Author Archive:

image title

There seems to be a fair amount of confusion out there as to whether the Oregon Psilocybin Services Act (the “Act”) is medical or non-medical in nature.

A recent STAT article dove into the issue of precisely how to characterize the nature of psilocybin services under the Act.  Here are a few quotes from several of the folks that the author interviewed:

  • “Oregon very much is going to allow for diagnosis and treatment”
  • “[Oregon] did craft the measure in such a way where depression, PTSD, addiction are things that will be supported here”
  • “People will want mental health treatment but it’s not medical”
  • “This is not medical . . .But this is psilocybin-assisted therapy”
  • “Psilocybin facilitation . . .I mean, nobody knows what that is”

The members of the Oregon Psilocybin Advisory Board (“PAB”) themselves are all over the map on this issue, as are several of the PAB subcommittees.  The Oregon Health Authority (“OHA”) has been participating in the numerous PAB meetings and PAB subcommittee meetings that have taken place over the last year.  However, the OHA has taken a rather passive approach when it comes to keeping PAB members focused and within the boundaries of the Act.  For the most part, the OHA appears to have adopted a policy of “let’s just let them talk.”

I’m sure there are valid reasons for this, but I think opportunities have been lost over the past year as the PAB and the various subcommittees have, on more than a few occasions, gone off on tangents that either have nothing to do with the Act, are inconsistent with the Act, or show a fundamental misunderstanding of the Act.

As a result, the PAB has so far failed to make any final recommendations on what I would have thought from Day One were the handful of really important things that should have been at or near the top of everyone’s list, namely:  (1) what are the components of a preparation session, an administration session, and an integration session; (2) what are the contents of the client information form (which is the form that a client must complete before participating in an administration session); (3) what is the facilitator supposed to do with the information provided on the client information form; and (4) what, precisely, is the scope of practice of a facilitator.

To be clear, that’s not to say that there hasn’t been a lot of discussion about these issues.  It’s only to say that the discussions are occurring pretty late in the game and have become confusing and sprawling in nature.

Hence the confusion.

Back to the question at hand though:  What exactly are psilocybin services under the Act?

Let’s start off by reviewing a few definitions.  Here are the most relevant ones for our purposes:

  • “Psilocybin service facilitator” means an individual that facilitates the provision of psilocybin services in this state.
  • “Client” means an individual that is provided psilocybin services in this state.
  • “Psilocybin services” means services provided to a client before, during, and after the client’s consumption of a psilocybin product, including: (a) a preparation session; (b) an administration session; and (c) an integration session.
  • “Preparation session” means a meeting between a client and a psilocybin service facilitator that must occur before the client participates in an administration session.
  • “Administration session” means a session held at a psilocybin service center at which a client purchases, consumes, and experiences the effects of a psilocybin product under the supervision of a psilocybin service facilitator.
  • “Integration session” means a meeting between a client and a psilocybin service facilitator that may occur after the client completes an administration session.

Admittedly, some of those definitions are broad and open-ended in nature, and they need to be fleshed out by the OHA in the final rules.

However, there is another very important provision of the Act which must shape the OHA’s final rules.  Section 30(3) of the Act states that the OHA may not require a facilitator to have a degree from a university, college, post-secondary institution, or other institution of higher education.  A facilitator must:  (i) have a high school diploma or equivalent education; and (ii) complete an education and training program prescribed and approved by the OHA.  But that’s it.  No further education or training is required.

With that statutory prohibition in place, it would be unlawful for the OHA to promulgate rules that would require a facilitator to engage in the practice of some other licensed profession that, itself, would require a degree from an institution of higher learning.

Example:  An individual cannot practice psychology in Oregon without being licensed by the Oregon Board of Psychology.  And an individual cannot be licensed by the Oregon Board of Psychology without holding a degree from an institution of higher education.  Fair enough.  Now, what constitutes the practice of psychology?  A statutory definition provides the answer.  ORS 675.010(4) states in relevant part:

“Practice of psychology” means rendering or offering to render supervision, consultation, evaluation or therapy services to individuals, groups or organizations for the purpose of diagnosing or treating behavioral, emotional or mental disorders.  [Emphasis added.]

Consequently, the OHA cannot promulgate rules under the Act that would require a facilitator to diagnose or treat a client’s behavioral, emotional, or mental disorder.  To do so would be tantamount to requiring that every facilitator be a licensed psychologist, which in turn is tantamount to requiring that every facilitator hold a degree from an institution of higher learning.

The same analysis must take place for the practice of medicine (defined in ORS 677.085), the practice of naturopathic medicine (defined in ORS 685.010(4)), the practice of occupational therapy (defined in ORS 675.210(3)), and the practice of any other licensed profession that requires a degree from an institution of higher learning.

Back to our question:  What exactly are psilocybin services under the Act?  Well, after we strip away the components of every other conceivably relevant licensed professional practice, what are we left with?  Once again, the answer is in the definitions section of the Act, and it boils down to something quite simple and limited.

