Richard Holzworth authored an article published in Philadelphia Estate Planning Council's 2021 Summer Newsletter discussing the fiduciary exception to the attorney-client privilege and the impacts of the Pennsylvania Supreme Court ruling in In re: Estate of William K. McAlee.
The article covers topics such as the challenge to counsel fees, the shifting of the burden of proof, and the opinions of the court. Rick also points out how "each of the opinions issued by the Supreme Court in McAleer contains extensive discussions of the public policy concerns driving the arguments for and against the fiduciary exception."
To read the full article, click here. (pages 5-7)