Moses Koon & Brackett, PC
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  Estate and Trust Administration

Our estate administration practice helps personal representatives, individuals, and bank trust departments with such issues as:

  • Valuation of assets
  • Fiduciary Accountings
  • Estate and trust income tax returns
  • Federal and state estate tax returns
  • Division of assets among individuals and trusts
  • Estate and trust disputes in which parties litigate such matters in South Carolina Courts.

We advise individual and corporate trustees on issues arising in the administration of trusts. We also assist individual beneficiaries in helping them understand their rights as a beneficiary of a trust.

Estate and Trust Administration Attorneys
Alex Weatherly has more than 20 years’ experience in tax and estate planning law. A certified public accountant, he’s a member of the South Carolina Association of Certified Public Accountants. He co-authored continuing legal education manuals on estate planning and estate administration. Learn More About Alex WeatherlyAlex Weatherly has more than 20 years’ experience in tax and estate planning law. A certified public accountant, he’s a member of the South Carolina Association of Certified Public Accountants. He co-authored continuing legal education manuals on estate planning and estate administration. Learn More About Alex Weatherly

Bert Brannon is a fellow in the American College of Trust and Estate Counsel and has been certified as a Specialist in Estate Planning and Probate law by the South Carolina Supreme Court. Mr. Brannon was selected by his peers for inclusion in 25th Anniversary Edition of The Best Lawyers in America 2008 ® in the field of Trusts and Estates and was selected for inclusion in the 2010 edition of South Carolina Super Lawyers Magazine in the fields of Estate Planning & Probate and Closely Held Business. Learn More About Bert Brannon

 
     
     
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