Bill Stalter has been representing death care companies and their trust fiduciaries since 1986.  Mr. Stalter received his law degree and an MBA from the University of Oklahoma in 1986, and immediately went to work for a Kansas City law firm representing a large, multi-state death care company.  Following a recommendation from a fiduciary client, Mr. Stalter established The Preneed Resource Company in 1999, a third party administrator and compliance firm serving funeral homes, cemeteries and fiduciaries with death care accounts in more than twenty states.

Sharon represents clients in the death care industry and assists clients with end of life planning. She is an attorney licensed in state and federal courts in both Kansas and Missouri. She grew up in the Flint Hills of Kansas and completed her undergraduate work at Baker University in Baldwin City, Kansas. She graduated with honors from the University of Iowa College of Law in 1991. Sharon served as an attorney for the State of Missouri from 2002 until 2021 representing the Missouri State Board of Embalmers and Funeral Directors, the Office of Endowed Care Cemeteries and other professional licensing boards. When she is not practicing law, you can find her out riding her bicycle on rail trails across the country.

Preneed Funeral Trusts: A Tax Primer, American Bankers Association’s “Bank Compliance” periodical, July/August 2001.  [Reprinted in the American Bankers Association’s “Trust & Investments” periodical, September/October 2001.]

How to Develop an Attractive Preneed Trust Agreement, International Cemetery & Funeral Management periodical, March-April 2003.

Preneed Funeral and Burial Trusts: A Tax Primer, The Director (National Funeral Directors Association), January 2011.

Independents and the Master Trust: Going Solo, The Director (National Funeral Directors Association), September 2011.

Integrating Preneed, The Director (National Funeral Directors Association), September 2012.

1986 to 1999               D.W. Newcomer’s Sons Inc.

Kansas City, Missouri

• The client owned and operated 18 funeral homes and 7 cemeteries in Missouri, Kansas and Iowa.  Served as general counsel from 1993 to 1999 with regard to all regulatory, preneed and tax issues.  Worked closely with the funeral directors regarding consumer issues.

1986 to 2009               Funeral Security Plans, Inc.

Kansas City, Missouri

• The client contracted with hundreds of funeral homes and cemeteries in nine states as a third party preneed seller. Served as general counsel from 1993 through 1999, drafting consumer contracts, trust agreements and provider agreements, and representing the client before state regulatory bodies.

1988 to 1999               Funeral Security Life Insurance Company

Kansas City, Missouri

• Served as general counsel, advising on all insurance regulatory issues, drafting policy forms and structuring insurance funded preneed programs.

1999 to 2009               D.W. Newcomer’s Sons/Stewart Enterprises, Inc.

Overland Park, Kansas

• Advised Stewart Enterprises regarding regulatory compliance for funeral and cemetery properties located in Missouri, Kansas, Iowa and Nebraska.

1999 to 2011               Bank of America, Personal Trust Division, Corporate Compliance

Atlanta, Georgia

• Served as special regulatory counsel to the bank’s trust division.  Advised regarding preneed trust administration, regulatory compliance, and income tax compliance with regard to national preneed accounts.

2007 to present           Catholic Cemeteries, Archdiocese of Omaha

Omaha, Nebraska

• Advise regarding tax and Nebraska regulatory compliance.

 

2009 to present           Forest Lawn Cemetery

Omaha, Nebraska

• Advise regarding tax and Nebraska regulatory compliance.

 

Bill has been married to Renda since 1983, and has two (somewhat) grown children.  All are avid divers who know the reefs of Cozumel like the back of their hands.