- Power of Attorney and Health Care Surrogate
- Medicaid Planning and Asset Protection
- Nursing Home Medicaid
- Veterans Benefits/Veterans and Surviving Spouses
- Probate and Trust Administration
- Wills and Trusts
- Special Needs Trusts
- Contested Wills and Trusts
- Protect Your Rights
- Get Organized
- Medicaid Eligibility
- Life Care Planning
- Speaking Engagements
DO YOU NEED A SPEAKER FOR YOUR ORGANIZATION?
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.
UPCOMING EVENTS AND SPEAKING ENGAGEMENTS
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 8, 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. Register by calling Pam Lahar @ 239-277-1722 or email at PamL@omplaw.com. Lawyers and paralegals can pay for their registration here for the cost of $50 per person.
September 21, 2017
Lance McKinney will be at the Family Care Council Disability Resource Fair from 6:00 pm to 7:30 pm at Keiser University 9100 Forum Corporate Parkway, Fort Myers, FL 33905. Please stop by our table.
October 11, 2017
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
Lance McKinney will be at SHARE CLUB 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 27, 2017
Lance McKinney, Heidi Brown, Philip Howard will be at the Nite of the Living Will at the Estero Recreation Center, 9200 Corkscrew Palms Boulevard, Estero, FL 33928. Presentation will be from 1:00 pm to 3:00 pm.
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.
RECENT EVENTS AND SPEAKING ENGAGEMENTS
January 12, 2017
Lance McKinney and Heidi Brown will be presenting Guardianship Essentials, will be teaching other Elder Law Attorneys from 8:00 am to 5:00 pm. Location Loews Portofino Bay Hotel, 5601 Universal Blvd, Orlando, FL 32819. Prior Registration is required.
January 23, 2017
Lance McKinney will be speaking at 10:30 am at Marco Island Support Group.
February 11, 2017
Lance McKinney will be speaking at Family Initiative, Inc. monthly meeting on Special Needs Trusts, Able Act, etc.. at 1:30 pm. Location Christ Community Church, 4050 Colonial Boulevard, Fort Myers, FL 33966. Please Call David Brown, director at 239-910-0712 to make reservations.
February 15, 2017
Lance McKinney will be speaking at the Gateway Women’s Club at 10:30 AM on Estate Planning Documents. Location Gateway Country Club, 12091 Gateway Greens Drive, Fort Myers, FL 33913
February 16, 2017
Lance McKinney will be speaking at Share Club at 11:30 am. Topic: What legal tools do you need in your toolbox? Do you have a Will, Health Care Surrogate, Power of Attorney or Living Will? Place: Wa-ke Hatchee Recreation Center, 16760 Bass Road, Fort Myers, FL. Lunch will be provided. Please call 239-424-3765 to register.
February 22, 2017
Heidi Brown will be speaking on Legal Matters Senior’s Need to Know at 1:00 pm. Location Beach House, 1000 Airport Pulling Road South, Naples, FL 34104
February 22, 2017
Lance McKinney & Cheryl Admire will be speaking at 6:00 pm to 8:00 pm on Developing a Life Care Plan. How to access and pay for your life care. Part 1 of 2 classes. Location The Atrium Executive Center, 8695 College Parkway, Fort Myers, FL 33919 Registration required call 239-482-6211.
February 23, 2017
Lance McKinney will be speaking with Lee Health at 10:00 am to 11:00 am, on What Legal Tools are in your toolbox? Location Healthy Living Center, 23190 Fashion Drive, Suite 105, Estero, FL 33928, by Coconut Point, down by Dillards.
March 22, 2017
Lance McKinney & Heidi Brown will be speaking at 1:00 PM for the Elder Law Special Needs Planning Group monthly call in March meeting this is part of the ABA Elder Law and Long Term Care Committee. Lance and Heidi will lead a discussion in front of other attorneys in this group. Please note this is for lawyers only to call in and is not open to the general public.
March 22, 2017
Lance McKinney & Cheryl Admire will be speaking at 6:00 pm to 8:00 pm on Developing a Life Care Plan. How to access and pay for your life care. Part 2 of 2 classes. Location The Atrium Executive Center, 8695 College Parkway, Fort Myers, FL 33919
April 29, 2017 & April 30, 2017 AND May 6, 2017 & May 7, 2017
Lance McKinney will be teaching the 40-Hour Professional Guardianship Training Course. Training will take place at Osterhout & McKinney, P.A., 3783 Seago Lane, Ft. Myers, FL 33901 from 8:00 a.m. to 6:00 p.m.
May 17, 2017
Lance McKinney will be speaking at The Crossings at Hancock, 3501 Hancock Bridge Parkway, North Fort Myers, FL 33903. Time: 10:00 am. Topic: Estate Planning Documents.
May 23, 207
Lance McKinney will be speaking at American House Coconut Point, 8460 Murano Del Lago Drive, Estero, FL 34135. Time: 2:00 pm. Topic: Estate Planning Documents and what tools you need in your retirement years.
June 20, 2017
Lance Mckinney will be speaking at Pacifica Senior Living, 9461 Healthpark Circle, Fort Myers, FL 33908. Time: 1:30 pm. Topic: Medicare and Medicaid 101.
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.