Hallman & Associates Estate & Tax Planning

Dawn D. Hallman is the Principal Attorney and founder of Hallman & Associates. As a nationally recognized estate planning attorney, with a background in tax, Dawn has extensive experience helping clients with all facets of business, tax, and estate planning. She has advised  thousands of clients regarding their estate plans.  Dawn Hallman is also a pioneer in Deferred Sales Trusts, a tax strategy used to minimize capital gains tax on the sale of highly appreciated assets or closely held businesses.

Rated as an AV Preeminent Attorney™ by Martindale Hubbell, Dawn creatively and effectively addresses the estate planning needs of modest to ultra-high net worth families. She possesses a robust tax background, holding both an accounting and law degree from the University of Oklahoma. Prior to opening Hallman & Associates in 2000, Dawn maintained a tax practice for several years. Her tax and business law background make her uniquely qualified to advise clients on complex estate and business planning matters. With a focus on asset protection and tax planning, Dawn strives to create an educational environment that ensures her clients understand and achieve their legacy plans. Moreover, because Dawn handles comprehensive tax and business planning related to estates of various sizes and complexities, she maintains a thorough understanding of the law and remains current on new legislation that impacts taxes and estate planning.

In addition to her law practice, Dawn frequently lectures on estate planning matters in continuing education programs for legal, financial, and other business professionals. She has been a keynote speaker for major corporations and organizations, including the National Association of Insurance and Financial Advisors (nationally and regionally), the Oklahoma Bar Association, Strafford, National Business Institute, Mercy Hospital and the University of Oklahoma.

In 2016, Dawn served as Chairman for the Estate Planning, Probate and Trust Section of the Oklahoma Bar Association. She is a charter member of the Legacy Rotary Club in Norman, Oklahoma, and Dawn serves as the Board of Directors Vice-Chairman for both Washita State Bank and Frontier State Bank.

Noteworthy

• 2020 – AV Preeminent Attorney™ - Judicial Edition, Martindale Hubbell
• 2020 – AV Preeminent Attorney™, Martindale Hubbell
• 2019 - Super Lawyers™ - Top Rated Estate Planning & Probate Attorney for Oklahoma
• 2019 - Top Attorneys in Oklahoma 2019, published in the Oklahoma Magazine, November 2019
• 2019 – AV Preeminent Attorney™ - Judicial Edition, Martindale Hubbell
• 2019 – AV Preeminent Attorney™, Martindale Hubbell
• 2019 – America's Most Honored Professionals - Top 1%, Martindale Hubbell
• 2018 – National Professional Advisor of the Year, American Cancer Society
• 2018 – AV Preeminent Attorney™ - Judicial Edition, Martindale Hubbell
• 2018 – AV Preeminent Attorney™, Martindale Hubbell
• 2017 – America's Most Honored Professionals - Top 1%, Martindale Hubbell
• 2017 – AV Preeminent Attorney™ - Judicial Edition, Martindale Hubbell
• 2017 – AV Preeminent Attorney™, Martindale Hubbell
• 2017 – Top 100 Lawyers, The National Advocates
• 2017 – Appointed Council Member, Nationwide Gift Planning Advisor Council (NGPAC), American Cancer Society
• 2016 – America's Most Honored Professionals - Top 1%, Martindale Hubbell
• 2016 – AV Preeminent Attorney™ - Judicial Edition, Martindale Hubbell
• 2016 – AV Preeminent Attorney™, Martindale Hubbell
• 2016 – Chairperson for the Estate Planning, Probate, and Trust Section, Oklahoma Bar Association
• 2016 – Top 100 Lawyers, The National Advocates
• 2016 – Lawyer of The Year, Global Awards
• 2015 – AV Preeminent Attorney™ - Judicial Edition, Martindale Hubbell
• 2015 – AV Preeminent Attorney™, Martindale Hubbell
• 2015 – Client Distinction Award, Martindale Hubbell
• 2014 – AV Preeminent Attorney™ - Judicial Edition, Martindale Hubbell
• 2014 – AV Preeminent Attorney™, Martindale Hubbell
• 2013 – Top Lawyers in Oklahoma, Legal Network honoring the Highest in Ethical Standards and Professional Excellence
• 2012 – “Who’s Who for Executives and Professionals,” National Association of Professional Women
• 2011 – Top Estate Planning Attorneys in Oklahoma, Five Star Program
• 2010 – Top Wealth Managers in Oklahoma, Martindale Hubbell

