estate-gifting

estate-gifting is a Tax preparation & filing skill for AI agents, published by JoelLewis in the finance_skills repository on GitHub. Skillspace rates estate-gifting D (68/100) and it passed the safety scan; the rating is based on static analysis only.

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 'portability election'. Also trigger on questions about gift-splitting, Form 706 or Form 709, DSUE, ILITs, GRATs, SLATs, IDGTs, charitable remainder trusts, state estate or inheritance taxes, the SECURE Act 10-year rule for inherited IRAs, whether to gift appreciated stock now or leave it at death, or how to fund estate taxes for an illiquid estate. For income-tax angles of charitable giving (QCDs, donating appreciated securities, DAF bunching), see the tax-efficiency skill.

Grade
D
Quality
68 / 100
Safety
Passed
GitHub stars
151

Unproven: rated by static analysis only, not yet compared head-to-head.

Our two independent classifiers differ on this skill's category, so treat the placement as provisional.

This rating describes the version of the repository we crawled; it may have changed since, so go by its current files.

View source on GitHubJoelLewis/finance_skills

Our review

Architecture
100 / 100
Maturity
Basic: a single SKILL.md
Security scan
No issues found
License
MIT
Adoption
Adopted by 0 other repositories, in 0 collections
Scope
Portable: works in any project. US estate and gift tax planning knowledge

Not checked yet

  • Not judged on the rubric yet (not a contender in its category)
  • No blind task eval yet
  • Sibling files (scripts, references) not fetched; security scan covers SKILL.md only

Better-rated skills in Tax preparation & filing

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