Trusted Relationships
We hope that these testimonials will communicate the trusted, long-lasting and personal relationships that we have built over the years.
We would be honored to include your name to our distinguished list of clients.
"My wife Joan and I had an extremely important mission and a complex task that required tremendous expertise, patience and wisdom. Bob filled to the mark in all respects. He had to clarify our estate mission and goals, dissect the financial assets in our estate and maximize potential short and long-term tax benefits. He also had to negotiate, on our behalf, including educating the recipients of our philanthropy as to our wishes. All of this was executed with tremendous skill and an unsurpassed commitment to excellence. The outcome has been a great success and we will be forever grateful to Bob for his superb advice and counsel."
Stanley H. Appel, M. D.
Director, Houston Methodist Neurological Institute
Chair, Stanley H. Appel Department of Neurology
Edwards Distinguished Endowed Chair for ALS Research
"I've known Bob for his entire legal career and he's as fine an estate planner as this city has."
Robert L. Waters
Attorney and Former Named Partner
Chamberlain, Hrdlicka, White, Williams & Aughtry
"Over thirty years ago, Bob was invaluable to our family during our early marriage in working with the National Football League, as well as other football organizations, to help us to clarify our rights regarding tax issues, deferred compensation and salary benefits. We were young and really needed a sharp and smart attorney who could help to navigate through the mounds of paperwork. Without spending too much time on the particular details, the service he offered was invaluable. The extended hand of friendship over the years has been an additional bonus for us. More recently, Bob personally updated our Wills and was more than helpful in assuring us that his firm would be there to assist and support our family. Without hesitation, he is available to answer the most trivial questions and we never felt like we were intruding on his time. Perhaps more importantly, Bob is a quiet force who has a unique way of comforting and assuring us when we could not see a way through. Thank you, Bob!"
Curley and Collette Culp
Pro Football Hall of Fame 2013
Kansas City Chiefs
Houston Oilers
"Your creativity, integrity and vision have been an integral part of maintaining and growing the Butler Family Trusts to what they are today. There is no question in my mind that you have benefited the family, not only in estate and tax planning, but in providing your point of view on many issues that we have faced over the last 30 years. Your legal and financial background have been a tremendous help strategically, as well as dealing with the everyday matters that arise with four generations of family members."
Douglas A. Heath
Executive Director
Butler Family Office
"It has been a true pleasure to work with you over the years. Your thoughtful approach is evident, and much appreciated, as you share and consider the perspective of both the donor and the institution. Through your remarkable guidance and superb facilitation, our institution was able to learn more about the intricacies and sensitivities surrounding gift agreements. You are meticulous in all aspects of your work, responsive to requests, dependable and an excellent communicator. As a man of integrity, you are among one of the best in your field and have my highest endorsement and deepest professional respect."
Susan H. Coulter, J.D.
Senior Vice President for Institutional Advancement, Houston Methodist
"Thank you for all the work you did for Stacy and me. Having our Wills and estate in order brings about a significant peace of mind to us, and the process we went through with you was so simple and pleasant. That certainly comes as no surprise, as many clients we have in common are always very openly complimentary of you and express the same gratitude. I truly value our friendship and appreciate our professional relationship."
Michael U. Ellington
Managing Director
Bernstein Global Wealth Management
"A number of years ago my beloved brother recommended I contact you for my personal estate planning. I am certainly happy I took his advice. Your counsel and the planning we implemented resulted in significant long term benefits for my entire family. Now all of my grown children and I seek your advice and guidance on most every matter that arises. Thank you for your patience, your teaching spirit, your expert knowledge, and lastly, your friendship."
Mary Ann Metcalf
“We are so glad you came into our lives."
Margaret Adams Madeley