On Demand Audio

The 5-Step Test for Disability Income Through the Social Security Administration

(686 reviews)

Produced on July 23, 2019

Taught by
$ 59 Disability & Social Security and Administrative In Stock
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Course Information

Time 1h 1m
Difficulty Beginner

Course Description

Attorneys should be able to identify legal issues outside their main area of expertise that can affect their clients. This applies to all practitioners, no matter whether they do real estate, trust and wills, criminal law, corporate law, family law, or any other field. Work related injuries and disabling conditions can affect everyone, particularly as the chance of a worker becoming disabled before retirement age increases, and this should inform the legal advice that clients receive. This program will provide an overview of the 5-step Sequential Evaluation Process for Social Security Disability Income (SSDI) & Supplemental Security Income (SSI) for non-Social Security attorneys, and explain the differences and commonalities of the programs. These five evaluation steps are about the claimant, the claimant’s work history, and the claimant’s severe impairments.

Learning Objectives:

  1. Review the requirements of the Social Security Disability Income (SSDI) and Supplemental Security Income (SSI) programs
  2. Identify in detail the non-medical and medical criteria for the SSD and SSI programs
  3. Advise clients on their SSD/I applications

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Suzanne Carter

Law Offices of Suzanne M. Carter


  • Rutgers School of Law - Newark (J.D.)
  • Sarah Lawrence College (M.S. Human Genetics)
  • University of Pennsylvania (B.A. Biology)

Bar Admission

  • New York
  • New Jersey

Court Admission

  • U.S. District Court, District of New Jersey
  • U.S. Bankruptcy Court, Eastern District of New York

Board Certifications

  • Genetic Counselor (American Board of Genetic Counseling)

Practice Areas

  • Social Security Disability
  • Family Law
  • Bankruptcy


Hirobumi A.

This course is helpful in understanding how to deal with Soc. Sec. Admin.

Kedron B.

Helpful and the examples and contrasts gave good context.

Jason M.

This was an excellent presentation. I appreciate citations in the presentation.

Donna W.

The faculty's knowledge and compassion are significant. I learned quite a bit.

Karimbumkara J.

Simple straight forward course.

Steven M.

Attorney Carter was very knowledgeable. Thank you !

Daniel G.

Great presentation -- lots of very useful information.

richard d.


Jeffrey R.

Very interesting presentation about a difficult area of the law.

Mariana M.

Very informative and useful

Karen E.

Interesting overview to disability application process under the law.

Ida M.

The instructor was extremely knowledgeable and organized the materials in a manner that crossed multiple platforms necessary for a broad understanding of SSI and Social Security. Very precise and well organized with valuable information formatted for understanding of basic and complex issues. Remarkable job. I have handled Social Security cases for a number of years and attended several seminars on the subject. This was the best!

Joseph M.

Ms. Carter was very methodical and informative.

James A.

Very specific, but very interesting. A whole world about which I knew nothing.

Kristine Anne R.

The audio quality is very good.

Evan K.

Very stimulating. Thank you!

John D.

The lecturer was knowledgeable and provided understandable materials.

Stephen K.


Alexander H.

Not familiar with this area, but it is pretty fascinating.

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