Legal Strategy Session

The Legal Strategy Session is the foundational, first step in the legal and regulatory review of a client’s healthcare business.

Our goal is to give you unparalleled advice. That is why, prior to speaking with you, your Attorney will conduct a 45-minute review of your situation as you have described it on your detailed Intake Form. Then, your Attorney will join you for a 45-minute telephone consultation, informed by that initial review. This will allow us to identify key legal issues that are holding you back, offer you initial recommendations, and map out next steps.

We want you to walk away with at least one powerful “a-ha” moment when something crystallizes for you. It might crystallize during the call or after the call; the point is that you get an insight that you were missing and needing to start filling in the legal and regulatory puzzle pieces to unlock your business growth.

Please note that the Legal Strategy Session is not a comprehensive review; rather, it provides an opportunity to go over some fundamentals of your healthcare business model, allows you to ask questions; and lets us have a conversation about risk mitigation as part of your overall legal and business strategy.

Once you remit the prepaid flat fee, we will send you our engagement letter (subject to a conflict check) and a calendar link so we can get to work. Thank you for entrusting us as your legal counsel. We look forward to working with you!

A message from Cohen Healthcare Law about the Legal Strategy Session and the kinds of issues we have tackled during these foundational legal meetings

  • I consider Michael a ‘Guiding Light’ for those who serve others in healthcare. Not only does he have extensive legal knowledge and experience but, he is deeply intuitive and comes from the heart; he also understands the healing arts from the inside out (if you doubt this, I recommend his book A Friend of All Faiths.) Michael is the foremost attorney in the health industry. In every way, working with Michael is a superior choice.

    Sue Mirkin
    Sue Mirkin Personalized Guided Meditation Storyteller
  • A great asset to my addiction treatment center. Tons of insight and experience in the field of health care law. On top of that, they always call back within a short time after my call. Highly recommended! Scott Kiloby, Director of the Kiloby Center for Recovery, Inc.

    Scott Kiloby
    Scott Kiloby Director of the Kiloby Center for Recovery, Inc.
  • Provides timely and insightful legal counsel. An effective communicator and can be trusted with handling complex healthcare matters.

    Cathy Baker
    Cathy Baker Chief Operating Officer, Vision Radiology
  • Being located in Australia we required someone to help our firm understand the regulatory landscape for medical devices within the US. After researching several companies online we decided to engage their services. I found them to be a very capable and extremely professional individual whom was always very pleasant to work with. In addition to helping us better understand the regulatory landscape in the US, they were also very helpful in providing referrals to other Advisers that we required at the time. I would be very comfortable in recommending their services.

    Danniel Jacques
    Danniel Jacques Owner, MedWise/Osmo Patch
  • Words cannot express how grateful I am to them. Being a surgeon I am used to stressful situations but when dealing with legal issues, one really needs someone intelligent, efficient, experienced, with excellent attention to detail. They made me feel comfortable and confident immediately. Their skill and knowledge was impressive as well as their friendly and empathetic personality. I am very happy to report I won my case with a high 6 figure judgement in my favor. I am so happy and grateful for all their help and highly recommend them to anyone who needs someone amazing in healthcare law. Sincerely, Dr.Misra

    Mona Misra, MD
    Mona Misra, MD Bariatric and Minimally Invasive Surgeon, Advanced Surgical Specialists Inc.
  • "I found the law firm while researching the legal issues surrounding integrative and complementary practices. Our consultation was enlightening and informative. I believe they are the preeminent professional in this field. Friendly, engaging and helps to narrow the conversation which makes for a very efficient consultation. I highly recommend this firm and look forward to working closely with them in the future."

    Eric B. Hannah
    Eric B. Hannah Financial Representative
  • “Truly is one of the top attorneys in the country [whose] expertise in business law and alternative heath care legislation protocols for doing business is second to none. You will be pleasantly surprised with his vast knowledge, extraordinary work ethic and reassuring confidence that any legal issue you may have will be resolved easily and successfully. Their business and legal advice is top notch and has already saved me time, money and potential future frustration. Worth every penny! Also, it’s like they intuitively already knows what questions you have and answers them before you even ask! What a gift!”

    Aiden Chase
    Aiden Chase Owner, Aiden Chase
  • “Extremely knowledgeable and dedicated business lawyer who never ceases to amaze me. Their passion is certainly the law, and they uses it to protect and help small business owners and anyone that may be in need. Very very thorough in everything that he does.”

