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David is an Attorney at Brannon & Associates. David has a unique skillset that involves disputes between parties of trusts, life insurance, IRAs, 401(k)s, pensions, financial accounts, divorce decrees, QDROs, estate assets, powers of attorney, and other issues involving fiduciaries, heirs, beneficiaries, and creditors. Besides litigation,
David has successfully handled numerous cases involving arguments over “intended beneficiaries” including a 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. In these distressing cases, time is of the essence, as well as a thorough understanding of state and federal law.
David has taken his litigation experience and developed comprehensive estate plans to prevent future problems for clients. With proper planning, clients may avoid expensive mistakes, leaving more assets for loved ones. David has the experience in protecting assets, business succession planning, estate planning, and Medicaid planning. He is familiar with the legal tools to protect clients and their goals, and provides client-appropriate solutions for preserving assets and avoiding probate.
David is a graduate from Miami University (2002) and the University of Dayton School of Law (2005). While obtaining a Juris Doctorate, David served on the law school’s Law Review as a staff writer and editor. After graduating and working 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 State Bar Association Certified Specialist in Estate Planning, Trust & Probate Law (2015);
· United States Bankruptcy Court for the Southern District of Ohio (2010);
· United States Court of Appeals for the Sixth Circuit (2009);
· United States District Court for the Southern District of Ohio (2005);
· Ohio Bar (2005);
· Ohio Dept. of Insurance Accident & Health and Life Major Lines of Insurance (now inactive).
Community Involvement and Affiliations:
· 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).
· Kidd v. Alfano, 2016-Ohio-7519, 64 N.E.3d 1052 (2nd Dist.);
· Byers v. Miami County Sheriff's Office, 133 Ohio St.3d 78, 2012-Ohio-3916, 975 N.E.2d 996;
· Leblanc v. Wells Fargo Advisors, LLC, 134 Ohio St.3d 250, 2012-Ohio-5458, 981 N.E.2d 839;
· Leblanc v. Wells Fargo Advisors, LLC, 196 Ohio App.3d 213, 2011-Ohio-5553, 962 N.E.2d 872 (2nd Dist.);
· Longworth v. Childers, 180 Ohio App.3d 162, 2008-Ohio-4927, 904 N.E.2d 904 (2nd Dist.);
· Palisades Collection, LLC v. O’Brien, 172 Ohio App. 3d 186, 2007-Ohio-3460, 873 N.E.2d 923 (2nd Dist.).
· 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
· The Unexpected Ally in the War on Drugs: Estate Planning. Bar Briefs (Nov. 2017);
· Wrongful Death and Survival Actions in Probate Court: Don’t get Caught in a Spider Web. Bar Briefs (Nov. 2016);
· Trick or Treat in Probate Court: A look at several Extraordinary Proceedings. Dayton Bar Assoc. Bar Briefs (Nov. 2015);
· Home Court: An Argument for Utilizing Probate Court Jurisdiction and its Expertise in Post-Mortem Disputes. Dayton Bar Assoc. Bar Briefs (Nov. 2013).
· In re Estate of Haskell, Montgomery P.C. No. 2017EST00158.