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Use Ethical Rules to Start and Maintain Productive Relationships with Clients – 2026 Spring National Conference – Track I (Presented by National Organization of Social Security Claimants’ Representatives)

2026-04-23 13:30:00

1.25 hours

2026-04-23 13:30:00

1.25 Credits

Transform ethical rules into practical client relationship tools, master intake decisions, diminished capacity representation, the all-evidence rule, and professional boundary-setting with disability clients.

2026-04-23 13:30:00

1.25 hours

Transform ethical rules into practical client relationship tools, master intake decisions, diminished capacity representation, the all-evidence rule, and professional boundary-setting with disability clients.

2026-04-23 13:30:00

1.25 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 examine Model Rules governing client intake, communication duties, diminished capacity representation, and Social Security Administration conduct regulations including the all-evidence rule.

What will you gain

Attorneys will gain practical strategies for screening clients, documenting decisions, setting professional boundaries, and handling sensitive situations involving diminished capacity and evidence obligations in disability practice.

Ethics risk
Identify and reduce ethics risks throughout the full representation lifecycle.
Administrative practice
Apply ethical standards within Social Security Administration conduct regulations.
Client expectations
Clarify scope, responsibilities, and communication protocols early in representation.
Recordkeeping practices
Maintain clear records supporting ethical compliance and client transparency.
Difficult interactions
Apply strategies for maintaining professionalism during challenging client communications.
Protective actions
Understand when professional conduct rules require steps to safeguard vulnerable clients.

What will you learn

Attorneys will examine Model Rules governing client intake, communication duties, diminished capacity representation, and Social Security Administration conduct regulations including the all-evidence rule.

What will you gain

Attorneys will gain practical strategies for screening clients, documenting decisions, setting professional boundaries, and handling sensitive situations involving diminished capacity and evidence obligations in disability practice.

Agenda

Session I

Use Ethical Rules to Start and Maintain Productive Relationships with Clients

clock 1:30 pm - 2:30 pm EST

Use Ethical Rules to Start and Maintain Productive Relationships with Clients

Ann Biddle

Urban Justice Center

Shandanette Chase

Urban Justice Center

This segment uses Model Rules blended with Social Security Administration conduct regulations to cover best practices for starting and maintaining productive client relationships, including how to decline clients, work with diminished capacity, and address the all-evidence rule.

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 Spring 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 Thursday, April 23, 2026.

Ann Biddle

Urban Justice Center

Shandanette Chase

Urban Justice Center

01 01
Prev
Next

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.

Ann Biddle

Urban Justice Center

Shandanette Chase

Urban Justice Center

Ann Biddle

Urban Justice Center

Ann Biddle is the Litigation Supervisor for the Mental Health Project at the Urban Justice Center and has served as a statewide coordinator for New York State’s Disability Advocacy Project for more than 25 years. A graduate of Emory University and the Benjamin N. Cardozo School of Law at Yeshiva University, Ann has dedicated more than 30 years to civil legal services, specializing in Social Security disability issues and matters affecting the elderly. She is admitted to practice in the State of New York, the Eastern and Southern Districts of New York, and the Courts of Appeals for the Second and Federal Circuits.

Education & Credentials

Ann holds a Bachelor's degree from Emory University and a Juris Doctor from the Benjamin N. Cardozo School of Law at Yeshiva University. She is admitted to practice law in the State of New York, the United States District Courts for the Eastern and Southern Districts of New York, and the United States Courts of Appeals for the Second and Federal Circuits. Her multi-court admissions reflect decades of active federal litigation in Social Security disability matters at both the district and appellate levels.

Recognition & Leadership

Ann's more than 25 years as a statewide coordinator for New York State's Disability Advocacy Project represent one of the most sustained leadership contributions in the state's disability legal services community. In her role as Litigation Supervisor at the Urban Justice Center's Mental Health Project, she provides strategic and supervisory leadership for one of New York City's most prominent public interest litigation teams. Her three-decade career in civil legal services, combined with her long-tenured statewide coordination role, has established her as a foundational figure in the network of advocates serving New York's disability claimant population.

Professional Involvement

Ann's professional involvement spans direct litigation, statewide coordination, and organizational leadership within New York's civil legal services community. As a statewide coordinator for New York's Disability Advocacy Project for over 25 years, she has helped build and sustain a network of attorneys and advocates representing Social Security disability claimants across the state. Her Litigation Supervisor role at the Urban Justice Center's Mental Health Project adds a direct supervisory and strategic dimension to a career already defined by broad systemic engagement in disability and elder law advocacy.

Experience

Ann has worked in civil legal services for more than 30 years, concentrating her practice on Social Security disability issues and matters affecting elderly individuals. She has served as a statewide coordinator for New York State's Disability Advocacy Project for over 25 years — a role that has given her a panoramic view of the disability legal services landscape across New York State. As Litigation Supervisor at the Urban Justice Center's Mental Health Project, she brings that depth of experience to bear in supervising complex disability litigation and guiding her team through the administrative and federal court appeals process. Her federal court admissions in both district and appellate courts reflect an active litigation practice at the highest levels of the Social Security appeals system.

Ann Biddle

Urban Justice Center

Ann Biddle is the Litigation Supervisor for the Mental Health Project at the Urban Justice Center and has served as a statewide coordinator for New York State’s Disability Advocacy Project for more than 25 years. A graduate of Emory University and the Benjamin N. Cardozo School of Law at Yeshiva University, Ann has dedicated more than 30 years to civil legal services, specializing in Social Security disability issues and matters affecting the elderly. She is admitted to practice in the State of New York, the Eastern and Southern Districts of New York, and the Courts of Appeals for the Second and Federal Circuits.

