3Harvey B. Wallace IIDetroit(313) email@example.com@berrymoorman.comBerry Moorman PCwww.berrymoorman.comwww.berrymoorman.comwallaceharvey.jpgAssociation & Non-Profit LawEmployee Benefits LawTrust, Will & Estate Planning LawBusiness and Corporate PlanningCharitable Trusts and FoundationsCompensation and Employee BenefitsEstate Planning and Trust Administration|
|Recommended by peers in:|| Extensive Experience in:|
|Association & Non-Profit Law|| Business and Corporate Planning|
|Employee Benefits Law|| Charitable Trusts and Foundations|
|Trust, Will & Estate Planning Law || Compensation and Employee Benefits|
| || Estate Planning and Trust Administration|
| Advisory Board Member|
| County: Wayne|
| Practice Description: |
Mr. Wallace 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, 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. He 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.
He 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 1998-2004 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 2005-2009. 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 became 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.
He 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.
Law School: The University of Michigan, J.D., 1969
Undergraduate School: Dartmouth College, B.A., 1966
Undergraduate School Honors/Involvement: cum laude
Bar/Professional Association Involvement:
American Bar Association
State Bar of Michigan
Detroit Bar Association
American College of Trust and Estate Counsel
Employee Benefits in Estate Planning Committee, 2001-present
Charitable Planning and Exempt Organizations Committee, 2003-present
Financial and Estate Planning Council of Metropolitan Detroit
Published Legal Writing:
"Trust Drafting for the Unforseeable," (co-author), University of Miami Estate Planning Institute, 2001
"Estate Planning for Qualified Plan and IRA Death Benefits Under ERTA", (co-author), Probate Notes (now ACTEC Journal), 1982
Multiple articles 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
ACTEC Pocket Tax Tables, editorial advisor
Mr. Wallace has lectured on estate planning and planning for employee benefits for a number of organizations including:
American College of Trust and Estate Counsel
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
The Greater Lansing Estate Planning Council
Since 1926, Berry Moorman has delivered skilled legal counsel and exceptional service to its clients. The firm represents individuals and businesses in diverse industries and pursuits. The firm's business clients range from small and emerging enterprises to large, publicly held corporations, governmental bodies and educational and charitable organizations. The firm's attorneys are admitted to practice in Michigan and several other jurisdictions, including Ohio, Florida, and Russia. With three offices in metropolitan Detroit the firm serves clients in Michigan and throughout the world.
Our professional staff has diverse experience in matters ranging from the most complex personal and business transactions to routine legal matters. With depth of legal talent, Berry Moorman tackles any legal matter or risk affecting businesses and individuals today. We bring innovation, creativity and sound judgment to every problem, large or small. We build lasting relationships with consistent results. We are large enough to take on large and complex matters, but small enough for partner level involvement in most matters.
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