Dan P. Heller, Esq.

Dan P. Heller, Esq., is with Bilzin Sumberg Baena Price & Axelrod LLP. He received his B.S. degree from the University of Illinois at Urbana-Champaign, his J.D. degree from Chicago-Kent College of Law, Illinois Institute of Technology and his LL.M. degree in estate planning from the University of Miami. Mr. Heller concentrates his practice in the areas of estate planning, tax planning, probate administration, guardianship administration and trust law. He is board certified in wills, trusts and estates by The Florida Bar Board of Certification and is a fellow of the American College of Trust and Estate Counsel. Mr. Heller has been selected as a Leading American Attorney by the Network of Leading American Attorneys. He has been responsible for the administration of hundreds of decedents’ estates, trusts and guardianships during his more than 21 years of practice. Mr. Heller’s broad range of experience enables him to offer practical advice to efficiently probate an estate, administer a trust or handle the affairs of an incapacitated person while fully complying with the duties and obligations imposed by law. A substantial part of his practice involves counseling clients in the proper planning of their estates in order to protect assets, minimize exposure to taxes and make provisions for beneficiaries tailored to their individual needs. In counseling his clients, Mr. Heller provides them with a thorough understanding of the applicable tax laws, the planning options that are available and the practical aspects of administration. His diverse estate planning clientele has included individuals with a net worth of up to and in excess of $100 million, resident and nonresident aliens, banks, trust companies and charitable organizations. Mr. Heller is a member of the professional advisory committee of several charitable organizations that seek his assistance in their planned giving programs. His experience with these organizations provides an invaluable perspective when counseling philanthropic clients on the tax and financial benefits of planned charitable giving. Mr. Heller frequently lectures to other professionals as well as nonprofessionals on subjects associated with his practice. He has also authored chapters in various Florida practice manuals concerning probate and guardianship administrations. Mr. Heller is a member of The Florida Bar, and the Illinois State and Dade County Bar Associations.