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Harvey B. Wallace II - Detroit, MI

535 Griswold, Suite 1900 Detroit, MI 48226

Super Lawyers®

1

Updated: 10/04/2010

Detroit Business and Corporate Planning Lawyer

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...

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.

About Harvey B. Wallace II

Current Employment Position(s)

  • Shareholder

Practice Areas

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

Qualifications

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)

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

Education

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

Fees

Accepts Credit Cards

Articles

Published Works

  • 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

Office Information

Address

535 Griswold, Suite 1900 Detroit, MI 48226

Fax

  • (313) 496-1300

Office Hours

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

Achievements

Other Sources of Feedback About Harvey B. Wallace II

Included on the 2024 Michigan list


Past Lists

  • 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

View the profile for Harvey B. Wallace II on Super Lawyers

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.

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