Julia E. Jonas

Julia E. Jonas

Associate
Location:
Austin, Texas
Phone:
512-542-2027
Fax:
512-542-2011
Email:

Ms. Jonas is an associate of Osborne, Helman, Knebel & Scott, LLP and practices primarily in the area of estate planning, including representation regarding complex testamentary dispositions, dynasty trusts, family limited partnerships, limited liability companies, and related wealth planning strategies.  She advises clients with respect to their philanthropic objectives, including the creation of split-interest charitable trusts and private foundations.  Ms. Jonas also represents fiduciaries and beneficiaries in connection with probate procedures, trust and estate administration, guardianship accountings and administration, and trust terminations and modifications.  In connection with this work, Ms. Jonas assists the firm’s litigators in controversies involving trust, estate, and guardianship matters.  Ms. Jonas also assists in the representation of the firm’s international clients, advising on international tax and compliance obligations, asset protection, and fiduciary litigation.

Education

• University of Texas Law School (J.D., with honors, 2011)
• Carleton College (B.A., English, 2007)

Practice Areas

• Estate Planning
• Probate, Estate, & Trust Administration
• International Trust & Estate Planning

Professional Certifications

• Board Certified, Estate Planning and Probate Law - Texas Board of Legal Specialization

Professional Memberships and Honors

• Listed, Texas Rising Stars, sponsored by Thomson Reuters and published in Texas Monthly (2017)
• Member, State Bar of Texas
• Board Member, American Bar Association (Estate Planning and Probate Section)
• Member, Austin Bar Association
• Member, Austin Young Lawyers Association
• Member, Estate Planning Council of Central Texas
• Member, The College of the State Bar of Texas
• Member, International Bar Association
• Scholarship Recipient, 2014 Individual Tax and Private Client Committee Scholarship Award, International Bar Association Annual Conference (Tokyo, Japan)
• Member, Washington State Bar Association
• Member, Society of Trust and Estate Practitioners

Publications and Presentations

• Jonas, J., Karisch, G., & Featherston, Jr., T. (2015).  Disclaimers Under the New Texas Uniform Disclaimer of Property Interests Act.  Texas Tech University School of Law’s Estate Planning & Community Property Law Journal, 8(1), 179-289. 
• Co-Author/Panelist, "To Disclaim or Not to Disclaim: How? Is the Real Question," 39th Annual Estate Planning & Probate Course, State Bar of Texas, Dallas, Texas (2015)
• Co-Author, "Problems with the Texas Disclaimer Statutes and How to Deal with Them," 38th Annual Estate Planning & Probate Course, State Bar of Texas, San Antonio, Texas (2014)
• Co-Author, "Foreign Account Tax Compliance Act and Other Foreign Reporting," 31st Annual Advanced Tax Law, State Bar of Texas, Houston, Texas (2013)
• Co-Author, "Offshore Account Reporting Requirements," 59th Annual Texas CPA Tax Institute, Texas Society of Certified Public Accountants, Dallas, Texas (2012)

Areas of Practice

  • Estate Planning
  • Probate, Estate, & Trust Administration
  • Philanthropy & Charitable Planning
  • International Trust & Estate Planning

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