ATTORNEY & COUNSELLOR AT LAW
MATTHEW M. WALLACE, P.C.
LAW OFFICES
701 HURON AVENUE, SUITE 102
PORT HURON, MICHIGAN 48060
(810) 985-4320; FAX (810) 985-4108
email: matt@wallacepclaw.com
EDUCATION/PROFESSIONAL LICENSES Juris Doctor (J.D.), Wayne State University Law School, Detroit, Michigan,1986.
Bachelor of Business Administration (B.B.A.), with distinction, University of Michigan Business School, Ann Arbor, Michigan, 1980.
Licensed as an Attorney, Michigan, 1986; Admitted to practice before all Michigan Courts, Federal District Court in the Eastern District of Michigan and the United States Supreme Court.
Licensed as a Certified Public Accountant, Michigan, 1982.
Advanced Wealth - Strategist Planner and graduate of the Advanced Studies for Estate and Wealth Planning program of the Esperti Peterson Institute, a year long program for experienced estate planning professionals focusing on advanced estate and wealth strategies.
Regularly attend continuing professional education programs of the State Bar of Michigan Institute for Continuing Legal Education, Michigan Association of CPAs, Michigan Forum of Estate Planning Attorneys LLC, National Network of Estate Planning Attorneys and the Esperti Peterson Institute.
EXPERIENCE
Areas of professional concentration: Estate Planning, Business Planning and Real Estate.
Attorney/Estate Planner for over sixteen years
Public/Private Accounting for six years, concentrating in the areas of business, tax, real estate and estate planning.
Counselled clients over sixteen years on a variety of estate and tax planning matters.
Drafted and reviewed a variety of essential and advanced estate planning documents including wills, revocable living trusts, durable financial powers of attorney, durable powers of attorney for health care, living wills, testamentary trusts, irrevocable trusts, irrevocable demand right trusts, irrevocable life insurance trusts, charitable remainder trusts, intentionally defective grantor trusts, family limited liability companies, family limited partnerships, private family foundations, supporting organizations.
Legal counsel for a variety of decedent estates, guardianships and conservatorships in St. Clair County Probate Court and other county probate courts over sixteen years.
Counselled business clients on a variety of business, tax, contract, formation and dissolution matters over sixteen years.
Drafted, reviewed and/or litigated business formation, dissolution and operational documents and matters including incorporation documents, limited liability company documents, partnership documents, immigration applications, purchase and sale agreements, buy/sell agreements and other business contracts and agreements.
Counselled clients over sixteen years on a variety of residential, commercial and industrial real estate matters.
Drafted, reviewed and/or litigated a variety of purchase, sale, lease option and other contracts and agreements for residential, commercial and industrial real estate matters.
AUTHOR/PRESENTER
Co-Author and Presenter of Putting Your House In Order (revised) estate planning workshop.
Co-Author and Presenter of Maximizing Your Retirement Plan Savings (revised) estate and retirement planning workshop.
Co-Author and Presenter of Michigan Estates and Protected Individuals Code (EPIC) for Advisors continuing professional education program.
Co-Author and Presenter of The Truth About Estate Tax Repeal (revised) for professional advisors continuing professional education program.
Co-Author and Presenter of Nuts & Bolts - Trust & Estate Administration workshop for trustees and named successor trustees.
Author, Presenter and Speaker on estate and retirement planning matters for: United Way of St. Clair County, Great Lakes Financial Services Network investment seminars, First of Michigan investment seminars, Blue Water Rental Housing Association, St. Clair County Council on Aging and Friends of the St. Clair County Library.
Author and Presenter of Landlord/Tenant legal workshops for landlords and tenants.
Presenter of businessKillers business succession workshops.
Presenter of "Opportunities in Estate Planning" continuing professional education program for Certified Public Accountants through Baker College of Port Huron.
Presenter of Truth About Estate Planning and other workshops on estate and retirement planning.
Speaker on legal and business matters for: St. Clair County Community College, Introduction to Business Course; St. Clair County Community College Small Business Development Center; and People's Law School, Port Huron, Michigan.
Participant in Canadian Trade Missions and Speaker for Economic Development Alliance of St. Clair County on legal, business, immigration and tax issues.
Adjunct Professor of Taxation, Walsh College of Accountancy of Business and Business Administration (1988-1997).
AFFILIATIONS
Member: State Bar of Michigan, St. Clair County Bar Association, National Network of Estate Planning Attorneys , Michigan Forum of Estate Planning Attorneys LLC, Port Huron Area Estate Planning Council, American Institute of Certified Public Accountants, Michigan Association of Certified Public Accountants, American Association of Attorney-Certified Public Accountants, Greater Port Huron Area Chamber of Commerce, Mainstreet Port Huron Inc., City of Port Huron Downtown Development Authority and Economic Development Alliance of St. Clair County; Troop Committee Chairman for Blue Water Council of Boy Scouts of America, Troop 106; Volunteer for Port Huron Area School District, Keewahdin Elementary School and Fort Gratiot Middle School; Volunteer for American Youth Soccer Organization Region 161; Member: Rotary Club of Port Huron, Port Huron Rotary Charitable Foundation, Port Huron Yacht Club, Port Huron Lodge #58 F&AM and United Way of St. Clair County Citizens Review Committee.
PERSONAL
Matthew is married to Emily. Matthew and Emily have two children. Matthew enjoys singing, sailing, skiing, camping, hiking and bicycling.