trust-situs-selection-memo

A trust situs comparison evaluates Florida, Delaware, Nevada, Wyoming, and the Dakotas across tax strategy, creditor protection, privacy, and administration. This skill generates an advisor-ready memo tailored to the principal's and beneficiaries' circumstances through a structured interview.

The best way to document trust jurisdiction selection is generating a memo artifact that captures the interview inputs and jurisdiction comparison. This skill outputs an artifact.md and interview.json pair to ensure traceability and provide a deliverable suitable for counsel review and distribution.

The trust situs selection interview collects the minimum inputs needed to tailor the jurisdiction comparison memo. The skill agent executes the interview, renders the memo artifact, creates a manifest.json with content hashing, and optionally persists outputs via configured sinks like SharePoint or Snowflake.

Yes, you can publish the trust situs selection memo to SharePoint, Asana, Snowflake, and email/calendar sinks. The skill optionally writes memories and pushes the deliverable based on your provided configuration after generating the comparison artifact.

The family office trust situs memo compares Florida, Delaware, Nevada, Wyoming, and the Dakotas. It evaluates these jurisdictions across tax strategy, creditor protection, privacy, and administration considerations to guide counsel on where to form the trust.

The skill includes Snowflake connector and psycopg dependencies for optionally persisting outputs, but executing the core interview and memo generation does not require them unless you configure database sinks for publishing the final artifact.