Attorneys  

Charles J. Allen

Mr. Allen practices in the areas of estate planning, probate law and federal income tax planning.  This consists of the implementation of a series of documents to accomplish a client's objectives as to the disposition of his or her estate.  At the same time, this planning maximizes the credits and exemptions from federal estate and gift taxes provided under the Internal Revenue Code.  His practice also consists of representing executors in probate administration and the settlement of estates.  This includes the preparation of federal and state estate and inheritance tax returns.

Mr. Allen's business planning practice consists of counseling clients with respect to the establishment, reorganization, operation and tax reporting requirements of his or her business and related transactions.  A primary emphasis of  business planning is placed on the transfer of business interests to family members in the most tax efficient manner and providing the second (or third) generation with the best chance of continuing the family business.

Mr. Allen was admitted to practice in Texas in 2013, and in Mississippi and Tennessee in 2012. 

Education

  • LL.M. in Taxation, New York University School of Law, 2012
  • J.D., magna cum laude, The University of Mississippi School of Law, 2011
    • Outstanding Student Award (Property Section 1, Income Tax of Individuals, Corporate Taxation, Secured Transactons, Real Estate Law and Legal Profession)
    • Dean's List
    • Mississippi Bar Estates and Trusts Scholarship
    • Mitchell Award in Ethics
    • James O. Eastland Scholarship in Law
    • Edward J. Bogen Memorial Scholarship in Law
    • Ole Miss Moot Court Board
    • Academic Excellence Program Instructor (Contracts & Property) 
  • Masters of Taxation, The University of Mississippi, 2008 
    • Estate Planning Council of Mississippi Academic Excellence Award
    • Recipient:  Mississippi Institute of Tax Fellowship
    • Graduate Assistant, Accounting Department 
  • Bachelor of Accounting, Minor in Spanish, magna cum laude, The University of Mississippi, 2007
    • Chancellor's Honor Roll
    • Phi Kappa Phi
    • Beta Alpha Psi 

Bar and Court Admissions

  • State Bar of Texas
  • State Bar of Mississippi
  • State Bar of Tennessee
  • United States District Court for the Northern District of Texas
  • United States Tax Court

Professional Associations and Memberships

  • American Bar Association
    • Section of Taxation
    • Young Lawyers Division (YLD)
  • State Bar of Texas
    •  Real Estate, Probate and Trust Section
    • Taxation Section
  • Dallas Bar Association
    • Probate, Trust & Estate Section
    • Tax Section
  • Mississippi Bar Association
    • Member, Estates and Trusts Section
    • Member, Taxation Section
  • Tennessee Bar Association 

2015 Speaking Engagements

  • Trust and Estate Administration Seminar sponsored by the Texas Bankers Association, San Antonio, TX – 4/30/15
  • Texas Bankers Association Advanced Trust Forum, Dallas, TX – 10/16/15

2012 Speaking Engagements

  • 14th Annual Meadows Collier Taxation Conference, Dallas – 10/30/12
Charles J. Allen
Charles J. Allen
Associate
  • phone (214) 749-2473
  • toll-free (800) 451-0093
  • fax (214) 747-3732
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Areas of Practice
© Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.901 Main Street, Suite 3700, Dallas Texas 75202phone (214) 744-3700 | toll-free (800) 451-0093 | fax (214) 747-3732Hosted on the FirmWise Platform