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Little Known Rules That Can Help and Hurt Your Clients: The SSI 12-Month Rule & Reopening Rules for Both SSI and T. II (Presented by National Organization of Social Security Claimants’ Representatives)

2026-03-25 15:00:00

1 hours

2026-03-25 15:00:00

1 Credits

Master SSI timing rules that win benefits. Learn to navigate the 12-month suspension rule, leverage reopening rules for maximum recovery, and block retroactive reductions — actionable field office strategies you’ll use immediately.

2026-03-25 15:00:00

1 hours

Master SSI timing rules that win benefits. Learn to navigate the 12-month suspension rule, leverage reopening rules for maximum recovery, and block retroactive reductions — actionable field office strategies you’ll use immediately.

2026-03-25 15:00:00

1 hours

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

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn the 12-month rule governing SSI suspension, reopening rules to gain extra benefits, and how to limit retroactive reductions.

What will you gain

Attorneys will gain practical advocacy techniques for immediate use with field offices, including how to use the POMS to their advantage.

Timing Rules
Timing rules can hurt or help client eligibility for benefits.
Suspension Triggers
Recognize situations where SSI suspension becomes a risk for clients.
Benefit Recovery
Gain extra benefits for clients using strategic reopening arguments
Reduction Limits
Contain the reach of retroactive reductions on client payments.
High-Volume Settings
Apply practical guidance in fast-paced, high-volume advocacy environments.
Common Pitfalls
Spot opportunities and avoid common pitfalls in SSI advocacy.

What will you learn

Attorneys will learn the 12-month rule governing SSI suspension, reopening rules to gain extra benefits, and how to limit retroactive reductions.

What will you gain

Attorneys will gain practical advocacy techniques for immediate use with field offices, including how to use the POMS to their advantage.

Agenda

Session I

Gain an understanding of the 12-month rule governing SSI suspension and how to avoid it

Session II

Learn how to use reopening rules to gain extra benefits for your client

Session III

Limit the reach of retroactive reductions

Session IV

Gain practical advocacy techniques you can put into immediate use with field offices

clock 3:00 pm - 3:15 pm EST

Gain an understanding of the 12-month rule governing SSI suspension and how to avoid it

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

Master the critical 12-month window that determines whether suspended SSI benefits can be reinstated without a new application. Learn to spot suspension triggers early and act before the deadline closes your client’s path to reinstatement.

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

clock 3:15 pm - 3:30 pm EST

Learn how to use reopening rules to gain extra benefits for your client

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

Discover how reopening rules create opportunities to recover additional benefits your clients may have missed. Learn when and how to invoke these rules strategically to maximize benefit recovery and strengthen your overall advocacy approach.

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

clock 3:30 pm - 3:45 pm EST

Limit the reach of retroactive reductions

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

Retroactive reductions can erase months of hard-won benefits if left unchallenged. Learn the precise legal tools and procedural strategies available to contain their scope, protect your client’s payments, and push back against overreaching SSA recovery actions.

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

clock 3:45 pm - 4:00 pm EST

Gain practical advocacy techniques you can put into immediate use with field offices

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

Walk away with hands-on advocacy strategies you can deploy at SSA field offices immediately. Learn how to leverage the POMS to your advantage and navigate high-volume caseloads with greater confidence and precision.

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

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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.

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

John S. Whitelaw is the Advocacy Director at the Community Legal Aid Society, Inc. (CLASI) in Delaware — the first person to hold that position when he rejoined the organization in December 2017. With more than 35 years of experience representing low-income and other vulnerable clients across legal aid programs in multiple states, John has dedicated his career to government benefits advocacy and Social Security representation. He has represented claimants at all administrative levels and in federal and state court, and has been a national trainer on SSI and Social Security Disability matters. He is also a member of the Delaware Board of Bar Examiners, believed to be the first legal aid attorney in Delaware to hold that distinction.

Education & Credentials

John is a licensed attorney with more than 35 years of experience in legal aid practice across multiple states, including Delaware, Pennsylvania, West Virginia, and Minnesota. He is a member of the Delaware Board of Bar Examiners — a position that appears to make him the first legal aid attorney in Delaware to serve in that role. His extensive experience spans government benefits law, Social Security disability, and capital habeas litigation, reflecting a broad and distinguished legal career across diverse practice areas and jurisdictions. (Specific academic credentials are not included in the provided biography.)

Recognition & Leadership

John's appointment as CLASI's first Advocacy Director reflects the organization's recognition of his strategic vision and leadership in systemic advocacy. His membership on the Delaware Board of Bar Examiners — a distinction he appears to hold as the first legal aid attorney in Delaware to do so — further underscores the professional respect he commands across the state's legal community. As a national trainer for the AARP National Training Project on SSI and Social Security Disability, he built a reputation as one of the country's most traveled and trusted educators in these practice areas, presenting at national and regional trainings throughout his career.

