jwl-estate-planning
Public MCP server for New York estate-planning logic.
От сообщества: Добавлен пользователем или импортирован; проверьте владельца перед подключениемРаботаетБез входаГлобальныйБесплатноТолько чтение
Что умеет
- Estate Planning Recommend: Recommend Will, Revocable Trust, or Credit Shelter Trust planning for a New York client. Returns the primary recommendation (will/trust/choice), reasoning items citing the t
- Ny Estate Tax Estimate: Estimate the New York estate tax under NY Tax Law § 952 for a given taxable estate value. Applies the current-year exemption ($7.35M for 2026) and the 105% cliff provision ($7,
- Asset Breakdown: Categorize a set of assets into named buckets (real estate, retirement, brokerage, life insurance, etc.) and return totals plus per-category percentages. Mirrors the breakdown shown o
Какие данные видит
Нужен ли аккаунт
Не нужен: сервер работает без входа
Public MCP server for New York estate-planning logic. Recommend Will / Trust / CST plans based on family + assets, estimate NY § 952 estate tax with the 105% cliff phaseout, categorize estate assets, and compute EPTL 4-1.1 intestate distribution with by-representation math. Hosted by Jessica Wilson P.C., Brooklyn NY. Public, unauthenticated, rate-limited per IP per tool.
Список инструментов сервера (4)
Технические названия из tools/list. Нужны только разработчикам.
| estate_planning_recommend | Recommend Will, Revocable Trust, or Credit Shelter Trust planning for a New York client. Returns the primary recommendation (will/trust/choice), reasoning items citing the triggering facts, add-on planning structures (MAPT, ILIT, SNT, QTIP, etc.), the asset snapshot, and the estimated NY estate tax with no planning in place. |
| ny_estate_tax_estimate | Estimate the New York estate tax under NY Tax Law § 952 for a given taxable estate value. Applies the current-year exemption ($7.35M for 2026) and the 105% cliff provision ($7,717,500 for 2026). Result is informational; not legal or tax advice. |
| asset_breakdown | Categorize a set of assets into named buckets (real estate, retirement, brokerage, life insurance, etc.) and return totals plus per-category percentages. Mirrors the breakdown shown on the snapshot quiz result page. |
| ny_intestacy_distribution | Compute the New York intestate distribution under EPTL § 4-1.1 for a decedent who died without a valid will. Input is a family tree (which relatives survived; for pre-deceased ones, their own descendants). Output names each share, the fraction, optional dollar amount, and a notes array calling out edge-case rules (half-blood siblings, adoption, paternity, spousal disqualification) that may affect the result. |