Annual Sponsors

Managing the Difficult Beneficiary: De-Escalation Skills for Fiduciaries & Lawyers

Date: Thursday, November 5, 2026
Time: 12:00 PM - 01:30 PM
Location: The Grand Event Center
Speaker: Hon. David Belz, (Ret.)

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Managing the Difficult Beneficiary: De-Escalation Skills for Fiduciaries & Lawyers focuses on understanding why some beneficiaries/clients become entrenched in anger, blame, and conflict—and, more importantly, how fiduciaries and lawyers can respond without escalating the situation. The presentation explains the effects of anger and stress on judgment and communication, identifies characteristics of high-conflict personalities, and provides practical tools for calming difficult interactions, setting appropriate boundaries, and maintaining a professional relationship using and implementing the strategies taught at the High Conflict Institute in San Diego California.

Judge Belz served on the Orange County Superior Court bench for 15 years, following a distinguished 32-year career as a trial attorney. His professional background is uniquely broad, encompassing extensive experience as both a trial lawyer and a trial judge.

Thank you to our Speaker Sponsor

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