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					2005 Convention                              San Francisco
    October 2 – 6, 2005




                 Legal Support Services

                  Presented By:
                  Bob Sperling




                          www.fiducial.com
    Meet Bob Sperling

    •   Tax Hotline Specialist
    •   Attorney
    •   With Fiducial since 1984
    •   Expertise in Trust/Estate Taxation




2                     www.fiducial.com
    Why Add Legal Support Services?

    • One-stop shop concept
    • Legal support a natural extension to
      business and tax services
    • A value-added service to clients
    • A way to extend your services without
      a high initial investment (time, money
      resources)


3                   www.fiducial.com
    Fiducial Legal Support Services
    • Strategic Partnership in its final
      formative stages with Pre-Paid Legal
      Services, Inc.
      – Develops/markets pre-paid legal plans
      – Allows members to access to legal services
        through memberships
      – Contracts with local independent law firms
      – NYSE (symbol PPD)
      – 1,486,102 memberships at 3/31/05




4                      www.fiducial.com
    Fiducial Legal Support Services
    • Pre-Paid Legal Services, Inc. partners with
      Kroll Background America to offer Identity
      Theft Shield™


      – Identity theft is the fastest growing crime in
        America today
      – Kroll are proven leaders in the identity
        restoration and legal services




5                        www.fiducial.com
    Pre-Paid Legal Services Plans
    • Business Plan
      – (less than 50 employees)
    • Professional Plan
      – (less than 8 employees)




6                      www.fiducial.com
    Pre-Paid Legal Services Plans
    •   What do you get?
        –   A will
        –   A block of lawyer time
        –   Legal document review
        –   Discount (25%) on document preparation
        –   Representation




7                        www.fiducial.com
    Legal Support Services Topics

    • Structuring Advice on Your Business
      – Corporation
      – Partnership
      – LLC
    • Organizational Documents
      – Articles of Incorporation
      – Operating Agreements




8                      www.fiducial.com
    Legal Support Services Topics

     • Estate Planning
       – Distribution
       – Tax Ramifications
       – Valuation of the Estate


     • Disability Planning
       – Living Wills
       – Power of Attorney


9                      www.fiducial.com
     Legal Support Services Topics

      • Succession Planning
        – Purchase/Sale Agreements


      • Agreements
        – Employer-Employee
        – Leases
        – Retirement Plans



10                     www.fiducial.com
     Legal Support Services Topics

      •   Gift Planning
          – Tax Ramifications
          – Irrevocable Trusts


      •   Probate
          – Representation
          – Wills



11                        www.fiducial.com
     Identity Theft Shield

     • What do you get?
       –   Credit reports
       –   Continual monitoring
       –   Fraud notification alerts
       –   Restoration




12                        www.fiducial.com
     FAQs




            Any Questions?




13              www.fiducial.com
     Contact Information
     Joe Crossney
     (410) 910-5897
     Fax: (410) 910-5901
     elmer.crossney@fiducial.com

     Bob Sperling
     (410) 910-5876
     robert.sperling@fiducial.com
     or (410) 910-5902


14                    www.fiducial.com
2005 Convention                               San Francisco
    October 2 – 6, 2005




                          Thank You!




                           www.fiducial.com

				
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