Dawn Desirae Hallman
Leaders in Estate and Tax Planning
Dawn D. Hallman is the Principal Attorney and founder of Hallman & Associates. As a nationally recognized estate and tax planning attorney, Dawn has over two decades of experience creatively and effectively assisting ultra-high net worth clients. Her practices focuses on wealth transfer tax planning, legacy planning, asset protection and complex estate planning. Dawn has written numerous articles and papers, and is the co-author of the Oklahoma Bar Association's Electronic Form Book on Estate Planning. Dawn Hallman is also a pioneer in Installment Sales Trusts, or Deferred Sales Trusts, a tax strategy used to minimize capital gains tax on the sale of highly appreciated assets or closely held businesses.
American Cancer Society named Dawn Hallman as recipient of the inaugural National Professional Advisor of the Year Award. Dawn is named as Oklahoma Magazine's "Top Attorneys in Oklahoma;" 405 Magazine's "Top Attorney - Wills & Trusts;" and National Advocates "Top 100 Lawyers in Estate Planning." Based on peer and Judicial recognition, Martindale Hubble has awarded Dawn their highest ratings: AV Preeminent Attorney™, AV Preeminent Judicial Edition™, Super Lawyer™ in Wills & Trusts, and Top 1%.
Dawn Hallman holds both an accounting and law degree from the University of Oklahoma. Dawn has been married to Bradley Hallman, Professional Bass Angler, for 24 years; they have four children, ages 7-18. Dawn is currently the Chair for American Cancer Society’s National Gift Planning Advisor Council (NGPAC). Hallman has also served as Vice-Chairman for two community banks in Oklahoma for 9 years, and served as Chairman for the Estate Planning, Probate and Trust Section of the Oklahoma Bar Association. She frequently lectures on topics related to her practice.
- University of Oklahoma College of Law
- J.D. (2000) | Estate Planning
- -
-
- Principal Attorney
- Hallman & Associates, P.C.
- - Current
- Hallman & Associates was founded in 2000 by Dawn D. Hallman. Your legacy is our focus, and we will strive to ensure that it includes the maximum amount of your hard-earned assets. We utilize many different tax strategies, including a Deferred Sales Trust. We know that you have a unique family, unique assets, and unique circumstances, and we are excited to design a plan that works for you.
- Deferred Sales Trust – What’s All the Hype?
- Oklahoma Bar Journal
- One Size Doesn’t Fit All With Estate Plans, The Voice of Experience
- ABA Senior Lawyers Division, Vol. 2, Issue 3
- Estate Planning - Electronic Form Book
- Oklahoma Bar Association
- OKLAHOMA PROBATE PROCESS: IN 7 SIMPLE STEPS, Oklahoma Bar Association, Oklahoma Bar Association
- Oklahoma Bar Association
- Deferred Installment Sales Trust: No Pain with Your Gain!, 2022 FSP Institute Annual Conference, Ft. Myers, FL
- Society of Financial Service Professionals (FSP)
- A deferred installment sales trust (IST) is an emerging alternative to the Section 1031 exchange, wherein the taxpayer has the opportunity to defer the gain on a sale without the restrictions of a Section 1031. An IST is an irrevocable trust that utilizes the installment sale treatment under IRC Section 453 in order to defer the taxes due on the sale of a business, real estate, or other highly appreciated taxable assets. The IST can safely diversify and let your money keep working hard, so you
- FORM 5227 REPORTING: CHARITABLE SPLIT-INTEREST ANNUITY TRUSTS AND UNITRUSTS, FORM 5227 REPORTING: CHARITABLE SPLIT-INTEREST ANNUITY TRUSTS AND UNITRUSTS, Webinar
- Strafford
- Guardianships: The New Normal, Oklahoma Bar Association, Oklahoma Bar Association
- Oklahoma Bar Association
- SPLIT-INTEREST CHARITABLE TRUSTS: CRATS, CRUTS, AND ALL THE REST, FSP & American Cancer Society, Webinar
- Society of Financial Service Professionals (FSP)
- Charitable trusts are unique tools that allow clients to attain significant income and estate tax advantages, while satisfying charitable intent. It is often possible to make significant charitable bequests, and receive substantial income and estate tax advantages. These alternatives are important to understand, especially when dealing with low basis and low-income assets. https://national.societyoffsp.org/events/EventDetails.aspx?id=1473880&group=
- AV Preeminent Attorney
- Martindale Hubbel
- AV Preeminent®: The highest peer rating standard. This is given to attorneys who are ranked at the highest level of professional excellence for their legal expertise, communication skills, and ethical standards by their peers.
