Julia E Jonas

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.