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Preneed: A Pandora's Box of Problems

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One Too Many Guarantees: Wisconsin and the SEC

By Bill Stalter on September 18, 2012
Posted in Fiduciary, Funeral, Master Trusts

When news that the Wisconsin Funeral Directors Association and its master trust had been put into receivership, I anticipated that the association may have fallen victim to a perfect storm: when an antiquated preneed law collides with a volatile investment market. But, subsequent news accounts are painting a bleak picture of poor planning and…

It was only a matter of time: NPS/Lincoln in receivership

By Bill Stalter on May 16, 2008
Posted in Preneed

The dominoes are beginning to fall.  The Texas Department of Insurance has disclosed that Lincoln Memorial and its sister Memorial Service Life have been put into receivership.  The Department’s website provides a copy of the order appointing a Donna J. Garrett as the companies’ rehabilitator, and a Q&A for consumers. 

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
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    • Preneed Development
      • Price Protection
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  • Missouri – SB1
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  • Preneed Development
  • Preneed Tax
  • Preplanning
  • Reform
  • Supulcher/Preference Laws
  • Transition Documents
    • Final Expense Trust
    • Power of Attorney
    • Prepaid Funeral Contract
    • Right of Sepulcher
  • Uncategorized

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Recent Upates

  • The Plight of Cemetery Care Funds: State Associations
  • The Plight of Cemetery Care Funds: Is the Fiduciary to Blame?
  • The Plight of Cemetery Care Funds: Who’s to Blame?
  • Cemeteries and the Rosebrough Monument Rules: Reviving an old Restraint of Trade Trick
  • Defining the Right of Sepulcher with a POA: An Express Power that Can Not be Implied

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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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