The Nuts & Bolts of Representing a Client in Front of the Social Security Administration (SSA)

Social Security Disability Insurance Benefits and Supplemental Security Income are two programs managed by the Social Security Administration for individuals that are unable to work due to a severe medical impairment that is going to last for a period of twelve months or more. However, obtaining these benefits can be a long and arduous process that extends years. This program will focus on strategies and methods for screening cases and winning cases at the initial, reconsideration, and hearing levels. The seminar will discuss how to prepare an initial application and give tips on how to draft a reconsideration and hearing appeal. It will also highlight tips for success at the Administrative Law hearing level, including outlining and reviewing the exhibit file, obtaining medical records, preparing the client for direct testimony, and drafting a persuasive pre-hearing and post-hearing memorandum.

Learning Objectives:

1. Review preliminary information regarding the criteria for disability under the Social Security Act
2. Analyze and identify red flags and potential setbacks when taking a client
3. Discuss successfully proven strategies that will help you win cases at initial and reconsideration levels
4. Increase your chances for a favorable decision
5. Analyze your client's exhibit file
6. Effectively prepare a client for direct testimony
7. Draft an effective pre and post-hearing brief/memorandum