Lance Martin McKinney

Lance Martin McKinney

5.0
Rating: 10.0

Licensed for 34 years

Guardianship Lawyer at Fort Myers, FL
Practice Areas: Guardianship, Litigation, Trusts ... +5 more

3783 Seago Ln, Fort Myers, FL

About Lance

Biography

Practice Areas

8

Practice Areas

Guardianship 40%

I have represented both the alleged incapacitated and more commonly the person interested in protecting the incapacitated person. I represent both family and professional guardians. In addition I have represented family in "Baker Act and Marchman act" cases which involve involuntary placement for mental health and substance abuse.

35 years | 400 cases

40%
Litigation 15%

Will contests, trust disputes and other fiduciary violations are litigation areas. Commercial litigation and representation of Pest Control businesses is a second area.

35 years | 100 cases

15%
Trusts 15%

Both estate planning and special needs trusts to plan for persons with disabilities or the elderly and the impact on public benefits.

35 years | 200 cases

15%
Elder Law 10%

Elder law is a blanket term used to describe the coordinated approach when considering planning for a client's independence and control over their health and financial circumstances presently and in the future. It includes other practice areas like estate planning, guardianship, probate, public benefits (medicaid, medicare, social security and veteran benefits) It includes preparing will, trusts and advance directives.

35 years | 400 cases

10%
Probate 10%

Probate covers both the formal court process to transfer a deceased's assets and advice on trust administration. It includes working with beneficiary accounts like "pay on death" or other designations.

35 years | 150 cases

10%
Estate Planning 5%

Estate planning involves wills, trusts and other tools to transfer property both prior to and after death.

35 years | 300 cases

5%
Wills and Living Wills 3%

Wills and Living wills is a part of "estate planning" and "elder law" categories. These issues are part of many other practice areas.

35 years | 300 cases

3%
Power of Attorney 2%

This is a part of elder law and estate planning. The percentage break out overlaps with many of the other fields.

35 years | 300 cases

2%

Fees and Rates

Cost

Hourly Rates

$ 400-400 per hour

Contingency

25%-40%


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in Florida for 34 years

State: Florida

Acquired: 1991

Member in Good Standing

No misconduct found

Location

Osterhout & McKinney, PA

3783 Seago Ln, Fort Myers, FL, 339018113

Osterhout & McKinney, PA

999 Vanderbilt Beach Rd. Suite 200, Naples, FL, 34108

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Lance Martin McKinney's Reviews

Avvo Review Score

5.0 /5.0

4 Client Reviews

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

Posted by Faith | December 30, 2021 | Hired Attorney

This review is from a person who hired this attorney.

Hired and Consulted with Lance McKinney Several Times

Attorney Lance McKinney is very knowledgeable and was recommended to me by a community member who is on many boards and committees related to my case. He has a broad knowledge about guardianship, trusts, pros and cons, and is very friendly and has a big heart.

Posted by Judy | April 23, 2020 | Hired Attorney

This review is from a person who hired this attorney.

Excellent experience

Lance put me at ease about what I needed to do to bring my documents up to date for Florida purposes. He answered my questions and explained (more than once) the purposes of the documents that were necessary. He was so patient -- made preparation less stressful. And Chantel, his paralegal, was so ...helpful also. A great experience!

Posted by Robert | October 30, 2019 | Hired Attorney

This review is from a person who hired this attorney.

Estate Planning

We hired Atty. McKinney to prepare a simple estate plan for my wife and myself, primarily wills for us both and the ancillary documents that typically are included in such a document set. We thought initially that the fee was a bit high, but in retrospect, we were well served by the thoroughness o...f what was included. We have no regrets.

Posted by anonymous | March 10, 2009

Ed Gill

Lance McKinney is the best attorney that I have ever had the privilege of working with. He exhibited professionalism that went over and above any and all expectations that I had. His knowledge of the guardianship laws and procedures made a journey, while very difficult and emotional, move more swif...tly and smoothly than I believed possible. His ability to create a sense of calm, made the transition for my grandmother seem almost effortless. During the guardianship process I was required to interact with other attorneys that had respect equal to my own for his effectiveness in the field. There is no doubt that I will continue to use and overwhelmingly recommend Lance McKinney to anyone that is in need of an elder law attorney.

See All Client Reviews

Lance Martin McKinney's Lawyer Endorsements

Endorse Lance
Robert Vance Greene headshot
Robert Greene

Guardianship lawyer | Jul 11

Relationship: Worked together on matter

"I have worked with Mr. McKinney and his office on several occasions. He has always been professional, competent and a pleasure to work with on guardianship matters. I recommend his services."

Robert James Hynds headshot
Robert Hynds

Unknown lawyer | Feb 06

Relationship: Fellow lawyer in community

"Lance McKinney is very experienced and capable in guardianship and probate matters. He has a great knowledge base and has always been kind enough to assist me with probate questions. I highly recommend him."

Michael S ('Mike') Hagen headshot
Michael Hagen

Estate planning lawyer | Jan 15

Relationship: Opposing Counsel on matter

"I endorse this lawyer. Lance is smart and tenacious, yet always collaborates in trying to resolve disputes. He is diligent and a people person. I consider him to be a valued colleague."

