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Experience. Integrity. Energy.

Gale Allison

Gale Allison has four decades of experience as an estate and tax lawyer and estate and trust litigator. She is also an estate dispute mediator. She limits her practice to matters of estates, wills, trusts, powers of attorney, guardianship, estate and business succession planning, charitable planning, trust and estate administration, estate-related tax matters, and litigating or settling disputes of those practice areas.  She 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 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 large 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 firm into Schaffer Herring PLLC where she serves as a Director and Attorney.

She is involved in many community and charitable endeavors and volunteers for veterans causes.  She currently serves on the St. John Health System Institutional Review Board and the Advisory Board of Purview (life care management).  

She speaks nationwide on every facet of her practice areas for professional continuing education, business groups, charities and general public education.

Education

  • 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 & Court Admissions

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

Representative Experience

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, Tulsa University Family Owned Business Institute/FOBI, Merrill Lynch)
    • 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 & 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

Professional Affiliations

  • 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

Community Involvement

  • 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

Recognition

  • Rated AV Preeminent by Martindale-Hubbell Peer Review Ratings
  • America’s Top 100 Attorneys