Benjamin D. Harvey
Associate
Mr. Harvey is a Certified Specialist in the areas of Estate Planning, Trust and Probate law by the State Bar of California’s Board of Legal Specialization. His practice focuses in the areas of estate planning, asset protection, and succession planning, a blend he refers to as wealth preservation.
Mr. Harvey has represented clients in contract negotiation, employee matters and other legal matters that affect the privately-held businesses and real estate owners. He has helped real estate developers and entrepreneurs raise money through private placement debt and equity offerings.
Mr. Harvey began his practice representing individuals and businesses at two different prominent Sacramento law firms in the area of estate and business planning before becoming a founding partner in the Law Office of Harvey & Taggart in 2004. While at Harvey & Taggart, Mr. Harvey represented private foundations, charitable organizations, corporations, and individuals.
Mr. Harvey has been a frequent guest on real estate and business talk shows on KFBK 1530 AM in Sacramento and KNBR 680 AM in San Francisco. He is a featured speaker at real estate investment clubs throughout Northern California, lecturing on such topics as real estate deal structuring, private placement funding, and wealth preservation. Mr. Harvey taught at Menlo College, in Atherton, California and is now a faculty member at the University of Phoenix where he teaches business law.
Publications
- C. Brodrick, D. Harvey and B. Harvey, “Where the Rubber Meets the Road: Implementation of a Cognitive Apprenticeship Model in Interdisciplinary Transportation Research at James Madison University.” The Creativity, Innovation & Design Report, Volume I, Issue II, Spring / Summer, 2003
- B. Harvey, Employment Law, Volume I, Menlo College Press, 1999
- B. Harvey, Employment Law, Volume II, Menlo College Press, 1999
- B. Harvey, Business Law and Ethics, Menlo College Press, 2001
- B. Harvey, P. Meyers, How to Draft Wills and Trusts in California, NBI Press, 2004
- B. Harvey, B. Towne, The Probate Process From Start to Finish in California, NBI Press, 2005
Presentations and lectures
- Fight! Your Foreclosure; Webinar Series (2009)
- Show Me the Money: private security offerings for the real estate developer and investor, TranStar International Speaker Series (2008)
- Wealth Preservation; Regent Investment Clubs (2005)
- Advanced Estate Planning Concepts, Mensa Sacramento Chapter (2004)
Allied Memberships and Certifications
Education