HARVEY B. WALLACE II

BIRMINGHAM OFFICE

Education

  • B.A., cum laude, Dartmouth College, 1966
  • J.D., The University of Michigan, 1969

Bar & Court Admissions

  • State of Michigan

Professional Memberships

  • State Bar of Michigan
  • American Bar Association – Real Property, Trust and Estate Law, Tax, and Senior Lawyers sections; Co-chairman of Committee on Groups and Substantive Committees from 2005 through 2009.
  • RPTE liaison to the Joint Committee on Employee Benefits, a committee formed by six sections of the ABA
  • Chairman of the JCEB in August, 2010.
  • American College of Employee Benefits Counsel – Charter member
  • American College of Trust and Estate Counsel – Fellow; Employee Benefits in Estate Planning Committee since 2001 and ACTEC’s Charitable Planning and Exempt Organizations Committee since 2003.

Harvey B. Wallace
SHAREHOLDER

BIRMINGHAM OFFICE 
Tel: (248) 645-9680
Fax: (248) 645-1233

Harvey B. Wallace
SHAREHOLDER

BIRMINGHAM OFFICE 
Tel: (248) 645-9680
Fax: (248) 645-1233

Education

  • B.A., cum laude, Dartmouth College, 1966
  • J.D., The University of Michigan, 1969

Bar & Court Admissions

  • State of Michigan

Professional Memberships

  • State Bar of Michigan
  • American Bar Association – Real Property, Trust and Estate Law, Tax, and Senior Lawyers sections; Co-chairman of Committee on Groups and Substantive Committees from 2005 through 2009.
  • RPTE liaison to the Joint Committee on Employee Benefits, a committee formed by six sections of the ABA
  • Chairman of the JCEB in August, 2010.
  • American College of Employee Benefits Counsel – Charter member
  • American College of Trust and Estate Counsel – Fellow; Employee Benefits in Estate Planning Committee since 2001 and ACTEC’s Charitable Planning and Exempt Organizations Committee since 2003.

NEWS AND PUBLICATIONS

 

Survivor’s Checklist: What to do When a Loved One Passes Away

Losing a loved one is a very difficult part of life. The next steps can feel overwhelming when dealing with grief and end of life care. Here is a basic checklist to make the necessary steps clear so that the practicalities are clear, and the deceased can be honored....

Administering a Digital Estate

By: Rachel Selina   As technology evolves, so does the process by which personal representatives deal with property during probate. Michigan’s Fiduciary Access to Digital Assets Act, passed in 2016, addresses the increased use of online accounts. The Act provides...

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