Julia E. Jonas
Attorney Profile
Top Rated Estate Planning & Probate Attorney in Austin, TX
Austin, TX 78701
- Estate Planning & Probate (80%),
- Tax: Consumer (20%)
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.
Certificates and Credentials
- Texas Board of Legal Specialization - Estate Planning and Probate Law
About Julia Jonas
Admitted: 2011, Texas
Professional Webpage: http://www.ohkslaw.com/Attorneys/Julia-E-Jonas.shtml
Honors/Awards:
- Scholarship Recipient, Individual Tax and Private Client Committee Scholarship Award, International Bar Association Annual Conference (Tokyo, Japan), 2014
Special Licenses/Certifications:
- Board Certified, Estate Planning and Probate Law, Texas Board of Legal Specialization
Bar/Professional Activity:
- Member, State Bar of Texas
- Member, Austin Young Lawyers Association
- Member, International Bar Association
- Member, Austin Bar Association
- Member, The College of the State Bar of Texas
- Member, Society of Trust and Estate Practitioners
- Board Member, American Bar Association (Estate Planning and Probate Section)
- Member, Estate Planning Council of Central Texas
- Member, Washington State Bar Association
Scholarly Lectures/Writings:
- Jonas, J., Karisch, G., & Featherston, Jr., T. (2015). Disclaimers Under the New Texas Uniform Disclaimer of Property Interests Act. Texas Tech University School of Law’s Estate Planning & Community Property Law Journal, 8(1), 179-289.
- Co-Author/Panelist, "To Disclaim or Not to Disclaim: How? Is the Real Question," 39th Annual Estate Planning & Probate Course, State Bar of Texas, Dallas, Texas (2015)
- Co-Author, "Problems with the Texas Disclaimer Statutes and How to Deal with Them," 38th Annual Estate Planning & Probate Course, State Bar of Texas, San Antonio, Texas (2014)
- Co-Author, "Foreign Account Tax Compliance Act and Other Foreign Reporting," 31st Annual Advanced Tax Law, State Bar of Texas, Houston, Texas (2013)
- Co-Author, "Offshore Account Reporting Requirements," 59th Annual Texas CPA Tax Institute, Texas Society of Certified Public Accountants, Dallas, Texas (2012)
Educational Background:
University of Texas Law School (J.D., with honors, 2011)
, 2011Carleton College (B.A., English, 2007)
, 2007
Industry Groups
- Estate Planning And Probate
Julia E. Jonas:
Last Updated: 11/14/2018