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Gale Allison

Mediator | Attorney

Areas of Expertise  -- Business Succession Issues (buy/sell agreements, shareholder agreements, succession plan challenges, etc.), Estate and Trust Litigation, Wills or Trust Contests, Beneficiary / Fiduciary Disputes, Fiduciary and Death Tax Allocations, Elder Care and Guardianship Challenges, Professional Negligence for Estates and Trusts, Divorce

View Gale's Online Calendar or check preferred dates across our panel.
To schedule a mediation, please contact Terra: terra@drc-ok.com


Gale Allison's legal career spans four decades focused on probate, estate and trust administration, estate and business succession planning, guardianship, estate-related tax issues, and estate and trust litigation. Her background includes Assistant General Counsel for Litigation for HEW (now the federal Health and Human Services Administration) and Estate and Gift Tax Attorney for the IRS before entering private practice at a large Tennessee firm. As an Adjunct Professor, she taught jurisprudence (University of Tennessee) and estate tax law (Northeastern State University). In 1996, she founded The Allison Firm, PLLC, in Tulsa continuing the practice in her specific focus areas. In 2017, she closed the law firm and merged her mediation practice into DRC. 

For more information, see Ms. Allison's Estate, Elder, and Family Mediation Blog

Education

  • Emory University School of Law, Atlanta, GA -- L.L.M. Taxation
  • University of Tennessee College of Law, Knoxville, TN -- Juris Doctor
  • University of Georgia, Athens, GA -- Bachelor of Arts in English

Specialized Dispute Resolution Education and Training

  • Certified:  Elder Care Mediation, Pepperdine University School of Law, Straus Institute for Dispute Resolution
  • Certified:  Mediating the Litigated Case, Pepperdine University School of Law, Straus Institute for Dispute Resolution

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.com
  • America's Top 100 Attorneys

Professional Affiliations

  • Tulsa County Bar Association (ADR Section/Estate Planning, Probate and Trust Section)
  • Oklahoma Bar Association (ADR Section/Estate Planning, Probate and Trust Section Past Chair/Mandatory CLE Commission/Lawyer Referral Committee Past Chair/Veterans Services)
  • Tennessee Bar Association
  • State Bar of Georgia
  • American Bar Association (ADR Section/Estate Planning, Probate and Trust Section)
  • Estate Planning Forum of Tulsa
  • Tulsa Title and Probate Lawyers Association

Published Work

  • 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 

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
  • Audiences:
    • Business---Spirit Bank, Merrill Lynch, Tulsa University Family Owned Business Institute/FOBI
    • 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, CPA and Financial Planner Continuing Education Units/CEU (Tulsa Estate Planning Forum, Oklahoma City Estate Planning Council, Chattanooga Estate Planning Council, Merrill Lynch)
      • Certified Public Accountant Continuing Professional Education/CPE (Oklahoma Society of Certified Public Accountants/OSCPA, Tulsa Chapter of OSCPA)
      • 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)

Community and Pro Bono Activities

  • Member, Purview (life care) Advisory Board
  • 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

 


GALE ALLISON - AVAILABLE DATES CALENDAR

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