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CLE Online

Cody Kessler
  • Presentations (1)
  • Papers (1)
Tax Planning for Family Succession—Freezes, Trusts, and Traps [1h 16min] Ethics Time: 10min

Date:

May 14, 2026

Course:

Wealth Preservation and Succession for the Family Enterprise 2026

Contributor(s):

Cody Kessler

Wills Estates and Trusts » Client Relations, Estate planning, Tax issues, Trust planning

Presentation Content:

Slides: Tax Planning for Family Succession – Freezes, Refreezes, Trusts, and Traps
Paper: Tax Planning for Family Succession

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