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McAleer and the Fiduciary Exception

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TypeTitleStartEndCLEPrice
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTWed., Mar. 30, 2022
9:00 AM
ENDWed., Mar. 30, 2022
11:00 AM
CLE 0 sub/2 eth PRICE Regular: $149.00
New Attorney: $75.00
Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTWed., Mar. 30, 2022
9:00 AM
ENDWed., Mar. 30, 2022
11:00 AM
CLE 0 sub/2 eth PRICE Regular: $149.00
New Attorney: $75.00
Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTWed., Mar. 30, 2022
9:00 AM
ENDWed., Mar. 30, 2022
11:00 AM
CLE 0 sub/2 eth PRICE Regular: $149.00
New Attorney: $75.00
Doylestown
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTWed., Mar. 30, 2022
9:00 AM
ENDWed., Mar. 30, 2022
11:00 AM
CLE 0 sub/2 eth PRICE Regular: $149.00
New Attorney: $75.00
Greensburg
Westmoreland County Bar Association
100 North Maple Ave., Greensburg PA, 15601
STARTWed., Mar. 30, 2022
9:00 AM
ENDWed., Mar. 30, 2022
11:00 AM
CLE 0 sub/2 eth PRICE Regular: $149.00
New Attorney: $75.00
Lebanon
Lebanon County Bar Association
1150 Chestnut St., Ste. 2, Fritz Leiss Carpet Bldg., Lebanon PA, 17042
STARTWed., Mar. 30, 2022
9:00 AM
ENDWed., Mar. 30, 2022
11:00 AM
CLE 0 sub/2 eth PRICE Regular: $149.00
New Attorney: $75.00
Media
Delaware County Bar Association
335 W Front St, Media PA, 19063
STARTWed., Mar. 30, 2022
9:00 AM
ENDWed., Mar. 30, 2022
11:00 AM
CLE 0 sub/2 eth PRICE Regular: $149.00
New Attorney: $75.00
Reading
Berks County Bar Association
544 Court Street, Reading PA, 19601
STARTWed., Mar. 30, 2022
9:00 AM
ENDWed., Mar. 30, 2022
11:00 AM
CLE 0 sub/2 eth PRICE Regular: $149.00
New Attorney: $75.00
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTWed., Mar. 30, 2022
9:00 AM
ENDWed., Mar. 30, 2022
11:00 AM
CLE 0 sub/2 eth PRICE Regular: $149.00
New Attorney: $75.00
York
York County Bar Center
137 E. Market Street, York PA, 17401
STARTWed., Mar. 30, 2022
9:00 AM
ENDWed., Mar. 30, 2022
11:00 AM
CLE 0 sub/2 eth PRICE Regular: $149.00
New Attorney: $75.00
Webcast

STARTWed., Mar. 30, 2022
9:00 AM
ENDWed., Mar. 30, 2022
11:00 AM
CLE 0 sub/2 eth PRICE Regular: $149.00
New Attorney: $75.00
Subscribers Pay: $0.00

About

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 
Practice Areas

Faculty

NameFirm/Company
Samuel W. Braver Esq. Dentons Cohen & Grigsby, P.C.
Amanda K. DiChello Esq. Cozen O'Connor (Phila)
Jennifer D. Gayle Esq. Mannion Prior LLP
Adam T. Gusdorff Esq. Heckscher Teillon Terrill & Sager PC
Alison T. Smith Esq. PNC Bank National Association
Peter St. Tienne Wolff Esq. Pietragallo Gordon Alfano Bosick & Raspanti LLP (Pgh)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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