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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

Over 1,000+ webinars

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 HoltDavid 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 HoltDavid 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 HoltDavid Holt
David Holt

David Holt

Holt Law

David Holt

David Holt

Holt Law

David Holt is the founder and CEO of Holt Law, a Minnesota and California-licensed firm that helps healthcare entrepreneurs navigate their industry’s unique legal challenges. He specializes in regulatory frameworks and liability protection for group homes and licensed residential care settings.

Recognition & Leadership

Author of an upcoming book on healthcare legal strategies for business owners, set to launch in 2025.

Professional Involvement

Hosts his firm podcast and weekly educational show, and advocates for improvements at the intersection of healthcare and legal compliance.

Experience

Extensive experience advising healthcare professionals, medical spa owners, and group home operators. Founder and CEO of DocuHealth, a platform that makes essential legal documents and training accessible to healthcare professionals.
David Holt

David Holt

Holt Law

David Holt is the founder and CEO of Holt Law, a Minnesota and California-licensed firm that helps healthcare entrepreneurs navigate their industry’s unique legal challenges. He specializes in regulatory frameworks and liability protection for group homes and licensed residential care settings.

Recognition & Leadership

Author of an upcoming book on healthcare legal strategies for business owners, set to launch in 2025.

Professional Involvement

Hosts his firm podcast and weekly educational show, and advocates for improvements at the intersection of healthcare and legal compliance.

Experience

Extensive experience advising healthcare professionals, medical spa owners, and group home operators. Founder and CEO of DocuHealth, a platform that makes essential legal documents and training accessible to healthcare professionals.

Credits by state

AK1.5
AL1.5
AR1.5
AZ1.5
CA1.5
CO1.5
CT1.5
DC1.5
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
NJ1.8
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

Upcoming Live Online CLE Broadcasts

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

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