estate-gifting

SKILLWorkflowcommunity
v0.0.0JoelLewisMITUpdated 2mo agoSource →

Estate and gifting architecture for wealth management: the unified estate/gift/GST framework, lifetime exemption vs annual exclusion, basis step-up vs carryover, trust taxonomy, and beneficiary planning. Use when the user asks about the 'estate tax exemption', 'annual gift exclusion', 'step-up in ba

Community-submitted skill. Not yet reviewed by the Forge team. Full prompt content may not be available.Request review →
169Repo stars
1Clients
1Formats
2mo agoLast update
Skill
AuthorJoelLewis
Version0.0.0
LicenseMIT
CategoryWorkflow
Formatsskill.md
PromptNot published
Compatibility
Claude✓ Supported
Cursor—
Copilot—
ChatGPT—
Gemini—
About

Estate and gifting architecture for wealth management: the unified estate/gift/GST framework, lifetime exemption vs annual exclusion, basis step-up vs carryover, trust taxonomy, and beneficiary planning. Use when the user asks about the 'estate tax exemption', 'annual gift exclusion', 'step-up in basis', a 'revocable trust' or 'irrevocable trust', 'gifting to my kids', '529 superfunding', or the '

Keywords
skillclaude

No dependency coverage

This entry publishes no npm package, so Forge has no dependency tree for it. That is a gap in coverage — not a statement that it has no dependencies.