Attorney-Client Privilege and Beneficiary Designations

Any “testamentary exception” to attorney-client privilege under Pennsylvania law does not apply to a subpoena to the decedent’s attorney in a defense to a challenge to life insurance beneficiary designations alleged to be the result of undue influence.  Collautt v. Li, 5 Fid.Rep.3 190, No. 14-632 (U.S.D.C. E.D.Pa. 12/11/2014).

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