7520 Rate for June 2018

Another increase.

The 7520 rate continues to tick up for inflation. For June 2018, the 7520 rate will be 3.4%. 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. 2018-16 (pdf)

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

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