NAIFA WEBINAR SERIES

Dawn D. Hallman,  JD is the Principal Attorney and founder of Hallman & Associates. As a nationally recognized estate and tax planning attorney, she has over two decades of experience creatively helping clients plan their legacy, protect their assets, and save taxes. Dawn has written numerous articles, papers, and is the co-author of the Oklahoma Bar Association’s Electronic Form Book on Estate Planning. Dawn also pioneered 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. In 2023, American Cancer Society named Dawn the Estate Planning Ambassador of the Year. Dawn currently serves on American Cancer Society’s All in Against Cancer Campaign Cabinet.
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%. American Cancer Society named Dawn Hallman as recipient of the 2017 inaugural National Professional Advisor of the Year Award. Dawn Hallman holds both an accounting and law degree from the University of Oklahoma. Dawn is currently the Co-Chair for American Cancer Society’s National Gift Planning Advisor Council (NGPAC). Dawn has also 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.
  

Thomas E. Herr, JD is a Partner at Dunn Law Firm, LLP. He is a third-generation attorney who advises private clients, multigenerational families, farmers, banks and closely held businesses throughout Illinois on sophisticated estate planning, wealth transfer, fiduciary administration, charitable planning, and related tax matters. His practice focuses on structuring durable legal solutions that preserve family and business continuity, manage transfer-tax exposure, and align planning with clients’ long-term objectives.
Tom’s experience spans the full lifecycle of estate and trust planning, from foundational structures to advanced planning and administration for high-net-worth estates. He designs and implements revocable and irrevocable trusts, advises on probate avoidance and post-mortem planning strategies, and represents fiduciaries and beneficiaries in the administration of complex estates involving business, agricultural, and real estate interests. He also counsels trustees and beneficiaries on trust decanting and trust modification to address evolving family circumstances, tax law changes, and fiduciary considerations. Tom has extensive experience in charitable planning and philanthropic structuring, including the design and administration of charitable remainder trusts and private foundations. He also prepares and reviews fiduciary income tax returns and federal estate, gift, and generation-skipping transfer tax returns and represents clients in estate, trust, and tax-related matters before Illinois courts and the United States Tax Court. Tom is the recipient of the American Cancer Society’s 2021 National Professional Advisor of the Year Award and the 2017 Illinois Advisor of the Year Award and serves as Chair of the American Cancer Society Nationwide Gift Planning Advisor Council. He is recognized as a Leading Lawyer in Trust, Will & Estate Planning Law, Closely & Privately Held Business Law, and Real Estate Law.