Harvey B. Wallace II

Background

Wallace II, Harvey B. was born on April 24, 1944 in Detroit, Michigan, United States.

Education

Dartmouth College (Bachelor of Arts, cum laude, 1966). University of Michigan (Juris Doctor, 1969).

Career

Worked at Joslyn Keydel & Wallace (Detroit, Michigan) specializing in Tax, Estate Planning, Probate, Trust, Charitable Organizations, Corporate, Partnership, Real Estate, Commercial Law, Employee Benefits, and Related Litigation. Admitted to the bar, 1969, Michigan. Lecturer: University of Michigan Institute of Continuing Legal Education, 1981—.

Southern Arizona Estate Planning Council, 1983.

Notre Dame Estate Planning Institute, 1983. Member: Real Property, Probate and Trust Law Section.

Committee on Employee Benefits - Tax Legislation and Regulations, Vice-Chair, 1991-1993, Chair, 1993-1996. Retirement and Disability Planning Committee on Employee Benefit Planning, Chair, 1996—.

Retirement and Disability Planning Study Committee on Law Reform, Company-Chair, 1996—.

Member: State Bar of Michigan. Financial and Estate Planning Council of Detroit. Fellow, American College of Trust and Estate Counsel, 1997—, Detroit and American Bar Associations.

Established in 1925, the firm practice is concentrated in the estate and trust field for which it has acquired a national reputation.

Each attorney"s expertise is focused upon one or more related subspecialties. The practice includes trust documentation, trust and estate administration (including the in-house preparation of accountings and all related tax returns), foundation and qualified plan documentation and administration, and consulting re trial court and appellate litigation of trust and estate matters.

The firm also has special expertise in the representation of closely held family businesses. The firm prides itself upon its careful and imaginative planning, thorough documentation, and special attention to detail.

Achievements

• Harvey B. Wallace II has been listed as a reputable lawyer by Martindale-Hubbell.

Membership

Member: Real Property, Probate and Trust Law Section. Committee on Employee Benefits - Tax Legislation and Regulations, Vice-Chair, 1991-1993, Chair, 1993-1996. Retirement and Disability Planning Committee on Employee Benefit Planning, Chair, 1996—.

Retirement and Disability Planning Study Committee on Law Reform, Company-Chair, 1996—.

Member: State Bar of Michigan. Financial and Estate Planning Council of Detroit.

Fellow, American College of Trust and Estate Counsel, 1997—, Detroit and American Bar Associations. Fellow, American College of Trust and Estate Counsel, 1997—, Detroit and American Bar Associations.