6. Delaware Administrative Trusts A DIVISION OF FIDUCIARY DUTIES Trusts Protectors Distribution Advisors Special Asset Holding Committees Charitable Trust Committees
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32. Asset Protection Trusts WHO HAVE CREATED ASSET PROTECTION TRUSTS? Attorneys Real Estate Developers Other Business Owners Fast Food Chain and Restaurant Owners Individuals Appointed to Public Board of Directors Doctors / Dentists Newlyweds
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48. Fees for Administrative Trustee Services* * Rates effective 11/16/2007. Charles Schwab Bank Personal Trust Services Division reserves the right to charge additional fees in order to perform services necessary to the administration of the trust. Rates and fees are subject to change. Marketable Securities Closely-Held Entities .40% on first $3 million $4,000 for the first entity .35% on next $1 million $1,000 for each additional entity .30% on next $1 million Irrevocable Life Insurance Trusts .20% on next $5 million $1,500 Annually .15% thereafter $500 for each additional policy Minimum annual fee $2,500