Recall the following from the definitions:

  • A “psilocybin service facilitator” facilitates the provision of psilocybin services.
  • “Psilocybin services” includes a preparation session, an administration session, and an integration session.
  • An “administration session” is a session at which a client purchases, consumes, and experiences the effects of a psilocybin product.

Given the above, I would phrase the answer to the question as follows:  Psilocybin services under the Act means the facilitation and supervision of a client’s psilocybin experience.  That’s it.  No required diagnoses.  No required treatments.  No required therapy.  No required attempts to cure anything.

This is consistent with one of the other most important provisions of the Act:  Section 8(4) of the Act states that the OHA may not require a client to be diagnosed with or have any particular medical condition as a condition to being provided psilocybin services.  This means that any client who is otherwise eligible can purchase and consume a psilocybin product under the Act for any reason, or for no particular reason at all.  Medical or mental health conditions may have something (or everything) to do with a client’s decision to seek out psilocybin services, but that won’t necessarily be the case (and it may not even be the case a majority of the time).

This fact illustrates the non-medical nature of the Act.

But we shouldn’t stop there.

Is the Act anti-medical in nature?  By that, I mean does the Act prohibit a facilitator who also holds some other professional license from practicing that other profession while at the same time providing psilocybin services to a client?  The answer is no, there is no such prohibition in the Act.

As an example, there is nothing in the Act that prevents an individual who holds both a facilitator license and a license to practice psychology from practicing psychology during a preparation session, an administration session, or an integration session.

Now, it is conceivable that the OHA could promulgate rules under the Act that outright prohibit this combining of licensed professions, but I doubt they will do that.  Similarly, it is possible that the Oregon Board of Psychology could prohibit licensed psychologists from practicing psychology in conjunction with providing psilocybin services.  But that would be up to the Oregon Board of Psychology.  And the same would go for any other conceivably relevant licensed profession and the board that regulates that profession.

The important thing to appreciate is that, from a rulemaking perspective under the Act, the OHA should focus only on those “bare bones facilitators” who hold a facilitator license and nothing else.  Detailed rules and ethical guidelines are already in place for all other licensed professions, and the OHA should let the boards of those professions grapple with the combination of those professions with the provision of psilocybin services.  The OHA’s rules for facilitators under the Act:  (i) should only focus on what a facilitator needs to do to safely facilitate and supervise a client’s experience; (ii) should assume that all facilitators are bare bones facilitators who are neither qualified nor legally permitted to practice another licensed profession; and (iii) should not require any facilitators to practice any other licensed profession.

To date, there have been many recommendations from various PAB subcommittees that don’t seem to understand the OHA’s statutory restrictions on this matter.  These recommendations have rightly led some to say that the PAB has been “over-medicalizing” the Act.

For example, certain PAB subcommittee members have suggested that:  (i) the client information form should contain numerous open-ended questions about the client’s entire medical history, mental history, trauma history (including childhood trauma), substance abuse history, and the like; (ii) based on the client’s responses, the facilitator should make a discretionary determination as to the client’s eligibility to participate in an administration session; and (iii) if the facilitator determines that the client is eligible, the facilitator should develop a tailored safety plan based on the client’s responses.  I suppose folks can disagree on this, but I don’t see how a bare bones facilitator would be qualified to do this in the first place, or how a bare bones facilitator would be able to do this without crossing the line and practicing some other licensed profession.

If an individual who is both a licensed facilitator and a licensed psychologist wants to ask a client 101 different open-ended questions about the client’s psychological history and then do something with that information during the provision of psilocybin services, and if all of that is just fine with the Oregon Board of Psychology, then the facilitator/psychologist should be free to do.  But the OHA cannot require the same of every facilitator.

Again, the Act is non-medical, but not anti-medical.  At its base level, the Act is not medical.  But in the hands of appropriately licensed medical professionals, the Act can be medical, at least in the sense that basic psilocybin services can be combined with other licensed medical and mental health services.

Overall, the Act is an extremely unique and innovative thing.  But this part of it shouldn’t be that confusing.  It’s all a question of scope of practice.  The Act has created a brand-new type of licensed professional called a psilocybin service facilitator.  This new profession has a relatively limited, narrow, and non-medical scope of practice, at least when the profession is being practiced in its pure stand-alone form, and not in combination with some other licensed profession.

Continue Reading
image title

The issue of whether microdosing will be permissible under the Oregon Psilocybin Services Act has been a relatively hot topic lately.  In December 2021, the Oregon Health Authority held a series of public listening sessions over three successive nights, and several members of the public raised the issue of microdosing.  The OHA did not answer questions during the sessions, but subsequently published a helpful Summary of Questions and Answers based on some of the questions asked during the sessions.  Two of the Q&As published by the OHA directly relate to microdosing:

Q:  How will dosage be recommended?  Will clients have a chance to voice their preference for dosage?

A:  Rules specifying dosage requirements will be adopted later in 2022.  Clients will have an opportunity to discuss all aspects of their administrative session, including dosage, during their preparation session with a licensed facilitator.  Maximum doses may be established in rule.  Clients and licensed facilitators will work together to determine dosage.  These details will be established in rule.

