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McAleer and the Fiduciary Exception

March 30 @ 9:00 am - 11:00 am

PBI Simulcast CLE – McAleer and the Fiduciary Exception

Split McAleer Ruling Leaves Attorney-Client Privilege Fiduciary Exception In Limbo

In a recent Pennsylvania Supreme Court case, In re: Estate of William K. McAleer, the state high court addressed the issue of whether Pennsylvania law recognizes the fiduciary exception to attorney-client privilege. Unfortunately, while the case yielded a decision for the parties, the court did not reach a majority consensus on the central issue, leaving fiduciaries and beneficiaries — and the trusts and estates practitioners who represent them — still unclear about how trial courts will handle fiduciaries’ objections to requests for information from beneficiaries on the basis of attorney-client privilege.

Communications between an attorney and a client about legal advice generally are privileged from disclosure to third parties, with certain exceptions.

This session will discuss the specifics of this case and how it affects future cases in estates, including:

  • Privilege
  • Fiduciary exception
  • History of Fiduciary Exception/Privilege in PA
  • The Superior Court Argument 

Details

Date:
March 30
Time:
9:00 am - 11:00 am
Event Categories:
,
Website:
https://www.pbi.org/Meetings/Meeting.aspx?ID=41839

Organizer

PBI
Phone:
1-800-932-4637
Email:
info@pbi.org
Website:
http://www.pbi.org/franklin-county

Venue

Franklin County Bar Association, Conference Room 1
100 Lincoln Way East, Suite E
Chambersburg, PA 17201 United States
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Phone:
717-267-2032