Education & Credentials

Ann holds a Bachelor's degree from Emory University and a Juris Doctor from the Benjamin N. Cardozo School of Law at Yeshiva University. She is admitted to practice law in the State of New York, the United States District Courts for the Eastern and Southern Districts of New York, and the United States Courts of Appeals for the Second and Federal Circuits. Her multi-court admissions reflect decades of active federal litigation in Social Security disability matters at both the district and appellate levels.

Recognition & Leadership

Ann's more than 25 years as a statewide coordinator for New York State's Disability Advocacy Project represent one of the most sustained leadership contributions in the state's disability legal services community. In her role as Litigation Supervisor at the Urban Justice Center's Mental Health Project, she provides strategic and supervisory leadership for one of New York City's most prominent public interest litigation teams. Her three-decade career in civil legal services, combined with her long-tenured statewide coordination role, has established her as a foundational figure in the network of advocates serving New York's disability claimant population.

Professional Involvement

Ann's professional involvement spans direct litigation, statewide coordination, and organizational leadership within New York's civil legal services community. As a statewide coordinator for New York's Disability Advocacy Project for over 25 years, she has helped build and sustain a network of attorneys and advocates representing Social Security disability claimants across the state. Her Litigation Supervisor role at the Urban Justice Center's Mental Health Project adds a direct supervisory and strategic dimension to a career already defined by broad systemic engagement in disability and elder law advocacy.

Experience

Ann has worked in civil legal services for more than 30 years, concentrating her practice on Social Security disability issues and matters affecting elderly individuals. She has served as a statewide coordinator for New York State's Disability Advocacy Project for over 25 years — a role that has given her a panoramic view of the disability legal services landscape across New York State. As Litigation Supervisor at the Urban Justice Center's Mental Health Project, she brings that depth of experience to bear in supervising complex disability litigation and guiding her team through the administrative and federal court appeals process. Her federal court admissions in both district and appellate courts reflect an active litigation practice at the highest levels of the Social Security appeals system.

Shandanette Chase

Urban Justice Center

Shandanette Chase is a Supervising Attorney in the Disability Advocacy Project at the Urban Justice Center’s Mental Health Project, where she represents Social Security disability claimants in administrative appeals and federal court proceedings. Prior to joining the Urban Justice Center, she worked in Bronx Legal Services’ Disability Advocacy Project. A graduate of Hunter College and the George Washington University Law School and School of Public Health, Shandanette brings an interdisciplinary academic background to her advocacy. She is admitted to practice in New York and New Jersey, multiple federal district courts, the U.S. Court of Appeals for the Second Circuit, and the Supreme Court of the United States.

Education & Credentials

Shandanette holds a Bachelor's degree from Hunter College and earned her Juris Doctor from the George Washington University Law School, where she also studied at the School of Public Health — a dual academic background that reflects her commitment to understanding the health and systemic dimensions of disability advocacy. She is admitted to practice law in New York and New Jersey; the United States District Courts for the District of New Jersey and the Eastern and Southern Districts of New York; the U.S. Court of Appeals for the Second Circuit; and the Supreme Court of the United States — a breadth of admissions that speaks to the scope and ambition of her federal litigation practice.

Recognition & Leadership

Shandanette's admission to the Supreme Court of the United States, alongside her admissions to multiple federal district and circuit courts, reflects a litigation profile of exceptional reach. As a Supervising Attorney at the Urban Justice Center's Mental Health Project, she holds a leadership role at one of New York City's most respected public interest organizations, guiding the representation of Social Security disability claimants at the administrative and federal levels. Her career trajectory — from Bronx Legal Services to a supervisory role at the Urban Justice Center — reflects the professional recognition she has earned through her commitment and expertise in disability advocacy.

Professional Involvement

Shandanette's professional involvement is centered on expanding access to justice for Social Security disability claimants in the New York metropolitan area and beyond. In her supervisory role at the Urban Justice Center's Mental Health Project, she oversees disability advocacy work and contributes to the organization's broader mission of serving marginalized individuals navigating complex legal and government systems. Her prior experience at Bronx Legal Services and her academic training at GW's School of Public Health inform a practice philosophy attentive to the intersecting legal, health, and social challenges that disability claimants face.

Experience

Shandanette's career in Social Security disability advocacy began at Bronx Legal Services' Disability Advocacy Project before she joined the Urban Justice Center's Mental Health Project, where she now serves as a Supervising Attorney. She represents claimants at the administrative level and in federal court, with admissions spanning the District of New Jersey, the Eastern and Southern Districts of New York, the Second Circuit, and the Supreme Court of the United States. Her GW Law and Public Health education gives her a distinctive analytical lens on the intersection of disability, health policy, and legal rights — one she brings to bear every day in her advocacy on behalf of some of New York's most vulnerable residents.

Plans

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Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
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Price varies based
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Access type Pay per class Unlimited annual access Unlimited access for all firm members
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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
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Why Attend

Why this 
program matters

Attorneys who apply ethical rules proactively, not just reactively, build stronger client relationships, reduce disciplinary exposure, and navigate complex representation challenges with greater confidence and compliance.
60%+
of malpractice claims involve breakdowns in attorney-client communication. Communication failures often trigger disputes about expectations, case progress, and outcomes.
35%+
of disciplinary complaints filed with state bar regulators involve client communication issues. This highlights how routine communication practices can quickly become professional responsibility concerns.
12+M
disability claims are handled annually. Attorneys representing claimants must comply with strict conduct and evidence submission rules affecting ethical obligations.
30%+
of Americans report experiencing mental health or cognitive challenges affecting daily functioning. Attorneys increasingly encounter clients with diminished capacity, raising complex ethical and representation questions.

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MCLE Credits

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Pending
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Pending
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Pending
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Pending
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Pending
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Pending
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Approved
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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.  

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