Pascaline

Estate Planning Suite

QTIP / QDOT Marital Trust Optimizer beta

Grid-search the QTIP election fraction to minimize combined estate tax across both spouses' deaths — robust to cliff-state non-monotonicity — with DSUE portability and QDOT analysis for non-citizen spouses.

Get an API key Docs

Endpoints

  • POST /estate/optimize-qtip-election
  • POST /estate-planning/qtip-election

MCP tools

  • calculate_optimal_qtip_election

Example

curl -X POST https://pascaline.io/estate/optimize-qtip-election \
  -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.

QTIP trust calculator API · optimal QTIP election calculator · QDOT trust API marital deduction