Fees

Fees for Services as of 9/2/08

Case Management Services

Hourly rate $80

Charges based on the actual time spent providing services and includes face-to-face sessions, all phone contacts & paperwork.. Time is recorded in quarter hour segments.

When services are provided outside of the PLAN office, there is a charge for travel time and mileage.

Travel time is the same hourly service rate and the mileage rate is the same as that used by the Federal government.

Escrow Services

Checking Transactions

Escrow Services are billed monthly and are based on the number of transactions during the month, according to the following schedule:

# of Trans	No Trans	1 - 3	4 - 6	7 - 9	10 - 12	13 - 15	16 - 18	19 - 21	22 - 25	26 - 30
Cost	$5 *	$20	$40	$60	$80	$100	$120	$140	$160	$180

* In a month where there are no transactions, Escrow accounts are charged a maintenance fee of $5

Credit Card Transactions

There is a charge for bills which are paid for clients using a PLAN business credit card. Those charges are based on the number of transactions during the month, according to the following schedule:

# of Trans	1	2	3	4	5	6	7	8	9	10
Cost	$ 4.00	$ 5.60	$ 7.20	$ 8.00	$ 9.60	$11.20	$12.80	$14.40	$16.00	$ 17.60

* Approximate – Actual fee is based on time expended

Trust Management Services

First Year

PLAN Membership $ 130

Trust Application Fee $ 500

Personal Plan of Care* $ 500

Annual Trust Administration Fee 1.5% of Trust Corpus (Maximum fee $7,500)

Investment Management Fee 0.75% of Trust Corpus

Subsequent Years

PLAN Membership $ 130 Annual Fee

Personal Plan of Care Review* $ 160

Annual Spending Plan Review* $ 80

Trust Administration Fee 1.5% of Trust Corpus (Maximum fee $7,500)

Investment Management Fee 0.75% of Trust Corpus

Extraordinary Costs (Vary depending on client needs)

Escrow Account Services Based on number of transactions –See chart on back page.

Preparing records for Tax Prep. $ 80

Tax Preparation $ 300 – Depending on complexity

(Contracted out to independent tax firm)

Example: What would be the fees for an average $100,000 Special Needs Trust

Initial Year

PLAN Membership $ 130

Trust Application Fee $ 500

Personal Plan of Care $ 500

Trust Administration Fee $1,500

Investment Management Fee $ 750

Total Initial Year Fees $3,380 (Approximately 3.38% of the corpus)

Subsequent Years

PLAN Membership $ 130

Personal Plan of Care Review $ 160

Annual Spending Plan Review $ 80

Trust Administration Fee $1,500

Investment Management Fee $ 750

Total Subsequent Years Fees $2,620 (Approximately 2.62 % of the corpus)