- 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
November 19, 2019
Lance M. McKinney will be speaking at SHARE Wellness Center, Healthy Life Center Estero, 23450 Via Coconut Point, Estero, FL 33928. Topic: Estate Planning Documents TIme: 2:00 pm to 3:00 pm.
November 25, 2019
Heidi M. Brown will be on a panel at SBB University, Riverwoods Plantation, Estero, FL Topic: Elder Orphans, how to plan for Aging if you live alone. PROactive vs REactive Time: 1:00 pm to 2:30 pm.
December 3, 2019
Lance M. McKinney will be speaking at Long Term Ombudsman Program in Punta Gorda. Not open to the public.
Heidi M. Brown will be part of a panel discussion at Good Shepard Lutheran Church, 4770 Orange Grove Boulevard, North Fort Myers, FL 33903 Topic: Estate Planning and Medicaid Time: 11:30 am to 1:30 pm Lunch and Learn.
January 14, 2020
Lance M. McKinney will be speaking at Golisano Children’s Hospital Pediatric Speciality Clinic, 3361 Pine Ridge Road, Suite 201, Naples, FL 34109. Topic: Special Needs Trust Time: 6:00 pm to 7:00 pm
January 16, 2020
Lance M. McKinney will be speaking at Hope Lutheran Church, 25999 Old 41 Road, Bonita Springs, FL 34135 Topic: Advance Directives Time: 2:00 pm to 3:00 pm
January 27, 2020
Heidi M. Brown will be speaking at Lee Health Healthy Life Center, 23450 Via Coconut Point, Estero, FL 33928. Alzheimer’s Association Caregiver College. Time: 10:00 am to 12:00 pm.
RECENT 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.
April 5, 2019
Heidi M. Brown will be speaking at Good Shepard United Methodist Church, 2951 Trail Dairy Circle, North Fort Myers, FL 33917. Topic: Estate Planning Documents. Time: 10:00 am to 11:00 am.
April 6, 2019
Heidi M. Brown & Philip V. Howard and staff will be attending Promising Pathways at Florida Gulf Coast University, 10501 FGCU Boulevard, Fort Myers, FL 33965 Time: 9:00 am to 3:00 pm Stop by our table and say hi.
April 15, 2019
Lance M. McKinney will be speaking with Alzheimer’s Association at Lee Health-Health Life Center, 23450 Via Coconut Point, Estero, FL Topic: Planning for the future legal and financial considerations. Time: 10:00 am to 11:30 am
April 17, 2019
Lance M. McKinney will be on a panel discussion on Aging in Place with Senior Blue Book at Lee Health-Healthy Life Center in Estero, 23450 Via Coconut Point, Estero, FL 33928. Time: 11:30 am to 1:30 pm.
May 3, 2019
Heidi M. Brown will be a panel member with Seniors Blue Book at Lee Health-Healthy Life Center of Estero, 23450 Via Coconut Point, Estero, FL 33928. Topic: Medicare / Medicaid Time: 11:30 am to 1:30 pm.
September 4, 2019
Heidi M. Brown will be speaking at The Arlington, 7900 Arlington Circle, Naples, FL 34113. Speaking on Senior Blue Book panel Medicare / Medicaid 101. Time: 11:30 am to 1:30 pm.
September 25, 2019
Lance M. McKinney will be speaking at the Parkinson’s Association of SW Florida Inc., 5926 Premier Way, Suite 114, Naples, FL 34109. Topic: Estate Planning. Time: 11:00 am to 12:30 pm.
October 24, 2019
Heidi M. Brown will be speaking at Lee Healthy Living Center, 609 SE 13th Court, Cape Coral, FL. Topic: Estate Planning Documents. Time: 12:00 pm to 1:30 pm (speaking at 12:30 pm) Lunch and Learn
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.