Joseph John Bernardo headshot
Joseph Bernardo

Unknown lawyer | Jun 06

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Aaron J. O'Brien headshot
Aaron O'Brien

Elder law lawyer | Oct 17

Relationship: Fellow lawyer in community

"I endorse this lawyer. Every client or former client of Mr. McKinney's that I have talked with is highly satisfied, without exception. He holds a stellar reputation among his attorney-colleagues, as well. His pleadings are impeccable and his knowledge of the law is unsurpassed. I recommend Mr. McKinney and his firm for all elder law issues."

Robert B Fleming headshot
Robert Fleming

Trusts lawyer | Sep 02

Relationship: Fellow lawyer in community

"Lance McKinney is one of the leading special needs trust lawyers in the country. He is recognized as an authority by fellow members of the Special Needs Alliance, the leading national organization for special needs practitioners."

Britton Goodlad Swank headshot
Britton Swank

Guardianship lawyer | Mar 17

Relationship: Co-worker

"I endorse this lawyer's work. I've worked for Lance McKinney for more than 5 years. He's extremely knowledgeable in the elder law area and in particular, handling complex guardianship matters. Clients and professionals enjoy working with him and other attorneys often call him for gudiance."

Lowell Samuel Schoenfeld headshot
Lowell Schoenfeld

Elder law lawyer | Mar 12

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. Lance is considered the local expert on Medicaid planning and complicated guardianships."

Amy Lynn McGarry headshot
Amy McGarry

Guardianship lawyer | Mar 10

Relationship: Opposing Counsel on matter

"I have worked with Lance in many guardianship cases. He is knowledgeable in the law, and treats his clients fairly and respectfully."

View All Endorsements
Robert B Fleming headshot
Robert Fleming

Trusts lawyer

Michelle Rachel Hollister headshot
Michelle Hollister

Elder law lawyer

Bruce L. Scheiner headshot
Bruce Scheiner

Personal injury lawyer

Terry S Nelson headshot
Terry Nelson

Personal injury lawyer

Michael Wade Leonard headshot
Michael Leonard

Real estate lawyer

David LeBron McGuffey headshot
David McGuffey

Elder law lawyer

Bridget A O'Brien Swartz headshot
Bridget Swartz

Trusts lawyer

Alan Stephen Kotler headshot
Alan Kotler

Estate planning lawyer

Dennis Michael Sandoval headshot
Dennis Sandoval

Estate planning lawyer

Stacy Lynn Sherman headshot
Stacy Sherman

Appeals lawyer

April Denise Hill headshot
April Hill

Elder law lawyer

Lowell Samuel Schoenfeld headshot
Lowell Schoenfeld

Estate planning lawyer

Amy Lynn McGarry headshot
Amy McGarry

Guardianship lawyer

Experience

Rating:  10.0 (Superb)

Honors

2018

Super Lawyer, SuperLawyers

2017

Super Lawyer, SuperLawyers

2016

Super Lawyer, Super Lawyers

2015

Super Lawyer, Super Lawyers

2014

Super Lawyer, Super Lawyers

2009

Accretidation, Veterans Administration

2005

Certified Elder Law attorney, Florida Bar

2004

BV Rating, Martindale-Hubbell

Work Experience

1998 - Present

Managing Partner, Osterhout & McKinney, PA

1993 - 1998

Attorney, Pavese, Haverfield, Dalton, Harrison & Jensen LLP

1991 - 1993

Attorney, Law office of Lance McKinney

Associations

2006 - Present

Special Needs Alliance

Member

2004 - Present

National Academy of Elder Law Attorneys

Member

2004 - Present

Academy of Florida Elder Law Attorneys

Member

2000 - Present

Florida State Guardianship Association (Southwest Florida chapter)

member

1994 - Present

Lee County Bar Association

Member

1991 - Present

Florida Bar

Member

2007 - 2013

Life Care Planning Law Firms Association

Member

2007 - 2012

NAMI Lee County, Inc

Director and President

Sample of Legal Cases

McKinney v Rawl

Appeal granted and reversed trial court

Spouse of John Doe v State of Florida

Reversed a denial of benefits from Medicaid.

See More Legal Cases

Education

1990

University of Florida, Fredric G. Levin College of Law

Juris Doctor with Honors

1986

Stetson University

BS - Bachelor of Science

Speaking Engagements

2009

Guardianship Monthly Luncheon Seminars

Various topics - check website for schedule

Publications

2018

Florida Guardianship Practice (Florida Bar CLE) Chapter 18 Guardians Ad Litem and Court Monitors (10th Ed)

2018

Florida Guardianship Practice (Florida Bar CLE) Chapter 17 Special Property Problems of Guardianships (10th Ed)

2016

Florida Guardianship Practice (Florida Bar CLE) Chapter 18 Guardians Ad Litem and Court Monitors (9th Ed)

2016

Florida Guardianship Practice (Florida Bar CLE) Chapter 17 Special Property Problems of Guardianships (9th Ed)

2013

Journal of Geriatric Care Management So the Neighbors are Nosy and the Friends are Pushy, What Does That Mean for the Geriatric Care Manager?

2013

Flordia Guardianship Practice 8th ed. Chapter 18 Guardians ad litem and Court Monitors

2011

Florida Guardianship Practice (Florida Bar CLE) 7th ed. Chapter 18 Guardians ad litem and Court Monitors

2009

Naela Guardianship Newsletter Psychiatric Advance Directives

2008

Florida Guardianship Practice (Florida Bar CLE) 6th ed. Chapter 18 Guardians ad litem and Court Monitors

2007

Exceptional Parent Moving a special needs trust between states

Activity

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