Q:  Is the board considering micro-dosing sessions?

A:  The term “microdose” is not used in M109.  M109 requires OHA to establish the maximum concentration of psilocybin that is permitted in a single serving of a psilocybin product, and the number of servings that are permitted in a psilocybin product package.  Details will be established in rule later this year.

In short, the OHA is saying, for the moment:  “We’re thinking about it, and we’ll let you know where we land when we publish the draft rules.”

To date, the Psilocybin Advisory Board has not approved any recommendations to the OHA on any specific topics relating to microdosing, although several PAB subcommittees have touched on the issue.  Most recently, the Research Subcommittee discussed the benefits and risks of microdosing at some length during its January 20, 2022 meeting.  However, the jury is still out on all fronts.

In the meantime, our firm will be holding the first session of our “Deep Dive Into the Oregon Psilocybin Services Act” virtual event series on January 27, 2022 from 4:00 pm to 6:00 pm Pacific Standard Time via Zoom.  The main topic will be microdosing and we will be discussing the specific provisions of the Act that could affect microdosing and the specific rules that the OHA could make (or not make) that will determine whether microdosing will be legally permissible and/or a viable business option for service center operators.

A slideshow of our presentation for the first virtual event can be found here:  Deep Dive – Session 1 PP.

If you have questions concerning the Oregon Psilocybin Services Act or any other laws involving psilocybin, entheogenic plants, or psychedelics in general, please contact attorneys Dave Kopilak, Kathryn Tucker, Sean Clancy, Kaci Hohmann, or Alex Berger from our Psychedelics Practice Group.

Continue Reading

Emerge Law Group is announcing the launch of a monthly virtual event series that will take an in-depth look at the various legal and business issues involving the Oregon Psilocybin Services Act.  The first webinar will take place in January 2022, and we will host at least one webinar each month through January 2023, when the Oregon Health Authority will begin accepting license applications.  Each event will have a primary topic, which we will analyze and discuss in detail.  We intend to have an extended Q&A session at each event, and we may have guest speakers from time to time.  The event series will be free and open to anyone who is interested in the implementation of the Act.  Details about the first event will be announced in the coming weeks.

In the meantime, if you have questions concerning the Oregon Psilocybin Services Act or any other laws involving psilocybin, entheogenic plants, or psychedelics in general, please contact attorneys Dave Kopilak, Kathryn Tucker, Sean Clancy, Kaci Hohmann, or Alex Berger from our Psychedelics Industry Group.

Happy Holidays!

Continue Reading
image title

On September 25, 2021, Tom Eckert and I spoke about the Oregon Psilocybin Services Act at a seminar sponsored by the Cannabis and Psychedelics Law Section of the Oregon State Bar.   Tom and Sheri Eckert were the co-petitioners of Oregon Measure 109, and Tom is the chair of the Oregon Psilocybin Advisory Board and the co-chair of the Training Subcommittee.

A slideshow of my presentation can be found here: Oregon Psilocybin Services Act (OSB Cannabis and Psychedelics Law Section CLE 9.25.2021).

Over the past 6 months, the Board and its various subcommittees have held many meetings and discussed many subjects, and specific recommendations are now beginning to formulate.  Stay tuned, as we will be providing frequent updates and commentary to the progress of both the Board and the Oregon Health Authority.

If you have questions concerning the Oregon Psilocybin Services Act or any other laws involving psilocybin, entheogenic plants, or psychedelics in general, please contact attorneys Dave Kopilak, Kathryn Tucker, Sean Clancy, Kaci Hohmann, or Alex Berger from our Psychedelics Practice Group.

Continue Reading
image title

The first meeting of the Oregon Psilocybin Advisory Board (the “Board”) created by Oregon Measure 109 (“M109”) was held on March 31, 2021.  The meeting was held remotely on Zoom.  Andre Ourso from the Oregon Health Authority (the “OHA”), a nonvoting ex officio member of the Board, led the meeting.  An audio replay of the entire three-hour meeting can be found here.

At the outset of the meeting, in a sentimental and thoughtful gesture, everyone bowed their heads for a moment of silence to honor the late Sheri Eckert, one of the chief petitioners of M109.

From a substantive standpoint, the first meeting largely dealt with various administrative matters, including introductions of the Board members, the rules and procedures of the Board, the charter of the Board and the various deadlines imposed by M109, and the ability of the Board to create subcommittees.

There was frequent mention of developing a system based on science and evidence, with a focus on equity and accessibility.

Here are some of the highlights from the meeting:

•  The naturopath physician position (which is required by Section 6(1)(b)(D) of M109) has not yet been filled, but will be.

•  The Board will eventually elect a chair and vice chair of the Board, but did not do so at the first meeting.

•  The Board, at its discretion, will create a number of subcommittees. Subcommittees must be chaired or co-chaired by Board members, but members of the public can be invited to join the subcommittees.  Voting matters cannot be delegated to subcommittees, as every voting matter must be approved by the Board.  However, it is likely that a significant amount of the substantive research and work will take place at the subcommittee level.

