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Self-Study

2021 Pre-planning, Pre-paying, Pre-paring: What You & Your Client Need to Know About Chapter 436 Pre-need Funeral Contracts


Total Credits: 1.0 Self Study

Practice Area:
Elder
Format:
Audio and Video
License:
Access for 1 year(s) after purchase.


Description

What you will learn: 

Status of the NPS (the bad company) Receivership, what if your client has an NPS plan? Could it happen again? 

  • Who is who on a preneed plan (hint: it is confusing) 
  • What happens to a person's preneed funds? 
  • Who is in charge of the preneed money? 
  • Insurance, Joint Accounts, Trusts 
  • Guaranteed vs. non guaranteed contracts
  • Interest and earnings - who gets it? 
  • "Spend-downs" and Chapter 208
  • Transferring contracts between funeral homes
  • Cancelling funeral plans 
  • Refunds, when you can and (very often) when you can't! 

Speaker: Donald C. Otto, Jr., Missouri Funeral Directors and Embalmers Association, Jefferson City 

Speaker Bio

Donald Otto's Profile

Donald Otto Related seminars and products

Missouri Funeral Directors and Embalmers Association


Donald Otto, Executive Director and General Counsel for the Missouri Funeral Directors and Embalmers Association and COO of the Missouri Funeral Trust, has drafted funeral legislation and handled funeral-related litigation since 2004. He teaches funeral law to mortuary students and has guest-lectured at law schools and colleges throughout Missouri. 


Cancellation Policy

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