    Bryan Tepus
    Bryan Tepus Vice President of Sales, ExpiTrans Inc
  • “I am a litigation attorney who has worked with them on several occasions. Their knowledge and ability have greatly complemented my own, hugely benefiting my clientele. I feel fortunate that I can confidently refer to him matters that are beyond the scope of my practice, knowing the clients will get first-rate lawyering from a true gentleman whose great personal integrity is refreshing.”

    William Dickerman, Esq.
    William Dickerman, Esq. Principal, Law Office of William Dickerman
  • Admirably pushes the frontiers of law, medicine, ethics, and health care policy. In an engaging, insightful, and provocative analysis, opens a door to the future of medicine, thus laying the foundation for a regulatory framework that supports human physical, as well as spiritual, health.”

    Kenneth R. Pelletier, PhD
    Kenneth R. Pelletier, PhD Former Director, Stanford Corporate Health Program; Clinical Professor of Medicine, Stanford University School of Medicine
  • “Just a quick note to thank you for the outstanding work you did for me regarding a national survey related to practice rights for dual degreed health professionals. The work was done in a timely and complete manner and is much appreciated.”

    Jim Winterstein, DC
    Jim Winterstein, DC President Emeritus, National University of Health Sciences
  • “You are shining a bright light in areas that are in such need of more heart-based thinking.”

    Carol Hink
    Carol Hink Synergetic consultant, Flying Bridge 360
  • “Michael is a real expert in healthcare law, able to navigate the maddeningly complex nuances among city, state, and federal regulations. But he’s more than a lawyer; in a way I find rare among lawyers, he’s also an entrepreneur and understands that entrepreneurs want to figure out how to get things done. Michael knows how to make your idea legally possible.”

    Samer Hamadeh
    Samer Hamadeh Zeel founder & CEO
  • “I never thought I’d meet an attorney I could actually have a real conversation with until I met Michael Cohen. He’s just got that human touch. And when you combine that with his impeccable professional credentials you get magic! Michael is the real deal.”

    Michelle Price
    Michelle Price Chief Business Architect & Social Media Capitalist, A Third Mind New Media
  • “One of the few attorneys I know of who brings conscious perspective to legal matters. Understands that although people need to protect themselves legally, many of us want to do it in a way that’s both highly ethical and highly effective.”

    Lisa Elia
    Lisa Elia President, Lisa Elia Public Relations
  • “I could not recommend a lawyer more highly. I consulted with Michael on a very complex business venture. He took the time to make sure that I understood the lay of the land, and went beyond the call of duty in addressing questions and concerns. Michael not only is wealth of knowledge, but a pleasure to work with. If you want a lawyer who not only has extensive knowledge of both law and business, but also truly cares about his clients then Michael is your guy.”

    Nikki Schwartz, MSW MA
    Nikki Schwartz, MSW MA Founder/CEO, Whole Health Consulting
  • “Continues to be a nuts-and-bolts visionary in the field of Integrative Medicine Law.”

    Karen Erickson, D.C.
    Karen Erickson, D.C. Founder, Erickson Healing Arts
  • “Michael is one of the most intelligent people you’ll ever meet. Just look at his profile — multiple degrees, books, Harvard Professor, etc.! You would never know this right away by his kind, and modest nature until you ask. I see Michael frequently going out of his way meeting with people and he is always there truly listening and thinking of YOU first.”

    Fred Cooper
    Fred Cooper Area Manager of New Business Development, AT&T
  • “Provided extremely thorough advice and document preparation for me in the formative stages of my new integrative medical practice. Easy to work with and meticulous in all matters large and small.”

    Allan Inglis, MD
    Allan Inglis, MD Physician, Integrative Health Solutions
  • “…quite thorough and helpful, and I believe I can rely on your advice to proceed in practice with confidence and care.”

    Robert A. Pendergrast, Jr., M.D., M.P.H.
    Robert A. Pendergrast, Jr., M.D., M.P.H. Director, Aiken-Augusta Holistic Health
  • “Gave me the best advice and saved me so much time for my business! Not only extremely resourceful and knowledgeable, but the most friendly attorney(s) I’ve ever spoken to!

    Elizabeth Foo
    Elizabeth Foo
  • “I heard Michael present the legal landscape of this very novel and unfamiliar area of health care to a ballroom filled with thought leaders from medical education and health care delivery systems, and was immediately impressed with his intellect and thoughtfulness. On that day he not only summarized the state of the law regarding complementary medicine, but also gave us a glimpse of what the future might hold for medicine.”

