Baker & Daniels serves a diverse array of Catholic health care systems, facilities and educational institutions, providing advice on a number of different transactions and projects on both a national and international scale. Our dedicated group of Catholic organization professionals include one of the nation's leading canon lawyers with a Roman pontifical doctorate in canon law, in addition to our highly experienced health care lawyers and consultants. We provide our Catholic organization clients with in-depth experience to manage the complex canonical, moral and theological considerations raised by mergers, acquisitions, affiliations and changes of sponsorship.
Baker & Daniels provides an integrated team approach alongside our employment, antitrust, exempt organizations, tax, corporate finance and intellectual property professionals. By doing so, the firm's Catholic organization professionals can offer both the legal expertise and understanding of the intricacies involved in working with Catholic institutions.
Catholic Health Care Systems and Facilities
We can advise and assist on a broad range of health care transactions: developing compliance programs, medical records issues, litigation and investigations, fair market value documentation, joint ventures and business restructuring.
Our particular experience with Catholic health care systems, facilities and their leaders includes:
- System co-sponsorships, mergers, disaffiliations, acquisitions and divestitures
- Facility joint ventures, affiliations, mergers, acquisitions, sales and closures
- Governance and management restructuring
- Board education
- CEO retention and transition
- Collaboration between Catholic and other-than-Catholic systems and facilities
- Federal and state government investigations
- Regulatory compliance reviews
- Compliance with canonical requirements governing the stewardship and alienation of temporal goods by institutes of consecrated life and societies of apostolic life, whether of pontifical or diocesan right, as well as archdioceses and dioceses
- Oversight by American diocesan bishops and ordinaries of these transactions
- Appropriate canonical recourse to the relevant Vatican dicasteries of the Roman Curia
- Formation of public juridic persons and private juridic persons
- Ethical and religious directives for Catholic health care facilities compliance, counseling and review
Educational Institutions
We have also advised numerous domestic and international Catholic schools and institutions on both canon and civic law, including:
- Corporate structuring
- Counseling related to faculty and student affairs
- Governance and management restructuring
- Property ownership and financing matters
- Tax and tax-exemption matters
- Board education
- Sponsorship model revision
- Compliance reviews
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