Allen J. Falke

Legal Administrative Assistant Amy E. Ross

508.929.1647
aross@mirickoconnell.com

Allen joined Mirick O’Connell as Of Counsel in June 2014. He is a member  of the Firm’s Business and Trusts and Estates Groups. He focuses his practice on tax law and estate and business planning. Allen provides estate planning for high-net-worth individuals and succession planning for business clients. He advises clients on tax matters related to business acquisitions and restructuring, and business formations and combinations.  He reviews and advises clients on estate, gift, individual, corporate, partnership, and fiduciary tax compliance matters. He also has extensive experience representing clients on audits with taxing authorities.

Prior to joining the Firm, Allen practiced at Greenberg, Rosenblatt, Kull and Bitsoli, P.C.; CCR, LLP; and PricewaterhouseCoopers, LLP.

Bar & Court Admissions

  • Connecticut
  • Massachusetts
  • Certified Public Accountant (Massachusetts and Maryland)
  • Western New England College of Law JD, CALI Excellence for the Future Award (Corporate Tax) (1996)
  • New York University LLM in Taxation (2001)
  • Worcester State College BS

Publications/Presentations

  • Quoted in "How to Buy Property with a Spouse, Friend or Business Partner," US News & World Report, July 2016
  • Quoted in "The Pros and Cons of Investing in a Vacation Home," US News & World Report, February 2016
  •  "Cutting Edge Issues in Central Massachusetts," MCLE Regional Estate Planning Conference, February 2016
  • "Why Clients Should Think Twice Before Gifting Assets," Financial Planning Blog and On Wall Street, October 2015
  • "Estate Planning Headaches to Avoid When Clients' Assets Span State Lines," Financial Plnning Blog, September 2015
  • "Drafting Trust Distributions," NBI, April 2015
  • "Business Tax Considerations for 2015," Worcester Business Journal, February 2015
  • "Cutting Edge Issues in Central Massachusetts," MCLE Regional Estate Planning Conference, February 2015
  • Quoted in "11 Things You Never Thought of When You Decided Not to Get Married," Forbes (September 26, 2014)

Professional / Community Affiliations

  • Massachusetts Bar Association
  • Worcester County Bar Association
  • Greater Worcester Community Foundation, Corporator
  • Massachusetts Education and Career Opportunities, Inc., treasurer
  • Massachusetts Society of Certified Public Accountants
  • Worcester State Foundation, director
  • Estate and Business Planning Council of Worcester, treasurer

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