Julia E. Jonas

Julia E. Jonas

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Austin, TX

Osborne, Helman, Knebel & Scott, LLP
 | 301 Congress Avenue, Suite 1910
Austin, TX 78701
Phone: 512-542-2000
Fax: 512-542-2011
Selected to Rising Stars: 2017 - 2019
Licensed Since: 2011
Practice Areas:
  • Estate Planning & Probate (80%),
  • Tax: Consumer (20%)
Attorney Profile

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

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)

    , 2011
  •  Carleton College (B.A., English, 2007)

    , 2007

Industry Groups

  • Estate Planning And Probate
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Office Location for Julia E. Jonas

301 Congress Avenue
Suite 1910
Austin, TX 78701

Julia E. Jonas:

Last Updated: 11/14/2018

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