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Assisted Living & Long-Term Care

We advise both family-owned and national companies with the development, financing, tax planning (for both taxable and tax-exempt entities), regulatory compliance, licensure and certification, and management and operation of alternative housing options for the elderly, assisted living residences, nursing homes and retirement communities. We counsel on day-to-day operational issues, assembling tax credits, tax-exempt bonds, Medicaid waiver financing, employee benefits and resident relations.  Additionally, we handle issues pertaining to development and expansion, zoning, permitting, financing, licensing and certification of new facilities. 

Representative Projects and Transactions

  • Represented developer and licensor of a chain of five long-term care facilities in Massachusetts including regulatory, financing and long term lease negotiations.
  • Counsel to the largest privately held nursing home and assisted living provider in the Commonwealth of Massachusetts in connection with $30 million acquisition of two nursing facilities, an assisted living facility and a medical office building.
  • Represented consortium, including a Massachusetts General Hospital affiliate, in the development of a 350-unit cooperative housing community with an on-campus nursing home in Westwood, MA.
  • Represented the developer and manager of a 160-unit continuing care cooperative community on the South Shore of Massachusetts.
  • Represented in connection with the financing and development of one of the first truly affordable assisted living facilities in Massachusetts.
  • Borrower's counsel in connection with regulatory matters and construction and working capital financing for an assisted living facility and nursing facility campus development, involving multi-mode, variable rate, assisted living revenue bonds and taxable adjustable rate notes.
  • Represented a major national provider of assisted living services in regulatory, real estate and other matters.
  • Assisted in the development of a 113- unit facility designed to serve low and moderate income residents in a Boston suburb.

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