    Karen E. Adams, MD
    Karen E. Adams, MD Center for Ethics in Health Care, Oregon Health and Sciences University
  • “I had the privilege to listen to several talks by Michael H. Cohen in the Middle East with over 2,000 participants, including the high representatives from the Ministries of Health of the Gulf States. Michael is remarkable in convincingly communicating the legal complexities of integrative medicine under unique conditions in a humble, joyful and intelligent way.”

    Torkel Falkenberg, PhD
    Torkel Falkenberg, PhD Associate Professor in Health Care Research, Research Constellation Leader - Integrative Health Care, Karolinska Institutet and Head, THE INTEGRATIVE CARE SCIENCE CENTER (Sweden)
  • “I’ve known Michael Cohen since 2005. I have been consistently impressed by his knowledge and professional behavior. Michael is one of the most humane and sincerely concerned individuals I have had a chance to work with . I would recommend him as an attorney without reservations. I have nothing but the highest regard for Michael. He was forthright, honest and demonstrated a lot of integrity."

    Ronald Whitmont, MD
    Ronald Whitmont, MD Classical Homeopathic Physician, Ronald D. Whitmont, M.D.
  • "I am a CFO and have used them to get insight on the proper way to set up some companies. Has a strong depth and breadth of knowledge and was able to guide me in the right direction. Very personable and quick to respond. I would definitely recommend them and look forward to working with them in the future."

    Doug Norman
    Doug Norman Founder & former CFO, Starbase Corporation
  • “Michael is a great teacher and resource for dealing with legal issues in a comprehensive approach. His energy is full of foresight, grounded and open.”

    Eric Parrott Los Angeles Small Business Network
  • “Michael is a superb business lawyer. His keen intellect and skillful instincts helped our company navigate the complex waters of international contracts. Michael’s cogent, persuasive brief for our recent international mediation and arbitration was invaluable in securing our award. Michael is understanding, easy to work with. He gets the job done at competitive rates and with pleasing efficiency. We have confidence in him to handle our case; he gives valuable advice to the client.”

    Annie Tsang and Gechen Wang Silver Oasis Technology Ltd
  • “The embodiment of the enlightened, holistic attorney of the future. Excellent – professional, thorough, sincere, ethical, erudite, kind, spiritual and efficient. Working with them I felt supported and protected. They looks at their clients in a body-mind-spirit way, and at their business from a practical success as well as personal fulfillment point of view. I highly recommend them to anyone interested in receiving high quality, efficient legal services in a genuine and pleasant atmosphere.”

    L.A.C. Holistic Health Care Consultant
  • “As a wellness practitioner and consultant to other wellness professionals I understand not only the importance of niche services, but also the importance of expertise. Many practitioners do not understand the complexities of regulations and rules that govern their profession, including setting up an entity correctly, partnering with other health care providers (fee splitting no nos) and product sales in clinic and on line. Doesn’t that sound daunting? It is. I highly recommend these team of talented experts. An ounce of prevention is worth a pound of cure applies to business just as much as it does health. Don’t be caught in need of correcting a problem, get it right from the start.”

    L Acupuncturist
  • “I’m a business owner and have had dealings with many attorneys. But they are one of the only attorneys that truly had my best interest at heart. Genuine and truly cares about their clients. There are a lot of jokes about attorneys but they are one of a kind. Goes beyond the call of duty and that’s what sets them apart from every other attorney. They have always been available and returns their calls promptly. I can always count on them and so can anyone. I highly recommend their services. .”

    L.R. Chiropractor and President of a management company to a multidisciplinary healthcare practice
  • “Not only knowledgeable, but responsive as well. Researches their facts thoroughly before giving advice and returns calls promptly. What a find.”

    Laura A.
  • “After burning through quite a few attorneys to help me with my business, I feel like I’ve finally found my guy. For the first time, I feel like I’ve found someone who’s not just churning me for fees. Truly has my best interest at heart. Plus, they are great at listening to my legal needs and helping me navigate the complicated business terrain in an efficient, cost effective, and logical manner. I only wish I’d found them sooner.”

    Madison Spurlock, DC
    Madison Spurlock, DC Body By Laser
  • “It is because of the firm that we can be taking these continual steps toward a more stable foundation for our future growth. Everyone involved is excited and looking forward to opening.”

    Karen Macedonia Melrose Recovery Center
  • “I had contacted a couple of local lawyers in the past, but they had very little understanding of the area of wholistic health education in which I work, and were clearly unable to offer me specific advice. Michael on the other hand came from a position of extensive knowledge and understanding; his review and responses to my material [in helping me to review my disclosure and consent forms] was meticulous and uncompromising. This resulted in a total restructuring of my job description and a tightening up of potential problem areas. I now have a much clearer idea of the legal limitations to my scope of practice, and am aware of, and able to avoid potential pitfalls. I feel more secure, and my clients are more accurately informed at the outset. In addition, Michael was courteous and promptly responsive to my inquires throughout the process. Great service and great staff.”

