February 7520 Rate: Another Increase

The 7520 rate for February 2018 will be 2.8%. A chart showing historical rates since 2008 is here.

Some estate planning techniques benefit from rising rates. These include Qualified Personal Residence Trusts (QPRTs), Charitable Remainder Annuity Trusts (CRATs), and Charitable Lead Annuity Trusts (CLATs).

Source: Rev. Rul. 2018-5 (pdf)

Posted by Joel D. Roettger, JD, LLM, EPLS

Tags: , , , , ,

Comments are closed.