Estate Plan Design Memov0.1.1

A licensed attorney uses the skill to intake a high-net-worth client's assets, family structure, and goals. The skill generates a draft design memo recommending an RLT, ILIT, and GRAT, with asset-titling strategies and fiduciary nominations.

An attorney handles a joint engagement for a married couple with children from prior marriages. The skill guides through collecting family details, asset titles, and goals, then drafts a memo addressing QTIP trusts, marital deduction, and potential GST issues.

A trust officer or attorney uses the skill for a client with a special needs child. The memo recommends a special needs trust, reviews asset titling to avoid disqualifying the child for benefits, and flags state-law considerations.

An attorney advises a client near the federal estate tax threshold. The skill incorporates the client's asset values, prior gifts, and portability election, and produces a memo with Bypass Trust recommendations and open questions about sunset provisions.

A law student under supervision uses the skill for a client with a non-citizen spouse and foreign assets. The memo flags non-US issues, QDOT planning, and foreign asset reporting, ensuring jurisdictional honesty.

Law firms subscribe monthly to use the skill via a platform. Revenue comes from tiered subscriptions based on number of users or cases, offering basic and premium features like advanced tax analytics.

Trust companies pay per design memo generated. This model suits occasional use or large firms wanting to avoid subscription lock-in. Each memo costs a fixed fee based on complexity.

Law schools license the skill for estate planning clinics. The annual fee covers unlimited use by students under supervision, providing educational value and generating revenue during low-demand periods.