Mark E. Osborne
Mark E. Osborne
Mark E. Osborne
Managing Partner
Mark E. Osborne
Mark E. Osborne

Mark E. Osborne

Managing Partner

email

meosborne@ohsks.com

email

(512) 542-2038

Profile

Mr. Osborne is the managing partner of Osborne, Helman, Scott, Knisely & Stanton, 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 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, Texas Bar Foundation
  • Fellow, The American College of Trust and Estate Counsel
  • Academician, The International Academy of Estate and Trust Law
  • Member, Society of Trust and Estate Practitioners (Past Chair, Board of Directors; Texas Chapter)
  • Member, Private Client Global Elite (2017 – present)
  • Selected to the Texas Super Lawyers list, sponsored by Thomson Reuters and published in Texas Monthly (2020 - present)
  • Recognized by Best Lawyers® for Trusts and Estates (2018 – present)
  • Member, International Bar Association (Past 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
Super Lawyers, Mark E. Osborne, 2024
Best Lawyers, 2024, Mark E. Osborne

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

Estate Planning Workshop

Estate Planning Workshop

2013 Stanley M. Johanson Estate Planning Workshop, The University of Texas School of Law, Austin, Texas
Presentation
2013

A Comprehensive Approach to Asset Protection Planning

A Comprehensive Approach to Asset Protection Planning

2013 Stanley M. Johanson Estate Planning Workshop, The University of Texas School of Law, Austin, Texas
Presentation/Publication
2013

Foreign Account Tax Compliance Act and Other Foreign Reporting

Foreign Account Tax Compliance Act and Other Foreign Reporting

31st Annual Advanced Tax Law, State Bar of Texas, Dallas, Texas
Presentation/Publication
2013

Offshore Account Reporting Requirements

Offshore Account Reporting Requirements

59th Annual Texas CPA Tax Institute, Texas Society of Certified Public Accountants, San Antonio, Texas
Presentation/Publication
2012

International Bar Association, International Estate Planning Guides

International Bar Association, International Estate Planning Guides

International Bar Association, International Estate Planning Guides
Publication
2012

Offshore Account Reporting Requirements

Offshore Account Reporting Requirements

59th Annual Texas CPA Tax Institute, Texas Society of Certified Public Accountants, Dallas, Texas
Presentation/Publication
2012

Offshore Account Reporting Requirements

Offshore Account Reporting Requirements

30th Annual Advanced Tax Law, State Bar of Texas, Dallas, Texas
Presentation/Publication
2012

The Skies Are Clear: Is Now a Good Time For Asset Protection Planning?

The Skies Are Clear: Is Now a Good Time For Asset Protection Planning?

17th Annual International Wealth Transfer Practice Conference, International Bar Association, London, England
Presentation
2012

Offshore Account Reporting Requirements FBAR and §6038D

Offshore Account Reporting Requirements FBAR and §6038D

59th Annual Taxation Conference, The University of Texas School of Law, Austin, Texas
Presentation/Publication
2011

Asset Protection (Simple to Complex) – Will Texas Law Protect Your Special Interests?

Asset Protection (Simple to Complex) – Will Texas Law Protect Your Special Interests?

35th Annual Advanced Estate Planning & Probate Course, State Bar of Texas, Fort Worth, Texas
Presentation/Publication
2011

Asset Protection: Trust Planning

Asset Protection: Trust Planning

9th Annual Sophisticated Trusts Estates Law Institute, New York State Bar Association, New York, New York
Presentation/Publication
2011