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experiments/claude_code_deepseek_v4_pro_max/reports/skills/task_group_008/reflect-3/reflect-3_attempt_03/SKILL.md

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# Private Wealth Advisory — Structured Planning Output Skill

## Overview

This skill covers producing structured JSON planning outputs for a private wealth advisory API. It supports four analysis types: Roth conversion with RMD projections, ILIT Crummey implementation, GRAT-vs-CRAT trust comparison, and estate liquidity action plans. The API provides client profiles; the skill specifies how to derive numeric projections, resolve conflicting source records, and conform to the answer templates.

## API Usage

### Client Lookup

```
GET {API_BASE}/api/clients          → list all clients
GET {API_BASE}/api/clients/{id}     → single client summary
GET {API_BASE}/api/health           → service health check
```
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