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Pacific McGeorge Courtroom

Legal Rights and Responsibilities in California Continuing Care Retirement Communities


March 21, 2013


This class was offered at the Pacific McGeorge School of Law Lecture Hall at 3200 Fifth Ave., Sacramento, CA.

Video of the Event on YouTube

Presentation Materials


Continuing Care Retirement Communities (CCRCs) are an important component of the national senior living market, with a history in California spanning more than three decades. CCRCs are vibrant settings for older adults, making it possible to integrate active aging with care needs. Residents often report that they only wish they had chosen CCRC living earlier in life to maximize the benefit of this option. At the same time, CCRCs have experienced challenges, both in terms of financing and governance, which have abated but not disappeared following the 2008-2010 recession.

This program provides a timely opportunity to discuss the challenges and to examine California regulations and laws that affect CCRCs with a special focus on the rights and responsibilities of residents.

This program includes presentations by multiple stakeholders, including residents, providers, regulators, legislators, and financing experts. Issues include how to handle “entrance fee” models, whether residents can and should have voting rights on governing boards, and how to address rising costs, particularly among affiliated communities, whether the organizations are for-profit or not-for-profit. Speakers will present the history of regulation in California and discuss issues on the table for the near future.


Panel #1 — Resident Perspectives

Panel #2 — Perspectives of Providers and Regulators

Lunch — Guest Speaker: Assemblywoman Mariko Yamada, Chair, California Assembly Committee on Aging and Long-Term Care

Panel #3 — Perspectives on Financing

Panel #4 — Future of the Law on CCRC Resident Rights & Responsibilities

Featured Speaker

Shannon Armstrong is an attorney at Markowitz, Herbold, Glade & Mehlhaf PC in Portland, Oregon. Her firm successfully represented the residents of a continuing care retirement community in Rogue Valley Manor Resident Steering Committee v. Pacific Retirement Services Inc., in a dispute with its management company involving allegations of a breach of fiduciary duty.


Pacific McGeorge School of Law is a State Bar of California approved Minimum Continuing Legal Education provider. This program is approved for MCLE credit in the amount of six (6) hours. Pacific McGeorge School of Law certifies that this activity conforms to the standards for approved educational activities prescribed by the rules and regulations of The State Bar of California governing minimum continuing legal education.

Program Facilitator

Katherine Pearson, Professor of Law The Dickinson School of Law Pennsylvania State University


Contact Katherine Ebert
Email | 916.739.7049