•  The Board approved the creation of three subcommittees, together with the chairs of the subcommittees:

° Equity Subcommittee: Rachel Knox and Angela Carter, co-chairs
° Facilitator Training Subcommittee: Tom Eckert, chair
° Research Subcommittee: Todd Korthius and Ali Hamade, co- chair

•  All Board meetings and all subcommittee meetings will be open to the public. Communications between Board members about Board business is prohibited.

•  There was no public comment period at the first meeting, but the goal is to have a public comment periods at the conclusion of future meetings.

•  Future meeting dates for the Board and the various subcommittees will be announced.

We will blog about M109 frequently during the two-year development period leading up to January 2, 2023.  Also, the OHA has an M109 implementation page on its website that can be found here.

If you have questions concerning M109 or any other laws involving psilocybin, entheogenic plants, or psychedelics in general, please contact attorneys Dave Kopilak, Kathryn Tucker, Sean Clancy, Kaci Hohmann, or Alex Berger from our Psychedelics Practice Group.

Continue Reading
image title

The first meeting of the Oregon Psilocybin Advisory Board created by Oregon Measure 109 will take place today, March 31, 2021, from 1:00 p.m. to 4:00 p.m.  The meeting will occur on Zoom and is open to the public.  The Zoom link to access the meeting is here.

The OHA did not publicly announce the time, date, and place of the meeting until late yesterday.

Members of our Psychedelics Practice Group will be observing the meeting and we will post a blog about it tomorrow.

Continue Reading
image title

Governor Kate Brown has announced the members of the Oregon Psilocybin Advisory Board (the “Board”) created by Oregon Measure 109.  Governor Brown’s news release can be found here.

The members of the Board are as follows (and can also be found here):

  1. Andre Ourso (Public Health Director Designee)
  2. Dr. Tom Jeanne (State Health Officer Designee)
  3. Barb Hansen (Oregon Health Policy Board Designee)
  4. Ali Hamade (State Employee with Public Health Experience)
  5. Dr. Sarah Present (Local Health Officer)
  6. Kevin Fitts (Addictions Medicine Specialist)
  7. Dr. Kimberley Golletz (Licensed Psychologist)
  8. Dr. Todd Korthius (Licensed Physician)
  9. Mason Marks (Academic Researcher)
  10. Dr. Jessie Uehling (Mycologist)
  11. Angela Carter (Harm Reduction Specialist)
  12. Dr. Atheir Abbas (Psychopharmacologic Specialist)
  13. Nathan Rix (Oregon Liquor Control Commission)
  14. David Hart (Oregon Department of Justice)
  15. Tom Eckert (Chief Petitioner)
  16. Stephanie Barss (At-Large Member)
  17. Dr. Rachel Knox (At-Large Member)

Three of the members (Andre Ourso, Dr. Tom Jeanne, and Ali Hamade) are from the Oregon Health Authority (the “OHA”).  Two (Dr. Todd Korthius and Dr. Atheir Abbas) are from Oregon Health Science University.

Although the Governor’s news release does not expressly state so, it appears from the descriptions provided in the release that Andre Ourso, Dr. Tom Jeanne, and Barb Hansen are the three nonvoting ex officio members of the Board provided for in Sections 6(1)(a)(B-E) and 6(2)(b) of Measure 109.

It also appears that the Board is missing two people.  The Board does not have a licensed naturopathic physician, which is required by Section 6(1)(b)(D) of Measure 109.  Further, the Board is missing one person from the “four-out-of-seven” grouping in Section 6(1)(b)(A).  The Governor may make additional appointments to the Board to fill these slots.

Although the Governor’s appointments missed the February 28, 2021 deadline set forth in Measure 109 by a few weeks, the Governor’s release states that the Board will meet by March 31, 2021, as required by Measure 109.  The date, time, and location of the first meeting has not yet been announced.

Measure 109 requires the Board to meet at least once every two months during Measure 109’s two-year development period, although it is possible that the Board will meet more frequently than that.  It is also possible that the Board will establish various committees and subcommittees along the way.

Measure 109 also requires the Board to elect one of its voting members as chairperson, which may happen at the first meeting.

The timeline for Measure 109’s implementation is as follows:

  • March 31, 2021 – The Board holds its first meeting.
  • June 30, 2021 – The Board makes recommendations to the OHA on studies, research, and educational information.
  • July 31, 2021 – The OHA first publishes studies, research, and educational information.
  • June 30, 2022 – The Board makes recommendations to the OHA regarding: (i) rules and regulations; (ii) a long-term strategic plan; and (iii) federal laws and policies.
  • December 31, 2022 – The OHA adopts rules and regulations and prescribes license application and other forms.
  • January 2, 2023 – The OHA begins receiving the first license applications.

We will blog about Measure 109 frequently during the two-year development period leading up to January 2, 2023.  Also, the OHA has a Measure 109 implementation page on its website that can be found here.

