David Heller
dheller@dsattorneys.com
(615) 425-7111
Areas of Practice
Estate planning and probate
Tax
Business succession planning
Education
Georgetown University Law Center – L.L.M., Tax Law 1995
Widener University School of Law – J.D. 1994
Carnegie-Mellon University – B.S. 1984
Memberships
Nashville Bar Association
Tennessee Bar Association
Experience
David concentrates his practice in the areas of estate planning and probate, including asset protection planning for high net worth individuals, business succession planning, charitable planning, and generation skipping planning. David focuses on a comprehensive wealth preservation program allowing the family to preserve its wealth from taxes, creditors and others outside the designated family unit. He advises clients on how to integrate business interests along with executive compensation packages into the family’s overall wealth preservation strategy. He has written extensively on these and other topics and has presented his work at many seminars and CLE presentations. A native of Richmond, Virginia, David is licensed to practice in Tennessee and Pennsylvania. David serves on several boards and committees of non-profit organizations in the Nashville area.
