Freeman, Freeman & Smiley LLP

Professional Details

Jerad Beltz, Partner

Jerad Beltz focuses his practice in the areas of estate planning, trust administration, wealth preservation, philanthropic planning and succession planning for high-net-worth individuals and privately held businesses.  Mr. Beltz also advises clients in a wide range of corporate and business matters.  Many clients look to him as their outside general counsel, and he enjoys the variety and familiarity of serving as a trusted legal advisor in that capacity.  In each case, Mr. Beltz strives to understand the unique goals and motivations of each client and to develop long-term strategies and solutions that will serve generations to come. 

In addition to his law practice, Mr. Beltz has served as an Adjunct Professor at Trinity Law School in Santa Ana, California, and he is currently on the faculty of the American Institute for Philanthropic Studies.

Mr. Beltz also serves on the board of directors for multiple nonprofit organizations in Orange County.  

Professional & Community Involvement

Orange County Bar Association | Trust and Estates Section 

Presentations & Publications