David Claflin

David Claflin, J.D., is Board Certified in Estate Planning and Probate Law and has practiced as an estate planning and probate specialist since the mid-1990s. David is a graduate of Austin College and the University of Houston College of Law. Early in his career, he served as Special Agent in the FBI, as law clerk for a Federal District Judge, and as Assistant General Counsel for a NYSE-traded company in Houston. David has taught estate planning and probate courses for many organizations including the Graduate School of Management at St. Edwards University in Austin, the National Business Institute, and various local professional associations. Together with his wife, Janis, they have a blended family of four adult children and three grandchildren.

Education & Accreditations

• Austin College (Sherman, Texas) (1963)
  B.A.
• University of Houston College of Law (1966)
  J.D.
• State Bar of Texas
• Board Certified in Estate Planning and Probate Law, Texas Board of Legal Specialization

Professional Memberships & Designations

• Austin Bar Association
• e.Planners Educational Alliance, Inc. (founding Director)
• Estate Planning Council of Central Texas (President, 2005)
• Financial Planning Association of Austin (Board of Directors, 2001-2004)
• Purposeful Planning Institute
• Texas Bar Association
• College of State Bar of Texas
• “AV” rating by Martindale-Hubbell, Inc.
• Society of Former Special Agents of the FBI (past chapter president)
• Former Adjunct Faculty Member, Graduate School of Management at St. Edwards University (2005)

Community Service & Personal Interests

• Founding board member of Austin Center for Attitudinal Healing, Inc.
• Recipient of Austin Lawyers’ Wives’ Award for Outstanding Community Service (1989)
• Member, Westlake Hills Presbyterian Church

Publications & Speeches

• Beneficiary Designations for IRAs and Qualified Plans, Intermediate Estate Planning Conference and Guardianship and Elder Law Conference, The University of Texas School of Law (1998-1999,2003).
• Comments on the Unauthorized Practice of Law, 12th Annual Probate and Estate Planning Seminar, Travis County Bar Association (1998).
• Selected Issues in Probate, National Business Institute (1998).
• What Texas Estate Planning Attorneys Should Know About Unauthorized Practice of Law, Real Estate Probate & Trust Law Reporter (1998).
• Has been registered continuing education provider through CFP Board of Standards, State Board of Public Accountancy, and Texas Department of Insurance.