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Email Julia

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301 Congress Ave Ste 1910...

Licensed & Certified to Practice In

verified_user LICENSED FOR: 5 Years
check_circle MEMBER SINCE: September 2016

About Julia

Ms. Jonas is an associate of Osborne, Helman, Knebel & Scott, LLP and practices primarily in the area of estate planning, including representation regarding complex testamentary dispositions, dynasty trusts, family limited partnerships, limited liability companies, and related wealth planning strategies. She advises clients with respect to their philanthropic objectives, including the creation of split-interest charitable trusts and private foundations. Ms. Jonas also represents fiduciaries and beneficiaries in connection with probate procedures, trust and estate administration, guardianship accountings and administration, and trust terminations and modifications. In connection with this work, Ms. Jonas assists the firm's litigators in controversies involving trust, estate, and guardianship matters. Ms. Jonas also assists in the representation of the firm's international clients, advising on international tax and compliance obligations, asset protection, and fiduciary litigation.

work Experience

Associate
Osborne, Helman, Knebel & Scott, LLP
Jan. 1, 2011 - Current
None

school Education

University of Texas School of Law
JD - Juris Doctor
- 2011

Carleton College
BA - Bachelor of Arts
- 2007

bookmark Awards

Individual Tax and Private Client Committee Scholarship Award
International Bar Association
2014

group Associations

Board Member
American Bar Association
2015 - Current

Member
Society of Trust and Estate Practitioners
2014 - Current

Member
College of the State Bar of Texas
2013 - Current

Member
State Bar of Texas
2011 - Current

Member
American Bar Association
2011 - Current

Member
Austin Bar Association
2011 - Current

Member
Austin Young Lawyers Association
2011 - Current

Member
Estate Planning Council of Central Texas
2011 - Current

Member
International Bar Association
2011 - Current

import_contacts Published Works

Offshore Account Reporting Requirements
59th Annual Texas CPA Tax Institute
Foreign Account Tax Compliance Act and Other Foreign Reporting
31st Annual Advanced Tax Law
Problems with the Texas Disclaimer Statutes and How to Deal with Them
38th Annual Estate Planning & Probate Course
To Disclaim or Not to Disclaim: How? Is the Real Question
39th Annual Estate Planning & Probate Course
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