Mark E. Osborne
Mark E. Osborne

Mark E. Osborne

Managing Partner

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meosborne@ohkslaw.com

email

(512) 542-2038

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Mr. Osborne is the managing partner of Osborne, Helman, Knebel & Scott, LLP. Mr. Osborne practices primarily in the area of trust and estate planning, with an emphasis on taxation, asset protection, and international transactions. Mr. Osborne is an author and frequent lecturer on numerous wealth transfer topics. He has made presentations and published articles nationally and internationally on the subjects of asset protection, foreign tax compliance, international inheritance rights, and related cross-border topics. Mr. Osborne is the founding Editor of the International Estate Planning Guide, a publication of the International Bar Association. Mr. Osborne is serving as Vice Chair of the Individual Tax and Private Client Committee of the International Bar Association, and he is Chair of the Board of the Texas Chapter of the Society of Trust and Estate Practitioners. He is also a Fellow of The American College of Trust and Estate Counsel and has been recognized by Best Lawyers in America® for Trusts and Estates featured in U.S. News and World Report.

Education

  • University of Denver (LL.M. in Taxation, 2003)
  • South Texas College of Law (J.D., 2002)
  • St. John’s College (M.A., Liberal Arts, 1998)
  • University of Texas at Austin (B.A., English, 1996)

Professional Memberships and Honors

  • Fellow, The American College of Trust and Estate Counsel (Committee Member, Asset Protection Committee)
  • Academician, The International Academy of Estate and Trust Law (Member, Global Membership Committee)
  • Member, Society of Trust and Estate Practitioners (Chair, Board of Directors; Texas Chapter)
  • Member, Private Client Global Elite (2017 – present)
  • Recognized by Best Lawyers® for Trusts and Estates (2018 – present)
  • Member, International Bar Association (Chair, Private Client Tax Committee; Founding Editor, International Estate Planning Guide)
  • Member, State Bar of Texas
  • Member, American Bar Association
  • Member, Austin Bar Association
  • Member, The College of the State Bar of Texas
  • Member, Estate Planning Council of Central Texas
ACTEC
The International Academy of Estate and Trust Law
STEP
International Bar Association
The College of the State Bar of Texas
Private Client Global Elite
Best Lawyers 2023

Select Publications and Presentations

Asset Protection: Domestic and International Law and Tactics (four volumes; updated quarterly)

West Group
Publication
Contributing Author/Co-Editor
1995

A Brief History of Asset Protection Trusts

ALI CLE Estate Planning Course Materials Journal, January 2022
Publication
Author
2022

Truth, Transparence, and The Right of Privacy

The American College of Trust and Estate Counsel Law Journal, Volume 46, Number 3, Summer 2021
Publication
Author
2021

The Financial Action Task Force and the Legal Profession

New York Law School Law Review, 2014/15, Volume 59, Number 3
Publication
Author
2015

Asset Protection Trusts Under Attack – Views from the Bench and Bar

49th Annual Heckerling Institute on Estate Planning, Orlando, Florida
Presentation/Publication
Co-Author/Presenter
2015

Asset Protection Trust Planning Using Traditional Estate Planning Techniques

Community Foundation of Southern New Mexico, 32nd Annual Estate Planning Institute, Las Cruses, New Mexico
Presentation/Publication
Co-Author/Presenter
2015

The Financial Action Task Force and The Good Practices Guidance

New Mexico State Bar 2012 Bridge the Gap, Albuquerque, New Mexico; The American College of Trust and Estate Counsel Southeast Regional Meeting, Savannah, Georgia; The National College of Probate Judges, Jekyll Island, Georgia; Connecticut Bar Association Probate Section Meeting, New Haven Connecticut; The American College of Trust and Estate Counsel New England Regional Meeting, Mashantucket, Connecticut
Presentation/Publication
Author/Presenter
2011

The Financial Action Task Force and Its Impact on The Practice of Law

33rd Annual Advanced Estate Planning and Probate Course, Houston, Texas (2009); 44th Annual Heckerling Institute on Estate Planning, Orlando, Florida
Presentation/Publication
Author/Presenter
2009

Asset Protection: Trust Planning

American Law Institute – American Bar Association Course of Study, Planning Techniques for Large Estates, New York, New York (April, 2009)
Presentation
Co-Author/Presenter
2009

Converting an Asset Protection Trust into a Tax-Efficient Wealth Reserve

U.S. Taxation of International Operations
Publication
Co-Author
2003

The Influence of Spanish and Mexican Laws on the Property and Probate Laws of Texas

The International Academy of Estate and Trust Law, Santiago, Chile
Presentation/Publication
Co-Author/Presenter
2003

Publications and Presentations

All Publications and Presentations

Asset Protection Trust Planning for Accountants

BakerTilly Estate and Trust Conference 2022, Dallas, Texas
Presentation/Publication
Co-Author/Co-Presenter
2022

Asset Protection Trust Planning for Accountants

Saville Dodgen & Company, PLLC CLE, Dallas, Texas
Presentation/Publication
Co-Author/Presenter
2021

Asset Protection: Strategies and Recent Developments

18th Annual Sophisticated Trusts and Estates Law Institute, New York State Bar Association, New York, NY
Presentation/Publication
Co-Author/Presenter
2021

Asset Protection Trust Planning

TXCPA Summit 2021, San Antonio, Texas
Presentation/Publication
Co-Author/Presenter
2021

Asset Protection Trust Planning: Strategies and Developments in the Law

29th Annual Southern New Mexico Estate Planning Institute, Community Foundation of Southern New Mexico, Las Cruces, New Mexico
Presentation/Publication
Co-Author/Presenter
2021

Where is the safest place for your asset protection trust upon your divorce?

IBA 2020 Virtually Together Conference, International Bar Association
Presentation
Panel Co-Chair
2020

Asset Protection: Strategies and Recent Developments

17th Annual Sophisticated Trusts and Estates Law Institute, New York State Bar Association, New York, NY
Presentation/Publication
Co-Author/Presenter
2019

Protecting your Children from their Future Spouses

24th Annual International Private Client Conference, International Bar Association, London, England
Presentation
Panel Co-Chair
2019

Impact of Creditor Issues on Administering Structures

7th Annual Private Client Forum Americas Conference – The New World, Legal Week, Newport Beach, California
Presentation
Presenter
2019

Asset Protection Trust Planning

Planning Techniques for Large Estates, American Law Institute CLE, Austin, Texas
Publication
Co-Author/Presenter
2018

See no evil, hear no evil, speak no evil… unless, of course, it’s evil

23rd Annual International Wealth Transfer Practice Conference, International Bar Association, London, England
Presentation
Panel Co-Chair
2018