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Experience

Following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.

  • Provided expert witness services for deathcare trustee involved in Howard, et al. v. Cassity, et al, E.D. Missouri. 
  • Prepared application and secured licenses for the only two commercial cemeteries to be licensed in Florida in more than ten years 
  • Secured more than $1M in ad valorem tax refunds and more than $3M in tax savings for publicly traded deathcare company   
  • Prepared applications for, or notices of, transfers of more than $500M in trust assets 
  • Addressed regulatory trust examination disproving allegation that millions of additional dollars were due to trust by the licensee  
  • Worked with regulators in Florida and Iowa to bring troubled cemeteries into compliance with law and rules  
  • Consulted regarding legislation on total return distribution method for cemeteries   
  • Closed transactions for dozens of deathcare industry members, many involving multiple rooftops 

We have lawyers with regulatory, real estate, and corporate skills to assist deathcare clients with matters such as

  • Preparing encompassing regulatory compliance reviews to help you have the structure, licensing, forms, operational procedures, and liability mitigation you need
  • Interacting with regulators across the country to obtain and retain licenses and other approvals
  • Responding to regulatory audit requests, complaints, and inspection notices and reports
  • Closing real property transactions for one rooftop or hundreds of rooftops
  • Preparing corporate documents and advising on corporate ownership structure and matters
  • Reviewing taxation matters unique to the deathcare industry

Our deathcare industry team is made up of

  • Regulatory counsel with over 25 years of experience representing the deathcare industry
  • Florida Board-Certified real estate lawyer with 20 years of experience preparing for and closing transactions for the deathcare industry 
  • Team of other real estate and transactional lawyers with deathcare industry experience
  • Seasoned corporate lawyers
  • Lawyers who specialize in taxation and know deathcare industry tax law
  • Litigators to handle your largest and most complex or your simplest case

Our clients are all types of deathcare industry members

We represent the large, the small, and the individual.

  • Publicly traded deathcare industry leaders
  • Consolidators with a few to hundreds of rooftops nationwide
  • Owners and operators of single deathcare locations
  • Cemeteries
  • Funeral establishments
  • Cremation businesses
  • Preneed sellers
  • Individual licensees (funeral directors, sales persons, etc.)
  • Trustees for deathcare industry trust funds
  • Sales program and trust administrators
  • Insurance licensees (companies, agencies, agents, third party administrators) that serve the deathcare industry

Our comprehensive legal services enable the deathcare industry to focus on its families and not on regulatory and legal compliance.  

We know that your families and customers come first; that’s why the team at Nelson Mullins provides you with a full suite of legal services enabling you to maintain your focus while we address regulatory and legal issues facing your business. Our many years of experience representing deathcare industry clients enable us to recognize the importance of delivering swift and on-point legal advice and services to you.  

Our lawyers know the deathcare industry and with that you get

  • Regulatory assistance when you need a license, require a new trust agreement or contract, face a consumer complaint, or must prepare for a State audit
  • A prompt response when you are unsure as to whether you are authorized to perform a cremation or interment
  • Targeted documents when you are buying, selling, or changing your business; we don’t have to “reinvent the wheel” with each new deathcare transaction
  • Knowledgeable advice when you have a question about corporate structure, stock or membership ownership, taxation, intellectual property, cybersecurity, and much more from a lawyer who has experience representing the deathcare industry.

Following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.

  • Provided expert witness services for deathcare trustee involved in Howard, et al. v. Cassity, et al, E.D. Missouri. 
  • Prepared application and secured licenses for the only two commercial cemeteries to be licensed in Florida in more than ten years 
  • Secured more than $1M in ad valorem tax refunds and more than $3M in tax savings for publicly traded deathcare company   
  • Prepared applications for, or notices of, transfers of more than $500M in trust assets 
  • Addressed regulatory trust examination disproving allegation that millions of additional dollars were due to trust by the licensee  
  • Worked with regulators in Florida and Iowa to bring troubled cemeteries into compliance with law and rules  
  • Consulted regarding legislation on total return distribution method for cemeteries   
  • Closed transactions for dozens of deathcare industry members, many involving multiple rooftops 
  • Decades of experience representing all facets of the deathcare industry
  • Relationships with deathcare industry regulators nationwide and at the FTC
  • Experience with preparing deathcare related forms (trust agreements, preneed and at need contracts, cremation, and other authorizations, releases, etc.)
  • Substantial knowledge regarding deathcare industry transactions and matters (real property and corporate)

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