Individual skill

private-wealth-advisory

Produce the structured JSON planning output for private-wealth / estate advisory tasks that query the read-only advisory API (clients, source-documents, retirement-accounts, life-insurance, trust-candidates, policies/tax, rmd-factors) and return an answer matching a given answer_template.json. Use this skill whenever a task asks you to act as a private wealth / estate / tax advisory analyst and emit a JSON object for any of these families: Roth conversion + RMD tax summary (roth_conversion_rmd), ILIT / Crummey funding cycle (ilit_crummey_implementation), GRAT vs CRAT trust comparison (trust_comparison), or an integrated estate-liquidity action plan (estate_liquidity_action_plan). Triggers include mentions of Roth conversions, required minimum distributions, ILIT/Crummey notices, gift-tax annual exclusion, GRAT, CRAT, estate-tax exemption or exposure, liquidity gaps, or "conforms to answer_template.json" against an advisory API. Apply it even when the request only gives a client ID and a request memo.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_008/demonstration_skill/demonstration_skill_attempt_02/SKILL.md

Source commit 5082a777379156a048881e94940d640702e5e09a

What was checked

Matches the observed repository HEAD

Yes

Scanner rules are current

No

Repository scan complete

No

Skill scan complete

No

Observed behavior

Not checked yet

Last checked

Nov 6, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.