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United States flagUnited States · trusts-and-estates

Estate Administration Summary

Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributio…

CaseMark
United States flagUnited States · trusts-and-estates

Estate Administration Summary

Produces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax r…

CaseMark
United States flagUnited States · trusts-and-estates

Elder Law Summary

Generates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid eligibility, and guardianship with priori…

CaseMark
United States flagUnited States · trusts-and-estates

Durable Power of Attorney for Finances

Drafts state-specific Durable Power of Attorney for Finances documents authorizing an agent to manage a principal's financial affairs during incapaci…

CaseMark
United States flagUnited States · trusts-and-estates

Charitable Remainder Trust (CRT)

Drafts IRC 664–compliant Charitable Remainder Trust agreements (CRAT/CRUT), covering payout math, remainder qualification, trustee powers, and tax co…

CaseMark
United States flagUnited States · trusts-and-estates

Certificate of Trust

Drafts a Certificate of Trust (Abstract/Memorandum of Trust) that verifies trustee authority for third-party reliance without disclosing full trust t…

CaseMark
United States flagUnited States · trusts-and-estates

Advance Health Care Directive

Drafts jurisdiction-specific Advance Health Care Directive packages with agent appointment, living will instructions, HIPAA authorization bridge, org…

CaseMark
United States flagUnited States · trusts-and-estates

Advance Directive vs. POLST Comparison

Produces a plain-language comparison of advance directives and POLST/MOLST forms, covering legal status, clinician signatures, emergency precedence, …

CaseMark
United States flagUnited States · trade

International Trade Law Summary

Produces structured U.S.-focused international trade law summaries covering tariffs, customs, export controls, sanctions, trade remedies, and trade a…

CaseMark
United States flagUnited States · trade

Import Compliance Manual

Drafts a U.S. import compliance manual demonstrating reasonable care under 19 U.S.C. § 1484. Covers HTS classification, customs valuation (19 U.S.C. …

CaseMark
United States flagUnited States · trade

CBP Form 19 — Protest of Customs Decision

Drafts CBP Form 19 protests under 19 U.S.C. § 1514 and 19 C.F.R. Part 174 challenging tariff classification, valuation, origin, and trade preference …

CaseMark
United States flagUnited States · trade

Customs Power of Attorney

Drafts a U.S. Customs Power of Attorney authorizing a licensed customs broker to transact customs business on behalf of an importer or exporter under…

CaseMark
United States flagUnited States · trade

C-TPAT Security Profile

Drafts a submission-ready C-TPAT Security Profile from verified company records for U.S. CBP enrollment, recertification, or validation prep. Use whe…

CaseMark
United States flagUnited States · trade

USMCA/NAFTA Certificate of Origin

Drafts USMCA/NAFTA Certificates of Origin for preferential tariff treatment on US-Mexico-Canada goods. Verifies origin criteria, HS classifications, …

CaseMark
United States flagUnited States · trade

CBP Binding Ruling Request (19 CFR Part 177)

Drafts U.S. Customs and Border Protection binding ruling requests under 19 CFR Part 177 for tariff classification, valuation, origin, and marking det…

CaseMark
United States flagUnited States · trade

C-TPAT Security Profile

Drafts a U.S. C-TPAT Security Profile for CBP submission covering physical, personnel, procedural, conveyance, and IT security domains. Use when prep…

CaseMark
United States flagUnited States · tmt

Telecommunications Law Summary

Generates executive-level summaries of recent US telecommunications law developments covering spectrum rights, network access, privacy, infrastructur…

CaseMark
United States flagUnited States · tmt

Interconnection Agreement

Drafts U.S. telecommunications Interconnection Agreements (ICAs) under 47 U.S.C. §§ 251-252 and FCC Part 51, covering POIs, traffic classification, r…

CaseMark
United States flagUnited States · tax

Taxpayer Correspondence

Drafts structured taxpayer correspondence summarizing tax records, income, deductions, credits, and tax positions. Covers IRS/state inquiry responses…

CaseMark
United States flagUnited States · tax

Key principles

Use this skill when planning corporate tax strategy, claiming R&D credits, managing transfer pricing, or ensuring tax compliance. Triggers on corpora…

mkurman
United States flagUnited States · tax

Request for Tax Clearance Certificate

Drafts formal request letters for Tax Clearance Certificates from state tax authorities on behalf of corporate entities. Triggers on tax clearance re…

CaseMark
United States flagUnited States · tax

IRS Form SS-4 — EIN Application

Drafts IRS Form SS-4 (EIN Application) by extracting entity details from formation documents. Use when forming a new business entity, applying for a …

CaseMark
United States flagUnited States · tax

Schedule 8812 — Credits for Qualifying Children and Other Dependents

Use this skill when an individual taxpayer needs to claim the Child Tax Credit (CTC), the refundable Additional Child Tax Credit (ACTC), or the Credi…

jupid-tax
United States flagUnited States · tax

Form 1099-SA — Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

Use this skill when an individual taxpayer has RECEIVED a Form 1099-SA from the custodian of their HSA, Archer MSA, or Medicare Advantage MSA after t…

jupid-tax