David’s practice focuses on family wealth preservation, which includes estate planning, estate tax planning, and asset protection planning. David helps clients and their families create plans to protect the family wealth from “outsiders” such as creditors, ex-spouses and divorcing in-laws. Additionally, David’s advises clients on reducing their potential 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 with business succession issues, pre-marital agreements and charitable planning.
As an extension of his estate planning practice, David also handles the probate and administration of estates and trusts after an individual’s death and represents beneficiaries when controversies arise between family members. David can also help with conservatorship and guardian issues if a person becomes incapacitated.
David graduated from Carnegie-Mellon University in 1984 with a double major in Information Systems and Math. He received his doctorate of jurisprudence with cum laude distinction from Widener University School of Law in 1994 and an LL.M. Masters in Tax Law, with honors, from Georgetown University in 1995.
Professional Honors & Awards
David has been awarded the top “AV” rating by Martindale- Hubbell. David is often a featured speaker at numerous seminars and teaches estate planning at various CLE courses.
David serves on several boards and committees for non-profit organizations throughout the middle Tennessee area.
“David is an excellent and abundantly experienced and qualified Estate Planner. He and I worked together in a large National law firm for several years. We still consult each other and make referrals to one another. I recommend David Heller for your Estate Planning needs in the Nashville and Middle Tennessee and Kentucky areas without any hesitation or reservation!” – Martin