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Management Services Organizations in Healthcare and Now Law Firms

MSOs enable compliant non-lawyer ownership structures for law firms. Learn operational, regulatory, and compliance essentials from healthcare’s proven model.

2026-02-27 13:00:00

1.5 hours

Program Details

2026-02-27 13:00:00

2026-02-27 13:00:00

1.5h CLE Credits

2026-02-27 13:00:00

1.5 hours

Program Details

2026-02-27 13:00:00

Program Details

2026-02-27 13:00:00

Over 1,000+ webinars

2026-02-27 13:00:00

1.5 hours

Course Overview

MSO Structures for Healthcare and Legal Practices

2026-02-27 13:00:00

Participants will learn how Management Services Organizations enable compliant non-professional involvement in medical practices and law firms. Gain practical knowledge of fee structures, compliance boundaries, and operational functions MSOs can legally manage.

Format

CLE Credit

1.5h CLE Credits

Level

Intermediate

Length

1.5

Key topics that will be covered

01
Corporate Restrictions
States restrict non-lawyer ownership while MSOs provide compliant alternative structures.
02
Fair Market Value
MSO fees must be flat monthly amounts, not percentage-based fee splitting.
03
Operational Functions
MSOs handle billing, HR, IT, marketing, and administrative tasks for practices.
04
Professional Judgment
Licensed professionals must retain all clinical or legal decision-making authority.
05
State Variations
States differ on CPOM rules; California codified them, Minnesota uses case law.
06
Recent Developments
Texas Ethics Opinion 706 confirms legal MSOs and bans percentage fee splitting.

Program schedule

clock 1:00 pm - 1:30 pm EST

MSO Foundations and Expansion into Law Firms

This session explores how Management Services Organizations support healthcare practices by separating business operations from clinical services. Participants will learn why the MSO model is now being adopted by law firms seeking similar benefits of scalability and professional independence.

David (“DJ”) HoltDavid (“DJ”) Holt
clock 1:30 pm - 2:00 pm EST

Corporate Practice Restrictions and MSO Compliance Solutions

Examine the corporate practice of medicine and law doctrines that restrict non-professional ownership of practices. This session covers state-level variations, federal overlay requirements, fair market value fee structures, and how MSOs provide a legally compliant path for outside investment.

David (“DJ”) HoltDavid (“DJ”) Holt
clock 2:10 pm - 2:40 pm EST

MSO Management Functions Across Business Operations

Discover the comprehensive range of services MSOs can provide, including operations, HR, billing, IT infrastructure, marketing, and strategic growth initiatives. Learn how proper MSO support can improve client satisfaction while keeping professionals focused on their core practice areas.

David (“DJ”) HoltDavid (“DJ”) Holt
David (“DJ”) Holt

David (“DJ”) Holt

Holt Law

David (“DJ”) Holt

David (“DJ”) Holt

Holt Law

David (“DJ”) Holt is the attorney and owner of Holt Law, a boutique multi-state health law firm built exclusively for healthcare businesses. A biomedical engineer before he became a lawyer, he counsels healthcare professionals, licensed facilities, medical spas, management services organizations, and healthcare investors, and writes regularly on the regulatory and liability risks of compounded and unapproved peptides, including the 503A and 503B compounding rules.

Education & Credentials

Holt earned his J.D. from Mitchell Hamline School of Law and holds a B.S. in Biomedical Engineering. He practices as a multi-jurisdictional health lawyer through Holt Law, LLC in Minnesota and Holt Law, PC in California.

Recognition & Leadership

Holt holds Avvo's highest rating, a 10.0 “Superb”, and Holt Law carries an A+ rating from the Better Business Bureau. He hosts The David Holt Show podcast.

Professional Involvement

Holt founded DocuHealth, an online marketplace providing legal documents to healthcare providers, and co-founded miVoyce and CutMedicalBills, ventures focused on helping individuals manage medical bills and healthcare decisions. He has volunteered with LegalCORPS, providing pro bono transactional legal assistance to Minnesota entrepreneurs.

Experience

Holt's practice concentrates on the legal problems of operating a healthcare business, including entity structure and the corporate practice of medicine, management services agreements, compliance, and regulatory defense. His published analysis of peptide compliance covers the FDA's Category 2 designation of BPC-157 and the limits of the 503A and 503B compounding pathways for unapproved peptides.
David (“DJ”) Holt

David (“DJ”) Holt

Holt Law

David (“DJ”) Holt is the attorney and owner of Holt Law, a boutique multi-state health law firm built exclusively for healthcare businesses. A biomedical engineer before he became a lawyer, he counsels healthcare professionals, licensed facilities, medical spas, management services organizations, and healthcare investors, and writes regularly on the regulatory and liability risks of compounded and unapproved peptides, including the 503A and 503B compounding rules.

Education & Credentials

Holt earned his J.D. from Mitchell Hamline School of Law and holds a B.S. in Biomedical Engineering. He practices as a multi-jurisdictional health lawyer through Holt Law, LLC in Minnesota and Holt Law, PC in California.

Recognition & Leadership

Holt holds Avvo's highest rating, a 10.0 “Superb”, and Holt Law carries an A+ rating from the Better Business Bureau. He hosts The David Holt Show podcast.

Professional Involvement

Holt founded DocuHealth, an online marketplace providing legal documents to healthcare providers, and co-founded miVoyce and CutMedicalBills, ventures focused on helping individuals manage medical bills and healthcare decisions. He has volunteered with LegalCORPS, providing pro bono transactional legal assistance to Minnesota entrepreneurs.

Experience

Holt's practice concentrates on the legal problems of operating a healthcare business, including entity structure and the corporate practice of medicine, management services agreements, compliance, and regulatory defense. His published analysis of peptide compliance covers the FDA's Category 2 designation of BPC-157 and the limits of the 503A and 503B compounding pathways for unapproved peptides.

Credits by state

AK1.5
AL1.5
AR1.5
AZ1.5
CA1.5
CO1.5
CT1.5
DC
DE1.5
FL1.5
GA1.5
HI1.8
IA1.5
ID1.5
IL1.5
IN1.5
KS1.5
KY1.5
LA1.5
MA1.5
MD1.5
ME1.5
MI1.5
MN1.5
MO1.8
MS1.5
MT1.5
NC1.5
ND1.5
NE1.5
NH90.0
NJ1.5
NM1.5
NV1.5
NY1.5
OH1.5
OK2.0
OR1.5
PA1.5
RI2.0
SC1.5
SD1.5
TN1.5
TX1.5
UT1.5
VA1.5
VT1.5
WA1.5
WI1.5
WV1.8
WY1.5

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Trusted by Legal Professionals

1000+

Live stream programs

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Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Approved
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Approved
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Approved
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs