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IN RE ESTATE OF McALEER

No. 6 WAP 2019.

248 A.3d 416 (2021)

IN RE: the ESTATE OF William K. McALEER, Deceased. Appeal of: William McAleer.

Supreme Court of Pennsylvania.

Decided: April 7, 2021.

Attorney(s) appearing for the Case

Rachel Broder, Esq. , Thomas W. Hazlett, Esq. , Hara Kay Jacobs, Esq. , Ballard Spahr LP, Philadelphia, for Amicus Curiae.

Amanda Diane Betts, Esq. , Stephen John Del Sole, Esq. , Zachary Nicholas Gordon, Esq. , Del Sole Cavanaugh Stroyd, LLC, Pittsburgh, for Appellant.

Arnold H. Caplan, Esq. , Caplan & Chester, for Appellees.

Justice Wecht delivers the Opinion of the Court with regard to Parts I and II(A), and files an opinion in support of affirmance, joined by Justices Todd and Dougherty, with respect to Parts II(B) and (C).

OPINION

This Court granted review to determine whether the attorney-client privilege and the work product doctrine1 may be invoked by a trustee to prevent the disclosure to a beneficiary of communications between the trustee and...

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