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Complex Social Security Law Issues

presented by NBI, Inc.
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Summary

Complex Social Security Law Issues

Workshop Description/Agenda

Practical Tips and Real-Life Scenarios to Keep You on the Cutting Edge of Social Security Practice

Are you up to date on the latest Social Security Administration (SSA) rulings that may affect your ongoing cases? Do you have the knowledge to give your clients all available benefits if they return to work while the claim is being processed? Let our expert faculty clear up some of the more confusing and treacherous aspects of the practice and help you handle more cases successfully. Register today!

  • Streamline your intake process to collect all needed information and plan the case.
  • Get tips for effective brief writing from experienced SSDI attorney faculty.
  • Properly prepare clients prior to the Administrative Law Judge (ALJ) hearing with these tips.
  • Frame clear and effective hypothetical questions for experts.
  • Learn how the Dictionary of Occupational Titles can assist you.
  • What can you do if your client doesn't have an insured status? Get new tactics for tackling potentially disastrous special considerations.
  • Learn effective and compliant approaches to handling potentially harmful evidence.
  • Protect your professional reputation with a practical legal ethics guide.

This is a rebroadcast of the original webcast delivered by Anne C. Hartwig, Amanda Pirt Meyer and Grayson Smith Cannon on January 15, 2019. Faculty will be available to answer your questions after the program.

Agenda

10:00 am to 5:00 pm Eastern Standard Time

  1. CROSS-EXAMINATION OF THE VOCATIONAL AND MEDICAL EXPERT
    10:00 - 10:45, Anne C. Hartwig and Amanda Pirt Meyer
    1. Effective Use of the Dictionary of Occupational Titles - Case Studies
    2. Vocational Implications of Pain and Mental Health Issues
    3. Building Scenarios to Challenge Vocational Expert's Opinion
    4. What Makes a Skill "Highly Transferable?"
  2. COMPLEX EVIDENTIARY ISSUES IN DISABILITY CLAIMS
    10:45 - 11:45, Grayson Smith Cannon
    1. Spotting Red Flags in Case Selection and Initial Client Interview
    2. Creating an Exhaustive List of all the Documents You Will Need
    3. Personal Medical History
    4. Employment History and Earnings Record
    5. Procedure, Forms, Instructions and Useful Links for Every Step of the Claims Process
    6. Practical Tips for Obtaining Medical Records and Other Crucial Documents
    7. Addressing Mental Impairment
  3. ADVANCED CHALLENGES AND OPPORTUNITIES
    12:00 - 1:00, Grayson Smith Cannon
    1. Trial Work Period and Unsuccessful Work Attempt - Much Overlooked Opportunities for Higher Benefits
    2. Claimant's Lack of Sufficient Quarters
    3. What Can You do with a Client Who Doesn't Have an Insured Status?
    4. Reopening Old Applications and the "Res Judicata" Concept - When Doesn't it Apply?
    5. Appeals Council and Federal Court Proceedings Pain Standards and Legal Briefs
    6. Useful Resources
  4. WRITING THE BRIEF AND PREPARING FOR THE HEARING
    1:30 - 2:15, Anne C. Hartwig and Amanda Pirt Meyer
    1. Developing a Winning Theory
    2. Documenting the History of the Ailment - Forms/Letters from the Medical Professionals for Physical vs. Mental Disability Claims
    3. Drafting the Brief and What Form/Documents Must be Submitted with it
    4. Preparing the Client to Testify
    5. The Master Checklist of the "Must-Have" Documents for the Hearing
    6. Documenting and Explaining Prescription Medications
    7. Addressing Addiction
  5. HEARING TACTICS
    2:15 - 3:00, Anne C. Hartwig and Amanda Pirt Meyer
    1. Maximizing Client Testimony Following the Five-Step Sequential Evaluation Process
    2. How to Present Hypotheticals
    3. Effective Use of Exhibits
    4. Addressing Harmful Evidence
    5. Always Build a Record for Appeal! - What You Must Remember in the Heat of Battle
  6. INTAKE ISSUES
    3:15 - 4:00, Anne C. Hartwig and Amanda Pirt Meyer
  7. AVOIDING ETHICAL PITFALLS
    4:00 - 5:00, Anne C. Hartwig and Amanda Pirt Meyer
    1. Client Misconduct
    2. Representative Misconduct
    3. Guarding Confidentiality
    4. Addressing Negative Evidence

Who Should Attend

This legal course offers attorneys practical solutions to complex Social Security disability law issues. Others who may benefit include social workers, disability representatives and paralegals.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Health Care Law

Training Course Summary: Complex Social Security Law Issues


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