Bryan / College StationTexas Estate Planning Attorney
David R. Toups, JD, MBA, CFA, CFP, CTFA

A well-designed and executed estate plan can preserve assets and minimize or eliminate the burdens placed on surviving family members and loved ones. As a skilled Bryan/College Station estate planning attorney, I apply creative solutions to serve the estate planning needs of individuals, families and businesses in the south central Texas region and the surrounding communities, in the following practice areas:

Estate Planning–

Trust– With a solid background in finance, estate, trust, and probate administration, I view my clients’ problems from multiple perspectives – not just the legal ones.  Being familiar with the inner workings of investments, businesses, and financial institutions allows for a deeper understanding of how to effectively accomplish each client's goals.

As an experienced Bryan/College Station estate planning attorney, I focus my practice in wills, trusts, estates, probate, business planning and financial planning services.  I also advise and counsel individuals, financial service firms, and financial service professionals regarding financial planning and litigation matters.  My experience spans over 18 years in the financial services industry.

Prior to founding the Firm, I practiced complex commercial, estate, trust, probate, and guardianship litigation in Houston, Texas. Before becoming an attorney, I consulted on and managed estate, trust, and retirement portfolios for the South Central Texas region for a national bank trust department.  While serving in this capacity, I chaired the review committee charged with evaluating and approving mutual fund holdings for Texas discretionary accounts.  During my career, I have been a registered investment advisor, a registered representative for two national brokerage firms, and served in the U.S. Marine Corps. 

I hold the professional designations of Chartered Financial Analyst (CFA); Certified Financial Planner (CFP); and Certified Trust & Financial Advisor (CTFA).  I am also an honor graduate of Cannon Financial Institute's Trust School.

In order to better serve the south central Texas region, my Firm maintains two offices. The primary office is in Bryan, Texas and the other office is in Houston.  We also serve College Station, Austin, Galveston, Beaumont, Hearne, Madisonville, Huntsville, Conroe, Caldwell, and the Woodlands as well as other nearby communities.

Recent Successes:
  • Successfully defeated a contest to a decedent’s will brought by some estranged adult beneficiaries, entitling our client to receive a bequest valued in excess of $400,000.00. 
  • Successfully recovered delinquent back child support from a decedent’s estate by obtaining for our client the decedent’s interest in out-of-state property. 
  • Successful resolution of a disgruntled beneficiary’s claims brought against our client while serving as the executor of an estate and as trustee of several trusts.
  • Successful resolution of our clients’ claims against a rogue executor of an estate that had engaged in self-dealing and misappropriation of estate assets.
  • Appellate reversal of a trial court’s wrongful award of attorney’s fees in an estate proceeding. 
If you or someone you know needs the assistance of an experienced Bryan/College Station estate planning attorney, call David Toups today at 866-654-8167, or complete the contact form provided on this site to schedule your initial consultation. 

 

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Additional Questions or need further information?

David R. Toups
Toups Law Firm PLLC
1004 S Coulter Drive
Bryan, TX 77803-4501
Telephone: 866-654-8167

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In what legal areas would you like assistance(check all that apply)?

Probate or Estate Planning
Trust or Trust Planning
Guardianship or Guardianship planning
Disputed or Contentious Issues
Living Wills or Health Care Directives
Health Care or Durable Powers of Attorney
Ethical Wills

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