If you have questions concerning Measure 109 or any other laws involving psilocybin, entheogenic plants, or psychedelics in general, please contact attorneys Dave Kopilak, Kathryn Tucker, Sean Clancy, Kaci Hohmann, or Alex Berger from our Psychedelics Practice Group.

Continue Reading
image title

Dave Kopilak, primary drafter of Oregon Measure 109, and campaign manager Sam Chapman, were interviewed by New York psychedelics law attorney Noah Potter about the passage and future implementation of Oregon Measure 109.

Check out the full interview here:  Legalizing Psilocybin-Assisted Therapy:  Insider tips from the Oregon campaign

 

Continue Reading
image title

Oregon Measure 109 Passes!!!

Emerge Law Group celebrates the passage of Oregon Measure 109, also known as the Oregon Psilocybin Services Act (“M109”).  M109, the first of its kind in the nation, will create a legal, regulated market for psilocybin-assisted therapy under Oregon law.

“Emerge Law Group is both thankful and proud to have contributed to the success of Measure 109,” said Dave Kopilak, Co-Chair of the firm’s Psychedelic Practice Group.  Kopilak, a veteran cannabis industry attorney, was the primary drafter of M109, with support from M109’s chief petitioners Tom and Sheri Eckert and Emerge Law Group attorneys Kaci Hohmann, Kaitlyn Dent, and Sean Clancy.  “This is great news for terminally ill Oregonians,” said Kathryn Tucker, Co-Chair of the firm’s Psychedelic Practice Group, who assisted the M109 campaign by bringing her years of experience in advocacy on behalf of terminally ill patients to educate the end of life care community, encouraging leaders in hospice and palliative care to understand and support M109.  “Opening access to psilocybin therapy will offer relief to dying patients suffering from anxiety and depression, providing an important new tool to the palliative care toolbox.”

The primary purposes of M109 are to:  (i) educate Oregonians about the safety and efficacy of psilocybin in treating a variety of mental health conditions, including addiction, depression, anxiety disorders, and  end-of-life psychological distress, (ii) reduce the prevalence of mental illness in Oregon; and (iii) improve the physical, mental, and social well-being of all Oregonians.  These purposes should be pursued with the utmost vigor, so that psilocybin services can become a safe, accessible, and affordable therapeutic option for individuals 21 years of age and older for whom psilocybin may be appropriate.

There is much work to do during M109’s two-year development period and that work will begin very soon.

Emerge Law Group will be closely following the actions of the Oregon Health Authority, the Oregon Psilocybin Advisory Board created by M109 (the “Advisory Board”), the Governor (who in early 2021 will appoint 15-16 members of the Advisory Board), the Oregon State Legislature, and yes, the United States Attorney for the District of Oregon.

Emerge Law Group is uniquely situated to assist clients who are interested in M109, and to advise advocates seeking to open legal access to psilocybin in other jurisdictions.  Please contact attorneys Dave Kopilak, Kathryn Tucker, Kaitlyn Dent, Kaci Hohmann, or Sean Clancy if you have any questions concerning M109 or any other laws (or ideas for any new laws) involving psilocybin, entheogenic plants, or psychedelics in general.

Continue Reading
image title

This blog is the second in a series of substantive explanations of Oregon Measure 109 that we will publish before Election Day.  The complete text of Measure 109 can be found here.

This blog will discuss Measure 109’s regulatory and licensing structure.

The Oregon Health Authority (the “OHA”) is the agency that will implement and carry out Measure 109.  The OHA was an obvious choice to regulate psilocybin services given the purposes of both the OHA and Measure 109.  By statute, the OHA has direct supervision of all matters relating to the preservation of life and health of Oregonians.  The purposes of Measure 109 include:  (i) educating Oregonians about the safety and efficacy of psilocybin in treating mental health conditions; (ii) reducing the prevalence of mental illness in Oregon; and (iii) improving the physical, mental, and social well-being of Oregonians.

The OHA’s powers and duties relating to Measure 109 are broad and will include:

• Publishing and distributing to the public available medical, psychological, and scientific studies and research relating to the safety and efficacy of psilocybin in treating addiction, depression, anxiety disorders, end-of-life psychological distress, and other mental health conditions;
• Regulating the manufacturing, delivery, and sale of psilocybin products and the provision of psilocybin services;
• Issuing, renewing, suspending, and revoking licenses;
• Adopting, amending, and repealing rules to carry out Measure 109; and
• Imposing civil penalties for violations.

During Measure 109’s two-year development period, a newly-created Oregon Psilocybin Advisory Board will be established within the OHA to advise and make recommendations to the OHA.

