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Assessing Income: Trial Work Period, Extended Period of Eligibility, and Expedited Reinstatement – NOSSCR 2026 Fall National Conference – Track I (Presented by National Organization of Social Security Claimants’ Representatives)

When a client returns to work, benefits hang on the income assessment. Learn to apply the SGA evaluation criteria, track the trial work period and extended period of eligibility, and navigate expedited reinstatement and the initial reinstatement period when benefits must be restored.

2026-10-13 12:15:00

1 hours

Program Details

2026-10-13 12:15:00

2026-10-13 12:15:00

1h CLE Credits

2026-10-13 12:15:00

1 hours

Program Details

2026-10-13 12:15:00

Program Details

2026-10-13 12:15:00

Over 1,000+ webinars

2026-10-13 12:15:00

1 hours

Course Overview

One Income Question, Four Different Answers — Depending on the Period

2026-10-13 12:15:00

An income assessment is not a single determination — it depends on where the client sits. Part 1 examined SGA determinations for self-employed individuals under the general evaluation criteria: three tests, plus the countable income test when applicable. Part 2 recaps that framework, then applies it across the periods that follow.

The sequence matters. The trial work period comes first, with its own treatment of a client’s work. After an SGA cessation, the extended period of eligibility and the re-entitlement period take over, and the same income question yields different consequences. When entitlement ends altogether, expedited reinstatement — and the initial reinstatement period within it — governs how benefits come back.

You walk out able to assess income at every stage: the SGA evaluation criteria refreshed, the TWP, EPE, and re-entitlement period placed in sequence, and a working command of EXR and the IRP.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
SGA Evaluation Recap
The general evaluation criteria for self-employed individuals — three tests plus the countable income test, recapped from Part 1.
02
Trial Work Period
How the TWP operates and what it means for a working client’s income assessment.
03
Extended Period of Eligibility
How the EPE functions and what it preserves for your client.
04
Re-entitlement After Cessation
The re-entitlement period that follows an SGA cessation, and how to put it to work.
05
Expedited Reinstatement
When EXR is available and how to pursue it for a client whose benefits ended.
06
Initial Reinstatement Period
How the IRP operates within an expedited reinstatement.

Program schedule

clock 12:15 pm - 1:15 pm EST

Assessing Income: Trial Work Period, Extended Period of Eligibility, and Expedited Reinstatement

In Part 1, we examined substantial gainful activity (SGA) determinations for self-employed individuals using the general evaluation criteria, which consist of three tests and, when applicable, the countable income test. In Part 2, we will provide a recap and discuss the extended period of eligibility (EPE) and the re-entitlement period following an SGA cessation, the trial work period (TWP), and the initial reinstatement period (IRP) for an expedited reinstatement (EXR).

 

Eligible for up to 1 CLE Credit Hour

 

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Fall National Conference and may be eligible for self-study credit. Each state handles self-study credit differently; for questions, please consult your State Bar Association.

 

Recorded Tuesday, October 13, 2026.

Deondra SextonDeondra Sexton
Deondra Sexton

Deondra Sexton

Martin, Jones & Piemonte

Deondra Sexton

Deondra Sexton

Martin, Jones & Piemonte

Deondra Sexton is an attorney at Martin, Jones & Piemonte, licensed to practice law in the State of South Carolina. Before entering private practice, she spent over a decade with the Social Security Administration, where she held progressively responsible roles including Claims Representative, Technical Expert, and Operations Supervisor. As a Technical Expert, she provided authoritative interpretations of Social Security policy, law, and regulations to staff, and she created workflow systems that streamlined the processing and adjudication of claims across online, mail, and in-office channels. She is also notable for establishing the procedures for the first appeals unit in the Charlotte, NC field office. Her prior litigation experience spans criminal and civil matters, and she has volunteered as homeless court counsel for participants in the Rock Hill, South Carolina Homeless Court program.

Education & Credentials

Deondra is a licensed attorney in the State of South Carolina whose credentials are distinguished by over a decade of institutional experience inside the Social Security Administration before her transition to private practice. Her roles as Claims Representative, Technical Expert, and Operations Supervisor gave her a practitioner's command of Title II of the Social Security Act from the inside, an expertise that few disability attorneys can claim. Her Technical Expert designation within SSA required her to provide definitive, authoritative interpretations of Social Security policy, law, regulations, and administrative procedures, reflecting a depth of agency knowledge that directly benefits the clients she now represents.

Recognition & Leadership

Deondra's most distinctive professional achievement may be her creation and establishment of the procedures for the first appeals unit in the Charlotte, North Carolina SSA field office, a systemic innovation that reduced processing time and improved the handling of appeals for claimants across the region. Her advancement through multiple leadership roles at SSA, including Operations Supervisor and Technical Expert, reflects the institutional recognition she earned during her decade-plus of federal service. Her volunteer work as homeless court counsel in Rock Hill, South Carolina demonstrates a commitment to access to justice that extends beyond her paid practice and reflects the values that define her approach to legal representation.

