Publications

Osborne, Helman, Knebel & Scott, LLP's attorneys write on a wide variety of topics, with a particular focus on estate, trust, and international wealth planning issues. The list below includes the most recent books, articles, presentations, and other publications produced by the firm.

Author: Mark E. Osborne
Publication: "Chapter 9: Asset Protection Trusts for U.S. and Foreign Persons," International Estate Planning (Second Edition), Pub. 482, H. Christensen III (Ed.), New York, NY: LexisNexis (2016)

Presenter/Co-Author: Jason S. Scott
Publication: O'Connor's Estates Code Plus, 2016-2017 edition (Order Information)

Presenter/Co-Author: Mark E. Osborne
Presentation/Publication: "Asset Protection: Strategies and Recent Developments," 14th Annual Sophisticated Trusts and Estates Law Institute, New York State Bar Association, New York, New York (2016)

Presenter/Co-Author: Mark E. Osborne
Presentation: "Domestic Asset Protection Trusts," 64th Tulane Tax Institute, Tulane University Law School, New Orleans, Louisiana (2015)

Presenter/Co-Author: Mark E. Osborne
Presentation: "Asset Protection Strategies and Recent Developments," 2015 Advanced Estate Planning, Texas Society of Certified Public Accountants, San Antonio, Texas (2015)

Presenter/Co-Author: Mark E. Osborne 
Presentation: "Offshore Asset Protection Trusts," 31st Annual Advanced Course International Trust and Estate Planning Conference, American Law Institute CLE, San Francisco, California (2015)

Presenter/Co-Author: Mark E. Osborne
Presentation: "Panel Discussion on Asset Protection," Annual Summer Program at the University of Wisconsin - Estate Planning in Depth, American Law Institute CLE, Madison, Wisconsin (2015)

Panel Chair: Mark E. Osborne
Presentation: "FATCA in Action - Building an Empire on Which the Sun Never Sets," 20th Annual International Wealth Transfer Practice Conference, International Bar Association, London, England (2015)

Presenter: Jason S. Scott
Presentation: "Grants of Representation," Legal Week Trust & Estates Litigation Forum, Provence, France (2015)

Co-Author: Jason S. Scott
Publication: O'Connor's Estates Code Plus by Jones McClure Publishing Company, 2014-2015 edition (Order Information)

Co-Authors: Michael B. Knisely & Jason S. Scott
Publication: "Avoiding Will Contests: Practical Advice For Your Estate Planning Clients," State Bar of Texas Intermediate Estate Planning and Probate Course, Dallas, Texas (2015)

Presenter/Author: Lois Ann Stanton
Presentation: "It's a Matter of Discretion - How Trustees Make Discretionary Decisions in Preparation of Court Review," Fiduciary Litigation Committee, American College of Trust and Estate Counsel, (2014)

Presenter/Author: Lois Ann Stanton
Presentation: "Adding Value to Relationships - Always a Hot Topic," Trust and Estate Administration Seminar, Texas Bankers Association (2014)

Presenter/Co-Author: Mark E. Osborne
Presentation: "Asset Protection: Strategies and Recent Developments," 12th Annual Sophisticated Trusts Estates Law Institute, New York State Bar Association, New York, New York (2014)

Session Co-Chair: Mark E. Osborne
Presentation: "Til the sooner of death and divorce do us part: the use of trusts, marital agreements and other structures in the protection of wealth upon the termination of marriage," Annual Conference, International Bar Association, Tokyo, Japan (2014)

Presenter/Co-Author: Mark E. Osborne
Presentation: "Panel Discussion on Asset Protection," 50th Annual Summer Program at the University of Wisconsin - Estate Planning in Depth, The American Law Institute CLE, Madison, Wisconsin (2014)

Session Chair: Mark E. Osborne
Presentation: "The Past, Present and Future Relationship of Onshore and Offshore Jurisdictions," 19th Annual International Wealth Transfer Practice Conference, International Bar Association, London, England (2014)

Presenter/Author: Lois Ann Stanton
Presentation: "Hot Topics for Trust Administration," Trust and Estate Administration Seminar, Texas Bankers Association (2013)

Presenter/Author: Mark E. Osborne
Presentation: "A Comprehensive Approach to Asset Protection Planning," 2013 Stanley M. Johanson Estate Planning Workshop, The University of Texas School of Law, Austin, Texas (2013)

