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.

In 2021, Allen was selected by his peers for inclusion in The Best Lawyers in America© 2022 in the field of Tax Law.

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

  • Estate Planning Techniques in a Low Interest Rate Environment,” On Air with Mirick O’Connell legal podcast (August 31, 2020)
  • 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

PLANNING TO KEEP CONTROL

This article was co-authored by Arthur Bergeron and Leah Kofos. Does this dilemma sound familiar?  On one hand, you want to keep control of your life and make all of financial and medical decisions yourself.  On the other hand, you …

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Living with Memory Loss

Thirty years ago next month, my mother died in a nursing home.  Back then, there weren’t open discussions, shared knowledge, or resources available to people with Alzheimer’s Disease.  Most seniors died from “hardening of the arteries” or just “old age.” …

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Emergency Broadband Benefit

One lesson the pandemic has taught us is that having Internet access is essential, now more than ever. However, many people are struggling to afford Internet services. Luckily, a new federal coronavirus aid program might be able to help. Launched …

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COVID-19 Funeral Reimbursement Program

Has a loved one passed away due to COVID-19 complications? If so, you may be eligible for a government reimbursement for funeral expenses to assist with funeral services, interment, and cremation.  The assistance is limited to a maximum reimbursement amount …

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Durable Powers of Attorney: What You Should Know

You have worked hard to grow and nurture your assets throughout your lifetime. What happens if, due to illness, hardship, or other difficulty, you are unable to continue to do so? A Durable Power of Attorney answers this question. A …

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Do I Need a Health Care Proxy?

If you have found yourself asking this question, the answer is an emphatic yes. Health Care Proxies are one of the most important documents in your estate plan. So what is it, and why is it so important? A Health …

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Financial Planning for Seniors

This article was authored by elder law attorneys Arthur P. Bergeron and Leah Kofos. To whom do you trust to give your financial planning advice?  Your accountant?  Your kids?  The guy you have coffee with at Dunkin Donuts?  Your lawyer? …

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Extension of 2020 Massachusetts Tax Return Filing and Payment

This article was authored by Allen J. Falke, Tracy A. Craig, and Leah Kofos. Following the recent federal extension for tax filings, Massachusetts has announced that it will extend the filing and payment deadline for individual income tax returns until …

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Extension of 2020 Federal Tax Return Filing and Payment

This article was authored by Allen J. Falke, Tracy A. Craig, and Leah Kofos. The Internal Revenue Service announced yesterday that the federal income tax filing and payment deadline for individuals will be extended until May 17, 2021. This extension …

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A Few Tips for Tax Season

This article was authored by elder law attorneys Arthur P. Bergeron and Leah A. Kofos. I love being at Mirick O’Connell because when my elder clients inevitably call me at this time of year asking tax questions, I can always …

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