Heike K. Sullivan

Partner
Philadelphia

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, 2020, 2021

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