Professional Involvement

Deondra's professional involvement spans disability law, criminal and civil litigation, community legal services, and SSA staff development. During her tenure at SSA, she supervised, mentored, and trained staff, managers, supervisors, and community partners in matters related to Title II, a training and mentorship role that gave her broad engagement with the full range of Social Security operational and adjudication issues. In her volunteer capacity, she has served as homeless court counsel in Rock Hill's Homeless Court program, providing legal representation to some of the community's most vulnerable individuals. At Martin, Jones & Piemonte, she brings that combined institutional expertise and community commitment to the representation of disability claimants.

Experience

Deondra Sexton's path to disability advocacy runs directly through the Social Security Administration, where she spent over a decade in roles that gave her an insider's understanding of how SSA processes, adjudicates, and resolves claims. As a Claims Representative, Technical Expert, and Operations Supervisor, she worked at every level of the agency's field operations, interpreting policy, designing workflows, training staff, and building specialty units, including the first appeals unit in the Charlotte, NC field office. That experience is rare and invaluable in a disability attorney: she knows the system not just from the claimant's side of the table but from the institutional perspective of the agency itself. Combined with her licensed practice in South Carolina, her criminal and civil litigation background, and her volunteer homeless court advocacy, Deondra brings to Martin, Jones & Piemonte a depth and range of experience that is as distinctive as it is formidable.
Deondra Sexton

Deondra Sexton

Martin, Jones & Piemonte

Deondra Sexton is an attorney at Martin, Jones & Piemonte, licensed to practice law in the State of South Carolina. Before entering private practice, she spent over a decade with the Social Security Administration, where she held progressively responsible roles including Claims Representative, Technical Expert, and Operations Supervisor. As a Technical Expert, she provided authoritative interpretations of Social Security policy, law, and regulations to staff, and she created workflow systems that streamlined the processing and adjudication of claims across online, mail, and in-office channels. She is also notable for establishing the procedures for the first appeals unit in the Charlotte, NC field office. Her prior litigation experience spans criminal and civil matters, and she has volunteered as homeless court counsel for participants in the Rock Hill, South Carolina Homeless Court program.

Education & Credentials

Deondra is a licensed attorney in the State of South Carolina whose credentials are distinguished by over a decade of institutional experience inside the Social Security Administration before her transition to private practice. Her roles as Claims Representative, Technical Expert, and Operations Supervisor gave her a practitioner's command of Title II of the Social Security Act from the inside, an expertise that few disability attorneys can claim. Her Technical Expert designation within SSA required her to provide definitive, authoritative interpretations of Social Security policy, law, regulations, and administrative procedures, reflecting a depth of agency knowledge that directly benefits the clients she now represents.

Recognition & Leadership

Deondra's most distinctive professional achievement may be her creation and establishment of the procedures for the first appeals unit in the Charlotte, North Carolina SSA field office, a systemic innovation that reduced processing time and improved the handling of appeals for claimants across the region. Her advancement through multiple leadership roles at SSA, including Operations Supervisor and Technical Expert, reflects the institutional recognition she earned during her decade-plus of federal service. Her volunteer work as homeless court counsel in Rock Hill, South Carolina demonstrates a commitment to access to justice that extends beyond her paid practice and reflects the values that define her approach to legal representation.

Professional Involvement

Deondra's professional involvement spans disability law, criminal and civil litigation, community legal services, and SSA staff development. During her tenure at SSA, she supervised, mentored, and trained staff, managers, supervisors, and community partners in matters related to Title II, a training and mentorship role that gave her broad engagement with the full range of Social Security operational and adjudication issues. In her volunteer capacity, she has served as homeless court counsel in Rock Hill's Homeless Court program, providing legal representation to some of the community's most vulnerable individuals. At Martin, Jones & Piemonte, she brings that combined institutional expertise and community commitment to the representation of disability claimants.

Experience

Deondra Sexton's path to disability advocacy runs directly through the Social Security Administration, where she spent over a decade in roles that gave her an insider's understanding of how SSA processes, adjudicates, and resolves claims. As a Claims Representative, Technical Expert, and Operations Supervisor, she worked at every level of the agency's field operations, interpreting policy, designing workflows, training staff, and building specialty units, including the first appeals unit in the Charlotte, NC field office. That experience is rare and invaluable in a disability attorney: she knows the system not just from the claimant's side of the table but from the institutional perspective of the agency itself. Combined with her licensed practice in South Carolina, her criminal and civil litigation background, and her volunteer homeless court advocacy, Deondra brings to Martin, Jones & Piemonte a depth and range of experience that is as distinctive as it is formidable.

Credits by state

AK1.0
AL1.0
AR1.0
AZ1.0
CA1.0
CO1.0
CT1.0
DC1.0
DE1.0
FL1.0
GA1.0
HI1.0
IA1.0
ID1.0
IL1.0
IN1.0
KS1.0
KY1.0
LA1.0
MA1.0
MD1.0
ME1.0
MI1.0
MN1.0
MO1.2
MS1.0
MT1.0
NC1.0
ND1.0
NE1.0
NH60.0
NJ1.0
NM1.0
NV1.0
NY1.0
OH1.0
OK1.0
OR1.0
PA1.0
RI1.0
SC1.0
SD1.0
TN1.0
TX1.0
UT1.0
VA1.0
VT1.0
WA1.0
WI1.0
WV1.2
WY1.0

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Pending
Georgia
Pending
Hawaii
Approved
Idaho
Pending
Illinois
Pending
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Pending
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Pending
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Pending
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs