Wm. Bert BrannonMember

When it’s time to strategize for the next generation, Bert Brannon helps clients create a solid foundation, a clear direction, and a plan for keeping their families’ futures secure.

A veteran attorney who has served the Midlands for more than 25 years, Bert focuses his practice on estate planning and business succession planning, areas that often go hand in hand. He is experienced in helping small business owners and families manage assets, utilizing wills, trusts, and family entities to minimize estate taxes. His practice includes probate and trust administration; choice of entity planning; taxation of estates and trusts and business entities; and corporate law.

As a reliable and knowledgeable counsel for families, Bert assists with a range of estate planning matters, from writing wills to creating trusts. He helps with powers of attorney and advance directives. He has represented trustees and personal representatives of estates, has served as a trustee for various trusts, and as a special administrator and personal representative in special situations and contested estates.

For the many small business owners he represents and counsels, he begins by helping them select the proper entity upon formation, whether that’s a publicly or privately held corporation, a general or limited partnership, a closely held corporation, a family-run company, or a sole proprietorship. This builds a strong foundation and sets clients up for success in the years to come.

A graduate of the University of South Carolina School of Law, Bert is a South Carolina Supreme Court certified specialist in estate planning and probate law. He served as an adjunct professor at the University of South Carolina School of Law, teaching estate planning for 20 years.