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MLRI: SSI & SSDI Basics

  • Product Number: 2250049P01
  • CLE Credits, earn up to:
    5.5 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Product Description

    Product Description

    Social Security disability programs continue to be a major source of cash and health benefits for individuals with disabilities. However, dealing with a large federal agency can be daunting and overwhelming, especially for an unrepresented claimant. The program begins with an overview of the two disability programs administered by the Social Security Administration (SSA), with emphasis on eligibility requirements and procedures, including online procedures and any remaining COVID-19 related procedures, basic disability eligibility standards and non-disability issues such as income, resources, and non-citizen criteria. An explanation of the recently revised evidence submission and analysis rules begins the afternoon session followed by an overview of the appeals process for disability applications. Concluding the program is a review of certain post-entitlement issues, with special emphasis on continuing disability reviews, work incentives rules, and benefits overpayments.

    The training is for legal services advocates, lawyers in private practice who are thinking of representing clients before SSA, social and health workers, and community activists. 

  • Agenda
  • 9:50am - 10:50am

    SSI Non-Disability Eligibility: SSI Financial Eligibility and Non-Citizen Eligibility

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    Panel
  • 10:50am - 11:20am

    SSI & SSDI: Disability Eligibility: Adults and Children

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    Panel
  • 2:00 - 2:20 pm

    Understanding the Joint Revocable Trust, General Powers of Appointment, and Step-Up in Basis Rules

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  • 11:20am - 11:30am

    Break

  • 2:20 - 2:50 pm

    Retirement Assets: How to Ensure Tax Efficiency and Plan for Qualified Assets in the post-SECURE world

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  • 11:30am - 12:00pm

    SSI & SSDI: Proving Disability

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    Panel
  • 12:00pm - 12:20pm

    SSI & SSDI: Applications and Appeals

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    Panel
  • 2:50 - 3:00 pm

    Break

  • 12:20pm - 12:30pm

    "Ask the Experts" Q&A Session and Key Takeaways

    Panel
  • 12:30pm - 1:30pm

    Lunch (on your own)

  • 3:00 - 3:35 pm

    Working with the Elderly Client and Protecting Assets from the Cost of LongTerm Care

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  • 1:30pm - 2:00pm

    SSI & SSDI: Rules of Representation

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    Panel
  • 2:00pm - 2:30pm

    SSI & SSDI: New ISM

  • 3:35 - 4:10 pm

    Recent Updates in Asset Protection Planning for Massachusetts Trusts and Estate Recovery Issues

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    Panel
  • 2:30pm - 2:40pm

    Break

    Panel
  • 2:40pm - 3:10pm

    SSI and SSDI Work Incentives

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    Panel
  • 2:40pm - 3:10pm

    SSI and SSDI Work Incentives

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    Panel
  • 3:10pm - 3:50pm

    SSI & SSDI: Overpayments

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    Panel
  • 3:50pm - 4:00pm

    "Ask the Experts" Q&A Session and Key Takeaways

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    Panel
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