Allen J. Falke
Of Counsel
Legal Administrative Assistant Lynn M. Burns
Allen joined Mirick O’Connell as Of Counsel in June 2014. He is the practice group leader of the Firm’s Trusts and Estates Group and a member of the Firm’s Business group. 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.
Allen was included in the 2024 edition of The Best Lawyers in America® for Tax Law. He has been recognized in The Best Lawyers in America® since the 2022 edition. In addition, he was named the Best Lawyers® Tax Law “Lawyer of the Year” in Worcester, 2023.
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
- “To Protect Your Kids, Consider These Estate Planning Steps,” Kiplinger, November 20, 2023
- “What to Discuss With Your Aging Parents as They Get Older,” Kiplinger, July 17, 2023
- “Three Legal Documents Your Child Should Sign When They Turn 18,” Kiplinger, May 12, 2023
- "To Gift or Not to Gift, That is the Question," On Air with Mirick O'Connell legal podcast (November 12, 2021)
- “Considerations for Parents as Children Turn 18,” On Air with Mirick O’Connell legal podcast (September 30, 2021)
- “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
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 …
[ load webpage to read more ]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.” …
[ load webpage to read more ]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? …
[ load webpage to read more ]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 …
[ load webpage to read more ]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 …
[ load webpage to read more ]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 …
[ load webpage to read more ]Planning to Stay Home
Most seniors, like my friends Frank and Mary, hope they can live in their home until they die. But hope is not a plan. Here are some tips: Make your home safe. The older you get the greater the risk …
[ load webpage to read more ]The Planning You Need to Qualify for MassHealth
In previous columns I have explained how, whether you are single or married, you can always qualify for MassHealth at the last minute if you need to. Knowing that to be true, do you still need to plan ahead? The …
[ load webpage to read more ]Giving it All Away (Or at Least Some of It)
Every December my clients ask whether or not it makes sense to make gifts to their loved ones. In addition to getting to hear “thank you”, there are several advantages to giving assets away before you die, with few disadvantages. …
[ load webpage to read more ]Single? Need to Qualify for MassHealth?
It is important to know your options when it comes to qualifying for MassHealth should you require home health care or nursing home care. Many seniors who are single often lose sleep worrying about this very issue. Rest assured, whether …
[ load webpage to read more ]