Professional Involvement

In his role as Advocacy Director at CLASI, John works with advocates to develop creative strategies to address systemic problems faced by clients, while also providing supervision and mentorship on government benefits and SSA matters. He has been a presenter at numerous national and regional trainings and previously traveled across the country as a trainer on SSI and Social Security Disability for the AARP National Training Project. His service on the Delaware Board of Bar Examiners adds a professional standards dimension to a career already defined by mentorship, education, and systemic advocacy on behalf of vulnerable populations.

Experience

John's legal career spans more than 35 years of legal aid practice. He began in Minneapolis, Minnesota (1987–1990), moved to Beckley, West Virginia (1990–1995), and then to CLASI in Wilmington, Delaware (1995–1997), before spending a year with the Federal Public Defender Association's Capital Habeas Unit in Philadelphia (1997–1998). He then served for nearly 20 years as Co-Director of the Aging and Disabilities unit at Community Legal Services in North Philadelphia, before rejoining CLASI in December 2017 as its first Advocacy Director. Throughout his career, John has represented clients in matters involving TANF, General Assistance, SNAP, Medical Assistance, and Social Security — at all administrative levels and in federal and state court — making him one of the most broadly experienced government benefits attorneys in the country.

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

John S. Whitelaw is the Advocacy Director at the Community Legal Aid Society, Inc. (CLASI) in Delaware — the first person to hold that position when he rejoined the organization in December 2017. With more than 35 years of experience representing low-income and other vulnerable clients across legal aid programs in multiple states, John has dedicated his career to government benefits advocacy and Social Security representation. He has represented claimants at all administrative levels and in federal and state court, and has been a national trainer on SSI and Social Security Disability matters. He is also a member of the Delaware Board of Bar Examiners, believed to be the first legal aid attorney in Delaware to hold that distinction.

Education & Credentials

John is a licensed attorney with more than 35 years of experience in legal aid practice across multiple states, including Delaware, Pennsylvania, West Virginia, and Minnesota. He is a member of the Delaware Board of Bar Examiners — a position that appears to make him the first legal aid attorney in Delaware to serve in that role. His extensive experience spans government benefits law, Social Security disability, and capital habeas litigation, reflecting a broad and distinguished legal career across diverse practice areas and jurisdictions. (Specific academic credentials are not included in the provided biography.)

Recognition & Leadership

John's appointment as CLASI's first Advocacy Director reflects the organization's recognition of his strategic vision and leadership in systemic advocacy. His membership on the Delaware Board of Bar Examiners — a distinction he appears to hold as the first legal aid attorney in Delaware to do so — further underscores the professional respect he commands across the state's legal community. As a national trainer for the AARP National Training Project on SSI and Social Security Disability, he built a reputation as one of the country's most traveled and trusted educators in these practice areas, presenting at national and regional trainings throughout his career.

Professional Involvement

In his role as Advocacy Director at CLASI, John works with advocates to develop creative strategies to address systemic problems faced by clients, while also providing supervision and mentorship on government benefits and SSA matters. He has been a presenter at numerous national and regional trainings and previously traveled across the country as a trainer on SSI and Social Security Disability for the AARP National Training Project. His service on the Delaware Board of Bar Examiners adds a professional standards dimension to a career already defined by mentorship, education, and systemic advocacy on behalf of vulnerable populations.

Experience

John's legal career spans more than 35 years of legal aid practice. He began in Minneapolis, Minnesota (1987–1990), moved to Beckley, West Virginia (1990–1995), and then to CLASI in Wilmington, Delaware (1995–1997), before spending a year with the Federal Public Defender Association's Capital Habeas Unit in Philadelphia (1997–1998). He then served for nearly 20 years as Co-Director of the Aging and Disabilities unit at Community Legal Services in North Philadelphia, before rejoining CLASI in December 2017 as its first Advocacy Director. Throughout his career, John has represented clients in matters involving TANF, General Assistance, SNAP, Medical Assistance, and Social Security — at all administrative levels and in federal and state court — making him one of the most broadly experienced government benefits attorneys in the country.

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Price varies based
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Ability to Ask Questions During
the Presentation via a Chat Box
Included
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Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
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Why Attend

Why this 
program matters

Misreading SSI timing rules can cost clients months or years of benefits while exposing attorneys to malpractice liability.
$23B
in uncollected OASDI and SSI overpayments remained on SSA’s books at the end of FY2023, per a 2025 Congressional Research Service report.
7.4M
people received federally administered SSI payments as of December 2024, with 56% having no income other than SSI.
291
days is the current national average wait for a Social Security disability hearing, with nearly 300,000 cases pending.
72%
of OASDI overpayments were attributed to beneficiaries who failed to timely report information to SSA.

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