Gale Allison Mediator and Expert Witness Resume

Bio / Profile

Gale Allison is a certified mediator and expert witness.  Her mediation practice spans Business mediation including contracts, vendors, employee, customer, operational and organizational disputes, and Divorce and Family mediation including Elder Care, Estates, Professional Negligence, and other such disputes. As an expert witness, she provides research and testimony for attorneys engaged in estate litigation over wills, trusts, probate, and administration of estates.

Retired from the practice of law, her four decades of experience as an Estate and Tax lawyer, and Estate and Trust litigator enhances her ability as a mediator and expert witness. Her former law practice was limited to matters of Estates, Wills, Trusts, Powers of Attorney, Health Care Directives, Prenuptial Contracts, Estate and Business Succession Planning, Charitable Planning, Trust and Estate Administration, Estate-Related Tax Matters, and settling disputes of those practice areas. Through litigation and mediation, Ms. Allison previously represented Trustees and Personal Representatives against Beneficiary claims as well as Beneficiaries in their claims against Trustees and Personal Representatives. She has planned estates valued from $25,000 to $200,000,000.

Early in her career she was an Assistant General Counsel for Litigation for HEW (now the U.S. Health and Human Services Administration) and an Estate and Gift Tax Attorney for the IRS before entering private practice. As an Adjunct Professor, she taught estate tax law at Northeastern State University and jurisprudence at the University of Tennessee. She was a partner in a law firm in Tennessee for many years before moving to Oklahoma where she founded The Allison Firm, PLLC in 1996. In 2017, she merged her practice with Schaffer Herring, PLLC, becoming a Director and Attorney. She retired to pursue mediation in 2020 and maintains her law license to provide expert witness services.

Involved in many community and charitable endeavors, she volunteers for veterans’ causes and is a Docent for Tulsa’s historic The Church Studio founded by Leon Russell, continuing to operate and housing Russel’s memorabilia. She currently serves on the Advisory Board of Purview (life care management). Ms. Allison blogs and writes articles and materials in her areas of expertise. She accepts invitations to speak nationwide on every facet of her practice areas for professional continuing education, business groups, charities, and general public education.

Practice Areas

  • Corporate and Personal Business Mediation (Partnership, Business Succession, Workplace conflicts)
  • Divorce and Inheritance Mediation (Divorce, Asset Separation, Estates, Wills, Trusts, Inheritance disputes)
  • Elder and Adult Care Mediation (Care recipient, Care giver, and Family disagreements)
  • Expert Witness Services (for litigators of Probate, Estate Administration, Will, Trust, Estate Taxation, actions)

Professional Associations and Memberships

  • Tulsa County Bar Association (Alternative Dispute Resolution Section, Estate Planning, Probate and Trust Section, Lawyer Referral Committee [past chair])
  • Oklahoma Bar Association (Alternative Dispute Resolution Section, Estate Planning, Probate and Trust Section [past chair], Mandatory Continuing Legal Education Commission, Veterans Services)
  • Tennessee Bar Association
  • American Bar Association (Alternative Dispute Resolution Section, Estate Planning, Probate and Trust Section)
  • Estate Planning Forum of Tulsa
  • Tulsa Title and Probate Lawyers Association

Education

  • Family and Divorce Mediation, The Mediation Institute
  • Elder Care Mediation, Pepperdine University School of Law, Straus Institute for Dispute Resolution
  • Mediating the Litigated Case, Pepperdine University School of Law, Straus Institute for Dispute Resolution
  • Emory University School of Law (Atlanta, Georgia) LLM in Taxation
  • University of Tennessee College of Law (Knoxville, Tennessee) Juris Doctor
  • University of Georgia (Athens, Georgia) B.A. in English

Bar Admissions

  • Oklahoma, Tennessee
  • U.S. Court of Appeals 4th, 5th, 6th, and 10th Circuits
  • U.S. Tax Court
  • U.S. Supreme Court

Recognition

  • AV-Rated Pre-eminent Lawyer, Martindale-Hubbell (30+ years)
  • Accredited Estate Planner /AEP® Designation
  • Best Probate Attorneys in Tulsa
tulsachamber
Best Probate Attorneys in Tulsa

Presentations/Classes/Seminars

  • TOPICS: Estate and Inheritance Mediation (Will, Trusts, Probate), Business Mediation (Partnerships, Business Succession, Workplace), Divorce Mediation, Adult and Elder Care Mediation, Oklahoma Probate Code, Estate Tax Law & Changes, Tax Planning, Charitable and Planned Giving, HIPPA & End of Life Choices, Prenuptial Contracts, Mediation
  • AUDIENCES:
    • Business—Spirit Bank, Tulsa University Family Owned Business Institute/FOBI, Merrill Lynch, National Business Institute/NBI)
    • General Public—American Cancer Society, St. Francis Health Systems, St. John Health Systems, Tulsa Library Trust, public education for lay people, monthly free Estate Planning 101 seminars
    • Colleges / Universities—Northeastern State University, University of Tennessee
    • Continuing Education Credits for Professionals
      • Attorney Continuing Legal Education/CLE (Tulsa Bar, Oklahoma, Tennessee, and Knoxville Bar Associations, Tax Practitioners of Chattanooga, Tulsa Title and Probate Lawyers Association, Estate Tax Attorneys of the Internal Revenue Service, Duke University Estate Planning Conference, National Business Institute/NBI)
      • Certified Public Accountant Continuing Professional Education/CPE (Oklahoma Society of Certified Public Accountants/OSCPA, Tulsa Chapter of OSCPA)
      • Attorney, CPA and Financial Planner Continuing Education Units/CEU (Tulsa Estate Planning Forum, Oklahoma City Estate Planning Council, Chattanooga Estate Planning Council, Merrill Lynch)

Notable Publications

Community and Pro Bono Activities

  • Docent, Leon Russell’s The Church Studio
  • Member, Purview (life care) Advisory Board
  • Former Volunteer, Be My Eyes (services for visually impaired persons)
  • Past Member, St John's Health System Institutional Review Board
  • Past Member, Advisory Board, University of Tulsa Genave King Rogers Business Law Center
  • Past Member, Planned Giving Advisory Committee, Tulsa Library Trust
  • Past Director, Volunteers of America of Oklahoma
  • Past Member, St. John Medical Center Foundation Community Liaison Board
  • Past Director, Oklahoma Lung Association

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