Measure 109 provides for four different types of licenses:

1. Manufacturer;
2. Service Center Operator;
3. Facilitator; and
4. Laboratory.

A manufacturer license will be required to manufacture psilocybin products.  The term “manufacturing” includes planting, cultivation, growing, harvesting, production, preparation, propagation, compounding, conversion, processing, packaging, and labeling.  Unlike the Adult and Medical Use of Cannabis Act (ORS Chapter 475B), there will be no separate processor license.  Rather, the OHA will designate different types of manufacturing activities, each of which will require a particular endorsement.  A manufacturer may only engage in a type of manufacturing activity if the manufacturer is issued an endorsement for that type of manufacturing.  A single manufacturer license may include multiple endorsements.  A manufacturer license will be valid for only one specific location.

A service center operator license will be required to operate a psilocybin service center.  A service center is the establishment at which a client will purchase, consume, and experience the effects of a psilocybin product under the supervision of a facilitator.  Like manufacturers, a service center operator license will be valid for only one specific location.

A facilitator license will be required to facilitate psilocybin services.  Psilocybin services are the services provided to a client before, during, and after the client’s consumption of psilocybin, including a pre-consumption preparation session, an administration session (which must occur at a service center and at which the client consumes and experiences the effect of a psilocybin product), and a post-consumption integration session.  Unlike manufacturers and service center operators, a facilitator license may only be issued to an individual (as opposed to a legal entity, such as a corporation or limited liability company).  In that sense, a facilitator license will be a personal professional license, not unlike the licenses of many health care and other professionals.  Facilitators will have to complete education and training courses, will have to pass an examination approved and administered by the OHA, and will be subject to a professional code of conduct.  A facilitator license will not be limited to any one location.

A laboratory license will be required to test psilocybin products.  Psilocybin products must be tested at a licensed laboratory before they are transferred by a manufacturer to a service center.  Laboratories must be accredited by the OHA before they are licensed.  Like manufacturers and service center operators, a laboratory license will be valid only for one specific location.  However, it is possible for a person to hold both a manufacturer license and a service center operator license at the same location.

Measure 109 places the following restrictions on the ownership of manufacturer businesses and service center operator businesses:

• An individual may not have a financial interest in more than one manufacturer;
• An individual may not have a financial interest in more than five service center operators;
• If a legal entity holds a manufacturer or a service center operator license, more than 50% of the shares, membership interests, or other ownership interests of the legal entity must be held, directly or indirectly, by one or more individuals who have been Oregon residents for two or more years; and
• If an individual holds a manufacture or a service center operator license as a sole proprietor (which would be inadvisable but possible), the individual must have been an Oregon resident for two or more years.

To be a facilitator, an individual must have been an Oregon resident for two or more years.

The residency requirements for manufacturers, service center operators, and facilitators apply only for the first two years following the two-year development period and expire on January 1, 2025.

Finally, the OHA will have the right to:  (i) require that a licensee or applicant submit to the OHA the name and address of each person that has a financial interest in the business operating or to be operated under the license; and (ii) require that each individual listed on the license or application submit fingerprints to the OHA for a criminal records check.

More blogs about Measure 109 will follow in October as Election Day approaches.

If you have questions concerning Measure 109 or any other laws involving psilocybin, entheogenic plants, or psychedelics in general, please contact attorneys Dave Kopilak, Kathryn Tucker, Sean Clancy, Kaci Hohmann, or Kaitlyn Dent from our Psychedelics Practice Group.

Continue Reading

FRANCHISE LAW

Franchisors

Franchise law is a heavily regulated area of law.  We help clients expand their businesses through franchising and other distribution methods. We have experience in many industries including, restaurants, health, and beauty, alcohol, and cannabis among others. Our representative services include the following:

Franchisees

We also help potential franchisees interested in buying a franchise. We are able to assist with evaluation of franchise opportunities with respect to:

Alternative Structures

However, not all businesses are suited to franchise. We are also experienced with helping clients structure alternative distribution methods to prevent classification as a franchise.

MERGERS AND ACQUISITIONS

Our M&A attorneys are highly experienced in counseling clients who are considering acquisitions or exit strategies.  We have many years of experience handling deals of various types and sizes, ranging from sales of small closely-held business, private companies, and publicly-traded corporations.  We have represented business owners, private equity firms and investment banks in a wide range of industries. 

We have a deep business bench, and Emerge attorneys have handled transactions of all shapes and sizes.  Whether your deal is valued at $100,000 or $100,000,000, our experienced attorneys will guide you through the deal process.

We understand the intensity, technical skill and judgment needed to get deals done, and we provide our clients with timely, practical and cost-effective legal advice.  We are highly capable in all aspects of M&A, including the following:

CANNABIS INDUSTRY

Emerge Law Group is highly experienced in the cannabis industry.  We have helped many clients obtain state licenses and local permits to operate cannabis businesses throughout California, Oregon, and Washington.

Emerge attorneys were instrumental in the drafting and passage of Oregon Measure 91, legalizing marijuana in the State of Oregon, and have represented cannabis businesses well before many law firms were willing to enter the cannabis industry. As a firm that has provided legal services in the cannabis space for many years, we are familiar with the unique and complex issues businesses and individuals face in an emerging and highly regulated industry.

