Harvey Wallace Email & Phone Number

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.

Listed skills include Estate Planning and Drafting.

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  Director And Managing Partner

  Berry Moorman P.C.