Estate Planning, Trusts & Probate

SSDI Planning Guide for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
OnDemand
3 hours
Stacy Thompson
With Stacy E. Thompson from Bluestein Thompson Sullivan, LLC
Recorded August 22, 2025
Product ID 100682

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Course Includes
$219

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

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$69/month

Overview

Support SSDI Clients and Attorneys and Keep Claims on Track

Social Security Disability paralegals carry a heavy burden on their shoulders: the SSA allows non-attorneys to represent claimants, so where do paralegal duties end and the attorney's job begin? This legal guide will help you improve your SSDI claim practices and tame the madness of endless client calls, hectic hearing schedules, and endless volumes of supporting documents. Update your knowledge and hone your organizational skills to improve claim outcomes - register today!

  • Clarify current SSDI claims process steps and eligibility requirements.
  • Get guidance for building client files and compiling critical documentation.
  • Master the application and filing procedure intricacies.
  • Establish effective SSA and client communications practices.

Abbreviated Agenda

  1. Social Security Benefits, Eligibility Criteria, and Claim Process Overview
  2. Claim Evaluation and Issues Impacting Disability Determination
  3. Your Most Important Role - Client Contact
  4. Obtaining Relevant Records and Organizing the Case File: Tips From the Pro Paralegals
  5. SSA Forms and Communication: Get to Know Your BSO (And Other Cool Things You Can Do Online)
  6. The Hearing Process in Summary: Requests, Briefs, and Matters Addressed

Related Topics

Product ID 100682

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Social Security Benefits, Eligibility Criteria, and Claim Process Overview

  2. Claim Evaluation and Issues Impacting Disability Determination

  3. Your Most Important Role - Client Contact

  4. Obtaining Relevant Records and Organizing the Case File: Tips From the Pro Paralegals

  5. SSA Forms and Communication: Get to Know Your BSO (And Other Cool Things You Can Do Online)

  6. The Hearing Process in Summary: Requests, Briefs, and Matters Addressed

Who Should Attend

This intermediate level course will allow attendees to effectively navigate their way through the Social Security Disability process. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Stacy E Thompson
Stacy E.
Thompson
Bluestein Thompson Sullivan, LLC
Speaker bio
Stacy E Thompson

Stacy E. Thompson

Bluestein Thompson Sullivan, LLC
Stacy Thompson

is a partner in the law firm of Bluestein Thompson Sullivan, LLC in Columbia, South Carolina. She practices exclusively in the area of Social Security disability. Ms. Thompson is a sustaining member of the National Organization of Social Security Claimant's Representatives (NOSSCR) and has been a member of the NOSSCR Board representing the Fourth and D.C. circuits. She also is a member of the South Carolina Association for Justice, American Association for Justice, South Carolina Women Lawyers Association, South Carolina Bar, and the Richland County Bar Association. Ms. Thompson is chair of the Social Security Disability Section of the South Carolina Association for Justice (formerly South Carolina Trial Lawyers) and a member of the South Carolina Bar Publications Committee and Pro Bono Committee. She has been a speaker at numerous seminars regarding Social Security disability throughout the state. Ms. Thompson earned her B.A. degree from the University of South Carolina Honors College, her J.D. degree from the University of South Carolina School of Law and her Master of International Business Studies degree from the Darla Moore School of Business.

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Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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