Jerad Beltz

About Jerad Beltz

As a trusted advisor, my mission is to navigate the complexities of wealth management with a focus on estate planning, trust administration, and business transactions. I am committed to preserving and thoughtfully managing generational wealth, crafting tailored strategies that embody each family’s unique values and aspirations.For those I serve, wealth is more than a financial measure—it\'s about safeguarding and enriching a family\'s legacy while educating future generations on their stewardship responsibilities and opportunities. My approach is rooted in understanding the distinct goals and motivations of each client. This ensures that the solutions we develop are not only effective today but also enduring for the generations to come.In addition to my legal practice, I contribute to the field as a faculty member at the American Institute for Philanthropic Studies and have previously served as an Adjunct Professor at Trinity Law School in Santa Ana, California.

Experience

1. Senior Vice President and Deputy General Counsel

   Whittier Trust Company

   Jun 2024 — Present · Newport Beach, CA, US

Education

• Yale University

  BA, History

  1996 — 2000

• USC Gould School of Law

  JD

  2002 — 2005

Skills

• Arbitration
• Legal Writing
• Litigation
• Licensing
• Trusts
• Commercial Litigation
• Mergers & Acquisitions
• Civil Litigation
• Mediation
• Corporate Law
• Mergers
• Start-Ups
• Estate Planning
• Business Litigation
• Preparation of Wills
• Legal Research
• Intellectual Property