Pascaline

Estate Planning Suite

Gift Tax Annual Exclusion Optimizer beta

Annual exclusion capacity, §2503(e) medical/tuition exclusions, 529 five-year front-loading, Crummey trust 5&5 and hanging-power analysis, and the separate GST exclusion.

Get an API key Docs

Endpoints

  • POST /estate/optimize-annual-gifts
  • POST /gift-tax/optimize-annual-gifts

MCP tools

  • optimize_annual_gifts

Example

curl -X POST https://pascaline.io/gift-tax/optimize-annual-gifts \
  -H 'content-type: application/json' \
  -H 'x-api-key: <keyId>.<secret>' \
  -d '{ ... }'

Responses include data_as_of, formula_version (2026.1), citations, and tier (beta). See the full reference and the verification process.

gift tax annual exclusion calculator API · Crummey trust 5 and 5 rule API · 529 front loading calculator