Gail Halpern is the Estate and Trust Senior Advisor at Councilor, bringing nearly 40 years of experience translating complex tax issues into clear, practical guidance. She specializes in trusts and estates planning and administration, helping individuals and families navigate these processes with confidence.
Gail joined Councilor in 2017 and assists clients with estate and gift tax planning, tax return preparation, and estate administration. Her holistic approach helps uncover creative solutions while protecting long-term financial goals.
Before joining Councilor, she spent more than two decades as a senior consultant at May & Barnhard, P.C., following earlier experience as a tax manager at a national accounting firm.
