Most people have only a limited knowledge of the intricacies and importance of estate planning; however, it is crucial that you have a blueprint in place to protect your assets in the event of unforeseen circumstances, such as serious illness or unexpected death.
Cordell Planning Partners Workshops are designed to help you understand the importance of estate planning, including the differences among a Power of Attorney, a living will and a healthcare proxy, how to plan for disabled beneficiaries, how to avoid Probate / minimize estate taxes and more.
Without proper planning, your assets are at risk from the government, lawsuits or even your own family. Our workshops educate you on which protections you may need for your unique situation to ensure your assets and loved ones are taken care of in case you are unable to continue making those decisions.
Joseph E. Cordell
J.D., C.P.A., LL.M., P.F.S.
Joseph Cordell is a dually-licensed attorney-CPA and the senior partner and founder of Cordell Planning Partners, a St. Louis-based elder care law firm dedicated to protecting seniors.
Through a commitment to helping seniors ensure they and their loved ones are protected, Cordell Planning Partners attorneys provide the information and resources needed to make responsible decisions for you and your loved ones as you age.
Mr. Cordell has spent his entire career working to protect the assets of his clients during divorce through his international domestic litigation firm Cordell & Cordell, which was a natural segue to the creation of Cordell Planning Partners. Now, he is able to leverage the expertise offered by other attorneys and CPAs to help even more people ensure their financial future is secure in the event of unforeseen circumstances — regardless of their marital status.
Mr. Cordell is a member of the following organizations:
Missouri Society of CPAs: The premier provider of continuing education for CPAs in Missouri.
National Organization of Veterans’ Advocates: An organization that provides support and organization for the private bar representing veterans in their disability claims against VA.
National Academy of Elder Law Attorneys: Non-profit association with the mission to educate, inspire, serve, and provide community to attorneys with practices in elder and special needs law.
Lawyers With Purpose: An association of lawyers devoted to meeting the asset protection, estate planning, and other needs of seniors across America.
American Bar Association: A national association of attorneys committed to serving members, improving the legal profession, eliminating bias and enhancing diversity, and advancing the rule of law throughout the United States and around the world.
American Institute of CPAs: The world’s largest member association representing the accounting profession.
For more than 17 years, Tammy Repaso has practiced family law along with general civil litigation, including probate and real estate litigation. Ms. Repaso has gained experience drafting wills, trusts, powers of attorney, and health care directives. She has also represented individuals in probate litigation, estate administration, and in both adult and minor guardianships and conservatorships. During her career, she has assisted numerous individuals in preserving assets in both divorce and probate/estate-planning matters. Ms. Repaso is licensed to practice in Missouri, Michigan, Minnesota, and North Carolina.
Client Services Coordinator/Office Administrator
Mary Wanner’s career has spanned more than 18 years. In that time, she has focused on estate planning, probate and trust administration, and client services. Through her experience, Mary acquired astute knowledge of elder care issues that she uses to help families manage their finances and assets during a critical juncture of their lives.