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Overview
Troubleshoot SSDI Claims More Effectively
Obtaining SSDI benefits for clients is getting harder. Approval rates are dropping, claims grow more complex, and the clients are the ones paying the price. This troubleshooting guide walks through the common claim denial reasons and offers practical solutions for improving outcomes. Let our expert faculty help you clear up some of the top problems facing SSDI attorneys and representatives. Register today!
- Assess each case's chances of success, especially when it involves intermittent conditions.
- Overcome cultural and language barriers in obtaining all the claim-supporting information.
- Address prior claim denials and prevent them from affecting the current claim.
- Explain gaps and discrepancies in medical records.
- Protect your professional reputation and do right by your clients with a legal ethics guide tailored to SSDI practice problems.
Abbreviated Agenda
- Filing too Early
- Medical Records Gaps and Discrepancies
- Inability to Prove the Onset Date, Last Date Insured (LDI)
- Insufficient Work History/Credits or Recent Work
- Ability to Engage in Substantial Gainful Activity (SGA)
- Not Following the Proper Appeals Process (Failure to Appeal on Time)
- Failure to Follow Treatment Advice (Non-Compliance With Medical Advice)
- Not Meeting the Listing of Impairments
- Prior Denials
- Cultural and Language Barriers
- Legal Ethics of SSDI Practice
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 11-19-2026 |
| Alabama CLE |
|
6 Total | 12-31-2025 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 11-19-2026 |
| California CLE |
|
6 Total | 11-19-2026 |
| Colorado CLE |
|
7 Total | 12-31-2026 |
| Connecticut CLE |
|
6 Total | 11-19-2026 |
| Delaware CLE |
|
6 Total | 11-19-2026 |
| Florida CLE |
|
7 Total | 05-31-2026 |
| Georgia CLE |
|
6 Total | 12-31-2025 |
| Hawaii CLE |
|
6 Total | 11-19-2026 |
| Idaho CLE |
|
6 Total | 11-19-2029 |
| Illinois CLE |
|
6 Total | 11-18-2026 |
| Maine CLE |
|
6 Total | 11-18-2026 |
| Minnesota CLE |
|
6 Total | 11-19-2026 |
| Missouri CLE |
|
6 Total | 11-19-2026 |
| Northern Mariana Islands CLE |
|
6 Total | 11-19-2026 |
| Montana CLE |
|
6 Total | 11-19-2027 |
| North Dakota CLE |
|
6 Total | 11-19-2027 |
| Nebraska CLE |
|
6 Total | 11-19-2026 |
| New Hampshire CLE |
|
6 Total | 11-19-2027 |
| New Mexico CLE |
|
6 Total | 11-19-2026 |
| Nevada CLE |
|
6 Total | 11-19-2027 |
| New York CLE |
|
7 Total | 11-19-2027 |
| Ohio CLE |
|
6 Total | 12-31-2025 |
| Oklahoma CLE |
|
7 Total | 11-19-2026 |
| Oregon CLE |
|
6 Total | 11-19-2027 |
| Pennsylvania CLE |
|
6 Total | 11-19-2026 |
| Rhode Island CLE |
|
6 Total | |
| South Carolina CLE |
|
6 Total | 12-31-2025 |
| Tennessee CLE |
|
6 Total | 11-18-2026 |
| Utah CLE |
|
6 Total | 12-31-2025 |
| Vermont CLE |
|
6 Total | 11-19-2026 |
| Washington CLE |
|
6 Total | 11-18-2029 |
| Wisconsin CLE |
|
7 Total | 12-31-2025 |
| West Virginia CLE |
|
7.2 Total | 11-19-2026 |
Select Jurisdiction
CLE
Agenda
-
Filing too Early
- New, Under-Documented Ailments
- Temporary, Intermittent Conditions
-
Medical Records Gaps and Discrepancies
-
Inability to Prove the Onset Date, Last Date Insured (LDI)
-
Insufficient Work History/Credits or Recent Work
-
Ability to Engage in Substantial Gainful Activity (SGA)
-
Not Following the Proper Appeals Process (Failure to Appeal on Time)
-
Failure to Follow Treatment Advice (Non-Compliance With Medical Advice)
-
Not Meeting the Listing of Impairments
-
Prior Denials
-
Cultural and Language Barriers
-
Legal Ethics of SSDI Practice
- Candor to the Tribunal
- Effective Client Communication
- Guarding Confidentiality
- Competence Duty and Rules Changes
- Withdrawing From Representation
Who Should Attend
This legal course is designed for attorneys. Disability case representatives, social workers, and paralegals will also benefit.
Speakers
Speaker bio
Anne C. Hartwig
is senior counsel with Hawks Quindel, S.C., where she has extensive administrative law experience, public benefits (Medicaid and Medicare) experience and special education experience. She practices in the areas of colleges and universities, public schools, disability, domestic violence and neglect, ethics, mental health, and Social Security (disability, retirement, and survivors benefits). Ms. Hartwig was managing attorney at LAW, Inc., where she practiced family law and healthcare law. She was a visiting professor at Temple Law School in Philadelphia, and taught healthcare regulation, finance and bioethics. Ms. Hartwig has done extensive research and writing in the area of bioethics and aggression. She is a member of the Ethics Committee at Meriter Hospital in Madison, and the Progressive Community Services, Inc. Board. Ms. Hartwig earned her B.A. degree from the University of Wisconsin-Madison; her J.D. degree from the University of Wisconsin Law School; and her Ph.D. degree, with honors, from the University of Wisconsin-Madison.
Speaker bio
Grayson Smith Cannon
is an attorney with Gullett, Sanford, Robinson & Martin, PLLC, where her main areas of practice are Social Security and probate. She has previously lectured on Social Security disability, probate, and family law matters for National Business Institute. Ms. Smith Cannon has also lectured on Social Security issues, wills and estates, and probate before the public and other attorneys. She is a member of the National Organization of Social Security Claimants' Representatives, Lawyers Association for Women, and both the Tennessee and Nashville bar associations. Ms. Smith Cannon earned her B.A. degree from Rhodes College and her J.D. degree from Nashville School of Law.
Speaker bio
Maeve Pirt Meyer
is an attorney with Hawks Quindel, S.C., where she focuses her practice on Social Security disability law, probate law, guardianship law, trust administration, and special needs trusts. Ms. Pirt Meyer has a background in health insurance and science, and began her legal career by practicing personal injury law. She has previously presented on the intersection of probate and personal injury law. Ms. Pirt Meyer is a member of the National Organization of Social Security Claimants' Representatives, State Bar of Wisconsin, and the Dane County Bar Association. She earned her B.S. degree from the University of North Carolina at Greensboro and her J.D. degree from Marquette University Law School.
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