2025-09-12 11:30:00
15 hours
2025-09-12 11:30:00
15 Credits
2025-09-12 11:30:00
15 hours
2025-09-12 11:30:00
15 hours
Course Overview
Attorneys will learn how to access newly unlocked DDS documents, navigate e-folder systems, use VA disability evidence, and respond to OGC ethics inquiries.
Attorneys will gain strategies to build stronger cases earlier, effectively use VA records for Social Security claims, and protect their practice from disciplinary actions.
Attorneys will learn how to access newly unlocked DDS documents, navigate e-folder systems, use VA disability evidence, and respond to OGC ethics inquiries.
Attorneys will gain strategies to build stronger cases earlier, effectively use VA records for Social Security claims, and protect their practice from disciplinary actions.
Agenda
Session 1
Social Security Bootcamp Part I: Benefits and Registration
Session 2
Social Security Bootcamp Part II: Claims Lifecycle Deep Dive
Session 3
Social Security Bootcamp Part III: Hearing Preparation Logistics
Session 4
Winning With Limited Scope Remands Strategy
Session 5
Trauma-Informed Representation for Psychiatric Disability Clients
Session 6
Social Security Overpayments Update and Waiver Changes
Session 7
Ethics in Social Security Disability Representation Duties
Session 8
Winning Cases for Claimants with Borderline Intelligence
Session 9
Why Your Client's ERISA LTD Claim Matters
Session 10
Effective Advocacy Strategies for Hard-to-Win Cases
Session 11
Consultative Examinations: Preparation and Challenge Strategies
Session 12
Using AI to Reimagine Efficiency in Practice
Session 13
Open the Locks: Early Access to Case Documents
Session 14
VA Disability: Advocating for Veteran Clients Effectively
Session 15
OGC Matters and Representative Ethics Process
11:45 am - 12:45 pm EST
Wurz Financial Service
LexMed
NOSSCR
This foundational session introduces the various types of Social Security benefits with emphasis on adult disability programs. Attendees will learn how to register as a representative, construct proper fee agreements, and effectively intake new clients.
Wurz Financial Service
LexMed
NOSSCR
2:00 pm - 3:00 pm EST
Wurz Financial Service
LexMed
NOSSCR
This session explores how to prove disability using the Five Step Sequential Evaluation Process. Participants will learn to navigate filing and appealing claims from initial application through Federal Court.
Wurz Financial Service
LexMed
NOSSCR
5:00 pm - 6:00 pm EST
Wurz Financial Service
LexMed
NOSSCR
A detailed look at hearing preparation including client preparation, accessing electronic files, and proper evidence submission. The session concludes with post-favorable processes and return-to-work advisement.
Wurz Financial Service
LexMed
NOSSCR
6:30 pm - 7:30 pm EST
Wurz Financial Service
LexMed
NOSSCR
Learn creative advocacy techniques to effectively lock in favorable findings from original ALJ decisions when cases are remanded by district courts. This session demonstrates how remand order scope can determine case outcomes.
Wurz Financial Service
LexMed
NOSSCR
7:45 pm - 8:45 pm EST
Wurz Financial Service
LexMed
NOSSCR
Explore strategies for representing claimants with PTSD, anxiety, and psychotic disorders using trauma-informed approaches. Learn to adapt communication, assess functional limitations, and overcome documentation gaps while minimizing retraumatization.
Wurz Financial Service
LexMed
NOSSCR
4:30 pm - 5:30 pm EST
Wurz Financial Service
LexMed
NOSSCR
Review significant 2024 POMS changes that shifted the burden of proving overpayments to SSA and established 20 presumptions of non-fault. Hypotheticals will illustrate how these changes make waivers more accessible.
Wurz Financial Service
LexMed
NOSSCR
6:30 pm - 7:30 pm EST
Wurz Financial Service
LexMed
NOSSCR
Explore ethical obligations for SSD representatives including competence, honesty, and professionalism requirements. Learn about avoiding conflicts of interest while treating clients with dignity and upholding process integrity.
Wurz Financial Service
LexMed
NOSSCR
12:00 pm - 1:00 pm EST
Wurz Financial Service
LexMed
NOSSCR
Discover strategies for developing evidence of low adaptive functioning and mining state agency consultant findings for cognitively impaired claimants. Learn to overcome adjudicator skepticism and address masking behaviors.
Wurz Financial Service
LexMed
NOSSCR
2:30 pm - 3:30 pm EST
Wurz Financial Service
LexMed
NOSSCR
Gain essential guidance on navigating ERISA long term disability claims as these employer-sponsored plans become increasingly common. Understand policy exclusions and definitions that affect your SSDI clients.
Wurz Financial Service
LexMed
NOSSCR
5:00 pm - 6:00 pm EST
Wurz Financial Service
LexMed
NOSSCR
Learn best practices for achieving success despite challenges like lacking medical documentation and substance use issues. Drawing from harm reduction and trauma-based advocacy, discover how to win cases without merit screening.
Wurz Financial Service
LexMed
NOSSCR
6:15 pm - 7:15 pm EST
Wurz Financial Service
LexMed
NOSSCR
Master strategies for preparing clients for physical and mental CEs and assessing report inaccuracies. Learn how to get problematic CE reports stricken and report providers who disregard rules.
Wurz Financial Service
LexMed
NOSSCR
7:30 pm - 8:30 pm EST
Wurz Financial Service
LexMed
NOSSCR
Explore how artificial intelligence is transforming Social Security Disability law practice through streamlined case management and operational workflows. Industry experts discuss increasing capacity without sacrificing quality.
Wurz Financial Service
LexMed
NOSSCR
11:30 am - 12:30 pm EST
Wurz Financial Service
LexMed
NOSSCR
Learn to leverage newly unlocked A and B sections of Case Documents at early administrative levels, including DDE and DDT analysis. This practical session covers eFolder structure, evidence submission strategies, and ARS troubleshooting.
Wurz Financial Service
LexMed
NOSSCR
12:45 pm - 1:45 pm EST
Wurz Financial Service
LexMed
NOSSCR
Understand VA ratings as proxies for employment earnings loss and how to incorporate them into RFC arguments. Learn the differences between 100% ratings and TDIU, and how to use C&P examinations effectively.
Wurz Financial Service
LexMed
NOSSCR
2:00 pm - 3:00 pm EST
Wurz Financial Service
LexMed
NOSSCR
Understand the OGC referral process for potential representative code of conduct violations and your rights when receiving inquiry letters. Learn how proper responses can result in closeout letters versus sanctions or disqualification.
Wurz Financial Service
LexMed
NOSSCR
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
speakers
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
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| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Bootcamps |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
|
| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Closed-captioning available
2026-06-19 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-06-05 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
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
