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Ethical Considerations for the Social Security Disability Lawyer and Others (Presented by The Federal Bar Association Social Security Law Section)

2025-12-04 14:00:00

1 hours

2025-12-04 14:00:00

1 hours

Ethical guidance for Social Security disability practitioners covering evidence rules, client confidentiality, AOD amendments, and AI obligations.

2025-12-04 14:00:00

1 hours

Ethical guidance for Social Security disability practitioners covering evidence rules, client confidentiality, AOD amendments, and AI obligations.

2025-12-04 14:00:00

1 hours

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Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

Course Overview

Navigating Ethics in Social Security Practice

Participants will learn essential ethical obligations for Social Security disability representatives, including evidence disclosure, client confidentiality, and AI implementation. These practical guidelines help practitioners avoid common pitfalls while maintaining professional standards.

Evidence Submission

Submit all evidence including unfavorable information.

Client Communication

Document consent for onset date amendments.

Professional Conduct

Maintain courteous demeanor during difficult hearings.

AI Implementation

Protect confidentiality when using AI tools.

Course Overview

Navigating Ethics in Social Security Practice

Participants will learn essential ethical obligations for Social Security disability representatives, including evidence disclosure, client confidentiality, and AI implementation. These practical guidelines help practitioners avoid common pitfalls while maintaining professional standards.

Evidence Submission

Submit all evidence including unfavorable information.

Client Communication

Document consent for onset date amendments.

Professional Conduct

Maintain courteous demeanor during difficult hearings.

AI Implementation

Protect confidentiality when using AI tools.

Why Attend

Why this 
program matters

Understanding AI ethics in legal practice is essential because practitioners must balance emerging technology’s efficiency gains with unwavering obligations to client confidentiality, accuracy, and professional responsibility.
30+
States have now released AI-specific guidance for lawyers regarding ethics and professional responsibilities.
75%
Of surveyed lawyers identified accuracy as their top concern when implementing AI tools in legal practice.
946+
Documented cases worldwide where courts addressed AI hallucinations involving fabricated legal citations or content.
82%
Of law schools now provide hands-on AI opportunities through clinics or labs to prepare students for ethical technology use.

Agenda

Session 1

ABA Formal Opinion 512 and AI Ethics

Session 2

Disclosure of AI Use to Clients

Session 3

Court Disclosure Requirements for AI Usage

Session 4

The All Evidence Rule and Unfavorable Evidence

Session 5

Protecting Client Privacy in Federal Court

Session 6

Amending Alleged Onset Dates Ethically

Session 7

Maintaining Professionalism During Difficult Hearings

clock 2:00 pm - 2:10 pm EST

ABA Formal Opinion 512 and AI Ethics

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

This session introduces the three core principles from ABA Formal Opinion 512: confidentiality, diligence, and disclosure when using AI tools. Practitioners will learn critical requirements for selecting AI systems that protect sensitive client data and maintain closed-circuit data controls.

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

clock 2:10 pm - 2:20 pm EST

Disclosure of AI Use to Clients

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

This session examines when and whether attorneys must inform clients about AI tool usage in their representation. Topics include competence obligations under Model Rule 1.1, fee implications under Rule 1.5, and treating AI outputs like work from any other employee requiring thorough review.

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

clock 2:20 pm - 2:35 pm EST

Court Disclosure Requirements for AI Usage

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

Learn about emerging court requirements for AI disclosure, including rules from the Fifth Circuit and Eastern District of Michigan. The session covers recommended disclosure language, certification under Federal Rules 11 and 26(G), and the attorney’s ultimate responsibility for accuracy of AI-assisted work product.

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

clock 2:35 pm - 2:40 pm EST

The All Evidence Rule and Unfavorable Evidence

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

This session addresses the ethical obligation to submit all evidence to SSA, including unfavorable evidence, under the 2016 all evidence rule. Practitioners will explore the tension between attorney-client confidentiality and federal disclosure requirements, plus strategies for handling materially adverse client disclosures.

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

clock 2:40 pm - 2:45 pm EST

Protecting Client Privacy in Federal Court

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

When cases move from SSA to federal district court, client confidentiality protections change dramatically. This session covers the critical disclosure requirements attorneys must discuss with clients and best practices for protecting privacy through motions and abbreviated name formats.

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

clock 2:45 pm - 2:50 pm EST

Amending Alleged Onset Dates Ethically

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

This session covers obtaining proper client consent for alleged onset date amendments through verbal and written authorization. Practitioners will learn about financial implications to discuss with clients, including impacts on retirement benefits, and handling the interaction between AOD amendments and early retirement.

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

clock 2:50 pm - 3:00 pm EST

Maintaining Professionalism During Difficult Hearings

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

Learn strategies for maintaining professional decorum when facing problematic judges or procedural violations during hearings. The session emphasizes appropriate objection techniques, post-hearing advocacy options, and why courteous conduct—even in contentious situations—pays long-term dividends for practitioners.

