Harvey B. Wallace II

Detroit Office

Tel: (313) 496-1200

Fax: (313) 496-1300

Email:

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Practice Areas

Business and Corporate Planning

Charitable Trusts and Foundations

Compensation and Employee Benefits

Estate Planning and Trust Administration

Education

B.A., cum laude, Dartmouth College, 1966

J.D., The University of Michigan, 1969

Admitted

State of Michigan Bar, 1969

Biography

Harvey B. Wallace II focuses his practice in the areas of estate planning, business corporations (including compensation, employee benefits, and business succession planning), and charitable organizations. His estate planning practice includes the preparation and funding of flexible lifetime and post death trusts for asset management and disposition, creditor protection, and tax minimization. His practice also includes the design and preparation of premarital agreements, family partnerships, and charitable remainder trusts. He has formed, merged, and terminated charitable foundations, both private foundations and section 509(a)(3) supporting organizations, and gives administrative guidance to such organizations. Mr. Wallace has formed and represents business corporations, partnerships, and limited liability companies, and has implemented employee compensation programs including employment contracts, stock option arrangements, qualified plans, and welfare benefit plans.

Mr. Wallace has been an active member of the Real Property, Probate and Trust Law Section of the American Bar Association and has served as a member of the section's supervisory council since 1999 with oversight for the section's five employee benefit committees. He is a fellow of the American College of Trust and Estate Counsel (ACTEC) and a charter fellow of the American College of Employee Benefits Counsel. He is a member of the American Bar Association, the State Bar of Michigan, the Detroit Bar Association, and the Financial and Estate Planning Council of Metropolitan Detroit. He is listed in The Best Lawyers in America (Trust and Estate Category), published by Woodward/White, Inc.

Mr. Wallace has lectured on estate planning and planning for employee benefits for a number of organizations including ACTEC, the Real Property, Probate and Trust Law Section of the ABA, the Notre Dame Estate Planning Institute, the University of Denver Advanced Estate Planning Symposium, the University of Michigan's Institute of Continuing Legal Education, the Financial and Estate Planning Council of Metropolitan Detroit, the Flint Estate Planning Council, and Greater Lansing Estate Planning Council. He has been author of several articles published in Probate and Property (the magazine of the Real Property, Probate and Trust Law Section) and has authored that magazine's employee benefits planning update column since 1997. He is an Editorial Advisor for the ACTEC Pocket Tax Tables. He is also the co-author, with Frederick R. Keydel, of the University of Miami Estate Planning Institute article "Trust Drafting for the Unforeseeable" (2001) and "Estate Planning for Qualified Plan and IRA Death Benefits Under ERTA" published by Probate Notes (now ACTEC notes) in 1982.