Jessica Diaz is a member in Sherman & Howard’s Estate and Tax Planning group, where she focuses her practice on sophisticated estate, tax, and business succession planning.
Jessica works closely with clients to address a variety of planning needs and designs creative solutions that integrate each client’s family values and dynamics with sophisticated wealth transfer strategies. Jessica’s practice also includes business, marital and charitable planning; estate and trust administration; advising trustees, personal representatives, and beneficiaries; and probate litigation. She has experience with contested estate and trust matters and fiduciary counseling (including will and trust contests, trust reformations, will and trust construction, accounting actions, and claims of breach of fiduciary duty). Her charitable planning work includes advising clients on charitable giving techniques (including the use of IRAs for charitable giving and the establishment and operation of private foundations, donor-advised funds, charitable trusts, and public charities); counseling nonprofit and tax-exempt organizations from conception to dissolution; and assisting nonprofit and tax-exempt organizations with mergers, acquisitions, and affiliations.