Materials & Resources from Gale Allison's Presentations
The links below include some of the most-requested handouts and resources referenced in Gale Allison's presentations. Download the handouts free of charge to boost your understanding of estate matters. Then, call or email with your questions or to schedule an appointment.
Probate or Estate & Trust Administration
- Gale Allison's LinkedIn article explaining Executor Duties
- Probate Duties
- Intestate Succession (Who inherits when there is no Will)
Estate Disputes - Litigation or Mediation
Business Succession Planning
Estate Taxes
- Understand the new estate tax law with our Estate Tax Chart
- Track estate tax changes in our Estate Tax History
- IRS Tax Tips for Charitable Giving
Protecting Your End of Life Choices
- Oklahoma Advanced Directive for Health Care (Living Will)
Estate Planning
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Safeguard Valuables from Fire/Flood (FEMA handout)
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Update your personal protections IRS Identity Theft Alert
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Legal Ease: Preparing to make an estate plan (Oklahoma Magazine, Sept. 2015)
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Great ideas for savings from Sally J. Kelley, J.D., CPA, CFP ® Bank of Oklahoma Vice President, Senior Trust Officer BOK Private Bank Newsletter March 2011