Heidi Marthanna Brown

Heidi Marthanna Brown

1.0
Rating: 10.0

Licensed for 20 years

Estate planning Lawyer at Fort Myers, FL
Practice Areas: Estate Planning, Elder Law, Probate

3783 Seago Ln, Fort Myers, FL

About Heidi

Practice Areas

3

Practice Areas

Estate Planning 34%

Including wills, trusts, power of attorney documents, special needs trusts

34%
Elder Law 33%

Including Medicaid and VA planning

33%
Probate 33%

Probate and trust administration

33%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Florida for 18 years

State: Florida

Acquired: 2008

Member in Good Standing

No misconduct found

Licensed in District of Columbia for 19 years

State: District of Columbia

Acquired: 2006

Good Standing

No misconduct found

Licensed in New York for 20 years

State: New York

Acquired: 2006

Currently Registered

No misconduct found

Location

Osterhout & Mckinney, P.A.

3783 Seago Ln, Fort Myers, FL, 33901-8113

Osterhout & McKinney, PA

Naples Executive Suites, 999 Vanderbilt Beach Road, Suite 200, Naples, FL, 34108

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Heidi Marthanna Brown's Reviews

Avvo Review Score

1.0 /5.0

1 Client Review

5 star (0)
4 star (0)
3 star (0)
2 star (0)
1 star (1)

Posted by anonymous | July 1, 2024 | Hired Attorney

This review is from a person who hired this attorney.

No guidance given

I do not live in Florida and needed advice on an Irrevocable Trust that was prepared in Florida, by my mother and her second husband. I met with Attorney Brown for advice and guidance on what needed to be done. The Irrevocable Trust, made by my mother and her husband, involved his two children and my... mother’s three children. After meeting with Attorney Brown, I retained her services. She felt it was necessary, because the trust involved two separate families, and she informed me that Florida law is very different than MI law. Once I retained her, there was absolutely no communication unless I initiated it. She had taken all the paperwork I had given her, copied them and sent them to all five of us, even though all of us already had copies (the trust papers, prenup, etc.). I was charged for the copies, for sending everything by registered mail, and for the time spent on all of this. This is an example of so many things that I was charged for. There truly was nothing that was done that was helpful. I requested a telephone call, once I finally received an itemized bill, to express my concern on all the charges totaling over $3,000. She took off $300 and said she was protecting me from being sued by “his children” or my siblings. After that conversation, I told her I did not want her to do any more until she heard from me. We did not speak again. After being charged almost $3,000, I was done! I would not recommend Attorney Brown at all!!

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Heidi Marthanna Brown's Lawyer Endorsements

Endorse Heidi
Alberto Victor Batista headshot
Alberto Batista

Elder law lawyer | Oct 31

Relationship: Worked together on matter

"I highly recommend Ms. Brown, she is a very knowledgeable attorney in the elder law field, and has helped clients in funding their nursing home care via Medicare."

View All Endorsements

No Endorsement Data Available Yet
This attorney hasn't created any attorney endorsements recently on Avvo.

Experience

Rating:  10.0 (Superb)

Honors

2014

Board Certified - Elder Law, Florida Bar

2013

Accreditation, Department of Veterans Affairs

Associations

2010 - Present

Estate Planning Council of Lee County

Former President

2010 - Present

National Academy of Elder Law Attorneys

2010 - Present

Academy of Florida Elder Law Attorneys

2009 - Present

American Bar Association, Real Property, Trust and Estate Law Section

Co-Chair of Elder Law Committee

2009 - Present

Florida Bar, Elder Law Section

Co-Chair of Medicaid Committee

2005 - Present

American Bar Association

Education

2005

William & Mary Law School

JD - Juris Doctor

1997

Georgetown University

B.S.B.A.

Speaking Engagements

2019

National Conference on Autism Guardianships and Alternatives

2019

Lunch & Learn Medicaid Applications

2019

eCLE

Changes to VA Pension Rules

2019

Boston Community Outreach Program of the National CLE Conference

Disability and Medicaid Planning

2018

Public Benefits Seminar Medicaid Waiver Nuts and Bolts

2018

30th Annual Spring Symposia

Stop Living in a Fantasyland - Special Needs Planning Updates Attorneys Need to Know

2017

Essentials of Elder Law

Medicaid

2016

Spring Symposia

VA Benefits - Revolutionary Rule Changes

Publications

2019

The Elder Law Advocate (Florida Bar) The End of Medicaid Retroactive Eligibility? - An Update

2018

The Elder Law Advocate (Florida Bar) The End of Medicaid Retroactive Eligibility?

2017

The Elder Law Advocate (Florida Bar) Medicaid Programs Other Than ICP and LTC Waiver

Activity

Avvo Rating

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Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution