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private-wealth-advisory-structured-planning

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Solve private-wealth advisory structured-JSON planning tasks served by the prismshadow advisory API: (a) Roth conversion / RMD tax summaries (analysis_type roth_conversion_rmd), (b) ILIT Crummey funding cycles (ilit_crummey_implementation), (c) GRAT vs CRAT comparisons (trust_comparison), and (d) integrated estate-liquidity action plans (estate_liquidity_action_plan). Use when a task asks for one structured JSON object conforming to an answer_template.json for a client CLT-xxxx, sourcing all data from the read-only HTTP advisory API. Contains the verified formulas, conflict-resolution priority, exact output schema/enums, rounding/date conventions, and pitfalls.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_008/reflect-3/reflect-3_attempt_01/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# Private Wealth Advisory — Structured Planning SOP

You produce ONE JSON object per task, conforming exactly to that task's
`input/payloads/answer_template.json`. All input data comes from a read-only HTTP
advisory API. Output JSON only — no prose, no markdown fences.

## 0. Environment / API

Base URL is given by the harness (often `API_BASE`); in this environment it is
`<remote-env-url>`. Fetch with `curl -s` (Bash). If you run helper
scripts use `python` (NOT `python3`). Endpoints (all GET):

- `GET /api/health` — liveness.
- `GET /api/clients/<client_id>` — base client record (age, filing_status, planning_year, estate_value, liquid_assets, marital_status).
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