Publications & Presentations

• 2019 - Deferred Sales Trust - What's All the Hype?, Oklahoma Bar Journal, February 2019.  https://www.okbar.org/barjournal/feb2019/obj9002hallman/
• 2017 – One Size Doesn’t Fit All With Estate Plans, The Voice of Experience, ABA Senior Lawyers Division, Vol. 2, Issue 3 (March 2017)https://www.americanbar.org/publications/voice_of_experience/2017/march-2017/wills-and-revocable-trusts--one-size-doesn-t-fit-all.html
• 2017 – Oklahoma City Community Foundation, featured as "an expert in estate and tax planning"
• 2014 – Oklahoma Society of CPAs Financial Fitness Kit

Activities & Memberships

• Council Member, Nationwide Gift Planning Advisor Council (NGPAC), American Cancer Society
• Oklahoma Bar Association, Estate Planning, Probate and Trust Section (Chairperson, 2016)
• Washita State Bank, Board of Directors Vice-Chairman
• Frontier State Bank, Board of Directors Vice-Chairman
• WealthCounsel Member, Estate Planning and Tax Planning
• Founding Member, Legacy Rotary Club (Norman,Oklahoma)
• American Bar Association

Practice Jurisdictions

• Oklahoma

Carrie Jones has been with the firm for over five years and is an integral part of our core team. Carrie manages client development, trust funding, and general office administration. As the very first point of contact with clients, Carrie delivers excellent customer service, and she is dedicated to the fulfillment of all client needs.

Jennifer K. Golden focuses her practice on estate planning, business planning, banking regulatory and compliance matters and complex probate issues. With over two decades of legal practice, Jennifer has maintained an emphasis in revocable and irrevocable trusts, probates, estate, gift and income taxation, business and transactional law, including:

• Involvement in extensive multi-state research and review of trusts, wills, durable powers of attorney, and probate and estate related documents for financial institutions and receivership clients.
• Extensive research and writing on federal and state income and estate tax issues, and tax planning for individual and business clients. This broad spectrum of tax work has been an extension of Jennifer’s previous experience as a tax accountant working on consolidated corporate groups and partnerships.
• Represented both state and national banks and their holding companies and trust departments in regulatory, compliance, probate, trust and business matters.

Because of her unique background and experience in representing both banks and estate planning clients, she is regularly requested to provide operational and compliance training to financial institutions on such topics as trusts, durable powers of attorneys and probates. Jennifer has also served as an instructor for the Oklahoma Bankers Association’s Banking Operations School, teaching community bankers about trusts and related operational issues.

Jennifer graduated with honors from the University of Oklahoma College of Law in 1998, and was honored to have served as a clerk in 1996 for the late Justice Marion P. Opala at the Oklahoma Supreme Court. She graduated magna cum laude from the University of Colorado at Boulder in 1988 with a B.S. Degree in business administration with an emphasis in accounting. Before entering law school, she was a practicing tax accountant in both the public and private sectors.

Activities & Memberships

• Real Property, Trusts and Estate Law Section, American Bar Association
• Estate Planning, Probate and Trust Section, Oklahoma Bar Association
• Financial Institutions and Commercial Law Section, Oklahoma Bar Association
• Norman Crime Stoppers, Inc., Member/Director and Secretary
• Norman Citizens Police Academy, Spring 2013
• City of Norman Animal Welfare Oversight Committee, Member and Co-Chair 2007 to 2014
• City of Norman Animal Welfare Center Renovation Task Force, 2013-2014

Admissions

• U.S. District Court, Western District of Oklahoma, 1998
• U.S. Tax Court, 2000

Practice Jurisdictions

• Oklahoma

Paul Kolker, Of Counsel, is a Civil Litigator that assists our Texas clients.