    Graham Montague
  • “This is a wise attorney. When it comes to areas of the law pertaining to healthcare, business law, government compliance, and the like, Michael literally wrote the book. He has many publications to his credit, and within 15 minutes of meeting him, his strong command of the subject matter and ability to listen and absorb will become apparent. This is the lawyer to whom you want to turn for advice, compliance, and litigation. One of the smartest people I’ve ever met. His good judgment, forthrightness, and looking out for my issues and long term gains will stand me in good stead.”

    Jeff G. Writer
  • “We feel that your knowledge of the Healthcare law is unquestionable and we were very pleased with your expertise.”

    Aubrey Jenkins
    Aubrey Jenkins CEO, Truvanta
  • “Michael H. Cohen is a rare gem. He is genuine, has exceptional legal expertise and in-depth knowledge of the world of integrative medicine and healthcare. I refer clients and candidates to him knowing they are in the best hands.”

    Lisa McDonald
    Lisa McDonald Founder, Integrated Connections
  • “Our company recently retained the firm and we’ve found their counsel and expertise to be invaluable. True professional(s) in every respect. Understands healthcare law inside and out and I would highly recommend to anyone looking for good counsel.”

    Holly B.
  • Very knowledgeable in his field pertaining to healthcare, especially telehealth medicine. We hired them for our company to help produce contracts to different healthcare facilities. Our business is certainly growing because of his help and expertise.

    Sheetal Patel, MD
    Sheetal Patel, MD TeleHealth Solution, Chief of Quality and Improvement Outcomes
  • I've twice consulted regarding options for independent contractor relationships vs. employee and sub-leasing arrangements with other acupuncturists in my clinic, and both times they has been extremely helpful, thorough, and patient with my many questions. Prompt in responses, they were often waiting for me rather than me for them--exactly the opposite of what I expect when consulting with an attorney! Excellent knowledge of health care law and their office is courteous and detail-oriented. I have no complaints and highly recommend their services.

    Anthony Von Der Muhll
    Anthony Von Der Muhll Santa Cruz Acupuncture Orthopedics and Sports Medicine Clinic
  • At a recent Silicon Valley Health 2.0 forum, Michael participated on a panel of legal experts covering topics that are critically important to medical device/digital health entrepreneurs. Michael‘s role was to explain the complexities related to regulatory, compliance, labeling, 510k/PMAs, etc. which he did in an articulate and thoughtful manner tailored to the business leaders in the audience. His command of the subject matter was evident as the four other panel members would defer to Michael on all questions related to the FDA. Michael’s legal expertise, business insights and good natured manner are the characteristics any medical technology company would value in a trusted advisor.

    John Kraczkowsky
    John Kraczkowsky Digital Health Start Up in Stealth Mode, Chief Commercial Officer
  • Impressive credentials are only overshadowed by their clear awareness of practical strategies to help Physicians navigate modern healthcare and achieve successful outcomes.

    James Riviezzo
    James Riviezzo Practice On Your Terms
  • Worked together representing a physician-client in a highly emotional employment litigation matter. I know from working directly, and from speaking with our joint client, that the firm provides careful, thoughtful advice focusing both on the nitty-gritty details of complicated bodies of law, and on the big picture of what the client wants to achieve. Calm in the face of adversity and maintains a positive, encouraging spirit that brings out the same in their clients (and his co-counsel). I cannot recommend them highly enough!

    Zachary Rothenberg
    Zachary Rothenberg Nelson Hardiman, LLP, Healthcare Litigation Partner
  • Very knowledgeable, provided up to date information and I really like the e-newsletters as they have a lot of good information on pertinent issues. We like what you are doing and the way you are doing it!

    Cheryl A. CR MILES P.C., Attorney
  • Crane Herb is creating Patient Analytics for Practitioners to track and report their TCM clinic data. I rely on their expertise, communication skills and curiosity. My other lawyers have no experience in healthcare legal details. I don't want to waste my time and money educating them about my issues.

    William Egloff
    William Egloff Crane Herb Co., President
  • We needed help resolving a healthcare litigation case. Compassionate, effective, and confident. He worked efficiently to get the case resolved. Everything was excellent and I give a strong recommendation.