We regularly help clients with:

Cannabis laws and rules are also regularly changing.  Members of our team are dedicated to attending legislative hearings, state agency and local city and county meetings to stay up-to-date on any new changes and how to adjust to any new changes.

See our Cannabis Industry page for more information.

PSYCHEDELICS

There is tremendous excitement about the potential for psychedelic drugs to benefit a wide variety of populations, including terminally ill patients suffering with anxiety and depression. Until recently, psychedelic substances have been accessible only in the illicit market and are illegal under federal and state to manufacture, distribute, or possess. These substances have, since 1970, been treated as having no legitimate medical use, and no commercial application. As such, no one invested in this area or required legal services, outside of the criminal context.

Today, researchers in a multitude of clinical studies are proving the medical safety and efficacy of these medicines, with the objective of changing the treatment of these substances under the Controlled Substances Act. Companies are now actively raising money to develop intellectual property and seize market opportunities associated with psychedelic drugs.

In addition, advocates at the state and local levels are not waiting for the rescheduling of these substances and are active in undertaking efforts to decriminalize these substances and/or make them affirmatively legal under state and/or municipal law. Decriminalization already has occurred in cities including Denver, Oakland, Santa Cruz, and Ann Arbor. Oregon is poised to be the first state to make psilocybin therapy affirmatively legal. Emerge Law Group is working with a wide array of clients pushing forward in this emerging area.

See our Psychedelics Practice Group page for more information.

TAXATION

CORPORATE AND PARTNERSHIP TAX

Businesses of all kinds benefit from a customized but systematic approach to structuring legal relationships. Emerge Law Group helps businesses and business owners with a variety of tax planning matters.

Representative client services include:

ESTATE PLANNING

Estate planning encompasses everything from a will and power of attorney to combined estate and business succession planning. In almost all cases, the purpose of the plan is to help the client protect those they care about most in the event they can no longer be there for them.

Emerge Law Group has experience with a wide range of tools used in estate planning, including wills, trusts, and family business entity planning.

TAX CONTROVERSIES

Emerge Law Group can assist with the resolution of difficult tax controversies. Our areas of emphasis and experience include:

REAL ESTATE TRANSACTIONS

Emerge Law Group assists clients with a wide range of real estate transactional matters.  We regularly help clients with:

LAND USE

Emerge Law Group also assists clients with all aspects of local government land use and development processes, ranging from preliminary property analyses and building permit issues to complex land use reviews and hearings. Our attorneys are experienced in obtaining land use entitlements and development permits for a wide range of uses.

We regularly help clients with:

Above all, we understand the value of working with cities and counties to enhance communities while developing the land to its potential. We strive to create solutions to land use issues that serve to better our clients and the communities in which they live and work.

LITIGATION AND ALTERNATIVE DISPUTE RESOLUTION

The attorneys in Emerge Law Group’s Litigation and Alternative Dispute Resolution practice group litigate commercial, intellectual property, and public interest matters in state and federal courts, as well as private mediation and arbitration proceedings.  Our lawyers have represented national and regional financial institutions, major media, entertainment and technology companies, and other Fortune 500 companies in a broad array of high-stakes disputes.  Our team of litigators has handled leading cases that have shaped the law in cutting-edge business, technology, free speech, and public interest impact lawsuits in trial and the courts of appeal.

We have particular expertise in handling civil litigation and regulatory enforcement matters in the cannabis and psychedelic industries.  While many firms claim expertise in the these industries, few have our depth of experience successfully litigating contract, trademark, partnership, shareholder, land use, and real estate disputes in court and arbitration.  Even fewer firms have our level of experience handling writ of mandate proceedings against the government regulators.

Our litigators practice in California, Oregon, and Washington, but have appeared in state and federal courts nationwide.  Our knowledge of our clients’ businesses, goals and concerns, and our experience litigating at the highest levels, give us unique insight into possible outcomes and pitfalls as we continuously confront issues of new impression.

No matter what the industry, we pride ourselves in achieving our clients’ objectives through efficient and creative solutions primarily designed to avoid disputes in the first place—which is always the best litigation strategy.  Many times, our clients obtain excellent outcomes before or at the earliest stages of litigation because our adversaries quickly recognize the challenges they will face in litigating against us.  When litigation is unavoidable, however, we work hard to provide our clients with both cost-efficient and “big firm” quality representation.

 

INTELLECTUAL PROPERTY

Your intellectual property (or “IP”) strategy can harness your most valuable information and intangible assets including your name, your brand, your designs, your content, your services, and your products — what makes your business stand apart in a competitive world.  We can help you evaluate and build your IP portfolio, then secure it, monetize it, and protect it.

IP encompasses multiple areas of law and different types of information or material.

Our Intellectual Property practice focuses on:

TRADEMARK

Trademarks include names, signs, logos, designs, phrases, slogans, expressions, and sometimes even colors, sounds, or smells that identify or distinguish one business compared to others.  Trademark protection is fundamental in securing your “brand.”

