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Joseph E. Cordell

Attorney, CPA, Author, Speaker

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Challenges With Long-Term Care – Life’s Third Act

May 9, 2022 by jceditor

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Cheryl J. Wilson, author, speaker, and long-term care expert with Advocacy For Seniors. 

Ms. Wilson discusses how she started getting involved in senior advocacy and long-term care, the Long-Term Care Ombudsman Program, some of the biggest challenges associated with long-term care, how she works with clients and their families, how a nursing home can restrict a Power of Attorney, Electronic Caregivers, and her book, “I am the Resident: Becoming the Advocate Your Loved One Needs!” 

Purchase Cheryl’s book: https://www.amazon.com/Resident-Becoming-Advocate-Loved-Needs/dp/1735809209

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen. 

Click: https://tuckerallen.com/ 
Call: 314-335-1100

https://media.blubrry.com/lifes_third_act/p/content.blubrry.com/lifes_third_act/LTA20220509_CHERYL.mp3

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Filed Under: Life's Third Act, Podcasts

Dr. Blanche Touhill – Life’s Third Act

May 2, 2022 by jceditor

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Blanche Touhill, former Chancellor of the University of Missouri-St. Louis to discuss her career and retirement. Dr. Touhill retired in 2002 and was named Chancellor Emeritus. 

Ms. Touhill discusses her career, including her experience as the first woman to be hired at Queens College in New York City in the history department; what it was like working in a male dominated field; her work building the Touhill Performing Arts Center; what it’s like being named after a world-class theater; career highlights; the biggest challenges faced in her career; her video project; her remaining bucket list items; the biggest changes she’s seen in the industry in her career; and advice for young women starting their careers. 

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

The State Historical Society of Missouri; Women as Change Agents, Oral History Collection Transcripts: https://shsmo.org/collections/oral-history/transcripts/s1207

Click: https://tuckerallen.com/  

Call: 314-335-1100

https://media.blubrry.com/lifes_third_act/p/content.blubrry.com/lifes_third_act/LTA20220427_BLANCHE.mp3

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Ms. Senior Missouri Pageant – Life’s Third Act

April 26, 2022 by jceditor

Podcast host Jill Enders is joined by Carolyn Schlueter, the reigning Ms. Senior Missouri, and Susan Pellegrino, Ms. Missouri Senior America Pageant Producer and runner-up contestant in the 2014 Ms. Senior Missouri Pageant. 

Ms. Schlueter discusses her reign as Ms. Senior Missouri and the opportunities she’s received because of it, what she will miss most about the pageant and her plans for when her reign ends, her friendship with Ms. Pellegrino, the upcoming pageant, and more. 

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Click: https://tuckerallen.com/   

Call: 314-335-1100

https://media.blubrry.com/lifes_third_act/p/content.blubrry.com/lifes_third_act/LTA20220427_CAROLYN_SCHLUETER.mp3

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Revocable Trusts – What You Should Know – Life’s Third Act

April 18, 2022 by jceditor

Attorney-CPA Joe Cordell and co-host Jill Enders chat with TuckerAllen estate planning attorney Nina Windsor about the most essential things to know about revocable trusts.

Ms. Windsor discusses how to take inventory of assets; the differences between a will, revocable trust, and irrevocable trust; the factors that determine which of the three is a good fit for a client; the benefits of a revocable trust compared to an irrevocable trust; the disadvantages of revocable and irrevocable trusts; how she advises clients when choosing a trustee; the pros and cons of using a financial institution as a trustee; whether an attorney who creates the trust can serve as trustee; how to decide whether to set up lifetime or sub-trusts for the beneficiaries of a revocable trust vs. outright distributions; whether assets in a revocable trust are vulnerable if a person is being sued; whether a revocable trust can be legally challenged after a person’s death; whether it is possible to name a charity as a beneficiary to a trust and whether there is a tax advantage for the grantor; the celebrity estate planning mishaps of Robin Williams and Phillip Seymour Hoffman; and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Click: https://tuckerallen.com/

Call: 314-335-1100

https://media.blubrry.com/lifes_third_act/p/content.blubrry.com/lifes_third_act/LTA20220420_NINA.mp3

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Key Points of Estate Planning – Life’s Third Act

April 11, 2022 by jceditor

Attorney-CPA Joe Cordell and co-host Jill Enders chat with TuckerAllen estate planning attorney Nina Windsor about key points of estate planning to consider when planning for life’s final chapter. 

Ms. Windsor discusses how to take inventory of your assets; the differences between a will, revocable trust, and irrevocable trust and how she determines which of the three is a good fit for a client; how a durable financial power of attorney and limited power of attorney work; the tax requirements of revocable and irrevocable trusts and why a revocable trust provides a degree of flexibility and customization for grantors; whether the grantor of a revocable trust can avoid taxes; whether a charity can be listed as a beneficiary to a trust and whether that provides any tax benefit; whether beneficiaries of trusts pay taxes on inheritances; the difference between a charitable lead trust and a charitable remainder trust; the purpose of a medical power of attorney; and more. 

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen. 

Click: https://tuckerallen.com/ 
Call: 314-335-1100

https://media.blubrry.com/lifes_third_act/p/content.blubrry.com/lifes_third_act/LTA20220413-NINA.mp3

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