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Beyond the Stethoscope: Mastering Fee-Sharing Without Crossing Legal Lines

SKU: BUS5500

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Price$50

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Description

Moving entirely outside of the medical context, this CLE session unveils the versatile MSO structure as a powerful business tool for other regulated professional services. We introduce the specialized LOMO (Legal Operational Management Organization) and PAMO (Professional Accounting Management Organization) models, detailing the necessary jurisdictional tailoring in states like California, Washington, and Oregon.

Attendees will master the "Dark Arts" of compliant economic participation by separating non-licensed investment and administrative services from professional judgment, ensuring compliance with strict Corporate Practice of Law (CPOL) and CPA firm ownership rules.

Lecturer Bio

Glenn H. Truitt, Esq.

In late 2014, Mr. Truitt co-founded Private Wealth Law (then Ideal Business Partners), as a multi-disciplinary professional services firm providing corporate law, corporate finance, and strategy. At PWL, Glenn works across multiple highly regulated industries, including healthcare, fintech, and emerging retail markets and focuses his practice on Mergers and Acquisitions, Corporate Governance, Private Securities, Privacy and Trusts, Estates & Asset Protection for high-net worth individuals and families.

Mr. Truitt has been a licensed attorney since 2005, and is currently licensed in Nevada and California, and through his work for international law firms in Los Angeles, his management consulting, general counsel for both private and public companies, and over a decade and a half of independent practice has helped him develop a unique approach to problem-solving and an appreciation of the importance of creativity in professional services.

Born in suburban Chicago and raised in suburban Denver, Glenn enlisted in the Navy and was soon after appointed to the United States Naval Academy in 1993. He graduated from Navy with a Bachelor of Science in Mathematics with honors and distinction, graduating 8th in his class. Following graduation, Glenn served on board the fleet ballistic missile submarine, USS TENNESSEE (SSBN 734(B)). After resigning his commission, he attended Stanford Law School, where he graduated in 2005, and he recently completed his Master’s in Healthcare Administration from the Milken Institute for Public Health at George Washington University.

In his free time, Glenn enjoys board games, cooking, reading and writing and enjoying living the loft life in downtown Las Vegas, riding his OneWheel and cheering on the local pro sports teams.

National Academy of Continuing Legal Education is a sponsor of CLE activities approved by the Supreme Court of Wisconsin Board of Bar Examiners. All courses offered by the National Academy of Continuing Legal Education have been directly approved by the Board of Bar Examiners (BBE). To view our full accreditation details, please .

Accreditation and CLE Rules for Wisconsin

Beyond the Stethoscope: Mastering Fee-Sharing Without Crossing Legal Lines

Description

Lecturer Bio

Glenn H. Truitt, Esq.

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