David Heller

David Heller is an experienced attorney whose practice centers on family wealth preservation through comprehensive estate planning, estate tax planning, and asset protection strategies. He works closely with individuals, families, and business owners to structure plans designed to safeguard assets and manage long-term financial objectives with clarity and precision.

David earned his undergraduate degree from Carnegie Mellon University in 1984 with a double major in Information Systems and Mathematics. He went on to receive his Juris Doctor with cum laude distinction from Widener University School of Law in 1994, followed by an LL.M. in Taxation, with honors, from Georgetown University in 1995.

Throughout his career, David has developed substantial experience helping clients reduce potential estate tax liabilities while integrating asset protection measures to guard against risks involving creditors or future family disputes. His planning often combines tax efficiency, long-term wealth preservation, and thoughtful strategies for supporting future generations in a cohesive and effective framework.

In addition to planning work, David provides guidance in probate and trust administration, representing families after the death of a loved one and resolving disputes when conflicts arise. His practice also includes advising on business succession matters, charitable planning, and the formation of premarital agreements aligned with broader estate objectives.

David regularly represents beneficiaries facing complex issues within estates or trusts and assists families requiring guidance in conservatorship or guardianship proceedings. His ability to manage sensitive matters with professionalism and technical skill has earned him recognition among both clients and peers.

David Heller has achieved the AV rating from Martindale-Hubbell, reflecting the highest level of professional excellence. Beyond client work, he is frequently invited to speak at seminars and continuing legal education programs on estate planning topics. His ongoing involvement on boards and committees for nonprofit organizations underscores his commitment to supporting the broader community while advancing excellence in his field.

Law Office Affiliations

• Partner, MHPS Law
• Member, Tennessee Bar Association

Licensed State

• Tennessee

Education

• Georgetown University
  LLM in Tax
• Widener University School of Law
  Juris Doctor (JD)
• Carnegie-Mellon University
  BA in Information Systems & Math with Cum Laude

Awards & Badges