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Update on Attorney Obligations under the Client Trust Account Protection Program

April 10 @ 12:00 pm 1:00 pm

Presented by the Alameda County Bar Association Immigration Section and the CLA Litigation Section. 1 Hour MCLE

This program will provide a review of CTAPP reporting requirements and the process for compliance, along with updates on the status of the CTAPP program in the second year after its adoption.

  • FREE for ACBA Members
  • $75 for Nonmember

Joel A. Osman is Partner/General Counsel at Parker Shaffie LLP. He concentrates his practice on litigation and trials. Prior to joining Parker Mills in 2014, Mr. Osman was principal of Osman & Associates, a private law firm in South Pasadena. Before setting up his private practice, he managed a similarly named entity that was part of staff counsel to Travelers Indemnity Company. For Travelers, he was responsible for all aspects of managing its Southern California liability practice, its multi-million dollar budget, and 54 employees engaged in defense of Travelers insureds in all manner of general liability, auto, fire, and subrogation matters. Previously, Mr. Osman was a senior partner at Anderson, McPharlin & Conners LLP in Los Angeles. In his career, he has represented clients in cases involving professional liability, general liability, product liability, construction defect, and commercial litigation, trying numerous jury trials to verdict. He has focused much of his interest on the defense of lawyers and legal ethics. His current professional activities include membership in the Los Angeles County Bar Association’s Professional Responsibility and Ethics Committee (where he was the chairperson for the 2008-2009 year). He served on the State Bar’s Committee on Professional Responsibility and Conduct from 2015 through 2018.

Heather L. Rosing is CEO and President of Klinedinst PC and the long-standing Chairperson of the Complex Litigation and Professional Liability Department. A Certified Specialist in Legal Malpractice Law, Ms. Rosing has developed a nationwide reputation for her experience and skill in the areas of complex litigation, malpractice and fraud, director and officer claims, and management liability. Known for her strong advocacy, Ms. Rosing’s track record includes notable victories in State Court, Federal Court, and arbitration. Ms. Rosing also represents professionals before disciplinary agencies, including the State Bar of California, and represents judges and commissioners in matters before the Commission on Judicial Performance. 

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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