| PRACTICE AREAS
The design and implementation of complex wealth transfer and preservation plans are central to the practice of Osborne, Helman, Knebel & Deleery, L.L.P. The firm’s attorneys have extensive experience in all areas of advanced wealth transfer and preservation planning. This experience includes managing and coordinating the intricate needs of the very wealthy and addressing the complex tax and business issues involved in business succession planning. In the implementation phase, the firm prepares all documents and transfer tax returns incident to this type of planning, often working in conjunction with clients’ other counsel and certified public accountants. The firm’s attorneys also have extensive experience in all areas of business entity planning, including the formation and administration of corporations, limited liability companies, and limited partnerships.
Sophisticated wealth preservation planning often requires a careful
examination of international opportunities to supplement a client's
comprehensive wealth preservation plan. Osborne, Helman, Knebel & Deleery, L.L.P. is
recognized as an international authority in international wealth
planning. This practice includes servicing U.S. clients with foreign
planning objectives to achieve specialized degrees of risk management.
This includes the creation and administration of foreign trusts and
related offshore entities based on the client's individual financial
circumstances. Additionally, international wealth planning includes
providing legal and tax services for non-resident aliens pursuing U.S.
investment opportunities and residency issues. To enhance the
international planning practice, the firm maintains active
relationships with numerous foreign trustees, asset custodians, and
legal counselors.
The firm’s attorneys
have extensive experience in the areas of probate law, estate
administration, and trust administration. Osborne, Helman, Knebel & Deleery, L.L.P.
assists fiduciaries in all areas of responsibility including
administration of trusts and estates, tax matters (both income and
transfer tax), asset distribution issues, and the defense and
protection of trust and/or estate assets. The firm’s attorneys also
counsel beneficiaries of estate and trusts regarding their rights.
Osborne, Helman, Knebel & Deleery, L.L.P. assists individual clients by designing and
implementing structures that will achieve their philanthropic
objectives, including the use of private foundations, bargain sales,
and charitable trusts. In addition, the firm is actively involved in
the organization and representation of charitable organizations. This
representation involves a wide range of tax and administrative issues,
including tax compliance, real estate issues, corporate governance,
and litigated matters. The firm's clients include national public
charities, educational institutions, and private foundations.
The attorneys of
Osborne, Helman,
Knebel & Deleery, L.L.P. have experience in litigating
a wide variety of disputes. By far, the largest portion of the firm's
litigation practice involves the representation of fiduciaries and
beneficiaries in estate, trust, and guardianship controversies.
Another significant part of the firm's practice is the representation
of charitable organizations in litigated matters involving estates,
trusts, or investigations by the Texas Attorney General. The firm is
called upon by other attorneys and judges to mediate complex disputes.
Osborne, Helman, Knebel & Deleery, L.L.P.'s attorneys with estate planning, probate,
trust, and tax experience work with the firm's litigators in a manner
that allows the firm to bring a unique set of skills to the problems
its clients may face in these areas.
The presence of a board certified specialist in commercial real estate
law allows the firm to assist its clients with complex real estate
transactions (commercial, residential, and farm and ranch). These transactions may occur within the United States or
abroad. Osborne, Helman, Knebel & Deleery, L.L.P. also has experience in advising
clients in connection with transactions involving oil, gas, and other
mineral interests.
|
