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What Social Security Attorneys Should Know About ERISA to Help Their Clients – 2026 Spring National Conference – Track II (Presented by National Organization of Social Security Claimants’ Representatives)

Master the intersection of SSDI and ERISA disability claims, navigate plan language, benefit offsets, and evidentiary rules to protect client recovery and avoid costly procedural errors.

2026-04-23 17:15:00

1 hours

Program Details

2026-04-23 17:15:00

2026-04-23 17:15:00

1h CLE Credits

2026-04-23 17:15:00

1 hours

Program Details

2026-04-23 17:15:00

Program Details

2026-04-23 17:15:00

Over 1,000+ webinars

2026-04-23 17:15:00

1 hours

Course Overview

Decode ERISA Disability Claims

2026-04-23 17:15:00

Attorneys will learn how SSDI and ERISA long-term disability claims intersect, diverge, and interact strategically. Understanding both frameworks helps counsel protect client benefits and avoid procedural missteps.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
Plan language
Analyze disability plan provisions, definitions, exclusions, and benefit offsets shaping claim outcomes.
02
Exhaustion requirements
Understand why ERISA mandates internal appeals before any federal court litigation.
03
Evidence timing
Examine why courts limit review to the administrative record, making early documentation critical.
04
Benefit offsets
Identify how ERISA plans reduce long-term disability benefits based on Social Security awards.
05
Federal litigation
Explore how ERISA disability disputes are resolved in federal court under varying review standards.
06
Dual claims
Develop strategies for counseling clients pursuing both SSDI and ERISA benefits simultaneously.

Program schedule

clock 5:15 pm - 6:15 pm EST

What Social Security Attorneys Should Know About ERISA to Help Their Clients

Many SSDI clients simultaneously pursue employer-sponsored long-term disability benefits governed by ERISA. This segment examines how the two claims interact, where their legal standards diverge, and how strategic coordination protects client recovery.

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.

Audrey C. DolmovichAudrey C. Dolmovich
Audrey C. Dolmovich

Audrey C. Dolmovich

Eric Buchanan & Associates

Audrey C. Dolmovich

Audrey C. Dolmovich

Eric Buchanan & Associates

Audrey C. Dolmovich is a partner at Eric Buchanan & Associates and a passionate advocate dedicated to representing individuals denied insurance benefits. Her practice is defined by a one-on-one approach to legal representation, centered on understanding each client’s unique circumstances and building the kind of strong attorney-client relationships that effective advocacy requires. Audrey joined the firm after graduating from Faulkner University’s Thomas Goode Jones School of Law, where she served as Executive Director of Service, Witness Coordinator for the Mockingbird National Trial Competition, and a board member of the Board of Advocates. She also gained hands-on dispute resolution experience through volunteer mediation work in small claims court in Montgomery, Alabama. She holds a Bachelor of Arts in Political Science, with a minor in Legal Studies, from the University of Tennessee at Chattanooga.

Education & Credentials

Audrey earned a Bachelor of Arts in Political Science with a minor in Legal Studies from the University of Tennessee at Chattanooga, before earning her Juris Doctor from Faulkner University's Thomas Goode Jones School of Law. At Jones School of Law, she was deeply engaged in both advocacy and service, serving as Executive Director of Service, Witness Coordinator for the Mockingbird National Trial Competition, and a board member of the Board of Advocates. Her volunteer work as a mediator in the school's mediation clinic in small claims court in Montgomery, Alabama provided practical dispute resolution training that complements her litigation-focused legal education and informs her client-centered approach to representation.

Recognition & Leadership

Audrey's elevation to partner at Eric Buchanan & Associates reflects the firm's confidence in her advocacy and her client-centered approach to insurance benefits litigation. Her law school record, serving simultaneously as Executive Director of Service, Witness Coordinator for a national trial competition, and a board member of the Board of Advocates, demonstrates the leadership and organizational capacity she has brought to her legal career from its earliest stages. Her volunteer mediation work in small claims court adds a collaborative, problem-solving dimension to a professional profile defined by advocacy, leadership, and service.

Professional Involvement

As a partner at Eric Buchanan & Associates, Audrey's professional involvement centers on representing individuals who have been wrongfully denied insurance benefits, a practice that demands both technical command of insurance and disability law and the interpersonal skills to guide clients through what are often the most difficult periods of their lives. Her one-on-one approach to representation reflects a deliberate professional philosophy: that understanding each client's unique challenges is not just good client service but the foundation of effective legal advocacy. Her law school leadership in trial competition coordination and student advocacy organizations laid the groundwork for a practice defined by preparation, connection, and care.

