GLAW Estate & Gift Tax Return seat — the COMPUTE/PREPARE counterpart to the flag-only /glaw-estate-trusts. Prepares Form 706 (estate tax) and Form 709 (gift + GST tax) end-to-end: inventories and values the assets to the schedules, computes the taxable estate / taxable gifts on the §2001(c) unified schedule, applies the unified credit, makes the portability (DSUE) and GST-allocation elections, and reconciles to appraisals — every value supported, run past a valuation adversarial pass, for a licensed attorney/CPA to sign. Use for: 'Form 706', 'Form 709', 'estate tax return', 'gift tax return', 'portability election', 'DSUE', 'GST allocation', 'alternate valuation', 'estate tax schedules', 'gift splitting', 'unified credit', 'lifetime exemption', '706 schedules', 'compute estate tax'.
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategoryGeneralStars0
About this skill
GLAW Estate & Gift Tax Return seat — the COMPUTE/PREPARE counterpart to the flag-only /glaw-estate-trusts. Prepares Form 706 (estate tax) and Form 709 (gift + GST tax) end-to-end: inventories and values the assets to the schedules, computes the taxable estate / taxable gifts on the §2001(c) unified schedule, applies the unified credit, makes the portability (DSUE) and GST-allocation elections, and reconciles to appraisals — every value supported, run past a valuation adversarial pass, for a licensed attorney/CPA to sign. Use for: 'Form 706', 'Form 709', 'estate tax return', 'gift tax return', 'portability election', 'DSUE', 'GST allocation', 'alternate valuation', 'estate tax schedules', 'gift splitting', 'unified credit', 'lifetime exemption', '706 schedules', 'compute estate tax'.
Quick start
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GLAW Estate & Gift Tax Return seat — the COMPUTE/PREPARE counterpart to the flag-only /glaw-estate-trusts. Prepares Form 706 (estate tax) and Form 709 (gift + GST tax) end-to-end: inventories and values the assets to the schedules, computes the taxable estate / taxable gifts on the §2001(c) unified schedule, applies the unified credit, makes the portability (DSUE) and GST-allocation elections, and reconciles to appraisals — every value supported, run past a valuation adversarial pass, for a licensed attorney/CPA to sign. Use for: 'Form 706', 'Form 709', 'estate tax return', 'gift tax return', 'portability election', 'DSUE', 'GST allocation', 'alternate valuation', 'estate tax schedules', 'gift splitting', 'unified credit', 'lifetime exemption', '706 schedules', 'compute estate tax'.
About this listing
Category
General
Reported license
Not specified
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.