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.

Co-Author: Jason S. Scott
Publication: O'Connor's Estates Code Plus, 2018-2019 edition (Order Information)

Presenter/Co-Author: Lauren D. Hunt & Megan N. Watkins
Presentation/Publication: "Strategies for Suing and Defending Fiduciary Decision Making," State Bar of Texas Fiduciary Litigation Course (2018)

Presenter/Co-Author: Mark E. Osborne
Publication: "Asset Protection Trust Planning," Planning Techniques for Large Estates, American Law Institute CLE, Austin, Texas (2018)

Presenter/Co-Author: Jason S. Scott and Michael B. Knisely
Presentation/Publication: "Drafting Settlement Agreements to Resolve Trust & Estate Disputes," State Bar of Texas Estate Planning & Probate Drafting Course, Dallas, Texas (2018)

Author: Steven J. Hare
Publication: "If It Ain't Broke, Don't Fix It...But If It Is Broke Then Good Luck Navigating The Revised Texas Decanting Statute." Real Estate, Probate and Trust Law Reporter, vol. 56, no. 1, 2018, pp. 93-98.

Presenter/Author: Lois Ann Stanton
Presentation/Publication: "Administration Pitfalls," and Co-Presenter, "Business Development," Wealth Management & Trust's 2018 Graduate Trust School (2018)

Presenter/Co-Author: Jason S. Scott
Presentation/Publication: "Borrowed Trouble: Common Conflicts and Mistakes to Avoid in Your Estate Planning Practice," University of Texas School of Law Special Needs Trusts Conference, Austin, Texas (2018)

Presenter/Co-Author: Jason S. Scott
Publication: O'Connor's Estates Code Plus, 2017-2018 edition

Co-Author: Michael B. Knisely and Jason S. Scott
Publication: "The Role of the Guardian Under Texas Law," Legislative Update, Guardianship Certification and Guardianship Workshop Seminar, San Antonio, Texas (2017)

Presenter/Co-Author: Michael B. Knisely and Jason S. Scott
Presentation/Publication: "Complete Truth: Fiduciary Relationships and the Duty of Full Disclosure," State Bar of Texas Intermediate Estate Planning and Probate Course, Houston, Texas (2017)

Contributing Author: Michael B. Knisely
Publication: "Chapter 25: Creditors’ Remedies," Asset Protection: Domestic and International Law and Tactics, published by Thomson Reuters

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, New York: LexisNexis (2016)

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)

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

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)

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)

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