COPYRIGHT

Copyright covers original works of creative authorship fixed in a tangible medium of expression.  This includes literary, dramatic, musical, and artistic works, such as poetry, novels, designs, movies, songs, computer software, and architecture. Copyright does not protect facts, ideas, systems, or methods of operation, although it may protect the way these things are expressed.  Depending upon the type of work, “moral rights” (such as the right of attribution) may be implicated as well.

TRADE SECRET

Trade secret laws can vary somewhat between states, but generally trade secrets cover information, including drawings, cost data, customer lists, formulas, recipes, patterns, compilations, programs, devices, methods, techniques or processes that derive economic value from not being generally known and are the subject of efforts that are “reasonable under the circumstances” to maintain secrecy.

PRIVACY

Depending upon where you live or operate, there is a special patchwork of laws and regulations that protect and regulate personal information.  If you are handling or giving out personal or potentially sensitive information, you may be implicating privacy laws.

PUBLICITY

Publicity rights address the commercial use of an individual’s face, name, image, or likeness.  These rights vary state-to-state.  Marilyn Monroe, for example, lived in multiple states which created complex questions about her publicity rights.

Our Intellectual Property services include:

FINANCIAL INSTITUTIONS

In states where new cannabis banking opportunities exist, Emerge Law Group has the proven expertise in creating canna-banking programs to efficiently capitalize on those opportunities. Our Banking Practice Group specializes in working with banks and credit unions to develop regulatory compliant programs and operational best practices. We also train banking staff to become experts in canna-banking so they can effective understand and manage the risk affiliated with canna-banking.

We regularly help clients with:

EMPLOYMENT LAW

At Emerge Law Group, we recognize that employees are the heart and soul of any successful business.  Our Employment Law Practice Group works with employers to help them effectively manage their workforce, navigate the complex web of federal, state and local employment laws and, if necessary, defend against claims before administrative agencies and in court.

We regularly help clients with:

CORPORATE FINANCE AND SECURITIES

Our corporate finance and securities lawyers are experienced attorneys who have practiced at large law firms, worked as in-house counsel for public companies and investment banks, and owned and operated start-up companies. We work with clients to help achieve their financing goals while safely navigating the highly technical securities law landscape. 

In addition to representing issuers, we also routinely represent institutional and individual investors, including in connection with fund formation and investments.

Our expertise includes:

We have a deep understanding of the financing options available to businesses, including simple unsecured loans, asset-backed financing, convertible debt, common and preferred equity, crowdfunding and various other structures.  We work closely with our clients to understand their business and financing needs, ensure they are prepared to approach investors and choose the right partners, structure and negotiate terms, navigate the due diligence process and successfully close the deal.

COMPLIANCE AND LICENSING

ALCOHOL AND BEVERAGE INDUSTRY

Emerge attorneys have represented businesses in the alcohol and beverage industry, including wineries, breweries, distilleries, restaurants, bars, movie theaters, golf courses, and gas stations.  We can help you vet new locations, acquire existing locations, and apply for the appropriate liquor license.  We also provide training to comply with applicable rules and regulations, prepare operating procedures, submit renewals, and keep clients protected in the event of any potential violations or administrative hearings.

CANNABIS INDUSTRY

Emerge Law Group is highly experienced in the cannabis industry.  We have helped many clients obtain state licenses and local permits to operate cannabis businesses throughout California, Oregon, and Washington.  We regularly help clients with:

Cannabis laws and rules are also regularly changing.  Members of our team are dedicated to attending legislative hearings, state agency and local city and county meetings to stay up-to-date on any new changes and how to adjust to any new changes.

See our Cannabis Industry page for more information.

PSYCHEDELICS INDUSTRY

Emerge Law Group is a leader in the psychedelics industry.  There is tremendous excitement about the potential for psychedelic drugs to benefit a wide variety of populations, including veterans struggling with PTSD and terminally ill patients suffering with anxiety and depression.  Until recently, psychedelic substances have been accessible only in the underground; they are illegal under state and federal law to manufacture, distribute, or possess.  These substances have, since 1970, been treated as having no legitimate medical use, and no commercial application.  As such, businesses have not invested in this area or required legal services, outside of the criminal context.

Today, psychedelics are proceeding toward legalization on multiple paths.  Researchers in a multitude of clinical studies are proving the medical safety and efficacy of these medicines, with the objective of changing the treatment of these substances under the federal Controlled Substances Act, opening legal access to them.  Private and public companies are now actively raising money to develop intellectual property and capitalize on the market opportunities associated with psychedelic drugs.  Opportunities to be early actors in this new arena are tremendous.

See our Psychedelics Practice Group page for more information.

BUSINESS AND CORPORATE

Our business transactions team is made up of highly experienced transactional attorneys who have practiced at large law and accounting firms, worked as in-house counsel for public companies and investment banks, and owned and operated start-up companies. We understand complex legal matters and provide high quality legal services in a cost-effective manner.  Our clients value our experience, knowledge and judgment.

ENTITY FORMATION

Our team routinely advises clients regarding:

CORPORATE GOVERNANCE

Emerge attorneys also advise on-going concerns with: