Parker Shaffie LLP is proud to announce that Joel A. Osman, Partner and General Counsel, will be presenting to the Estate Planning Council of San Bernardino County on Tuesday, October 21, 2025.
Essential Risk Management for Your Practice
Joel Osman’s presentation, “Onboarding New Clients and the Fundamentals of Conflicts of Interests,” focuses on the critical risk management and ethical issues pertinent to all attorneys.
This session will provide essential guidance on:
- Understanding Conflicts of Interest: Learn the fundamentals and why proper attention to ethical details at the start of a relationship minimizes issues later.
- Compliance for Non-Attorney Staff: Address attorneys’ obligations to ensure that the conduct of non-attorney staff complies with the Rules of Professional Conduct (RPC).
- Best Practices for Client Onboarding: Establish ethical foundations for every new client relationship.
Event Details:
- Date: Tuesday, October 21, 2025
- Time: 11:30 am – 1:30 pm (program begins about 12:00 noon)
- Location: San Bernardino County Museum, 2024 Orange Tree Lane, Redlands, CA 92374
- MCLE Credit: This presentation qualifies for general and ethics MCLE credit. Parker Shaffie LLP is a CA State Bar approved MCLE provider.
Meet the Speaker:
Joel A. Osman is a Partner and General Counsel at Parker Shaffie LLP, a leading firm in professional liability, legal ethics, and business law.
His qualifications in legal ethics and professional conduct are extensive:
- Current member and former chair of the LACBA Committee on Professional Responsibility and Conduct.
- Former member of the State Bar’s Standing Committee on Professional Responsibility and Conduct.
For further inquiries, Joel Osman can be reached directly at (213) 622-4441 ext. 308 or via email at osman@parkershaffiellp.com. Parker Shaffie LLP can also be contacted at (213) 622-4441 or info@parkershaffiellp.com.
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