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Estate and gifting strategy v1.0.0

Use this resource to plan an estate and gifting strategy

New

  • 562 downloads
  • 160 likes
  • 189 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install estate-gifting-strategy

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent reviews the lifetime exemption, the annual exclusion, basis step-up and trusts under the US federal estate, gift and GST framework. You get a structured analysis of transfer options and the points to verify.

Mostly picked by

Updated November 2, 2026

Card for the “Estate and gifting strategy” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: unified estate, gift and GST framework, exemption and basis
  • SKILL.md: trusts, beneficiary planning and retirement accounts

Good fit for

  • You are planning to pass wealth on to your children
  • You are weighing a gift of highly appreciated stock against a bequest at death

Not for

    Tags

    • estate
    • gifting
    • wealth
    • tax
    • trust

    About

    You say

    “Compare giving shares now with leaving them at death, given that my client has a large unrealised gain.”

    Card for the “Estate and gifting strategy” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to plan an estate and gifting strategy
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md16.9 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/wealth-management/skills/estate-gifting
    Licence
    MIT

    Notice

    « estate-gifting » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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