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Social Security Disability 101: “Boot Camp” & Practice Guide

$295

Originally recorded on March 15, 2013.

This program is designed to provide attorneys with the key essentials in developing a social security law practice. This CLE, taught by experienced social security disability attorneys, will cover “best practices” topics like: when to get involved in a social security claim, what medical records do you need to obtain, what are good cases, how to overcome the vocational expert, how to make an appeal and much more.

Key topics to be discussed:

  • When to take a claim
  • What medical records are needed and how to organize them
  • Hearing process and vocational experts
  • Winning the case and the appeals process
This CLE program is available in multiple formats, including live and self-study versions. Select an option to begin.
Clear selection
Originally recorded on March 15, 2013

mylaw-eric_boardEric Bolves has practiced law since 1983 and specialized in the areas of Business, Foreclosure, Bankruptcy and Social Security Disability. He has been appointed as Attorney Ad Litem by Judges in over 1,500 foreclosure cases over the last 15 years and has filed over 4,500 bankruptcies for business and individuals since 1988. Eric speaks Spanish fluently.

Areas of practice include Social Security Disability, Bankruptcy, Foreclosure and Real Estate. Practice before the Administrative Law Court of the Social Security Administration since 1998. Admitted to practice by the Florida Supreme Court May 27, 1983. * Admitted to practice by the United States District Court July 26, 1983.

Books Published Books Written: Grandma’s Recipe For Debt Free Living (2009), The Halt Foreclosure Manual (2008)

Credit Information | 5 HR CLE* (4 General / 1 Ethics)
This course is presumptively approved in the following states: CA, PA, MO, DE and HI.
This course is presumptively approved via reciprocity in the following states: AK, AR, CO, FL, ME, MT, ND, NJ, NM and NY.
Approval in the following states requires attending attorney to submit a program completed submission form online, provided by myLawCLE, to the State’s MCLE Commission (no fee for submission): IA, NE.

myLawCLE will seek approval in all other states based upon registered attendees (see accreditation policy below).

Note: Nearly every myLawCLE program is approved in every state where application is made without issue; however, if for any reason a program encounters an accreditation issue myLawCLE offers a Credit Guarantee (see policy below).

Accreditation Policy
*myLawCLE will seek 5 hours of CLE credit in 60-minute-hour states and 6 hours of credit in 50-minute-hour states.

myLawCLE will seek credit where attending attorneys are primarily licensed for all of its live webinars and live teleconferences, except in states which allow for reciprocity (see reciprocity section below). Credit for CLE in a self-study format is sought for in most states; however, some states do not allow for CLE credit to be earned in a self-study format (see the self-study section below). Many states typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program. Credit hours granted are subject to approval from each state.

Reciprocity
Additionally, some states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, CO, ME, MT, ND, NJ, NY. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

Self-Study
myLawCLE will seek self-study approval in all states except Minnesota.

myLawCLE Credit Guarantee
myLawCLE offers a program and credit approval guarantee. If a registered attendee is unhappy with a CLE program they have attended, myLawCLE will offer that attended access to another complimentary CLE or a full refund in order to insure the attendee’s satisfaction.

Additionally, on all online CLE programs application for approval will be made in all states where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their state for any reason, a full refund will be granted.

Section I: Basic Overview

Cast of Characters
What is Social Security Disability?
SSDI
SSI
The Application
The Test
The Process
Initial Claim
Reconsideration
Appeal to ODAR
Appeals Counsel
Civil Action in U.S. District Court
Dealing with the SSA
Dealing with Medical Professionals
The ALJ hearing

Section II: Case Management: The steps to successfully handling a case.

Eligibility Rules: Medical vs. Nonmedical Requirements
Deciding to take the case or not
Five step checklist
Will I get paid?
Intake Checklist
The Forms
Rep Forms
Appeal Forms

Section III: The Law, Rules and Regs

The “Lingo”: The Language of SSA
How Disability is Measured – The Listings, Grids and Residual Functional Capacity
Governing Law

POMS, HALLEX, SSRs, ARs, Case Law, CFR and SS Act

Section IV: Building the Case

Gathering the evidence
What is evidence in an SSA Disability case?
Medical Records
Medical Opinions
Electronic Records Express (ERE)
A demonstration

Section V: The Administrative Law Hearing

What Happens at the Hearing?
The Cast
The Five Step Sequential Evaluation
The Steps to Prepare for the Hearing
Pre-Hearing Briefs and Other Submissions
Amended Onset Dates and Wages Recorded after Onset Date
Effective Exhibits
Direct Examination of the Claimant
Cross-Examining Medical and Vocational Experts

Section VI: A Review of Practice Software and Manuals

Section VII: Social Security Disability Ethics

Representative Misconduct
Client Misconduct
Guarding Confidentiality
Addressing Negative Evidence
Managing your staff

Conclusion and Q&A