Heike K. Sullivan


Tel 215.864.8304
Fax 215.864.9483

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.

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

Summer clerk, Hon. James McGirr Kelly, U.S. District Court for the Eastern District of Pennsylvania, 1999

Clerk, Disciplinary Board of the Supreme Court of Pennsylvania, 2000

Professional Activities

American College of Trust and Estate Counsel, Fellow

Pennsylvania Bar Association

Philadelphia Bar Association Probate and Trust Law Section, Chair-Elect, past Vice Chair and Secretary, 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


Co-author, "Estate Planning Update and Year-End Planning Opportunities," September 2020

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

"How to Write a Will," Pennsylvania Bar Institute, May 8, 2017

"Using Trusts as Building Blocks for Your Client," Pennsylvania Bar Institute, August 7, 2015

"How to Write a Will," Pennsylvania Bar Institute, January 24, 2013

"Fundamentals of Estate Administration," Pennsylvania Bar Institute, September 9, 2011

"How to Write a Will," Pennsylvania Bar Institute, February 7, 2011

"Wills for Heroes," Pennsylvania Bar Institute, June 3, 2009

Community Activities

Leadership Philadelphia - CORE Class, 2012-2013

The Philadelphia Zoo, Gift Planning Advisory Council, past member

St. Mary Interparochial School, Strategic Planning Committee, past member

Philadelphia Orchestra, Planned Giving Advisory Board, past member

Pope John Paul II Regional Catholic School, Advisory Board, past member

Board Memberships

Starfinder Foundation, Board of Directors

Widener Memorial Foundation, Board of Directors

Need In Deed, Board of Directors, past member

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)

New Jersey