Charles J. Allen

Charles focuses his practice on estate planning, income tax planning, business planning, and probate and estate administration. He counsels clients on the design and implementation of tax efficient estate and business plans, and represents executors in all phases of estate administration, including probate administration, preparation of federal estate tax returns, and the settlement of the estate. Specifically, Charles works with his clients to ensure their goals are met with regard to the disposition of their estate while also maximizing the use of credits and exemptions from federal estate and gift taxes and planning for income taxes. Charles has extensive experience advising, drafting, and administering trusts, as well as in the charitable and non-profit arena. Charles also represents clients with respect to the establishment, operation, taxation, re-organization and restructuring, business succession, and tax reporting requirements of their business as well as advises on business related transactions including the disposition of a business. Charles is a native of the Mississippi Delta. In his free time, he enjoys cycling, hunting, and spending time with his wife Ann Elize, daughters Stella and Clara, son Julian, and two dogs, Storm and Rebel. Charles also enjoys teaching at his alma mater and serves as an adjunct instructor for the Patterson School of Accountancy at the University of Mississippi. Charles is an ACTEC Fellow, Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization, and a Certified Public Accountant licensed by the Tennessee State Board of Accountancy.

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 Transactions, 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

Admissions

• State Bar of Mississippi
• State Bar of Tennessee
• State Bar of Texas
• United States District Court for the Northern District of Texas
• United States Tax Court
• Certified Public Accountant (CPA), Tennessee State Board of Accountancy

Affiliations

• American College of Trusts and Estates Counsel (ACTEC) – Fellow
• American Bar Association
  • Section of Taxation
  • Young Lawyers Division (YLD)
• Mississippi Bar Association
  • Member, Estates and Trusts Section
  • Member, Executive Committee of Estates and Trusts Section
  • Member, Taxation Section
• State Bar of Texas
  • Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization
  • Real Estate, Probate and Trust Section
  • Taxation Section
  • Dallas Bar Association
  • Probate, Trust & Estate Section
  • Tax Section
• Tennessee Bar Association