- Top Attorney - Wills & Trusts
- 405 Magazine
- The annual Top Attorneys list provides the names of the 405 area’s attorneys recommended by their colleagues. DataJoe Research conducted an extensive peer-review survey asking established local attorneys to name top practitioners in their particular fields.
- 10/10 Rating
- AVVO
- Lawyer Ratings & Reviews
- Super Lawyer - Estate Planning
- Super Lawyers
- The objective of Super Lawyers' patented multiphase selection process (U.S. Pat. No. 8,412,564) is to create a credible, comprehensive and diverse listing of outstanding attorneys that can be used as a resource when searching for legal counsel. See our selection process page for more detail.
- America's Most Honored Lawyers
- The American Registry
- All qualifying public recognition of excellence are certified by The American Registry and include significant mentions in the press, honors by recognized trade groups, and acclaimed recognition by peers or clients.
- Oklahoma State Bar
- Member
- Current
-
- Oklahoma
-
- Free Consultation
- Credit Cards Accepted
-
Contingent Fees
Trust Litigation
- Estate Planning
- Health Care Directives, Trusts, Wills
- Probate
- Probate Administration
- Deferred Sales Trust
- English
Deferred Sales Trust Overview (DST): Tax Attorney Dawn Hallman - What is a Deferred Sales Trust?
Deferred Sales Trust Overview (DST): Tax Attorney Dawn Hallman - What is a Deferred Sales Trust? Deferred Sales Trust is a tax savings strategy utilizing the installment sale treatment under IRC 453. A DST allows the taxpayer to defer the capital gains tax on the sale of highly appreciated assets, the sale of a closely held business or the sale of real estate. A Deferred Sales Trust is utilized to facilitate the sale of the asset in exchange for an installment note.
Chapter 1 Operation of Law - Joint Tenancy & Beneficiary Designations: Tax Attorney Dawn Hallman
Operation of Law - passing assets through Joint Tenancy, Beneficiary Designation, and Co-Ownership.
Chapter 2 Probate - What is Probate and How to Avoid it: Estate Planning Attorney, Dawn Hallman
Probate - What is Probate and How to Avoid it: Estate Planning Attorney, Dawn Hallman
Chapter 3 Trusts : Tax Attorney, Dawn Hallman
Trusts : Tax Attorney, Dawn Hallman
Chapter 4 Important Estate Planning Documents: Power of Attorney - Will - Advance Directive: Hallman
Important Estate Planning Documents: Power of Attorney - Will - Advance Directive: Hallman
Chapter 5 Tax Savings and Asset Protection with a Trust: Tax Attorney Dawn Hallman
Tax Savings and Asset Protection with a Trust: Tax Attorney Dawn Hallman
Chapter 6 Starting Your Estate Plan: Tax Attorney Dawn Hallman
Starting Your Estate Plan: Tax Attorney Dawn Hallman
Deferred Sales Trust Mechanics (DST): Tax Attorney Dawn Hallman - How a Deferred Sales Trust Works
Deferred Sales Trust Mechanics (DST): Tax Attorney Dawn Hallman - How a Deferred Sales Trust Works - Deferred Sales Trust is a tax savings strategy utilizing the installment sale treatment under IRC 453. A DST allows the taxpayer to defer the capital gains tax on the sale of highly appreciated assets, the sale of a closely held business or the sale of real estate. A Deferred Sales Trust is utilized to facilitate the sale of the asset in exchange for an installment note.
Overview of Estate Planning: Tax Attorney Dawn Hallman
Estate Planning 101: Wills, Trusts & How to Avoid Probate. 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.