Experience

Audrey Dolmovich joined Eric Buchanan & Associates after a law school career marked by substantial leadership and practical legal training at Faulkner's Thomas Goode Jones School of Law. Her roles as Executive Director of Service, Mockingbird National Trial Competition Witness Coordinator, and Board of Advocates board member reflect an engaged and capable law student who arrived at her firm already steeped in advocacy, competition, and service. Her mediation clinic experience in Montgomery small claims court added a practical dispute resolution foundation to her trial-focused training. As a partner at Eric Buchanan & Associates, she brings that full preparation to the representation of clients denied insurance benefits, combining legal rigor with the genuine human connection that defines her approach to every case she handles.
Audrey C. Dolmovich

Audrey C. Dolmovich

Eric Buchanan & Associates

Audrey C. Dolmovich is a partner at Eric Buchanan & Associates and a passionate advocate dedicated to representing individuals denied insurance benefits. Her practice is defined by a one-on-one approach to legal representation, centered on understanding each client’s unique circumstances and building the kind of strong attorney-client relationships that effective advocacy requires. Audrey joined the firm after graduating from Faulkner University’s Thomas Goode Jones School of Law, where she served as Executive Director of Service, Witness Coordinator for the Mockingbird National Trial Competition, and a board member of the Board of Advocates. She also gained hands-on dispute resolution experience through volunteer mediation work in small claims court in Montgomery, Alabama. She holds a Bachelor of Arts in Political Science, with a minor in Legal Studies, from the University of Tennessee at Chattanooga.

Education & Credentials

Audrey earned a Bachelor of Arts in Political Science with a minor in Legal Studies from the University of Tennessee at Chattanooga, before earning her Juris Doctor from Faulkner University's Thomas Goode Jones School of Law. At Jones School of Law, she was deeply engaged in both advocacy and service, serving as Executive Director of Service, Witness Coordinator for the Mockingbird National Trial Competition, and a board member of the Board of Advocates. Her volunteer work as a mediator in the school's mediation clinic in small claims court in Montgomery, Alabama provided practical dispute resolution training that complements her litigation-focused legal education and informs her client-centered approach to representation.

Recognition & Leadership

Audrey's elevation to partner at Eric Buchanan & Associates reflects the firm's confidence in her advocacy and her client-centered approach to insurance benefits litigation. Her law school record, serving simultaneously as Executive Director of Service, Witness Coordinator for a national trial competition, and a board member of the Board of Advocates, demonstrates the leadership and organizational capacity she has brought to her legal career from its earliest stages. Her volunteer mediation work in small claims court adds a collaborative, problem-solving dimension to a professional profile defined by advocacy, leadership, and service.

Professional Involvement

As a partner at Eric Buchanan & Associates, Audrey's professional involvement centers on representing individuals who have been wrongfully denied insurance benefits, a practice that demands both technical command of insurance and disability law and the interpersonal skills to guide clients through what are often the most difficult periods of their lives. Her one-on-one approach to representation reflects a deliberate professional philosophy: that understanding each client's unique challenges is not just good client service but the foundation of effective legal advocacy. Her law school leadership in trial competition coordination and student advocacy organizations laid the groundwork for a practice defined by preparation, connection, and care.

Experience

Audrey Dolmovich joined Eric Buchanan & Associates after a law school career marked by substantial leadership and practical legal training at Faulkner's Thomas Goode Jones School of Law. Her roles as Executive Director of Service, Mockingbird National Trial Competition Witness Coordinator, and Board of Advocates board member reflect an engaged and capable law student who arrived at her firm already steeped in advocacy, competition, and service. Her mediation clinic experience in Montgomery small claims court added a practical dispute resolution foundation to her trial-focused training. As a partner at Eric Buchanan & Associates, she brings that full preparation to the representation of clients denied insurance benefits, combining legal rigor with the genuine human connection that defines her approach to every case she handles.

Credits by state

AK1.0
AL1.0
AR1.0
AZ1.0
CA1.0
CO1.0
CT1.0
DC
DE1.0
FL1.5
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
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Not Eligible
Indiana
Approved
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
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Approved
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Approved
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
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