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Senior Living Facilities, Continuing Care, Long-Term Care

Our firm is capable of representing any party to a taxable or tax-exempt financing in the long-term care and senior housing space.  

We serve as bond counsel, underwriter's counsel, issuer’s counsel, borrower’s counsel or purchaser’s/lender’s counsel in all aspects of senior living finance, including:

  • Private placements, public offerings, direct purchases, and bank loans
  • Fixed rate, variable rate, and synthetic fixed rate financings
  • New money and refunding bonds
  • Swaps and other financial derivatives
  • Corporate taxable bonds and 501(c)(3) conduit revenue bonds
  • "Obligated group" master trust indenture structures
  • Arbitrage rebate compliance
  • IRS audits and post-issuance compliance
  • Affordable senior housing

We have a dedicated group of attorneys experienced with the unique aspects of senior housing and long-term care finance. Our team also fosters and maintains long-standing industry contacts to help our clients in all aspects of their debt financing needs.When needed,we collaborate with other areas of our full-service law firm to bring the insight of lawyers in other industries to bear for our clients and help them meet their objectives. 

Representative Experience

  • $119,020,000 Revenue Bonds (The Barrington of Carmel Project) – Bond Counsel
  • $35,830,000 Indiana Finance Authority Revenue Bonds, Series 2012 (Marquette Project) – Bond Counsel
  • $22,015,000 Indiana Finance Authority Revenue Bonds, Series 2013A (BHI Senior Living) – Bond Counsel
  • $21,620,000 Lorain County Port Authority Economic Development Facilities Revenue Refunding and Improvement Bonds, Series 2013A (Kendal at Oberlin) – Underwriter's Counsel
  • Bond Counsel to OPRS Communities, Ohio's largest nonprofit provider of continuing care retirement communities

Professionals

Name Position Phone Email
Ben Kitto Partner 614-462-1056
Michael J. Melliere Partner 614-462-2232
David Nie Partner 317-236-2377
James M. Snyder Partner 312-726-7127
309-445-6017
Victoria White Practice Group Specialist 614-462-2293
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