Event Calendar

SC Bar Conference Center (map)

Social Security Disability Essentials

led by Stacy E. Thompson

Friday, August 15

Bar Conference Center
1501 Park St., Columbia


Early Bird–$195

This program qualifies for 6.0 MCLE credit hours


The “Essentials Series” is comprised of 11 full day courses that will cover major South Carolina practice areas, as well as law office technology. Each course is lead by experienced South Carolina practitioners whose goal is to provide you with practical advice on how to handle cases in designated areas. The courses are process oriented, not substantive law oriented, they are specifically designed to provide you with step-by-step guidance and the opportunity to interact with the faculty.

In order to promote maximum interactivity, the courses will be offered only at the S.C. Bar Conference Center in Columbia. Each course will include detailed materials, with heavy emphasis on forms and checklists. Many courses will offer discounts on S.C. Bar books and software related to the practice area.

Each course is limited to a maximum of 100 attendees. Register early to secure a spot for a particular course or courses!

The Social Security essentials program
is a unique and powerful learning experience that will provide the tools, resources and practical information needed to build and maintain a successful social security practice. Carefully designed by Stacy Thompson, this highly interactive program features practical knowledge in a conversational and interactive way so that participants will learn about skills and processes, rather than black letter law and war stories.

The program is designed so that participants can network, ask questions and build relationships.
This is not your typical “talking head” CLE! This is the kind of practice-building, educational event that will provide you with the guidance, networking contacts and resources that will form your career!  

Seating is limited to the first 100 registrants, so register today! As an added bonus, we are offering this special program at a $35 discount off our regular seminar fee! Don’t let this unique opportunity slip by!
**Because of the interactive nature of this program we are not web casting or broadcasting**  

If you have any questions about your requirement to participate in the series or questions about any of the individual courses, please contact S.C. Bar—CLE Director Terry Burnett at tburnett@scbar.org or 803-576-3780.

Program Agenda
Stacy E. Thompson
Bluestein Nichols Thompson & Delgado, LLC
Columbia, SC
8:30 a.m.        Registration
8:50 a.m.        Welcome and Opening Remarks
9:00 a.m.        WHO?
Discussion of the types of disability cases encountered; eligibility requirements and types of benefits available
                          .  Disability Insurance Benefits
                          .  Supplemental Security Income
                          .  Disabled Adult Child
                          .  Survivors’ benefits
                          .  Other benefits the client may be receiving or may be eligible for Medicare/Medicaid
10:00 a.m.      WHAT?                                              
                          Discussion of the applicable regulations and significant rulings that will affect the case; review of the five step                                       sequential evaluation used to evaluate disability; brief discussion of case law
                          .  Regulations
                          .  Five Step Sequential Evaluation
                          .  Rulings
                          .  Case law
10:30 a.m.      Mid-morning break
10:45 a.m.      WHAT? Continued
11:15 a.m.      WHERE?                                             
                          Discussion of the disability application process and electronic filing of appeals; review of all necessary forms                                       and submissions to the Social Security Administration; outline of the standard of review at each level
                          .  Initial application
                          .  Reconsideration
                          .  Hearing before administrative law judge
                          .  Appeals Council
                          .  Federal Court
                          .  Dealing with the electronic file
11:45 a.m.      WHEN?                                               
                          Discussion of how to determine when to accept representation, investigate a case or turn a case down; review                                     of when information should be obtained and how to maximize your efficiency in building a case.
                          .  Deadlines for filing
                          .  Accepting v. Investigating a case
                          .  Red flags – how to spot them and when to avoid
                          .  Obtaining information to develop the case
12:15 p.m.      Lunch (included)
1:15 p.m.        HOW?                                                
                          Discussion of how to best build your case, including sources of information and what to look for in the medical                                     records; review of how to prepare your client and your case for the hearing; overview of the hearing                                                        process, including examining your witness and cross-examining the vocational expert.
                          .  Evaluating the case at the initial meeting
                          .  Reviewing medical records / other sources of information
                          .  Preparing your case for a hearing
                          .  At the hearing and after the hearing
                          .  Dealing with vocational information
3:15 p.m.        Mid-afternoon break
3:30 p.m.        WHY?                                                            
                          Overview of the attorney fee process in disability cases at all levels of appeal; review of benefits available to                                          the client and other services for the client to consider.
                           .  Getting paid in disability cases – fee agreement v. fee petition
                           .  EAJA fees in Federal Court cases
                           .  Benefits available to clients – medical and vocational services
                           .  Work activity during and after the application / award
                           .  Other services available to clients
4:30 p.m.    Adjourn

All registrations must be pre-paid.  All registrations must include a credit card number

Cancellation & Refund Policy: Refunds, less $25.00 administrative processing fee, will be made for cancellations received in writing to SC Bar-CLE Division at registrar@scbar.org by 5 pm one week prior to the seminar. If you register but do not cancel by 5 pm one week before or register but do not attend, you will receive the course materials in consideration of payment. Designated substitutes may take the place of registrants unable to attend.






950 Taylor Street, Columbia, South Carolina 29201 | Phone (803) 799-6653 | Fax (803) 799-4118 | scbar-info@scbar.org