Brentmark

10/07/2026

Vanilla validates its estate planning calculation engine by Brentmark, a trusted specialist in estate and tax planning serving advisors and attorneys for more than 40 years.

10/07/2026

For more than 40 years, Brentmark has been trusted for the accuracy behind some of the most complex calculations in estate, tax, retirement, charitable, and financial planning.

Today, we are proud to announce an important new chapter in that work.

Vanilla has become the first estate planning platform to independently validate its calculation engine, with Brentmark serving as the independent calculation validation authority.

Brentmark has spent decades developing the most legislatively accurate calculation software on the market. That standard is built on rigorous legislative research, sophisticated calculation methodology, and deep subject-matter expertise.

We brought that same rigor to our work with Vanilla.

Our team conducted an extensive independent review covering federal estate and GST tax, state estate and inheritance taxes, and sophisticated planning strategies including GRATs, SLATs, IDGTs, CLATs, and CRUTs.

Rather than simply reviewing outputs, Brentmark independently derived the results using our own calculation software and methodology and compared them against Vanilla’s calculation engine.

Our work also continues beyond this initial review. Brentmark will provide ongoing spot-check validation as part of our relationship with Vanilla.

For attorneys, CPAs, financial advisors, institutions, and government users who have relied on Brentmark for decades, the principle behind this work will be familiar:

When the planning is complex, the calculations have to be right.

That’s the Brentmark standard.

Read the full announcement: https://www.justvanilla.com/blog/vanilla-becomes-first-estate-planning-platform-to-independently-validate-its-calculation-engine

Learn more about Brentmark at Brentmark.com.

Vanilla validates its estate planning calculation engine by Brentmark, a trusted specialist in estate and tax planning serving advisors and attorneys for more than 40 years.

03/23/2026

📊 March 2026 AFR Rates Released
The latest Applicable Federal Rates (AFR) are now available:
• Short-Term: 3.59%
• Mid-Term: 3.93%
• Long-Term: 4.20%
• Section 7520 Rate: 4.8%
📍View the full monthly, semiannual, and annual rates here:
https://www.brentmark.com/latestnews

01/06/2026

Welcome to Heckerling! Visit Brentmark Booth #408 - https://mailchi.mp/c442180e7dff/brentmark-at-heckerling-17618227

08/20/2025

📢 September 2025 AFR and §7520 Rates have been released and are now available on www.Brentmark.com

🔗LINK IN BIO
🧮 View the September 2025 AFR and §7520 Rates Here (AFR & §7520 Rates tab):
https://www.brentmark.com/latestnews
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07/16/2025

📢 August 2025 AFR and §7520 Rates have been released and are now available on www.Brentmark.com

🔗LINK IN BIO
🧮 View the August 2025 AFR and §7520 Rates Here (AFR & §7520 Rates tab):
https://www.brentmark.com/latestnews
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06/19/2025

📢 July 2025 AFR and §7520 Rates have been released and are now available on www.Brentmark.com

🔗LINK IN BIO
🧮 View the July 2025 AFR and §7520 Rates Here (AFR & §7520 Rates tab):
https://www.brentmark.com/latestnews
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06/13/2025

Our upcoming 2-Day workshop in Chicago, IL is officially SOLD OUT! But don't worry - registration is now open for our virtual 2-Day program, taking place September 17-18, 2025.

Learn more and register here: https://bit.ly/45qVOBX

05/16/2025

📢 June 2025 AFR and §7520 Rates have been released and are now available on www.Brentmark.com

🔗LINK IN BIO
🧮 View the June 2025 AFR and §7520 Rates Here (AFR & §7520 Rates tab):
https://www.brentmark.com/latestnews
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04/17/2025

📢 May 2025 AFR and §7520 Rates have been released and are now available on www.Brentmark.com

🔗LINK IN BIO
🧮 View the May 2025 AFR and §7520 Rates Here (AFR & §7520 Rates tab):
https://www.brentmark.com/latestnews
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