In the senior living industry, it’s easy to get bogged down by ongoing legal issues affecting nearly every area of your business. Womble Bond Dickinson helps to clear through the clutter so that our clients can focus on what matters most; providing seniors with much-needed quality care, residency, and services.        

Our firm has a long established senior living practice in the Southeast and Mid-Atlantic regions, particularly in the Carolinas. Our lawyers provide regulatory and compliance advice related to regular run-of-business tasks, but they also help to make major developments and transactions happen for their clients. We advise boards and management teams of:  

  • Continuing Care Retirement Communities (CCRCs)
  • Life Plan Communities
  • Assisted living facilities 
  • Skilled nursing facilities 
  • Home health care equipment and services companies

What we do

Our team has extensive experience, specific to the senior living industry, in the areas of:

  • Corporate transactions (including M&A and commercial contracts)
  • Regulatory compliance specific to the healthcare and retirement community industries
  • Financings (taxable and tax-exempt), including negotiating and structuring large-scale development and operating loans, bond financings and investments
  • Corporate governance
  • Construction related issues. Our team has experience with projects that meet the specific needs of senior residents
  • Patient privacy issues related to HIPAA and other federal and state laws
  • Employment law matters, such as employee training, employer policies, workforce restructuring, executive compensation and benefits plans
  • Real estate development, including land acquisition, resolving land use and zoning issues and other dealings with local governments relating to development
  • Dispute resolution and litigation 
  • Tax planning, including property tax exemption issues and tax issues for Section 501(c) (3) tax-exempt non-profits

Examples of work

  • We serve as corporate counsel to numerous CCRCs/Life Plan Communities in assisting with corporate and board structure and governance, regulatory compliance, resident matters, contracts, tax-exempt and taxable financings, mergers and acquisitions, and other matters 
  • Represent a leading provider of home health services and durable medical equipment in multiple acquisitions and other corporate and regulatory matters
  • We have represented tax-exempt retirement communities in restructuring transactions to expand their scope of services and into the areas of home care and low-income housing
  • Represent numerous assisted living and retirement communities on construction projects with project delivery, design and construction, contract drafting and negotiation, procurement, real time project advice and dispute resolution