- 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
March 20, 2019
Heidi M. Brown will be speaking at First Church of the Nazarene 1345 American Colony Boulevard, Fort Myers, FL 33912 at The ALS Association Florida Chapter Support Goup. Topic: Estate Planning Time: 1:00 pm
March 14, 2019
Heidi M. Brown will be speaking at Bradford Square Resort Lifestyle Retirement 3255 Vanderbilt Beach Road, Naples, FL 34109. Topic: Medicaid, VA and Estate Planning. Time: 10:00 am
March 6, 2019
Heidi M. Brown will be speaking at Avow Hospice 1095 Whippoorwill Lane, Naples, FL 34105. At the ALS Association Florida meeting. Topic: Estate Planning and what the DNR does. Time: 1:00 pm
February 20, 2019
Heidi M. Brown will be speaking at Pacifica Senior Living 9461 Health Park Circle, Fort Myers, FL 33908 at the Family Care Meeting. Topic: Estate Planning, VA and Medicaid Planning. Time: 5:15 pm
February 11, 2019
Heidi M. Brown will be speaking at Saint John the Evangelist Church 625 111th Avenue North, Naples, FL 34108. In the Pulte Family Life Center. Topic: Changes in Veteran’s Benefits Time: 8:15 AM
February 10, 2019
Heidi M. Brown will be speaking at Peace Lutheran Church 15840 McGregor Boulevard, Fort Myers, FL 33908. Speaking at 11:00 am in the Welcome Center. Topic: Estate Planning and new Florida residents, what should they have in place.
November 1, 2018 (CANCELLED)
Heidi M. Brown will be speaking at Autumn Leaves 22900 Lynden Drive, Estero, FL 33928 at the Family Support Group. Topic: Estate Planning Time: 1:00 pm to 2:00 pm.
November 15, 2018
Lance McKinney will be presenting to Professional Guardians and local Attorneys for the 5th Annual Educational workshop through The Southwest Florida Chapter of FSGA. The presentation is at Gulf Coast Village, 1333 Santa Barbara BLVD, Cape Coral FL 33991. His presentation will be on Veteran’s Guardianships and VA accounting. Click here for the presentation materials.
December 17, 2018
Heidi M. Brown will be speaking at Crystal Lakes Manufactured Home Community, 5010 Country Lakes Drive, Fort Myers, FL 33905 at 11:00 AM in the Club House. Call Denna at 732-864-7931. Topic: Estate Planning
RECENT EVENTS AND SPEAKING ENGAGEMENTS
January 9, 2018
Stop by our table and visit Heidi M. Brown at Live, Laugh and Learn Symposium put on by the Parkinson Association at the Naples Hilton from 9:00 am to 3:00 pm. Entrance fee $20.00 per person.
February 10, 2018
Lance M. McKinney and Philip V. Howard will be speaking at Alzheimer’s Dementia and Gospel? They will be speaking on Estate Planning Documents, VA benefits, Medicare and Medicaid. Please visit our table. Place: McGregor Baptist Church, 3750 Colonial Boulevard, Fort Myers, FL 33966 Time: 9:00 am to 12:00 pm
March 7, 2018
Lance M. McKinney will be speaking at the NAIPI Event with Avow Hospice Time: 10:00 am to 12:00 noon Place: Ispiri Community Center at Avow Hospice, 1095 Whippoorwill Lance, Naples, FL There will be a panel of 4 speakers and they will have a Q&A period at the end.
