Allen J. Falke
Of Counsel
Legal Administrative Assistant Lisa A. Govoni
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 2025 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
- “A Pitfall of Company Owned Life Insurance,” Mirick O’Connell e-Alert, July 25, 2024
- “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
