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Death Care Compliance Law

Preneed: A Pandora's Box of Problems

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Individual Funeral Trusts: Are the costs too high?

By Bill Stalter on October 28, 2013
Posted in Consumer Advocates, Preneed

The Missouri law governing means testing for public assistance (RSMo. Section 214.010) was amended this past August to allow an individual to set up an ‘irrevocable funeral trust account’ and exclude $9,999 of funds for funeral and burial expenses.  This legislation was sought by a funeral director that wanted to offer families an…

The Preneed Database: another audit tool

By Bill Stalter on June 11, 2011
Posted in Exams/audits, Funeral, Preneed

As reported previously in the blog, the State of Nebraska began to implement a preneed contract database in 2010 when master trusts were requested to provide individual contract data in an electronic format. The request was expanded to all preneed sellers in 2011.

Kansas Secretary of State sought legislation in 2010 for the authority to…

The Quest for Knowledge: Nebraska preneed reporting

By Bill Stalter on May 6, 2010
Posted in IFDA, Preneed, Reform

For more than 20 years, Nebraska preneed sellers have filed an annual report that accounts for the aggregate contributions and distributions from their trust funds. The annual report form also computes the amount of income that must be accrued to the account if the seller elects to withdraw excess income from the trust. In its…

William Stalter is the founder of Stalter Legal Services and the Preneed Resource Company. Bill focuses his law practice on preneed and death care compliance, serving banks, funeral homes, crematories, and cemeteries. He has written multiple published articles…

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Topics

  • Associations
  • Cemeteries
    • Care Funds
      • Cemetery Master Trusts
      • Unitrust
    • Preneed Development
      • Price Protection
  • Cemetery Development
  • Churches/Ritual
  • Compliance
    • Administration
    • Exams/audits
    • Investments
    • Recordkeeping
    • Reporting
    • Taxes
  • Consumer Advocates
  • Cremation
  • Fiduciary
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  • Funeral Home Business Practices
    • Preneed Development
      • Price Protection
    • Preneed Shortfalls
    • Total Return Trust
  • IFDA
  • Legislation
  • Master Trusts
  • Missouri – SB1
  • NPS/Lincoln
  • Preneed
    • Guaranteed
    • Insurance Funded
    • Non-guaranteed
    • Trust Funded
  • Preneed Development
  • Preneed Tax
  • Preplanning
  • Reform
  • Supulcher/Preference Laws
  • Transition Documents
    • Final Expense Trust
    • Power of Attorney
    • Prepaid Funeral Contract
    • Right of Sepulcher
  • Uncategorized

Archives

Recent Upates

  • End of Life Forums: Well Intended, but Sometimes Misleading
  • Missouri SB32: New Teeth for the State Board
  • Missouri SB32: The Preneed Audit Fund
  • Missouri SB32: A New Audit Direction
  • Missouri Preneed Legislation: Time to Follow the Money

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Stalter Legal Services, LLC
5350 W. 94th Terrace, Suite 202
Prairie Village, KS 66207
Phone: 913.378.9920
Preneed Resource Company
5350 W. 94th Terrace, Suite 202
Prairie Village, KS 66207
Phone: 913.378.9922
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