Potential Client to Client: Steps and Missteps


Join us for this CLE where we will discuss the best practices for client intake; analyzing potential cases; fulfilling duties to potential clients; saying “no thanks” (and “please go away”); giving and receiving referrals (including new CA State Bar rules); dealing with conflicts of interest; dealing with co-counsel or former counsel; representing multiple parties (and dealing with disputes between them); dealing with third-party payors; seeking insurance coverage and Cumis issues; setting alternative fee agreements; and more.

Dan Veroff (Chair) is an attorney at Kerr & Wagstaffe LLP in San Francisco, CA and is rated by Super Lawyers. While Mr. Veroff focuses his practices on representing insureds in bad faith litigation, his firm represents individuals, businesses and governmental entities of all sizes. His karaoke skills do not live up to Mr. Oksenendler’s.

Demián Oksenendler is a shareholder at Mannion, Lowe & Oksenendler, P.C. in San Francisco. His represents policyholders against insurance companies of all kinds in both litigation and consulting. He is AV Rated, has been named to the Northern California Super Lawyers Rising Stars list every year since 2011, and is a member of SFTLA’s Board of Directors. When he is not in the office or at an SFTLA event, you will find him riding his bicycle through the hills of Marin, at a Giants game, or watching his beloved Cal Bears. Be sure to ask him about his karaoke trophy.

Audrey Siegel is a personal injury trial attorney at The Cartwright Law Firm specializing in complex motor vehicle accidents, product liability, and premises liability claims for inadequate security. She received the Outstanding Barristers Award from the San Francisco Bar Association in 2017, was a Finalist for San Francisco Trial Lawyers Association (“SFTLA”) Trial Attorney of the Year in 2016 (as a member of a team), and a Finalist for the SFTLA New Lawyers Division Outstanding New Lawyer Award in 2017 and 2018. In addition, she has was selected to the Northern California Super Lawyers Rising Start List in 2018.


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