On December 2nd, Parker Shaffie LLP partner and general counsel Joel Osman, and attorney Catherine Macan presented “Onboarding New Clients & the Fundamentals of Conflicts of Interests” to the Citrus Estate Planning Council at Azuza Pacific University.
The program delivered practical, ethics-focused guidance on:
- Understanding Conflicts of Interest: Key principles and how early attention to ethical details prevents future issues.
- Compliance for Non-Attorney Staff: Attorneys’ responsibilities to ensure staff conduct aligns with the Rules of Professional Conduct.
- Best Practices for Client Onboarding: Laying a strong ethical foundation at the start of every new client relationship.
Interested in having Parker Shaffie LLP present to your group or firm?
Our attorneys regularly provide practical, engaging programs on legal ethics, litigation management, client onboarding, and other core topics essential to today’s practice. Whether you’re looking to train attorneys, staff, or leadership teams, we tailor each presentation to your organization’s needs and deliver clear, actionable guidance.
To schedule a session or learn more, contact us—we’d be glad to support your professional development efforts.