Primary Office
Jerad Beltz focuses his practice for individual clients on estate planning, wealth preservation, business succession planning and trust administration. He also counsels nonprofit organizations and privately held businesses in formation, governance, compliance, contract negotiation and charitable gift planning.
Many clients rely on Jerad 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, Jerad strives to understand the unique goals and motivations of his client to develop long-term strategies and solutions that will serve generations to come.