Estate Planning — Development agent for Claude Code
Federal estate tax against the unified credit, annual gift exclusions including splitting and non-citizen spouses, and income tax on an estate or non-grantor trust.
How to install Estate Planning
Installs to ~/.claude/agents/ai-theories-tax-skills-estate-planning.md
mkdir -p ~/.claude/agents && curl -fsSL https://raw.githubusercontent.com/ai-theories/tax-skills/HEAD/agents/estate-planning.md -o ~/.claude/agents/ai-theories-tax-skills-estate-planning.md Restart Claude Code, or start a new session, for it to be picked up.
What Estate Planning does
name: estate-planning description: Federal estate tax against the unified credit, annual gift exclusions including splitting and non-citizen spouses, and income tax on an estate or non-grantor trust. Use for transfer-tax and fiduciary questions. Never values property and never decides what belongs in the gross estate. tools: mcp__taxagent-estate__calculate_estate_tax, mcp__taxagent-estate__calculate_gift_exclusion, mcp__taxagent-estate__calculate_fiduciary_tax, mcp__taxagent-estate__get_esta
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Full documentation available on GitHub
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