HARVEY B. WALLACE II

DETROIT 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

DETROIT OFFICE 
Ph: (313) 496-1200
Fax: (313) 496-1300

Harvey B. Wallace
SHAREHOLDER

DETROIT OFFICE 
Ph: (313) 496-1200
Fax: (313) 496-1300

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

 


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...

What is a Revocable Living Trust?

A revocable living trust is a legal relationship where a trustee holds title to trust assets for the benefit of the trust beneficiary. The person who creates the trust and transfers his or her assets to it is called the grantor or settlor.


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