Shannon Pawley, The Estate & Asset Protection Law Firm Owner, Explains How Client-Attorney Privilege Works In Estate Planning, Even After Death.
The Estate & Asset Protection Law firm owner, Shannon Pawley, provides an overview of the value attorney-client presents in estate planning throughout life and even after the death of the client.
DECATUR, GA, September ••, 2023: Shannon Pawley, Owner of The Estate & Asset Protection Law Firm, has posted a new article on the law firm’s website entitled “The Value Of Attorney-Client Privilege In Estate Planning.” Ms. Pawley also includes several exceptions to the attorney-client privilege rule.
As Pawley notes, “Attorney-client privilege is a term that is frequently referenced in TV shows and movies. Most people understand that it means attorneys cannot disclose conversations held with clients to anyone. As a result,” she explains, “attorneys cannot be called to testify in courts of law. So,” she adds, “when it comes to creating an estate plan, you may wonder what is the value of attorney-client privilege and where does it come into play? Let’s take a deeper look.”
“As I mentioned,” Pawley writes, “attorney-client privilege relates to the confidentiality of information shared between a lawyer and their client.” She adds, “This rule also applies to an attorney’s staff, such as a legal assistant, paralegal, or co-counsel. Anything a client shares with the attorney’s staff is also privileged. In this way, a relationship founded upon honesty and trust can be developed which is essential for success.”
According to Pawley, “In the case of estate planning, many questions come up about attorney-client privilege. We assure our clients that everything that is said is protected and that even if family members call and ask for information it will not be given.” She emphasizes, “This is what happens most often. Once a will or estate plan has been drafted, a family member might call and ask to know the details of the will. Their efforts are in vain due to the attorney-client privilege.”
Pawley also points out that, “Once a client passes away, family members, heirs and beneficiaries often want to know why the client made certain decisions about how their assets were disbursed. That is privileged information that the attorney is not at liberty to discuss.”
The entire article can be read at LINK HERE
About The Estate & Asset Protection Law Firm
The Estate & Asset Protection Law Firm was established to serve the legal needs of retiring citizens. The Firm focuses its entire practice on providing strategies to protect independence, privacy, assets and taxes from the government. Shannon Pawley has grown her law practice by providing excellent customer satisfaction with personalized wealth protection plans.
About Shannon M. Pawley, J.D., LL.M
As the owner of The Estate & Asset Protection Law Firm, Shannon M. Pawley and her entire team share a passion which focuses on being able to serve the legal needs of retiring individuals. In our firm, WE BELIEVE that people should not have to lose everything they’ve worked a lifetime to earn and that every person is an individual who deserves respect and the highest quality of life possible, regardless of age or ability. We also believe that privacy and protection are the keys to personal peace. Born and raised in the Tidewater area of Virginia to a tightknit family with strong military service roots, Shannon learned from an early age the value of hard work and the importance of social awareness to ensure you always leave a situation in a better place than how you entered it. In her junior year of high school, Shannon served as U.S. House of Representatives Page during the 101st United States Congressional Session in Washington, D.C. This experience exposed her to numerous new cultures and worldly issues. Walking away from her experience as a U.S. House of Representative Page, Shannon knew that she wanted to pursue legal studies and be able to assist others in obtaining the best results available in difficult situations.
Shannon earned her undergraduate degree at North Carolina Wesleyan College and pursued a law degree from Michigan State University College of Law. After obtaining her law degree and becoming a licensed attorney in Michigan, she continued her educational pursuit by acquiring a LL.M. (Master of Law) in Taxation from Wayne State University. After moving to Georgia in 2018, Shannon obtained her Georgia law license and has enjoyed being able to pursue her desire of ensuring persons are able to age with dignity, grace and independence.