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00:04
when people come in
00:05
normally they’re a little bit uncertain
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about
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what to expect with the lawyer and one
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of the things that we do
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is try to make the meeting as simple as
00:16
possible
00:17
and so i share with people that we’re
00:19
seeking
00:20
the most efficient way to accomplish
00:23
their goals and objectives
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to give them peace of mind about their
00:26
estate plan
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so i share with them the three things
00:29
that we need to know
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number one we need to know what kind of
00:33
assets are we talking about
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because each estate is different and
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each asset has different legal
00:39
characteristics
00:40
number two we want to know about the
00:43
family because the family is generally
00:45
the natural objects of their bounty and
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number three
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we want to know what their general goal
00:51
is
00:52
in their estate plan and with that
00:55
information
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we can create an estate plan that
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achieves
00:59
the most efficient way to transfer their
01:02
estate
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and to preserve their assets in their
01:05
planning process
01:06
and obtain peace of mind with that
01:10
result
01:14
come in and sit down with the lawyer
01:17
you don’t have to have a lot of
01:19
information the purpose of the meeting
01:21
is to start to develop a plan
01:24
that will reach their goals and
01:26
objectives and it’s like
01:28
very much like going on a safari
01:32
when you go to on a safari you’re going
01:34
to want the right equipment
01:36
you’re going to want the right
01:37
understanding of the territory you’re
01:39
going to want a
01:40
guide who’s going to know all of these
01:42
factors so that
01:43
it will be a very a wonderful experience
01:46
when you go for
01:47
a photo shoot in africa you want to come
01:50
back
01:51
all in one piece you want to have the
01:53
protection
01:54
and you want to be sure that that that
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trip
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turned out well so i tell people
01:59
frequently
02:00
that i’m i’m your guide in the jungle in
02:03
estate planning and estate
02:06
administration
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i’ve had a very fortunate journey
02:13
first of all i started out at the
02:15
university of houston
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i got my law degree there and i had an
02:18
opportunity to work for the internal
02:20
revenue service
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as an estate and gift tax attorney there
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i was able to really learn about the tax
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laws and the application of the tax laws
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and the collection of the tax laws
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because that was my job
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so that was tremendous opportunity then
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i went to
02:35
work for southwestern university in
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georgetown texas a
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a very prestigious small school that
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and my job was to help build the
02:43
endowment so i was
02:45
able to learn a lot about the charitable
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giving aspects of estate planning
02:50
and then i had an opportunity to work
02:52
for a small law firm for
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for a few years and then in 1981 we
02:57
started
02:58
riddle and associates that is now riddle
03:00
and butts
Contact Michael C. Riddle
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Spring, TX estate planning & probate lawyer Michael C. Riddle shares the philosophy of his practice as well as his most common advice to clients.