Jack E. Owen, Jr.
Of Counsel
Practice Areas
Profile
Mr. Owen is Counsel to Osborne, Helman, Scott, Knisely & Stanton, LLP and practices primarily in the areas of commercial, residential, and farm and ranch real estate law. Mr. Owen’s practice also includes the area of personal wealth planning, with expertise in offshore structures.
Education
- Harvard Law School (J.D., 1979)
- University of Texas (M.A., United States History, 1995)
- U.S. Naval Academy (B.S., International Security Affairs, with distinction, 1973)
Select Publications and Presentations
Asset Protection: Domestic and International Law and Tactics (four volumes; updated quarterly)
West Group
Publication
Contributing Author/Co-Editor
1995
A Brief History of Asset Protection Trusts
ALI CLE Estate Planning Course Materials Journal, January 2022
Publication
Author
2022
Truth, Transparence, and The Right of Privacy
The American College of Trust and Estate Counsel Law Journal, Volume 46, Number 3, Summer 2021
Publication
Author
2021
The Financial Action Task Force and the Legal Profession
New York Law School Law Review, 2014/15, Volume 59, Number 3
Publication
Author
2015
Asset Protection Trusts Under Attack – Views from the Bench and Bar
49th Annual Heckerling Institute on Estate Planning, Orlando, Florida
Presentation/Publication
Co-Author/Presenter
2015
Asset Protection Trust Planning Using Traditional Estate Planning Techniques
Community Foundation of Southern New Mexico, 32nd Annual Estate Planning Institute, Las Cruses, New Mexico
Presentation/Publication
Co-Author/Presenter
2015
The Financial Action Task Force and The Good Practices Guidance
New Mexico State Bar 2012 Bridge the Gap, Albuquerque, New Mexico; The American College of Trust and Estate Counsel Southeast Regional Meeting, Savannah, Georgia; The National College of Probate Judges, Jekyll Island, Georgia; Connecticut Bar Association Probate Section Meeting, New Haven Connecticut; The American College of Trust and Estate Counsel New England Regional Meeting, Mashantucket, Connecticut
Presentation/Publication
Author/Presenter
2011
The Financial Action Task Force and Its Impact on The Practice of Law
33rd Annual Advanced Estate Planning and Probate Course, Houston, Texas (2009); 44th Annual Heckerling Institute on Estate Planning, Orlando, Florida
Presentation/Publication
Author/Presenter
2009
Asset Protection: Trust Planning
American Law Institute – American Bar Association Course of Study, Planning Techniques for Large Estates, New York, New York (April, 2009)
Presentation
Co-Author/Presenter
2009
Converting an Asset Protection Trust into a Tax-Efficient Wealth Reserve
U.S. Taxation of International Operations
Publication
Co-Author
2003
The Influence of Spanish and Mexican Laws on the Property and Probate Laws of Texas
The International Academy of Estate and Trust Law, Santiago, Chile
Presentation/Publication
Co-Author/Presenter
2003
Publications and Presentations
All Publications and Presentations
The Financial Action Task Force and the Good Practices Guidance
The Financial Action Task Force and the Good Practices Guidance
Institute of Continuing Legal Education in Georgia, 2012 Fiduciary Law Institute, St. Simons Island, Georgia (July, 2012)
Presentation/Publication
2012
Do I Need to Go Offshore? The Current Status of Domestic and International Asset Protection Planning
Do I Need to Go Offshore? The Current Status of Domestic and International Asset Protection Planning
46th Annual Southern Federal Tax Institute, Atlanta, Georgia (September, 2011)
Presentation
2011
Money Laundering, the Financial Action Task Force, and Good Practices Guidance for Lawyers
Money Laundering, the Financial Action Task Force, and Good Practices Guidance for Lawyers
Presentation to the University of Mississippi Center for Continuing Legal Education, 2011 Mississippi Law Update, Dunleith Plantation, Natchez, Mississippi (April, 2011)
Presentation
2011
Asset Protection: Trust Planning
Asset Protection: Trust Planning
American Law Institute – American Bar Association Course of Study, Planning Techniques for Large Estates, New York, New York (April, 2009)
Presentation
2009
The Financial Action Task Force and Its Impact on the Practice of Law
The Financial Action Task Force and Its Impact on the Practice of Law
State Bar of Texas 33rd Annual Advanced Estate Planning and Probate Course, Houston, Texas (June, 2009)
Presentation
2009
What if FATF Rules Our at if FATF Rules Our Practice? A Brave New World for Private Wealth Attorneys
What if FATF Rules Our at if FATF Rules Our Practice? A Brave New World for Private Wealth Attorneys
International Academy of Trust and Estate Law, Annual Meeting, Anti-Money Laundering Rules Panel, Cartagena, Columbia (April, 2009)
Presentation
2009
Advanced Asset Protection Planning
Advanced Asset Protection Planning
American College of Trust and Estate Counsel, ACTEC 2008 Summer Meeting, Coeur d’ Alene, Idaho (June, 2008)
Presentation
2008
Asset Protection
Asset Protection
Texas Banker’s Association, 2008 Advanced Trust Forum, Dallas, Texas (November, 2008)
Presentation
2008
FATF: Due Diligence on Clients (The Financial Action Task Force Clashes with the Modern Rules)
FATF: Due Diligence on Clients (The Financial Action Task Force Clashes with the Modern Rules)
43rd Annual Southern Federal Tax Institute, Atlanta, Georgia (September, 2008)
Presentation
2008