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 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.

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

Awards