Heike K. Sullivan is the Practice Leader of the firm's Private Client Services Group. She concentrates on taxation and estate planning for high net worth individuals and families. Heike uses sophisticated estate planning techniques when drafting wills, inter vivos trusts, prenuptial agreements, family limited partnerships, and LLCs for clients. Heike also advises executors and trustees in the administration of complex estates and trusts.
Professional Highlights
Pro Bono Experience
Heike's pro bono work includes being active in Wills for Heroes, a program providing essential legal documents free of charge to our nation's first responders, including wills, living wills, and powers of attorney.
Judicial Clerkships
Clerk, Disciplinary Board of the Supreme Court of Pennsylvania, 2000
Summer clerk, Hon. James McGirr Kelly, U.S. District Court for the Eastern District of Pennsylvania, 1999
Professional Activities
American College of Trust and Estate Counsel, Fellow
Pennsylvania Bar Association
Philadelphia Bar Association, Commission on Judicial Selection and Retention Membership, 2021
Philadelphia Bar Association Probate and Trust Law Section, Chair; and long time member of the Executive Committee
Philadelphia Estate Planning Council, past member
Recognition & Accomplishments
The Best Lawyers in America, Trusts and Estates (Philadelphia) 2020-2025
Chambers High Net Worth, Private Wealth Law (PA), 2022-2024
Speaking Engagements
“Preparing the Pennsylvania Inheritance Tax Return,” Pennsylvania Bar Institute, November, 2019
“In Terrorem Clauses,” Pennsylvania Bar Institute, November, 2019
"How to Write a Will," Pennsylvania Bar Institute, May 23, 2019
Board Memberships & Community Service
Starfinder Foundation, Board of Directors
Widener Memorial Foundation, Board of Directors
Need In Deed, Board of Directors, past member
Credentials
Education
Temple University James E. Beasley School of Law (J.D., magna cum laude, 2001)
Comment Editor, Temple Law Review
University of Pennsylvania (B.A. 1996)
Admissions
New Jersey
Pennsylvania