7520 Rate for April 2018

Another increase.

The 7520 rate has increased again. For April 2018, the 7520 rate is 3.2%. 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. 2018-09 (pdf)

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

Tags: , , , ,

Comments are closed.