William B. Helbling
Associate
Bill concentrates his practice in the areas of business and tax law, mergers and acquisitions, banking and commercial lending, nonprofit and tax-exempt entities, and intellectual property & technology. Prior to joining Knox Law, he clerked at a small law office in Pittsburgh.
During law school, Bill interned at the U.S. Attorney’s Office in Pittsburgh for the U.S. Department of Justice, served as a judicial intern for the Honorable Nora Barry Fischer of the U.S. District Court for the Western District of Pennsylvania, and clerked at the Allegheny County Public Defender’s Office. He was also Associate Editor of The Pittsburgh Tax Review and winner of a CALI Excellence for the Future Award in Mergers and Acquisitions, among other honors. Bill also served as a certified legal intern at the University of Pittsburgh Securities Arbitration Clinic, where he represented small investors in FINRA Arbitration.
Practice Areas
- University of Pittsburgh School of Law, J.D.; The Pittsburgh Tax Review, Associate Editor; JURIST, Paper Chase Anchor
- The Ohio State University, B.A.; cum laude, Dean’s List
- Pennsylvania
- Details on Insurance Brokerage Acquisitions & Divestitures
- Drafted motions, petitions and appellate briefs for attorney review, as law clerk
- Represented individual small investors with controversies of up to $75,000 in FINRA arbitration, including all aspects of securities arbitration, for the University of Pittsburgh Securities Arbitration Clinic
- Conducted research and drafted memoranda on a variety of issues and cases during three separate internships during law school
- Supported the world’s only law school-based, comprehensive online legal news service as a Paper Chase Anchor at JURIST (University of Pittsburgh School of Law)
- Included in Best Lawyers: Ones to Watch (Corporate Law, and Mergers and Acquisitions Law, 2023-2025 and Business Organizations including LLCs and Partnerships, 2024-2025)
- Included in Pennsylvania Super Lawyers® Rising Stars, 2023-2024
- CALI Excellence for the Future Award in Mergers and Acquisitions, University of Pittsburgh School of Law
Community and Professional Service
- Crime Victim Center of Erie County, Board Member
- Community Blood Bank of Northwest Pennsylvania and Western New York, Board Member
Professional Affiliations
- Erie County Bar Association, Board of Directors
- Pennsylvania Bar Association
Speaking Engagements
- Pennsylvania Economic Development Association (PEDA) Fall Conference, "Activating Opportunity Zones for Community Advancement," October 2024
- Strategic Exits: Succession Planning, Valuation, and M&A for Independent Agencies, May 2024: Legal Perspectives on Succession Planning, Perpetuation, and Mergers and Acquisitions
- Firm's Professional Advisor Symposium, October 2023: 25 Legal Tips in 50 Minutes, Panelist
- Firm's Professional Advisor Symposium, October 2021: The Real Shark Tank: Overview of Private Securities Offerings and Crowdfunding
- Webinar: COVID-19 Loan Opportunities, hosted by Erie Regional Chamber & Growth Partnership, April 2020
- Firm's Professional Advisor Symposium, October 2019: Don't Get Lost in the Weeds: The Legality of Cannabis-Based Products
- Firm's Professional Advisor Symposium, October 2018: Exciting (No Really!) Tax Updates: Opportunity Zones, Tax Act Update and the Wayfair Decision
Articles and Publications
- Agent and Broker Mergers & Acquisitions - First Half 2024
- Agent and Broker Mergers & Acquisitions: 3rd Quarter 2023
- Mergers & Acquisitions Process Overview: Part 1
- Mergers & Acquisitions Process Overview: Part 2
- Mergers & Acquisitions Process Overview: Part 3
- Mergers & Acquisitions Process Overview: Part 4
- Mergers & Acquisitions Process Overview: Part 5
- 2022 Agent and Broker Mergers and Acquisitions: 17% Decline
- 2021 Agent and Broker Mergers and Acquisitions
- The Real Shark Tank: Overview of Private Securities Offerings and Crowdfunding
- Potential Federal Tax Changes: What May Be Coming
- The Legality of Cannabis-Based Products
- Non-Disclosure Agreements (NDAs): Tips
- The Wayfair Decision – A Possible Domino Effect?
- 14 Knox Law Attorneys Included on 2025 Best Lawyers in America® List
- 15 Knox Law Attorneys Selected for 2024 PA Super Lawyers® and Rising Stars
- Bill Helbling Speaks at Strategic Exit Event for Independent Agencies
- 14 Knox Law Attorneys Included on 2024 Best Lawyers in America® List
- 14 Knox Law Attorneys Selected for 2023 PA Super Lawyers® and Rising Stars Lists
- 13 Knox Law Attorneys Included on 2023 Best Lawyers in America® List
- Knox Law Continues Tradition of Service to the Legal Profession
- Knox Law is Pleased to Welcome William B. Helbling to Our Firm