Estate Planning, Trusts & Probate

SSDI Claims 2025: Paralegal's Guide to Filing Procedures, Impairment Listings, and More

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 57 minutes
Stacy Thompson
Dana Duncan
Roger Driskill
With Stacy E. Thompson from Bluestein Thompson Sullivan, LLC + 2 others
Recorded March 04, 2025.
Product ID 99991

Buy This Course

Course Includes
$319

OnDemand Video

Course Book Download

Save $100 when you buy 2 or more seats!

OnDemand content will be available within 7 days of event date.


or
Upgrade to IPE Unlimited Pass and Get This Course
$69/month

Overview

Keep Up With Procedures, Claim Proof Rules and Tactics, and More

In obtaining disability benefits for clients, the lion's share of the work falls on the shoulders of the paralegals. To boot, the rules keep changing, from medical opinion evidence and e-folder documentation to scheduling and hearing procedures. This essential course will give you the current information you need to help clients get much-needed benefits. Register today!

  • Get an update on claim e-filing and scheduling procedures.
  • Learn what key issues to look for when assessing claims at intake.
  • Walk through best practices for establishing the claimant's disability timeline.
  • Address changing medical history, treating physician opinions, and prescription use disclosures.
  • Get effective pre-hearing and hearing tactics.
  • Prepare for federal court appeals procedures.

Abbreviated Agenda

  1. SSR Rules Update, Obtaining Representative Authorization With the SSA
  2. Current Claim Trends and Notable Impairment Listing Changes
  3. Claim Evaluation: Establishing Disability Timeline, Identifying Weaknesses, Forming a Strategy
  4. Initial Application, E-Folder and Supporting Documentation, New SSI E-Filing
  5. Medical Records, Doctor Letters, Medication History, Requesting Additional Testing
  6. Requests for Reconsideration
  7. Hearing Briefs: Framing the Case, Supporting Documents
  8. ALJ Hearing Tactics
  9. Vocational Expert Tactics
  10. Federal Court Appeal and Representative Fee Issues
  11. Paralegal Ethics
Product ID 99991

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. SSR Rules Update, Obtaining Representative Authorization With the SSA

  2. Current Claim Trends and Notable Impairment Listing Changes

  3. Claim Evaluation: Establishing Disability Timeline, Identifying Weaknesses, Forming a Strategy

  4. Initial Application, E-Folder and Supporting Documentation, New SSI E-Filing

  5. Medical Records, Doctor Letters, Medication History, Requesting Additional Testing

  6. Requests for Reconsideration

  7. Hearing Briefs: Framing the Case, Supporting Documents

  8. ALJ Hearing Tactics

  9. Vocational Expert Tactics

  10. Federal Court Appeal and Representative Fee Issues

  11. Paralegal Ethics

    1. Preserving Confidentiality
    2. Clients With Diminished Capacity
    3. Client Conflicts

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
Dana W Duncan
Dana W.
Duncan
Duncan Disability Law, SC
Roger M Driskill
Roger M.
Driskill
BurnettDriskill Attorneys
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 is 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.

Speaker bio
Dana W Duncan

Dana W. Duncan

Duncan Disability Law, SC
Dana Duncan

is the founder of Duncan Disability Law, SC, located in Nekoosa, Wisconsin. He has represented thousands of disabled clients throughout Wisconsin and Minnesota in Social Security law, and Wisconsin workers' compensation. In addition to a high volume administrative practice in Social Security, Mr. Duncan has averaged over a hundred federal Social Security appeals over the past five years. He was a speaker at the National Organization of Social Security Claimant's Representatives (NOSSCR) convention in San Antonio, Texas, speaking as an expert in his field; and in Seattle, Washington. Mr. Duncan continues to lecture on the law and consult with other lawyers on these issues. He was a speaker at the National Association of Disability Representatives (NADR) convention in Reno, Nevada. He is a member of NOSSCR, NADR, the Seventh Circuit Bar Association and the Federal Bar Association, where he recently has assumed duties as the newsletter editor of the Social Security Division. Mr. Duncan has presented several programs previously for National Business Institute on Social Security law. Mr. Duncan is admitted to practice in Wisconsin and Illinois; before the Federal District Court (Eastern and Western districts of Wisconsin); U.S. Court of Appeals for the First, Fourth, Sixth, Seventh, Eighth and Ninth circuits; and U.S. Court of Appeals for Veterans' Affairs. He has more than 25 years of experience in Social Security law and has personally argued more than 25 cases before the U.S. Court of Appeals, Seventh Circuit, Chicago, Illinois; and before the Fourth Circuit, Richmond, Virginia, including some landmark Social Security cases such as Overman vs. Astrue, Shauger vs. Astrue, and Varga v. Colvin. He earned his B.A. degree from Beloit College and his J.D. degree from Marquette University.

Speaker bio
Roger M Driskill

Roger M. Driskill

BurnettDriskill Attorneys
Roger Driskill

is a partner with BurnettDriskill Attorneys. He represents exclusively persons seeking disability benefits before all agencies and disability insurers, including the Social Security Administration, Veterans Administration, Railroad Retirement Board, Kansas Public Employees Retirement System, and the Missouri Employees Retirement System. Mr. Driskill is admitted to practice in all courts in Missouri; the U.S. District Court, Western and Eastern districts of Missouri; and the U.S. District Court, District of Kansas. He is a member of The Missouri Bar, Federal Bar Association, Jackson County Bar Association and Clay County Bar Association. Mr. Driskill earned his B.A. degree from Southwest Baptist College and his J.D. degree from the University of Missouri.

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.

Have more questions? Please Contact Us