Up and Coming
Provided by Jessica R Diaz
Private Client
Nonprofit and Tax-Exempt Organizations
Jessica focuses her practice on sophisticated estate, tax, and business succession planning. She 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. Her practice also includes business, marital and charitable planning; estate and trust administration; advising trustees, personal representatives, and beneficiaries; and probate litigation.
Jessica 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.
University of Chicago Law School
J.D.
2013
Provided by Chambers
Jessica Diaz is a member in the Denver office of Sherman & Howard. She focuses her practice on estate, business succession and tax planning for wealthy families and individuals. She also has experience in estate and trust administration and marital and charitable planning.
Provided by Chambers
Jessica Diaz is fantastic. She has the ability to establish relationships with clients who believe she is really interested in them. She provides services people understand.
Jessica does very sophisticated planning. She is a great collaborator and really good at taking complex matters and making them understandable.
Jessica Diaz is fantastic. She has the ability to establish relationships with clients who believe she is really interested in them. She provides services people understand.
Jessica does very sophisticated planning. She is a great collaborator and really good at taking complex matters and making them understandable.
