David Brannon

Attorney

Attorney David D. Brannon has a broad range of experience handling disputes involving insurance policies and benefit plans, trusts and other estate plans, assets, creditors, and beneficiaries and surviving heirs.

David has resolved a number of cases involving arguments over “intended beneficiaries.” He has handled a tough legal matter before the Ohio Supreme Court, changing the manner in which an account owner may designate transfer-on-death assets based on the owner’s intent. With the growing number of second marriages, split families, and general lack of planning in today’s world, there is no shortage of disputes.

David graduated from Miami University and soon after pursued his law degree at the University of Dayton School of Law, graduating in 2005. During law school, David served on the school's Law Review as both a staff editor and writer. Following his graduation, he worked at Brannon & Associates for nearly 10 years with his father. David acquired the distinct approach of combining multiple disciplines of law, while building the foundation for his probate and estate planning practice. David has used his “cross-discipline” approach to his clients’ advantages, changing the manner in which certain laws are now applied.

David was born and raised in the Miami Valley, is happily married and has 3 children. He comes from a family of attorneys, including his father, and two brothers.

David maintains the following licenses in Ohio and Federal courts, agencies, and organizations:

  • Ohio Bar (2005)
  • United States District Court for the Southern District of Ohio (2005)
  • United States Court of Appeals for the Sixth Circuit (2009)
  • United States Bankruptcy Court for the Southern District of Ohio (2010)
  • Ohio Dept. of Insurance Accident & Health and Life Major Lines of Insurance (2013)
  • Ohio State Bar Association Certified Specialist in Estate Planning, Trust & Probate Law (2015)

REPORTED CASES

  • Palisades Collection, LLC v. O’Brien, 172 Ohio App. 3d 186, 2007-Ohio-3460, 873 N.E.2d 923 (2nd Dist.)
  • Longworth v. Childers, 180 Ohio App.3d 162, 2008-Ohio-4927, 904 N.E.2d 904 (2nd Dist.)
  • Leblanc v. Wells Fargo Advisors, LLC, 196 Ohio App.3d 213, 2011-Ohio-5553, 962 N.E.2d 872 (2nd Dist.)
  • Leblanc v. Wells Fargo Advisors, LLC, 134 Ohio St.3d 250, 2012-Ohio-5458, 981 N.E.2d 839
  • Byers v. Miami County Sheriff's Office, 133 Ohio St.3d 78, 2012-Ohio-3916, 975 N.E.2d 996
  • Kidd v. Alfano, 2016-Ohio-7519, 64 N.E.3d 1052 (2nd Dist.)

PUBLICATIONS

  • Home Court: An Argument for Utilizing Probate Court Jurisdiction and its Expertise in Post-Mortem Disputes. Dayton Bar Assoc. Bar Briefs (Nov. 2013)
  • Trick or Treat in Probate Court: A look at several Extraordinary Proceedings. Dayton Bar Assoc. Bar Briefs (Nov. 2015)
  • Wrongful Death and Survival Actions in Probate Court: Don’t get Caught in a Spider Web. Bar Briefs (Nov. 2015)

PRESENTATIONS

  • Settlement: What can go Wrong? University of Dayton School of Law CLE (Dec. 20, 2010)
  • Basics of Estate Administration. University of Dayton School of Law CLE (Nov. 30, 2012)
  • Illegitimate Children: Heirs and Paternity Issues. Dayton Bar Assoc. (Nov. 14, 2013)
  • Guardianships A-Z. Dayton Bar Assoc. (Dec. 3, 2014)
  • Estate Planning Update: Common Law Marriage. Dayton Bar Assoc. (Dec. 2, 2015)

AREAS OF PRACTICE

  • Probate and trust administration
  • Fiduciary litigation
  • Will or trust construction actions and contests
  • Heirship determinations
  • Inheritance disputes (TOD assets and non-TOD assets)
  • Estate planning (business succession, special needs, asset protection)
  • Wrongful death and survival actions

In these distressing cases, time is of the essence, as well as a thorough understanding of state and federal law. To get the help you need, do not hesitate to call (937) 203-2527 now.

EDUCATION

  • University of Dayton School of Law
    • Juris Doctor (2005)
    • Law Review (2003-2005)
  • Miami University
    • Bachelor of Arts (2002)
    • Majors: Political Science and PA
    • Minor: Business Legal Studies

COMMUNITY INVOLVEMENT & ASSOCIATIONS:

  • Ohio Bar Association, Member (2006-present)
  • Dayton Bar Association, Member (2006-present)
  • University of Dayton School of Law Alumni Association, Secretary; Trustee (2007-present)
  • Delta Chi Alumni Board of Trustees and Housing Corporation, Legal Advisor (2011-present)
  • Co-chair of the Dayton Bar Association Estate Planning, Trust, and Probate Comm. (2013-present)

We Will Ensure Your Assets are Protected

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