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CLE Big Ticket holders must purchase the supplement separately for $65
SC Bar Certified Paralegals $125 (much purchase book separately - $65) 


About the Program
Whether you are a new practitioner to the area of Social Security Disability, or a long-time advocate for claimants, this seminar will provide you with a review of some of the basics and an in-depth look at case preparation and evaluation.  This seminar will delve into case intake, hearing preparation and how to handle treating physician opinion, as well as the role of the paralegal and handling appellate court review. 

This course will also cover the basics on case types frequently encountered  relative to social security disability cases, including Veteran’s Disability, Worker’s Compensation, ERISA and Long-term Disability.

About the Book
Social Security Disability Cases in South Carolina- Basic Case Evaluation and Management, Fourth Edition
Stacy E. Thompson

Updated since the release of the Third Edition in 2016, Social Security Disability Cases in South Carolina - Basic Case Evaluation and Management, Fourth Edition by Stacy E. Thompson provides a basic overview of the different social security disability case determinations made by the Social Security Administration. The publication is a simple, how-to of disability cases, with descriptions of the types of cases encountered, an outline of the five-step evaluation process utilized by the Social Security Administration, and a discussion of the Listings of Impairments and the Grids.

For those new to the practice of Social Security Disability, this publication will provide an overview on how to conduct your initial case evaluation, give you tips on how to obtain relevant information from your client, and help you prepare your client and your case for the hearing before the Social Security Administration. Relevant and commonly used Social Security rulings and case law are also included to provide additional insight into the case determination. New to the Fourth Edition are sections regarding the new Rules of Conduct for Representatives, a section on the role of paralegals in social security cases and updated summaries of the Social Security Rulings.

The purchase of this publication entitles the purchaser to downloadable copies of Social Security- related practice forms. Sample forms included are: a client interview form, a sample fee agreement, authorization to release medical records (HIPAA compliant), authorization to release school and attorney records,  a pre-hearing checklist, sample Pre-Hearing Briefs, and a pre-hearing letter to a client. Also included are references to forms found on the Social Security Administration Website.

Program Agenda
8:30 a.m.   Registration

8:55 a.m.  Welcome and Opening Remarks

Stacy E. Thompson
Bluestein, Thompson & Sullivan, LLC, Columbia

9 a.m.  Case Intake and Evaluation – Getting off on the right foot
Rangeley C. Bailey
Jebaily Law Firm, PA, Florence

9:45 a.m.  Case Development and Hearing Preparation – Getting the file, your client and yourself ready
Lisa Long Cotton
Mike Kelley Law Group, LLC, Columbia

10:15 a.m.  Break

10:30 a.m.  Treating Physician Opinion and Other Evidentiary Considerations –Code of Conduct for Representatives

Robertson H. Wendt, Jr.
Finkel Law Firm LLC, N. Charleston

11:30 a.m. Role of the Paralegal / Intro the Electronic Age
Stacy E. Thompson

12 p.m.   Lunch (on your own)

1 p.m.  ERISA, LTD, SCRS, FMLA – not just acronyms!

Nekki Shutt
Burnette, Shutt & McDaniel Columbia

2 p.m.  Veterans Benefits Overview
Timothy G. Mercer
Bluestein, Thompson & Sullivan, LLC, Columbia

2:30 p.m. Workers’ Compensation Overview
Allison P. Sullivan
Bluestein, Thompson & Sullivan, LLC, Columbia

3 p.m.  Break

3:15 p.m.  View from the Bench

ALJ from Columbia Office of Disability Adjudication and Review

4 p.m.  Appeals Council and Federal Court Appeals
W. Daniel Mayes
Smith, Massey, Brodie, Guynn & Mayes, LLC, Aiken

4:45 p.m.   Adjourn

All registrations must be pre-paid. Need to cancel or transfer your registration? Simply notify us in writing no later than 24 hours prior to the published start time of the seminar at registrar@scbar.org. You will be eligible to receive a full refund, be transferred to the live webcast or archived online version of the same seminar (if available), or to a live seminar of equal or lesser value - all with no cancellation or transfer fee. Refunds will not be issued for cancellations made within 24 hours of a seminar start time, but all other options listed above are available with no transfer fee.

  • Columbia
    In-Person Seminar
    Bar Conference Center
    1501 Park Street , Columbia, SC 29201