Tool box at 10:30 AM.



TOPICS OR PROGRAMS AVAILABLE – Below is a selection of topics that will help you know what is available.


  • Who decides where I am buried? And, what are the options for pre-planning?


This discussion reviews some of the circumstance that have caused bitter disputes in our society and easy ways to avoid them. Discussion about some of the benefits of pre-planning and how best to make your wishes known.


  • Estate Planning 101 – How do I avoid probate and should I care?


This discussion is about the various ways property transfers upon death and how and when probate is necessary. The benefits of probate and what to expect are also reviewed concluding on common ways to avoid probate.


  • Estate Planning – What documents should I have now and will my out of state documents work here in Florida?


  • Guardianship for my disabled child, What are my alternatives?


  • What is a special needs trust and when do I need one?


  • Rights to benefits under Social Security. What are the benefits for widows, minors and the disabled?


  • I am hitting that age! What should I do with Social Security and Medicare?


  • My disabled Child is turning 18! What do I need to consider?


  • Medicare. Tips and advocacy for those people who are really sick.

Contact Osterhout & McKinney, P.A. Today

If you are seeking legal representation or have questions about our services, please call our office at (239) 939-4888 or contact our firm online.

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