Panelist: Mark E. Osborne
Presentation: "Estate Planning Workshop," 2013 Stanley M. Johanson Estate Planning Workshop, The University of Texas School of Law, Austin, Texas (2013)

Presenter/Co-Author: Mark E. Osborne
Presentation: "Foreign Account Tax Compliance Act and Other Foreign Reporting," 31st Annual Advanced Tax Law, State Bar of Texas, Dallas, Texas (2013)

Presenter/Co-Author: Mark E. Osborne
Presentation: "Offshore Account Reporting Requirements," Linn Thurber LLP, Continuing Education Seminar, Houston, Texas (2013)

Session Chair: Mark E. Osborne
Presentation: "Big Brother is Watching You - What Information Does the Taxman Have," 18th Annual International Wealth Transfer Practice Conference, International Bar Association, London, England (2013)

Presenter/Co-Author: Mark E. Osborne
Presentation: "Asset Protection Trust Planning," Attorneys in Tax and Probate, Houston, Texas (2013)

Co-Authors: Jason S. Scott & Michael B. Knisely
Publication: "Accessing and Managing Digital Assets after Death," Austin Bar Association Estate Planning & Probate Law Section Meeting (2013)

Author: Jason S. Scott
Publication: "An Overview of the Guardianship Process," Texas Parent to Parent Annual Conference, San Marcos, Texas (2013)

Co-Authors: Jason S. Scott & Jeffrey T. Knebel
Publication: "The Fiduciary Duty of Full Disclosure: Knowing When and What to Disclose," State Bar of Texas, Advanced Estate Planning & Probate Course (2012)

Co-Presenters: Jason S. Scott & Michael B. Knisely
Presentation:
"Avoiding Trust and Estate Controversies," Financial Planners Association of Austin (2012)

Co-Author: Duncan E. Osborne
Publication: Asset Protection: Domestic and International Law and Tactics (four volumes; updated quarterly) (West Group, 1995, last updated 2011) Order Information

Presenter/Co-Author: Mark E. Osborne
Presentation: "Asset Protection: Trust Planning," New York State Bar Association, Ninth Annual Sophisticated Trusts & Estates Law Institute, New York, New York (2011)

Co-Authors: Michael B. Knisely & Jason S. Scott
Publication: "Avoiding Will Contests: Tips for Planned Giving Professionals," Planned Giving Council of Central Texas (2011).

Presenter: Jeffrey T. Knebel
Presentation: "Discovery in the United States - Can it Apply to Lawsuits from Other Countries?", 2nd Annual Liechtenstein Forum on Asset Protection (2011)

Presenter/Author: Mark E. Osborne
Presentation: "Offshore Account Reporting Requirements FBAR and §6038D," 59th Annual Taxation Conference, Austin, Texas (2011)

Co-Authors: Jason S. Scott & Jeffrey T. Knebel
Presentation: "The Fiduciary Duty of Full Disclosure: Knowing When and What to Disclose," State Bar of Texas, Fiduciary Litigation: Beyond the Basics Course (2011)

To view all publications/presentations, please view the firm's attorney profiles here.

*Order Information for Asset Protection: Domestic and International Law and Tactics Web: http://www.westthompson.com To purchase in the U.S. call: 1-800-328-9352 To purchase outside the U.S. call: +651-687-7921

The material contained within this website and any attached or referenced pages has been written or gathered by Osborne, Helman, Knebel & Scott, L.L.P. for informational purposes only. It is not intended to be legal advice. Transmission is not intended to create, and receipt does not establish, an attorney-client relationship.

Additionally, communications with Osborne, Helman, Knebel & Scott, L.L.P. via e-mail do not establish an attorney-client relationship. Until Osborne, Helman, Knebel & Scott, L.L.P. has formally established an attorney-client relationship with you, do not send any confidential information, or any information you would expect to be maintained in confidence, to any e-mail address posted on this website. Osborne, Helman, Knebel & Scott, L.L.P. is under no obligation to respond to unsolicited communications, including e-mails, and has no duty to keep confidential any information transmitted in such communications. Until Osborne, Helman, Knebel & Scott, L.L.P. has entered into a formal agreement with you, we reserve the right to represent a party adverse to you in the matter you have contacted us about handling.

Legal advice of any nature should be sought from legal counsel. Unless otherwise indicated, lawyers are not certified by the Texas Board of Legal Specialization.