Death Care Compliance Law

Death Care Compliance Law

Preneed: A Pandora's Box of Problems

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

Tag Archives: shortfalls

Determining Preneed Trust Investment Returns: A Quick and Simple Method

Posted in Preneed Shortfalls, Total Return Trust
Most funeral directors would be hard pressed to calculate what investment return their preneed trust is producing.  Regular deposit and distribution activity makes computation of investment returns difficult.  The more frequent the activity, the harder it is to compute the return.  Accordingly, it would be easier for the funeral director to look at paid in… Continue Reading

Preneed Shortfalls: Performance Cost Increases

Posted in Preneed Shortfalls, Price Protection
In our prior post we discussed two factors to preneed shortfalls: investment returns and the operator’s performance cost increases.  The Funeral Consumer Alliance of Greater Kansas City conducts an annual survey of the region’s funeral homes to track the price increases on their General Price Lists.  A couple days after our post, the Kansas City… Continue Reading