Harvey B. Wallace II - a Birmingham, Michigan (MI) Business and Corporate Planning Lawyer

Birmingham Business and Corporate Planning Lawyer

Updated: 03/02/2026

Areas of Practice

Business and Corporate Planning
Charitable Trusts and Foundations
Compensation and Employee Benefits
Estate Planning and Trust Administration

Attorney Information

Overview

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, nonqualified deferred compensation plans under section 409A, qualified plans, and welfare benefit plans. He has frequently served as a consultant regarding methods of optimizing plan benefits, IRAs, and Roth IRAs within an individual's estate plan.

Mr. Wallace has been an active member of the Real Property, Trust & Estate Law Section (RPTE) of the American Bar Association (ABA) and served as a member of the section's supervisory council from 1998 through 2004 with oversight for the section's employee benefits committees. He served as co-chairman of the section's Committee on Groups and Substantive Committees from 2005 through 2009. In 2006, he became a RPTE liaison to the Joint Committee on Employee Benefits (the JCEB), a committee formed by six sections of the ABA. Mr. Wallace will become chairman of the JCEB in August, 2010. He is a charter member of the American College of Employee Benefits Counsel (ACEBC).

Mr. Wallace is a fellow of the American College of Trust and Estate Counsel (ACTEC) and has served as a member of ACTEC's Employee Benefits in Estate Planning Committee since 2001 and ACTEC's Charitable Planning and Exempt Organizations Committee since 2003. 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 Estates and Non-Profit/Charities Law categories), 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, Trust, & Estate 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, Trust & Estate 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 Journal) in 1982.

Awards and Honors

Super Lawyers® Selectees

Harvey B. Wallace II included in a Super Lawyers® list

Honors

Fellow, American College of Trust and Estate Counsel (ACTEC)
Charter Fellow, American College of Employee Benefits Counsel
The Best Lawyers in America (Trust and Estate Category), published by Woodward/White, Inc.

Other Sources of Feedback About Harvey B. Wallace II

Included on the 2026 Michigan Super Lawyers list

Past Lists

2025 Michigan Super Lawyers list
2024 Michigan Super Lawyers list
2023 Michigan Super Lawyers list
2022 Michigan Super Lawyers list
2021 Michigan Super Lawyers list
2020 Michigan Super Lawyers list
2019 Michigan Super Lawyers list
2018 Michigan Super Lawyers list
2017 Michigan Super Lawyers list
2016 Michigan Super Lawyers list
2015 Michigan Super Lawyers list
2014 Michigan Super Lawyers list
2011 Michigan Super Lawyers list
2010 Michigan Super Lawyers list
2009 Michigan Super Lawyers list
2008 Michigan Super Lawyers list
2007 Michigan Super Lawyers list

Education

Legal Education
- The University of Michigan Law School, Ann Arbor, Michigan, 1969
  J.D.
Non Legal Education
- Dartmouth College, 1966
  B.A.
  Honors: cum laude

Current Employment Position(s)

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Classes and Seminars

Lecturer, Estate Planning and Planning for Employee Benefits, American College of Trust and Estate Counsel
Lecturer, Estate Planning and Planning for Employee Benefits, American Bar Association, Real Property, Probate and Trust Law Sections
Lecturer, Estate Planning and Planning for Employee Benefits, Notre Dame Estate Planning Institute
Lecturer, Estate Planning and Planning for Employee Benefits, University of Denver Advanced Estate Planning Symposium
Lecturer, Estate Planning and Planning for Employee Benefits, University of Michigan's Institute of Continuing Legal Education
Lecturer, Estate Planning and Planning for Employee Benefits, Financial and Estate Planning Council of Metropolitan Detroit
Lecturer, Estate Planning and Planning for Employee Benefits, Flint Estate Planning Council
Lecturer, Estate Planning and Planning for Employee Benefits, Greater Lansing Estate Planning Council

Published Works

Articles

Editorial Advisor, ACTEC Pocket Tax Tables
"Trust Drafting for the Unforeseeable", (Co-Author with Frederick R. Keydel), University of Miami Estate Planning Institute
"Estate Planning for Qualified Plan and IRA Death Benefits Under ERTA", (Co-Author with Frederick R. Keydel) , Probate Notes (Now ACTEC Notes), 1982

Bar Admissions

Michigan, 1969

Other Affiliations

American Bar Association, Real Property, Probate and Trust Law Sections (Member)
American Bar Association, Section on Supervisory Council (Member)
American Bar Association (Member)
The State Bar of Michigan (Member)
The Detroit Bar Association (Member)
The Financial and Estate Planning Council of Metropolitan Detroit (Member)

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Contact

Birmingham, MI

255 East Brown Street
Suite 320
Birmingham, MI 48009

Directions

Phone: (248) 645-9680

Fax: (248) 645-1233

Email: Send a message

Website: https://berrymoorman.com/

Hours: 9:00 AM - 5:00PM Monday - Friday

Credit Cards Accepted

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Harvey B. Wallace II - Birmingham, MI