Gale Allison Mediator Resume
Bio / Profile
Gale Allison is a certified mediator. Her mediation practice spans Business mediation including contracts, vendors, employee, customer, operational and organizational disputes, Estate, Trust, Divorce, and other Family mediation including Elder and Adult Care, and more.
Retired from the practice of law, her four decades of experience as an Estate and Tax lawyer, and Estate and Trust litigator enhances her abilities as a mediator. Her vast experience includes knowledge of inheritance, business ownership and management, nonprofits, business succession, estates, wills, and trusts, property and title issues, adult and elder caregiver concerns, tax allocations, divorce, separation of assets, and civil litigation.
Ms. Allison's former law practice was focused on 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.
Involved in many community and charitable endeavors, Ms. Allison volunteers for veterans’ causes and is a Docent for Tulsa’s historic The Church studio that houses Leon Russell's archives and 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)
- Oklahoma Bar Association (Alternative Dispute Resolution Section, Estate Planning, Probate and Trust Section [past chair])
- 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
- U.S. Court of Appeals 4th, 5th, 6th, and 10th Circuits
- U.S. Tax Court
- U.S. Supreme Court
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
- Gale Allison, JD, Anne M. McKinney, JD, Vale Gonzales, JD, Webinar and Paper: “Mediating Estates, Trusts, And Inheritance Disputes - Death, Dollars, and Drama”, presented to Knoxville Bar Association (Knoxville, TN) November 4, 2020, and to Oklahoma Bar Association (Tulsa, OK) November 9, 2020
- 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
- Docent, The Church Studio, Leon Russell Archives
- 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