Discretionary Trusts

Arden Trust has fiduciary responsibility for both administration and investment management. All fiduciary activities with respect to the trust are performed or directly supervised exclusively by Arden Trust.

Special Needs Trusts

Minimum account size $1,000,000.

20% premium to the discretionary trust schedule.

Tax Preparation Fees

Arden Trust Company provides a fiduciary tax return for $500 per trust for both federal and state returns.

Termination Fees

Arden Trust will collect a termination fee equal to one year’s annual fee for any termination of a trust account or any distribution of more than one-third of the trust’s value.

Court Accountings

In the event a court accounting is required, accounting fees will be paid from the trust and are not included in the Trustee's administration fee.

Directed Trusts

Arden Trust acts as Administrative Trustee only. The client or authorized party appoints an Investment Advisor to directly manage the assets with the Financial Advisor/Custodian.

Fee Charges

Fees are charged monthly in arrears and will be charged as provided in the terms of the fee agreement, governing instrument, or by applicable state law. An annual account maintenance fee of $500 will be charged for each account set-up in a relationship in excess of three.

Extraordinary Services Charges

When unusual, special or extraordinary services are required, charges will include, in addition to the regularly published schedule of ad valorem fees, additional reasonable compensation based upon an hourly rate.

An amount, billed monthly, based on documented time of Arden Trust Company officers and employees devoted to performance of extraordinary trust administration services at the following hourly rates:

For calendar years subsequent to the current calendar year, the hourly rates may be increased by an amount not exceeding 3 percent over the rates applicable in the preceding calendar year, effective as of January 1 of each calendar year, provided that Arden Trust's rates for similar services for other customers are similarly increased.

For purposes of determining the applicable hourly rate for Arden Trust personnel, executive officers shall include officers of Arden Trust (or its affiliates) with the titles of chairman, vice chairman, president, executive vice president or senior vice president. Non-executive officers shall include all officers of Arden Trust (or its affiliates) other than executive officers. Non-officer personnel shall include all employees of Arden Trust (or its affiliates) other than officers.

This schedule is subject to change and may be modified by Arden Trust upon revision of its regularly published schedule of charges. Such revisions will become effective on the 30th day after the mailing of such notice to our customers at the address of record for Arden Trust.

Unfunded Life Insurance Trusts

Additional Fees:

First year fee is payable at account opening

Upon the death of the Grantor or last to die of the Grantors, the Arden Trust fee schedule for Trust Administration, in effect at that time, will be applied to each continuing separate trust or separate share.

Special Asset Management Fees

Real estate, closely held business interests and other non-marketable assets, where applicable, will be charged in accordance with a Special Asset Management fee schedule added as an amendment to this fee schedule.