Allen J. Falke

Legal Administrative Assistant Maureen Zucco

508.929.1647
mzucco@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
  • Worcester State Foundation, director
  • Estate and Business Planning Council of Worcester, treasurer

T&E Blog

Does Your Power of Attorney Do What You Need it to Do?

Oftentimes at my elder law seminars I ask guests if they have a Durable Power of Attorney. Most people raise their hands. A Power of Attorney is needed to authorize someone to handle all your financial and legal affairs if …

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Make a New Year’s Resolution: Follow Frank and Mary

Frank and Mary are the fictional couple to whom I refer in my elder law seminars. They have the same questions and concerns you and your loved ones have. They also have the same interest you have in making your …

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This Season, Give Something Special and Ask for Something Special in Return

Every year around this time I like to remind people of some basic rules of giving: Gift Tax There is a cap (this year the number is $15,000) on the amount you may give to any one person in one …

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Give Your Spouse a Final Gift: Asset Protection

I often meet with a recently widowed man or woman together with one or more of their children. Typically, I am asked how the surviving parent’s assets can be protected should he or she later need nursing home care. Unfortunately, …

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Planning During the Last Year of Your Life

Thanks to modern technology and medical advances, the chances of detection of a chronic illness are much greater than they were say in the 1970s; the likelihood of living a bit longer and enjoying that extra time also outweighs that …

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Upcoming Legal Clinics

Below is a listing for my upcoming program.  Contact your local Council on Aging for more information and to register. If you miss a program, you may always watch them on your local cable access station or on my You Tube …

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Getting Ready for the Rest of Your Life

  I will turn 70 in January. I have been blessed with good health, a wife I adore, three great kids, good friends in a great community. Both my parents died in their early 80’s. Despite all the great advances …

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Who Ya Gonna Call?

As seniors, you are probably the greatest beneficiaries of the Great Society, that incredible combination of programs created by President Lyndon Johnson and passed during the 1960s. The anchors of those programs, of course, were Medicare and Medicaid.  Before the …

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Protecting the Cottage

Are you lucky enough to own that special place, whether it’s a camper in Maine or a house on the Cape, where you, your children and your grandchildren can go to enjoy some time away together during our all-too-brief New …

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If You See Something, Say Something

One of my elder clients (we’ll call her Mary) called about two weeks ago. She had received a call from a caseworker at Springwell, one of the network of regional entities charged by the Commonwealth’s Office of Elder Services with …

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