Mark E. Osborne
High Net Worth Guide 2024
Band 2 : Private Wealth Law
Email address
[email protected]Contact number
(512) 542-2038Share profile
Band 2
About
Provided by Mark E. Osborne
Practice Areas
Estate Planning
International Litigation
International Trust & Estate Planning
Asset Protection
Career
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 a former Chair of the Individual Tax and Private Client Committee of the International Bar Association, and he a former 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.
Professional Memberships
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, The College of the State Bar of Texas
Member, Estate Planning Council of Central Texas
Publications
Asset Protection Planning - Tenth Annual Great Lakes Asset Protection Institute, Ohio State Bar Association, Columbus, Ohio
Asset Protection Trust Planning for Accountants - BakerTilly Estate and Trust Conference 2022, Dallas, Texas
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
Asset Protection Trust Planning - TXCPA Summit 2021, San Antonio, Texas
Asset Protection: Strategies and Recent Developments - 18th Annual Sophisticated Trusts and Estates Law Institute, New York State Bar Association, New York, NY
Asset Protection Trust Planning for Accountants - Saville Dodgen & Company, PLLC CLE, Dallas, Texas
Where is the safest place for your asset protection trust upon your divorce? - IBA 2020 Virtually Together Conference, International Bar Association
Asset Protection: Strategies and Recent Developments - 17th Annual Sophisticated Trusts and Estates Law Institute, New York State Bar Association, New York, NY
Asset Protection Trust Planning - Planning Techniques for Large Estates, American Law Institute - Continuing Legal Education, Austin, Texas
Asset Protection Trust Planning - Planning Techniques for Large Estates, American Law Institute CLE, Austin, Texas
Asset Protection: Strategies and Recent Developments - 62nd Annual Estate Planning Seminar, University of Washington School of Law, Seattle, Washington
Asset Protection Trust Planning - American Law Institute Continuing Legal Education, Planning Techniques for Large Estates, Scottsdale, Arizona
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
Asset Protection: Strategies and Recent Developments - 14th Annual Sophisticated Trusts and Estates Law Institute, New York State Bar Association, New York, New York
Offshore Account Reporting Requirements - Linn Thurber LLP, Continuing Education Seminar, Houston, Texas
Asset Protection Trust Planning - Attorneys in Tax and Probate, Houston, Texas
A Comprehensive Approach to Asset Protection Planning - 2013 Stanley M. Johanson Estate Planning Workshop, The University of Texas School of Law, Austin, Texas
Foreign Account Tax Compliance Act and Other Foreign Reporting - 31st Annual Advanced Tax Law, State Bar of Texas, Dallas, Texas
Offshore Account Reporting Requirements - 59th Annual Texas CPA Tax Institute, Texas Society of Certified Public Accountants, San Antonio, Texas
International Bar Association, International Estate Planning Guides
Offshore Account Reporting Requirements - 59th Annual Texas CPA Tax Institute, Texas Society of Certified Public Accountants, Dallas, Texas
Offshore Account Reporting Requirements - 30th Annual Advanced Tax Law, State Bar of Texas, Dallas, Texas
Offshore Account Reporting Requirements FBAR and §6038D - 59th Annual Taxation Conference, The University of Texas School of Law, Austin, Texas
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
Asset Protection: Trust Planning - 9th Annual Sophisticated Trusts Estates Law Institute, New York State Bar Association, New York, New York
Asset Protection: Trust Planning - 8th Annual Sophisticated Trusts Estates Law Institute, New York State Bar Association, New York, New York
Asset Protection: Trust Planning - Wichita Estate Planning Council, Wichita, Kansas
Tax Compliance and Asset Protection - International Forum on Asset Protection Planning, Las Vegas, Nevada
What To Do When a Spouse is Confronting Health Issues – The Estate Plan - Resolving Legal and Financial Issues in Elder Care, Dallas, Texas
The Uniform Trust Code: A Continued Threat to Special Needs Trusts – Part II - Journal of Practical Estate Planning
The U.T.C.: A Continued Threat to Special Needs Trusts – Part II, The Creation of an Enforceable Right in Almost All Discretionary Trusts - Journal of Retirement Planning
After the Uniform Trust Code, Does a Family Limited Partnership Provide More Asset Protection Than a Non-Self Settled Trust? - Journal of Passthrough Entities
The Uniform Trust Code: A Continued Threat to Special Needs Trusts, Even After Amendment - Journal of Practical Estate Planning (2005) and Journal of Retirement Planning (2005)
Expert in these Jurisdictions
Texas
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
Awards
The Best Lawyers in America® for Trusts and Estates
Best Lawyers
Texas Super Lawyers
Thomson Reuters and Texas Monthly
Chambers Review
High Net Worth
Mark Osborne dedicates his practice to trusts and estate planning. He regularly advises wealthy clients on asset protection as well as domestic and international tax compliance and inheritance rights.
Strengths
Provided by Chambers
"Mark Osborne is extremely knowledgeable in the international private client space and in the US tax and trust elements that impact the planning. He is also very down to earth."
"I call Mark for asset protection every time."
"Mark is known for being a quality estate planner. He also has a good international estate planning practice."
"Mark Osborne is extremely knowledgeable in the international private client space and in the US tax and trust elements that impact the planning. He is also very down to earth."
"I call Mark for asset protection every time."
"Mark is known for being a quality estate planner. He also has a good international estate planning practice."
Discover other Individuals at
Osborne, Helman, Scott, Knisely & Stanton LLP
Texas
Key Sectors
Provided by Osborne, Helman, Scott, Knisely & Stanton LLP
Family Offices and High Net Worth