April 7, 2018
Lance M. McKinney, Heidi M. Brown and Philip V. Howard will be at the 11th Annual Conference Promising Pathways at Florida Gulf Coast University, 10501 FGCU Boulevard, Fort Myers, FL 33965. Lance will be one of the speakers. Click here to download materials. Time: 8:00 am to 4:00 pm. Please register on line at Promising Pathways www.fgcu.edu/events/promisingpatherways
May 10, 2018
Heidi M. Brown will be presenting on a Panel entitled: “Stop Living in Fantasyland: Special Need Planning Updates Attorney Need to Know” at the American Bar Association (ABA) – Real Property, Trust and Estate (RPTE) Law’s 2018 Spring Symposia in Orlando, FL on Thursday, May 10th. Specifically, she will be speaking about Medicaid Waivers. RPTE is a diverse community of around 22,000 U.S. and international lawyers, paralegals, real estate and financial services professionals, law students, and legal educators dedicated to Real Estate, Trust and Estate, and Probate law. (Not for the public)
May 26, 2018
Lance M. McKinney will be speaking about Guardianships and its Alternatives and Heidi M. Brown will be speaking about Medicaid Waivers, Medicaid Updates, ABLE Accounts, and Special Needs Trusts on Saturday May 26th at Empower Florida 2018 Training Conference in Orlando, FL. Empower Florida is made up of business owners, administrators, managers, and Medicaid providers who serve adults and children with developmental disabilities. (Not for the public).
June 9, 2018
Lance M. McKinney will be speaking at the Family Initiative, Inc. at the Family Meeting on Abel Trust and Guardianship at Christ Community Church, 4050 Colonial Boulevard, Fort Myers, FL 33966. Time 1:30 PM
June 15, 2018
Heidi M. Brown will be speaking at the Public Benefits Seminar presented by the Elder Law Section during the 2018 Annual Florida Bar Convention on June 15, 2018 in Orlando, FL. Specifically, she will be speaking about Medicaid Waivers. (Not for the public).
July 11, 2018
Heidi M. Brown will be speaking at Peace Lutheran Church 15840 McGregor Boulevard, Fort Myers, FL 33908. Lunch and Learn Presentation at 11:45 AM. Topic: Estate Planning in Florida.
July 12, 2018
Heidi M. Brown will be at Bradford Square Resort Lifestyle Retirement, 3255 Vanderbilt Beach Road, Naples, FL 34109. Leadership Coalition on Aging Senior Empowerment Series, regarding Senior Housing and how to pay for it. You can gain valuable objective insight from area experts about senior housing options and how to pay for it. Please stop by our table to see Heidi M. Brown between 12:00 pm to 4:00 pm to say hi. Please RSVP by calling 239-687-3156.
July 18, 2018
Heidi M. Brown will be speaking at American House Bonita Springs, 11400 Longfellow Lane, Bonita Springs, FL 34135 in the Independent Living Building. She will be speaking from 11:30 to 12:30 pm, lunch to follow. Please RSVP 239-206-8587
August 1, 2018
Nancy A. Smith will be speaking at McGregor Baptist Church 3750 Colonial Boulevard, Fort Myers, FL 33912 at 1:00 pm at their Wellness Workshop: Caring For The Caregiver of an adult or special needs child, who needs ongoing care? Please consider joining us in this month’s Wellness Workshop with Beverly Chestnut, LMHC and Nancy A. Smith, CDP. In this class, we will help you in your everyday life. Our class begins August 1, at 1:00 PM in room H-100 in the Hope Building. Free event. www.mcgregor.net/wellness Debbie Letcher, 239-790-0318 firstname.lastname@example.org
September 13, 2018
Heidi M. Brown will be speaking at an event on Advanced Planning: Getting your Affairs in Order at the South Regional Library, 8065 Lely Cultural Parkway, Naples, FL 34113 from 1:00 PM to 3:00 PM. Topic: Advanced planning from a legal perspective. RSVP by calling 239-687-3156.
October 13, 2018
Lance McKinney will be speaking at Gulf Coast Village’s Educational Event on Dementia at 3:25 pm to 4:05 pm, his topic is on “How can Seniors afford care?” The program will be from 12:00 pm to 5:00 pm. Please stop by our table and say hi to Nancy Smith from our office. Place: Gulf Coast Village, 1333 Santa Barbara Boulevard, Cape Coral, FL 33991 239-772-1333.
October 19, 2018
Heidi M. Brown will be speaking at Agency for Persons with Disabilities 2295 Victoria Avenue, Fort Myers, FL 33906. Topic: Special Needs Trusts, The Able Accounts, Guardianship. Time: 10:00 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.