Onboarding New Clients and the Fundamentals of Conflicts of Interest
ONBOARDING NEW CLIENTS AND THE FUNDAMENTALS OF CONFLICTS OF INTEREST
presented by Joel Osman, Esq.
The Estate Planning Council of San Bernardino County is pleased to welcome Joel Osman to present at the October meeting on the topic of risk management and ethical issues for estate planners.
Mr. Osman is a partner and general counsel at Parker Shaffie LLP in Los Angeles. The primary focus of his legal practice is litigation. Mr. Osman graduated Magna Cum Laude from the University of California San Diego and received his JD from the UCLA School of Law. He is a current member and former chair of the Los Angeles County Bar Association Committee on Professional Responsibility & Conduct and a former member of the California State Bar Standing Committee on Professional Responsibility & Conduct ("COPRAC").
Mark your calendars and RSVP below. Please note, with our new venue we have to submit a headcount for lunch five (5) days before the event. For this reason, online registration will close on 10/16/2025. If you would like a vegetarian meal, please indicate in the Special Request Box when you register.
Note to Attorneys: MCLE credit will be offered for this event
