Scott D. Harvey professional image

Scott D. Harvey

Attorney - Shareholder

Contact

Office: Traverse City

tel. 231.486.4545

fax. 231.929.4182

email  

V-Card  

Secretary

Julie Houdek

tel. 231.486.4525

email  

Scott D. Harvey practices in the areas of business law, estate planning, trust and probate administration, health care law, nonprofit law and special needs trust. He represents several closely-held businesses, physician groups, nonprofit organizations and individuals in these areas of practice.

Scott was selected by the Traverse City Business News in 2008 as one of the 40 most influential people in the Grand Traverse region under the age of 40.

Scott was raised in the Traverse City area and is very active in the community in a variety of areas. He lives in the Traverse City area with his wife, Becky, and their sons, Scotty and Luke. He is an avid golfer and hockey player and serves as the assistant hockey coach at Traverse City Central High School.

Noteworthy

  • Listed as a "Rising Star" in Michigan Super Lawyers (2010) -- Business/Corporate, Estate Planning & Probate, Non-Profit

Education

  • Ferris State University (B.S. with the highest distinction, 1999)
  • University of Notre Dame (J.D., 2002). Editor, Journal of College and University Law.

Admitted to Practice

  • Indiana State Bar Association, 2002
  • State Bar of Michigan, 2003

Presentations

  • "Fundraising: Laws and Regulations," NorthSky Nonprofit Network, March 2008
  • "The Impact of the Pension Protection Act of 2006 on Nonprofits," NorthSky Nonprofit Network, May 2007
  • "Physician Practice and Estate Planning Basics," Munson Healthcare, April 2007
  • "Nonprofit Accountability and Transparency," MARO Employment/Training Association, September 2006
  • "Changing Laws and the Nonprofit," Northwestern Michigan College, September 2005-2006

Client Successes for Scott D. Harvey

  • 12/1/2009
    Robert Parker, Jon VanderPloeg, and Scott Harvey successfully represented their client in Taylor v City of Traverse City, in which the Michigan Court of appeals held that the death of a joint-tenant owner of real property was not a "transfer" subjecting the property to property-tax "uncapping." In this case, the father owned a lakeshore residence that he deeded to himself and his daughter in joint tenancy. This conveyance was within the joint tenancy exception to the uncapping statute. But when the father died, leaving his daughter as sole owner, the city took the position that the father's death was a transfer to her, subjecting the property to uncapping. The city then sought to collect taxes at the much higher uncapped rate. The daughter opposed and contended that her father's death was not a transfer subject to uncapping. The Court of Appeals has now agreed with the daughter, and the taxes must be collected at the lower, capped rate.
  • 10/1/2008
    Chuck Judson and Scott Harvey represented the Traverse City Area Chamber of Commerce in the reorganization of its corporate subsidiaries, which included the dissolution of its Industrial Fund and the expansion of development capabilities through its Foundation. As a part of this process, we worked with the Rehmann Group to analyze the limitations of non-profit status and create a framework to allow the Chamber's Economic Development Corporation and Foundation to work more closely with the Chamber Board to implement and fund development initiatives in the Chamber's five county region. This innovative process may serve as a development model for other communities.
  • 2/1/2006
    Ann-Mary Petroskey and Scott Harvey were retained by a not-for-profit client when the client was assessed the maximum “failure to file” penalties by the IRS. Ann-Mary and Scott were successful in obtaining a complete abatement of those penalties. Ann-Mary advises that the IRS is getting stricter about enforcing IRS rules applicable to charitable organizations.

External Publications 

  • "Succession Planning for Agribusinesses," Michigan Business Law Journal, Winter 2005

Smith Haughey Publications

Type Date Title
Legal Alert 2/15/2011 Agribusiness Law Update
Legal Alert 1/20/2011 Recent Amendments to Michigan’s Charitable Organizations and Solicitations Act
Legal Alert 11/15/2010 Agri-Business Update (November 2010)
Legal Alert 2/19/2010 Agri-Business Update (February 2010)
Legal Alert 8/10/2009 Trusts/Estates Legal Alert (Aug. 09)
Legal Alert 11/17/2008 Business Law Update (Nov. 2008)
Legal Alert 10/30/2008 Is Your Tax-exempt Organization Prepared to File the New IRS Form 990?
Legal Alert 6/11/2008 Health Law Legal Alert
Legal Alert 4/24/2008 Use of Electronic Communications By Nonprofit Organizations
Legal Alert 2/1/2007 The Impact of the Pension Protection Act of 2006 on Nonprofit Organizations
Legal Alert 5/1/2006 Michigan Court of Appeals Addresses Homestead Exemption Rescission Requirement
Legal Alert 11/1/2005 Health Law Update (Nov. '05)
Newsletter 5/1/2005 Legal Ease Spring 2005

Professional Affiliations

  • American Bar Association
  • State Bar of Michigan (Member, Sections on Business Law, Probate and Trust Law, Taxation)
  • Indiana State Bar Association
  • Grand Traverse-Leelanau-Antrim Bar Association

Community Affiliations

  • Board Member, Community Living Management Corporation
  • Board Member, Involved Citizens Enterprise
  • Golf Outing Chair, Notre Dame Club of Northern Michigan
  • Pro Bono Estate Planning Services, Munson Hospice
  • Volunteer, Northwestern Michigan College Annual Community Campaign
  • Member, Planned Giving Council
  • Participating Attorney, AARP Legal Services Network 
  • Assistant Hockey Coach, Traverse City Central High School