    Dr. Stephen Bourque
  • I received help with reviewing client contract, advice on whether to have a Doctor Referral letter, and advice on the structure of my business. Very professional, Michael was on time, he asked me what I needed and gave it to me. In fact, he gave me more than what I was expecting. I was amazed that all my questions were answered quickly and the client contract was reviewed and corrected within a short time frame which tells me that Michael has specialized expertise in what he does. I like that he understood my business, complementary alternative therapy. I really felt supported in moving forward and doing good work to help others. This field is tough already by the present system in place now but Michael knows how to navigate it. All is great now!

    Lee Thao
  • This firm was very helpful in explaining Stark Law to me. I needed to understand this for my medi spa start up.

    Lynne Lowder
    Lynne Lowder
  • Great ability to communicate legal analysis. I needed know about FDA classification and get direction for both product development and insight into our marketing language. This saves us tremendous amounts of headaches with the FDA. The firm has great front-end customer service I give the firm a high recommendation.

    Tom Forgeron
    Tom Forgeron InteliWound, CEO
  • I would definitely recommend. I needed direction regarding the FDA and how the rules would affect my business. Responsive, accessible, and knowledgeable.

    Richard Freedland
    Richard Freedland GRAMedical, CEO
  • During the Legal Strategy Session, they are able to answer all my questions with a clear organization of materials. I was given insight and resources. Also told me about medico-legal issues that I didn't even know existed. This has been invaluable to my integrative medicine practice.

    Andrea McSwain DO
    Andrea McSwain DO McSwain Medical Services, Founder
  • Saved me time and money by providing direct and efficient help regarding MSO Agreements, Telemedicine, Fee splitting and Healthcare compliance. I really appreciated Ebony during the intake!

    Allyson Rainey APAR Wellness, Managing Member
  • We had questions about compliance and were provided timely information and detailed regulatory updates. This saved us as we needed industry knowledge for a last minute presentation. It saved our department a lot of time. You guys are awesome!

    Catherine Walker
  • My business partner and I wanted to speak with someone who was well versed in the health and wellness industry and had an appreciation for the human side of medicine. When we read Mr. Cohen's biography on his blog, he seemed like a perfect fit. He appeared to be an independent thinker and understand the value of art in medicine, and his experience studying complementary medicine assured us he would be worth talking to. He did not disappoint! Mr. Cohen searched for ways we could navigate regulations, as opposed to dismissing our ideas as too dangerous. Mr. Cohen and his team were very personable, interested and non-judgmental people in my interactions with them

    Colin O'Connor
    Colin O'Connor Vice President, PD Movement Lab
  • I had the privilege to listen to several talks by Michael H. Cohen in the Middle East with over 2,000 participants, including the high representatives from the Ministries of Health of the Gulf States. Michael is remarkable in convincingly communicating the legal complexities of integrative medicine under unique conditions in a humble, joyful and intelligent way.

    Torkel Falkenberg, PhD
    Torkel Falkenberg, PhD Karolinska Institutet & The Integrative Care Science Center (Sweden)
  • I heard Michael present the legal landscape of this very novel and unfamiliar area of health care to a ballroom filled with thought leaders from medical education and health care delivery systems, and was immediately impressed with his intellect and thoughtfulness. On that day he not only summarized the state of the law regarding complementary medicine, but also gave us a glimpse of what the future might hold for medicine.

    Karen E. Adams, MD
    Karen E. Adams, MD Oregon Health and Sciences University
  • As a medical doctor and CEO of a digital healthcare startup  I invited Michael to speak at Health 2.0 in Silicon Valley. Michael blew the audience away with his inspirational style, command  of healthcare’s legal architecture, his passion for innovation and his vision for the future of healthcare.

    Paul Lee, MD
    Paul Lee, MD Cofounder of Curley
  • Cohen Healthcare Law Group is TOP OF THE CLASS in their analysis and research and communication on Healthcare related legal issues especially FEDERAL COMPLIANCE. This firm attempts to keep the CLIENTS totally aware of FEDERAL COMPLIANCE in all areas of potential business endeavors. FEDERAL COMPLIANCE can be a slippery slope of understanding and this firm makes sure clients are well educated in this area on their respective business strategy. My opinion is they are the BEST HEALTHCARE LAW FIRM on the WEST COAST if not the whole country!

    Jim M. Owner, Multiple Healthcare Ventures
  • Fifteen years ago, Michael helped us craft the legal structure for a Certification Program in Energy Medicine. At this point, more than 1500 practitioners have completed the two year intensive training. While we are still navigating slippery territory, the basic legal structure Michael put into place has been sound. We are deeply grateful.

    Donna Eden and David Feinstein, Ph.D. Eden Energy Medicine
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