Jessica Diaz, Esq., 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 and charitable giving. Ms. Diaz 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. Ms. Diaz's 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.

 

 

Ms. Diaz currently serves on the board of the Rocky Mountain Estate Planning Council and is a member of The Denver Foundation's Professional Advisors Council. She also is a member of the American Bar Association's Real Property, Trust & Estate section and serves as a Fellow in the Dennis I. Belcher Young Leaders Program, which is sponsored by the American College of Trust and Estate Counsel. Ms. Diaz received her Juris Doctorate degree and Master of Business Administration degree from the University of Chicago and her Bachelor of Arts degree from Northwestern University.

 

 

 

(07/21)