Close-up of a man wearing a dark suit, white shirt, and purple patterned tie, with a friendly expression.

David Heller

Partner

David’s practice focuses on family wealth preservation, including estate planning, estate tax planning, and asset protection planning.

David helps clients and their families create plans to protect their assets from outsiders such as creditors, ex-spouses and divorcing in-laws. Additionally, David advises clients on reducing their estate tax liability. Many of David’s plans combine asset protection planning, estate tax savings, and planning for the family’s future generation. David also advises families on business succession issues, pre-marital agreements, and charitable planning.

As an extension of his estate planning practice, David handles the probate and administration of estates and trusts after an individual’s death and represents beneficiaries when controversies arise. David can also help with conservatorship and guardian issues if a person becomes incapacitated.

  • Bachelors of Science in Information Systems and Math

    Carnegie Mellow University - Pittsburg, PA

    Juris Doctor

    Cum Laude

    Widener University School of Law - Wilmington, DE

    Master of Laws

    With Honors

    Georgetown University - Washington, D.C.

  • David has been awarded the top AV rating by Martindale-Hubbell.

    David is a featured speaker at numerous seminars and teaches estate planning CLE courses.

    David serves on several boards and committees for non-profit organizations throughout the middle Tennessee area.

    • Forms, Outsourcing, and Gig Work — Things You Need to Know, Online CLE Course, Tennessee Bar Association (March 30, 2022)

    • #LegalTech Conference Infrastructure and Apps Presentation – Click to Read Transcript

    • Corporate Counsel 2021: Leveraging Legal Tech to Improve Your Practice, Client Experience, and Bottom Line, Online CLE Course, Tennessee Bar Association

    • Tennessee Fall FastTrack 2020: Work from Home Tips and Toolbox, Online CLE Course, Tennessee Bar Association

    • Tennessee General Solo FastTrack 2021, Online CLE Course, Tennessee Bar Association

    • Tennessee FastTrack Nashville 2020: Technology for General-Solos, Online CLE Course, Tennessee Bar Association

    • Corporate Counsel Forum 2021, Online CLE Course, Tennessee Bar Association

    • Tennessee Fall FastTrack 2020: Work from Home Tips and Toolbox, Online CLE Course, Tennessee Bar Association

    • Tennessee General-Solo FastTrack Fall, Online CLE Course, Tennessee Bar Association

    • General CLE: Essential Law Firm Technology, Online CLE Course, Tennessee Bar Association

    • Tennessee Summer FastTrack: Nashville 2020, Online CLE Course, Tennessee Bar Association

    • General CLE: Legal Infrastructure Technology, Online CLE Course, Tennessee Bar Association

    • Tennessee FastTrack in Knoxville, Online CLE Course, Tennessee Bar Association