Diaz and Tarvin Elected as ACTEC Fellows

Taft Private Client partners Jessica Diaz and Julie Tarvin have been elected as fellows to the American College of Trust and Estate Counsel (ACTEC) for their achievements in and dedication to the trusts and estates field.

Established in 1949, ACTEC is a nonprofit association of trust and estate lawyers and other legal professionals dedicated to advancing the profession through educational opportunities and professional resources. ACTEC Fellows are peer-elected trust and estate attorneys, law professors, and fiduciary counsel recognized for their integrity, commitment to the profession, competence, and experience in trusts and estates law.

To learn more about ACTEC, click here.

Diaz serves clients nationwide with a commitment to provide technical excellence and serve as a trusted advisor. She advises individuals, families, and family offices on sophisticated estate, tax, and business succession planning with a focus on helping clients navigate the legal and interpersonal complexities that arise during major wealth transitions — from first-generation wealth creation to long-term legacy planning. Her practice also includes marital planning; estate and trust administration; advising trustees, personal representatives, and beneficiaries; and fiduciary litigation.

Tarvin serves as chair of Taft’s Cincinnati Private Client practice. Drawing on more than 20 years of experience, Julie represents high-net worth clients in complex, long-term planning for their families, businesses, and charitable giving. She provides comprehensive counsel in all aspects of multi-generational wealth planning, including estate planning, probate and trust administration, gift and transfer tax planning, and business succession planning. Recognized nationally among her peers for her unique expertise, Tarvin thrives on being clients’ trusted strategic advisor for some of their most sophisticated and sensitive matters. Her clients include professionals, executives, and business owners, along with fiduciaries and beneficiaries.

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