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Overview
Complex Case Studies and Techniques From the Pros
The overwhelming number of favorable determinations are on step 5 of the claim. In answer to our attendees' requests, we've created a higher level deep-dive into the vocational and educational aspects of SSDI claims. This focused course will provide you with the knowledge to prepare you to handle more challenging and intricate disability cases. Build your skills - register today!
- Analyze cases of claimants with multiple skill levels and highly specialized skill sets.
- Learn how to address self-employments and sporadic work attempts.
- Address fluctuating RFC showings and shape them into a coherent argument.
- Question transferability of skills in complex scenarios.
- Leverage the Grids in cases of multiple impairments and rare conditions.
Abbreviated Agenda
- Insights Into the Sequential Evaluation Process
- Expert-Level Examination of Past Relevant Work
- Education and Transferable Skills Assessment
- Understanding the Medical-Vocational Guidelines (Grid Rules)
- Administrative Appeals Process and Hearing Guidance: Complex Case Studies
- Crafting a Compelling Disability Case
- Legal Ethics in SSDI Practice
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 04-09-2026 |
| Arizona CLE |
|
6 Total | 04-09-2026 |
| California CLE |
|
6 Total | 04-09-2026 |
| Colorado CLE |
|
7 Total | 12-31-2026 |
| Connecticut CLE |
|
6 Total | 04-09-2026 |
| Delaware CLE |
|
6 Total | 04-09-2026 |
| Hawaii CLE |
|
6 Total | 04-09-2026 |
| Idaho CLE |
|
6 Total | 04-09-2029 |
| Illinois CLE |
|
6 Total | 04-08-2026 |
| Maine CLE |
|
6 Total | 04-08-2026 |
| Minnesota CLE |
|
6 Total | 04-09-2026 |
| Missouri CLE |
|
6 Total | 04-09-2026 |
| Northern Mariana Islands CLE |
|
6 Total | 04-09-2026 |
| Montana CLE |
|
6 Total | 04-09-2027 |
| North Dakota CLE |
|
6 Total | 04-09-2027 |
| Nebraska CLE |
|
6 Total | 04-09-2026 |
| New Hampshire CLE |
|
6 Total | 04-09-2027 |
| New Mexico CLE |
|
6 Total | 04-09-2026 |
| Nevada CLE |
|
6 Total | 04-09-2027 |
| New York CLE |
|
7 Total | 04-09-2027 |
| Oklahoma CLE |
|
7 Total | 04-09-2026 |
| Oregon CLE |
|
6 Total | 04-09-2027 |
| Pennsylvania CLE |
|
6 Total | 04-09-2026 |
| Vermont CLE |
|
6 Total | 04-09-2026 |
| Washington CLE |
|
6 Total | 04-08-2029 |
| Wisconsin CLE |
|
7 Total | 12-31-2025 |
| West Virginia CLE |
|
7.2 Total | 04-09-2026 |
Select Jurisdiction
CLE
Agenda
-
Insights Into the Sequential Evaluation Process
- Five-Step Sequential Evaluation Process Refresher
- The Role of Steps 4 and 5 in the Evaluation Sequence
- Burden of Proof and Advanced Legal Standards
-
Expert-Level Examination of Past Relevant Work
- Identifying and Defining Past Relevant Work (PRW): Intermittent Work, Sporadic Work Records
- Analysis of Vocational Factors Influencing PRW Determination
- Dual Skill Set Analysis: Claimant has Multiple Skill Sets With Varying Degrees of Relevance
- Residual Functional Capacity (RFC) in Fluctuating Conditions
- Challenging SSA's Determination of PRW
-
Education and Transferable Skills Assessment
- Evaluating the Claimant's Educational Background: Including Self-Taught Skills
- Methods for Determining Skill Level and Transferability
- Assessing Highly Specialized Skill Sets
- Use of DOT (Dictionary of Occupational Titles) in Today's Tech-Reliant Workplace
- Illiteracy and Inability to Communicate in English
-
Understanding the Medical-Vocational Guidelines (Grid Rules)
- Understanding the Grid Rules and a Framework for Step 5
- Grid Exceptions
- Claimants With Multiple Impairments That Interact in Complex Ways
- Case Analysis Where Multiple Grid Rules are Relevant and How They Interact
-
Administrative Appeals Process and Hearing Guidance: Complex Case Studies
-
Crafting a Compelling Disability Case
- Gathering Medical Evidence and Using Expert Opinions (Especially in Cases of Rare and Complex Medical Conditions)
- Fine-Tuning Your Persuasive Legal Arguments and Briefs: Analyzing Similar Past Rulings
- Client Interviews and Testimony Preparation
-
Legal Ethics in SSDI Practice
- Attorney Duty of Candor
- Effective Client Communication and Informed Consent
- Competence Issues
- Making Your Legal Services Accessible
Who Should Attend
This legal guide is designed for attorneys. Disability case representatives and paralegals will also benefit.
Speakers
Speaker bio
Peter T. Skeie
is a solo practitioner at Peter T. Skeie & Associates, PC. He focuses his practice on employment law, Social Security disability, ERISA, and employee benefits. Mr. Skeie earned his B.A. degree from University of Minnesota, his J.D. degree from New York Law School and his LL.M. degree from New York University. He is a member of the Nashville Bar Association, Tennessee Bar Association, Tennessee Employment Law Association, Tennessee Trial Lawyers Association, New York State Bar Association, American Association of Justice, and the National Organization of Social Security Claimants Representatives. Mr. Skeie is admitted to practice law in Tennessee, Minnesota and New York. He is also admitted before the Middle District of Tennessee and the Sixth Circuit.
Speaker bio
Melinda Brown
is an attorney at Melinda Brown Law, where she focuses her practice on Social Security, probate, trusts, wills, POAs, estate planning, conservatorships, and business formation. She earned her B.S. degree from the University of Arkansas at Fayetteville and her J.D. degree from the Nashville School of Law. Ms. Brown is a member of the American Association for Justice and Tennessee Association for Justice, Rutherford Cannon County Bar Association (RCCBA), Barristers Lion's Club, National Organization for Social Security Claimant Representatives, and Middle Tennessee Lawyers Association for Women. She is admitted to practice law in Tennessee and the U.S. District Court, Eastern and Middle districts.
Speaker bio
Christopher A. Walker
is an attorney at Christopher Walker Law Office LLC, located in Katy, Texas. He represents clients in car/truck accidents, workers' compensation, Social Security disability, traffic violations and business litigation. Mr. Walker earned his bachelor's degree from The University of North Carolina at Chapel Hill and his J.D. degree from Howard University School of Law. He is admitted to practice law in Texas and North Carolina.
Speaker bio
Christopher Gentry
is an attorney with The McMahan Law Firm in Chattanooga, Tennessee, where he runs the firm's Social Security Disability Claims Center. He represents claimants in more than 300 Social Security hearings each year and has represented claimants in thousands of disability hearings all over Tennessee, Georgia and Alabama. Mr. Gentry has presented seminars for National Business Institute and has appeared on multiple television shows to provide information regarding Social Security issues. He is a member of the National Organization of Social Security Claimaint's Representatives, Tennessee Association for Justice, Chattanooga Trial Lawyers Association, Chattanooga Bar Association and State Bar of Georgia. Mr. Gentry earned his B.A. degree from the University of Tennessee and his J.D. degree from Michigan State University College of Law. He is licensed to practice law in both Tennessee and Georgia.
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