Workers' Compensation

4.45

Navigating Social Security Offsets in Workers' Compensation Cases

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 55 minutes
Warren Roth
John Dunlap
Amber Sheppard
With Warren J. Roth from Roth Law Group PLLC + 2 others
Recorded September 19, 2025.
Product ID 100819

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Overview

Tackling Social Security Offets: How to Better Advocate for Your Clients

Managing Social Security offsets in workers' compensation is like a puzzle; just as one missing puzzle piece can throw off the final picture, one miscalculation could mean the difference between full benefits or financial loss. Are you confident in your understanding of SSDI offsets? In this essential course, our esteemed practitioners delve into the complexities of Social Security offsets in workers' compensation. Review key formulas used to calculate offsets for lump-sum settlements, find out how to determine potential Social Security benefits, and much more. Hone your skills - register today!

  • Get a quick refresher of what offsets are and how they work in different jurisdictions.
  • Explore different ways to calculate Social Security offsets.
  • Analyze the interplay of workers' comp benefits and SSDI benefits.
  • Formulate strategies for minimizing Social Security offsets in settlements.

This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member Brad Kolling.

Abbreviated Agenda

  1. The Inside Scoop on Social Security Offsets and Social Security Disability Benefits
  2. Different Ways to Calculate Social Security Offsets
  3. Minimizing Social Security Offsets in Workers' Comp Settlements

Related Topics

Product ID 100819

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. The Inside Scoop on Social Security Offsets and Social Security Disability Benefits

    1. What Are Offsets?
    2. What Is the Purpose of Offsets?
    3. How Do They Work in Specific Jurisdictions?
    4. Its Interplay With Workers' Compensation Benefits
    5. Government vs. Private Disability Benefits

  2. Different Ways to Calculate Social Security Offsets

    1. Key Formulas to Understand
    2. How to Calculate Workers' Comp Benefits
    3. How to Calculate Compensation Ranks
    4. How to Calculate Average Weekly Wage
    5. Calculating Offsets on Weekly Benefit or Lump Sum Settlements

  3. Minimizing Social Security Offsets in Workers' Comp Settlements

    1. Determining How the Offset Is Utilized
    2. Determining Which Expenses Can Be Excluded
    3. Workers' Comp Benefits: Front-Loading vs. Backloading
    4. Tactics for Spreading Out Settlement Payments Over Time
    5. Third-Party Claim Essentials

Who Should Attend

This program is designed for attorneys. In-house counsel, workers' compensation administrators, insurance claim/risk managers, and paralegals may also benefit.

Speakers

Warren J Roth
Warren J.
Roth
Roth Law Group PLLC
John E Dunlap
John E.
Dunlap
Law Offices of John E. Dunlap
Amber C Sheppard
Amber C.
Sheppard
Pugh Accardo LLC
Speaker bio
Warren J Roth

Warren J. Roth

Roth Law Group PLLC
Warren Roth

is a partner at Roth Law Group PLLC. He has practiced in the areas of workers' compensation, social security disability and negligence litigation for over 25 years. Mr. Roth has represented the interests of those people who protect us all; primarily municipal workers such as police officers, fire fighters, corrections officers, union workers, teachers, as well as those who go to work every day to support themselves and their families. He earned his B.A. degree from the State University of New York at Albany and his J.D. degree from Pace University Law School. Mr. Roth is admitted to practice in Connecticut and New York, and before the U.S. District Court, Eastern and Southern districts of New York and Court of Appeals for the Second Circuit.

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Speaker bio
John E Dunlap

John E. Dunlap

Law Offices of John E. Dunlap
John Dunlap

is a sole practitioner with Law Offices of John E. Dunlap in Memphis, where he is board-certified by the Tennessee Continuing Legal Education and Specialization Commission in consumer bankruptcy. Mr. Dunlap's main areas of practice include bankruptcy, workers' compensation, personal injury, ERISA litigation, and Social Security disability. He is admitted to practice before the Sixth Circuit Court of Appeals and the U.S. Supreme Court. Mr. Dunlap is a member of the Memphis and American bar associations, as well as the National Association of Consumer Bankruptcy Attorneys. He earned his B.A. degree from the University of Tennessee at Knoxville and his J.D. degree from the University of Memphis.

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Speaker bio
Amber C Sheppard

Amber C. Sheppard

Pugh Accardo LLC
Amber Sheppard

, with her service dog Tubbs, brings humility and humor to her CLE presentations and her Louisiana and Mississippi clients at Pugh Accardo LLC in Mandeville, Louisiana. She handles workers' compensation defense claims as well as business litigation and intellectual property. As LA Bar Intellectual Property Secretary, ABA IPL YLAG Trademark Case Report Lead, and USPTO Practice and Policies Vice Chair, Ms. Sheppard's active in continuing education and publications. Her Be Fierce and Kind® philosophy guides her advocacy in the courtroom and community. A sought-after national speaker, Ms. Sheppard conducts CLEs on business law, neurodiversity, and service dog laws. She implemented landmark therapy dog programs in Louisiana: the first in 22nd JDC Juvenile court and the first in a Louisiana Assisted Outpatient Treatment program. Ms. Sheppard is a three-time Louisiana Bar pro bono award winner and her children's book Court of Paw™ is nationally recognized for teaching youth about therapy dogs. In 2025, she was selected as ABA Outstanding Lawyer On The Rise and named a Diversity Fellow. Ms. Sheppard earned her B.A. degree, summa cum laude, from Southeastern Louisiana University and her J.D. degree, magna cum laude, from Mississippi College School of Law.

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