William Stalter - Stalter Legal Services, LLC

Contact Information

William Stalter

Stalter Legal Services, LLC

9300 Metcalf Avenue, Suite 202

Overland Park, KS 66212


Practice Areas
  • Personal Injury
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In 1986, Bill was hired out of the University of Oklahoma School of Law to join the Kansas City law firm engaged to provide research to a coalition of death care companies contesting a nation-wide audit of preneed trusts by the Internal Revenue Service.

For several months, Bill researched all fifty states’ laws regarding preneed and probate as they related to the IRS’ argument that the preneed consumer should be treated as the grantor for tax purposes. Subsequent to the issuance of Revenue Ruling 87-127 in January 1988, Bill’s work was shifted from research to preneed program development.

Bill’s next major assignment was for a third party preneed sales company with trust-funded preneed programs in 15 states. This client sought an alternative insurance-based preneed program. Bill spent the next three years to help establish a life reinsurance company, develop insurance funded preneed contracts, coordinate with actuaries to develop insurance policies in multiple states, and develop marketing for insurance based preneed. The client’s insurance program placed approximately $40 million dollars of insurance at the end of the first five years.

In 1994, the compliance responsibilities for a death care client with 15 funeral homes, 3 crematories, and 11 cemeteries in four states were assigned to Bill. Despite an ownership change in 2000, these funeral homes and cemeteries continue today to rely upon Bill for advice on their death care compliance requirements.

In 1995, a federally chartered financial institution retained Bill to advise the institution on its fiduciary responsibilities as a preneed trustee. This area of Bill’s practice has since expanded to include a variety of state chartered and national chartered institutions, including two of the nation’s largest banks. A description of Bill’s bank compliance projects will be provided upon request.

In 1997, Bill formed The Preneed Resource Company with a former law partner to provide administrative and consulting services to banks, funeral homes and cemeteries.

In 2003, Bill was engaged by a financial institution to help assist in its development of a lending program tailored for the death care industry. During this two-year engagement, Bill advised the client regarding preneed compliance, loan documents, and preneed program assessments.

In 2006, Bill was engaged by a national cemetery consolidator to provide compliance advice.

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Practice Areas: Personal > Personal Injury
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