Gale Allison Estate Law Attorney Resume

Bio / Profile

Gale Allison has four decades of experience as an Estate and Tax lawyer, and Estate and Trust litigator. She is also a certified mediator. She limits her law practice 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 litigating or settling disputes of those practice areas. Her mediation practice spans Business and Family Business mediation, and Divorce and Family mediation including Elder Care issues, Estate matters, Professional Negligence, and other such disputes.

Ms. Allison has successfully represented Trustees and Personal Representatives against Beneficiary claims and likewise, Beneficiaries in their claims against Trustees and Personal Representatives through litigation and mediation. She and her team have planned estates valued from $25,000 to $200,000,000.

She was an Assistant General Counsel for Litigation for HEW (now the federal 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.

Involved in many community and charitable endeavors, she volunteers for veterans’ causes and for people with vision impairments through Be My Eyes. 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

  • Estate and Trust Litigation
  • Estate and Trust Administration
  • Estate and Business Succession Planning
  • Probate
  • Estate, Gift, Generation-skipping, and Fiduciary Income Taxes
  • Business Mediation
  • Divorce and Family Mediation

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
  • State Bar of Georgia
  • 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, Georgia
  • 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 Business Succession Planning, 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 Georgia 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

  • Gale Allison, Rebecca Wood Hunter, Vale Gonzalez, “You Mean the Government Can Control My Guns?” – The Estate Planner’s Guide to Firearm Distribution in Oklahoma. Originally published in the Oklahoma Bar Journal -- OBJ 90 pg. 32 (April 2019) https://www.okbar.org/barjournal/apr2019/obj9004allisonhuntergonzalez/
  • Gale Allison & Vale Gonzalez, Controlling the Pain: Using Trust and Tax Solutions in Divorce Mediation, eBook, abridged version originally published in the Oklahoma Bar Journal, Vol. 89, No 7 (March 2018), and content is used by permission of the Oklahoma Bar Association.
  • Gale Allison & Vale Gonzalez, Using Trust and Tax Solutions in Divorce Mediation, Oklahoma Bar Journal, Oklahoma Bar Journal, Vol. 89, No 7 (March 2018), http://www.naepcjournal.org/wp-content/uploads/issue29k.pdf
  • Gale Allison & Andrew King, New Law on Vehicle Transfers at Death; Tulsa Lawyer, February 2017, print and digital
  • Judge Jesse S. Harris, Gale Allison, Derek Weinbrenner, How the Rickety Days of the Oklahoma Probate Code Look Bleeker, But Better, Oklahoma Bar Journal, October 2012;
  • Allison, Gale, & Burke, W., et al., Estate and Gift Tax Committee of the Real Property Trust and Estate Law Section of the American Bar Association, background paper on the transfer tax provisions of the Tax Relief, Unemployment Reauthorization, and Job Creation Act of 2010, American Bar Association, 2011

Community and Pro Bono Activities

  • Member, Be My Eyes
  • Member, Purview (life care) Advisory Board
  • 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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