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

01 07
Prev
Next

Key topics that will be covered

What will you learn

Attorneys will learn key ethical considerations including evidence submission requirements, client confidentiality obligations, amended onset dates, and emerging AI tool responsibilities.

What will you gain

Attorneys will gain practical strategies for handling ethical dilemmas, maintaining professionalism during difficult hearings, and implementing AI tools responsibly in practice.

Evidence Rules
The all evidence rule requires submission of all evidence, even unfavorable material.
Client Confidentiality
Federal disclosure requirements supersede traditional attorney-client confidentiality in Social Security cases.
Onset Dates
Obtain written client authorization before amending alleged onset dates at hearings.
Early Retirement
Representative fees should never influence advice about early retirement benefit decisions.
Professional Conduct
Maintain courteous professionalism with difficult judges; object politely but persistently.
AI Ethics
AI tools require confidentiality protection, diligent review, and disclosure per court rules.

What will you learn

Attorneys will learn key ethical considerations including evidence submission requirements, client confidentiality obligations, amended onset dates, and emerging AI tool responsibilities.

What will you gain

Attorneys will gain practical strategies for handling ethical dilemmas, maintaining professionalism during difficult hearings, and implementing AI tools responsibly in practice.

Plans

Proven CLE solutions for every legal professional

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Price
$95 – $245
Price varies based
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the Presentation via a Chat Box
Included Included Included
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Exclusive Partner Webinars & Events Included Included
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of Bias, etc.)
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Personalized CLE Platform Included Included
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Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Dana W. Duncan

Duncan Disability Law, S.C.

L. David Ferrari

FBA Federal Litigation Section

Dana W. Duncan

Duncan Disability Law, S.C.

Native Wisconsinite attorney who established Duncan Disability Law, S.C. in 2011, specializing in Social Security law and workers’ compensation claims. He has represented thousands of disabled clients throughout the United States and is admitted to multiple state and federal courts.

Recognition & Leadership

Well-known Social Security and workers' compensation attorney who continues lecturing on the law, recording webinars, podcasts, and training tools for other attorneys and non-attorneys.

Professional Involvement

Co-hosts the Greatest Movie of All-Time podcast, leads a history roundtable, and is currently writing several historical articles and books.

Experience

Represented thousands of disabled clients throughout the United States in Social Security law and hundreds of Wisconsin workers for workers' compensation claims. Admitted to the Wisconsin Bar, multiple Federal District Courts in Wisconsin, Michigan, Illinois, Indiana, Colorado, and North Dakota, as well as the Seventh, Fourth, Ninth, Tenth, Sixth, Eighth, and Second Circuits Court of Appeals. Has argued well over fifty cases in various Circuits.

Dana W. Duncan

Duncan Disability Law, S.C.

Native Wisconsinite attorney who established Duncan Disability Law, S.C. in 2011, specializing in Social Security law and workers’ compensation claims. He has represented thousands of disabled clients throughout the United States and is admitted to multiple state and federal courts.

Recognition & Leadership

Well-known Social Security and workers' compensation attorney who continues lecturing on the law, recording webinars, podcasts, and training tools for other attorneys and non-attorneys.

Professional Involvement

Co-hosts the Greatest Movie of All-Time podcast, leads a history roundtable, and is currently writing several historical articles and books.

Experience

Represented thousands of disabled clients throughout the United States in Social Security law and hundreds of Wisconsin workers for workers' compensation claims. Admitted to the Wisconsin Bar, multiple Federal District Courts in Wisconsin, Michigan, Illinois, Indiana, Colorado, and North Dakota, as well as the Seventh, Fourth, Ninth, Tenth, Sixth, Eighth, and Second Circuits Court of Appeals. Has argued well over fifty cases in various Circuits.

L. David Ferrari

FBA Federal Litigation Section

Solo practitioner of Social Security Disability Law with 20 years experience, handling cases nationwide and for ex-pats globally. His practice has included cases ranging from wins at initial consideration to the First Circuit Court of Appeals.

Education & Credentials

Law School 2L Moot Court Champion; Student Bar Association Treasurer 2L; SGA President, Florida State College at Jacksonville.

Recognition & Leadership

Jr. co-author of David Traver's 16th Edition of the Social Security Advocate's Handbook c. 2020.

Professional Involvement

FBA Federal Litigation Section Secretary/Treasurer; former FBA Social Security Law Section Chair 2015-2018; pre-law elected county-wide to the Duval Soil and Water Conservation Board.

Experience

20 years of Social Security Disability Law experience, worked for two major SSD firms for 16 years, traveled to 46 states and conducted over 1,800 hearings. Handles nationwide practice including cases for ex-pats globally.

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