Ep. 47 (Part 2): Real People, Real Stories – The Trustee’s Role in Protecting Family Harmony

In this compelling episode of The Ron Greenwald Show, we take a deep dive into the real-world challenges of estate planning with two of the top minds in the field. Retired Judge David Belz, who made a notable transition from the bench to mediation, brings a wealth of experience and a fresh perspective on fairness, honesty, and justice in family disputes. Alongside estate litigator Matthew Owens, and with thoughtful commentary from Ron Greenwald, this episode explores the critical role trustees play in maintaining family harmony.

Judge Belz shares his journey from presiding over high-stakes probate cases to becoming a mediator, where he now focuses on helping families resolve conflicts without the stress of litigation. The discussion is enriched with real-world cases, highlighting both successful outcomes and lessons learned from trust disputes gone wrong.

With engaging storytelling, practical tips, and lively interaction between Matt, Judge Belz, and Ron, this episode goes beyond legal theory and offers real, actionable solutions. Whether it’s about preventing a fight over a cherished heirloom or ensuring a smooth transfer of wealth, this episode is a must-listen for anyone interested in protecting their legacy and family unity.

Join us for thought-provoking analysis, fascinating case studies, and a healthy dose of “color commentary” as we bridge the gap between legal complexity and real-life family dynamics.