The July 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.00%, which is the same as the June 2025 Section 7520 rate...more
7/7/2025
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The May 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.00%, which is the same as the April 2025 Section 7520 rate...more
5/2/2025
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Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Grantor Trusts ,
Income Taxes ,
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Trusts
March 2025 AFRs and 7520 Rate -
The March 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.40%, which was the same as the February 2025 rate...more
3/10/2025
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Valuation
February 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts....more
1/31/2022
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Beneficiaries ,
Charitable Trusts ,
Decedent Protection ,
Estate Planning ,
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Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
Interest Rates ,
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Trust Distributions ,
Wealth Management ,
Wills