Individual skill

private-wealth-advisory-planning

Produce structured JSON planning outputs for a private-wealth advisory benchmark backed by a read-only advisory API (Roth-conversion/RMD tax summaries, ILIT/Crummey funding cycles, GRAT-vs-CRAT trust comparisons, and integrated estate-liquidity action plans). Use this skill whenever a task asks for a structured advisory planning JSON for a client ID (e.g. CLT-xxxx), references an answer_template.json with fields like conversion_plan, rmd_projection, gift_plan, administration, grat/crat, estate_context, ilit, trust_transfer, action_set, or source_resolution, or mentions Roth conversions, RMDs, ILIT Crummey notices, GRAT, CRAT, estate-tax exemption, or estate liquidity. It encodes the exact source-conflict resolution rules, numeric formulas, RMD year-by-year simulation order, date arithmetic, enum decision rules, rounding, and output schema the gold answers require, so apply it even when the prompt does not name a specific strategy by name.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_008/demonstration_skill/demonstration_skill_attempt_01/SKILL.md

Source commit 5082a777379156a048881e94940d640702e5e09a

What was checked

Matches the observed repository HEAD

Yes

Scanner rules are current

No

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No

Skill scan complete

No

Observed behavior

Not checked yet

Last checked

Nov 6, 2026

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