Gain New Approaches to More Effective Handling of SSDI Claims
Do you have all the latest and greatest tools you need to represent your disabled clients? This advanced program addresses some of the toughest questions posed by SSDI practice. Learn how to speed up the process, maximize your use of medical evidence, overcome vocational problems, and fully demonstrate the extent of your client's limitations. Gain the insight of experienced practitioners and improve your claims outcomes with this strategic guide. Order today!
- Get up to speed on the latest rules changes and procedural updates affecting SSDI practice.
- Make the best use of the most relevant and weighty evidence to support each claim.
- Leverage medical records and diagnostic tests to fully illustrate each claimant's disability.
- Tackle problematic aspects of employment history and counter vocational expert data.
- Present each case - in briefs or hearings - to the greatest advantage to the claimant.
- Analyze claims and determine when an appeal (or even going to Federal Court) is a good idea.
All times are shown in Eastern time.
- Mastering the SSDI Claim Procedure
10:00 - 10:30, Dana W. Duncan
- Optimizing the Online Application Process
- Reopening Old Applications - The Drummond Rule
- Recent Social Security Rulings (SSRs): Issued and Rescinded
- Masterful Use of the Grids and Residual Functional Capacity
- Making the Best Use of Medical Evidence to Meet the Listings
10:30 - 11:30, Donald L. Kohl
- Anatomy, Pathology, Diagnosis and Treatment of Top 5 Common Disabilities
- Medical Records vs. Impairment Listings - Merging Varied Terminology
- What to Look for in Medical Records and Diagnostic Tests
- New Rules on the Weight Treating Physician Opinions
- Requesting Consultative Exams
- Explaining Prescription Medication History
- Using Family History for a More Powerful Narrative
- Using and Citing POMS, Fit and Impairment Listings to Support the Claim
- HIPAA Compliance
- Vocational Evidence and Brief: New Rules and Valuable Tactics
11:45 - 12:45, Olivia Unger Bort
- New SSA Guidance of Claim Evidence Submission
- Creative Approaches to Addressing Gaps in the Record
- Documenting Unsuccessful Work Attempts
- Nailing Down the Date Last Insured (DLI) and Handing Uncertain Onset Dates
- Tactics for When the Client Doesn't Quite Reach the Threshold for Any Single Listing
- Cogent and Convincing Briefs - The Best Drafting and Organizational Examples
- Addressing Weak Point of the Claim in the Brief
- Photos and Journals as Evidence
- Preparing for Vocational Expert Findings
- Supporting Claims That Deal with Sedentary Jobs and Non-Exertional Limitations
1:15 - 1:45, Donald L. Kohl
- ALJ Hearing: Advanced Tactics
1:45 - 2:30, Dana W. Duncan
- Illustrating Functional Limitations
- Using Lay Witnesses and Statements
- Using Medical Evidence
- Challenging Vocational Expert Testimony
- Direct Examination of the Claimant
- ALJ Judicial Discretion
- Building a Record for Appeal, Requesting On-the-Record Decisions
- Appeals: Administrative and in Federal District Court
2:30 - 3:15, Dana W. Duncan
- SSA Level Appeals: What Can be Done at Initial vs. Reconsideration Denial
- SSA Appeals Council: Addressing Problems with Original Claim, Introducing New Evidence, etc.
- When Can/Should You go to Federal Court?
- Jurisdiction, Local Rules, Federal Court Filing Tips
- Effective Federal Complaint and Brief Language
- Common U.S. Attorney Defenses and Effective Counter-Arguments
- EAJA Attorney Fees
- Legal Ethics in Disability Practice
3:30 - 4:30, Donald L. Kohl
- Attorney Fees When Multiple Lawyers Work on a Case
- Mental Capacity of Your Client
- Protecting Confidentiality in Electronic Communications
- Client Misconduct
- DIB Offsets, Taxation and Overpayment
4:30 - 5:00, Olivia Unger Bort
- Planning for Taxation of Disability Award: The Lump Sum and the Future Benefits
- Unemployment Benefits and SSDI
- Coordination with Workers' Comp Benefits
- Coordination with VA Benefits
- Other Offsets
- Overpayment Issues
This legal course is designed for attorneys. It will also benefit Social Security disability advocates, paralegals, disability management specialists and others assisting clients obtain SSDI benefits.