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Who Gets Paid When You’re Gone? Ethics, Estate Planning & Attorney Fee Rights After Death Appeals – 2026 Spring National Conference – Track II (Presented by National Organization of Social Security Claimants’ Representatives)

2026-04-21 10:15:00

1.25 hours

2026-04-21 10:15:00

1.25 Credits

Protect your fees, your clients, and your family. Master SSA representative-fee succession rules, ethics obligations, and estate-planning strategies to ensure lawful fee collection when the unexpected happens.

2026-04-21 10:15:00

1.25 hours

Protect your fees, your clients, and your family. Master SSA representative-fee succession rules, ethics obligations, and estate-planning strategies to ensure lawful fee collection when the unexpected happens.

2026-04-21 10:15:00

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 learn how SSA representative-fee rules interact with state ethics duties, firm structure, and estate administration after death.

What will you gain

Attendees will gain a practical framework for succession planning that reduces disputes and protects their family and practice.

Fee Ownership
How fee rights attach to the attorney, firm, or estate after death.
SSA Mechanics
Practical implications of the current SSA fee cap and direct payment rules.
Ethics Obligations
Managing client communication, file custody, confidentiality, and supervision when the lawyer dies.
Probate Authority
Aligning estate documents so fees are distributed cleanly and defensibly.
Successor Counsel
Structuring engagement letters and successor arrangements to prevent fee disputes.
Succession Planning
A roadmap for legal compliance that protects the attorney’s legacy and family.

What will you learn

Attorneys will learn how SSA representative-fee rules interact with state ethics duties, firm structure, and estate administration after death.

What will you gain

Attendees will gain a practical framework for succession planning that reduces disputes and protects their family and practice.

Agenda

Session 1

Who Gets Paid When You’re Gone? Ethics, Estate Planning & Attorney Fee Rights After Death

clock 10:15 am - 11:30 am EST

Who Gets Paid When You’re Gone? Ethics, Estate Planning & Attorney Fee Rights After Death

Devina Mistry

Law Offices of Devina Mistry

Attorneys will examine what happens to SSA representative fees after death, including federal POMS guidance, probate implications, and ethics obligations — building a compliant framework to protect their legacy, firm, and family.

Eligible for up to 1.25 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 Tuesday, April 21, 2026.

Devina Mistry

Law Offices of Devina Mistry

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.

Devina Mistry

Law Offices of Devina Mistry

Devina Mistry

Law Offices of Devina Mistry

Devina Mistry is the founder of the Law Offices of Devina Mistry, PA, a Social Security disability practice serving clients throughout South Florida since 2016. Driven by a passion for advocacy and a deep understanding of complex legal systems, she built her firm around the representation of adults and children seeking Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) benefits. Since founding her practice, she has dedicated her career to helping some of South Florida’s most vulnerable individuals navigate the Social Security disability system with knowledgeable, compassionate legal guidance.

Education & Credentials

Devina Mistry is a licensed attorney practicing in Florida with a practice concentrated in Social Security Disability Insurance and Supplemental Security Income benefits law. She is the founder of her own firm, the Law Offices of Devina Mistry, PA — which she established in 2016 to provide dedicated disability representation to adults and children throughout South Florida. Her legal foundation reflects both a command of the complex regulatory framework governing Social Security benefits and a client-centered approach to advocacy.

Recognition & Leadership

Devina Mistry is a licensed attorney practicing in Florida with a practice concentrated in Social Security Disability Insurance and Supplemental Security Income benefits law. She is the founder of her own firm, the Law Offices of Devina Mistry, PA — which she established in 2016 to provide dedicated disability representation to adults and children throughout South Florida. Her legal foundation reflects both a command of the complex regulatory framework governing Social Security benefits and a client-centered approach to advocacy.

Professional Involvement

As the founder and managing attorney of her own disability practice, Devina is fully engaged in the day-to-day representation of SSDI and SSI claimants at every stage of the Social Security process. Her practice encompasses both adult and children's disability claims, a dual focus that requires facility with the distinct legal standards and evidentiary requirements that govern each population. Her work throughout South Florida reflects a commitment to serving a diverse, multilingual community with the comprehensive legal support that complex disability claims demand.

Experience

Devina founded the Law Offices of Devina Mistry, PA in 2016 with a singular mission: to provide dedicated, compassionate legal representation to individuals and families in South Florida navigating the Social Security disability system. Since then, she has built a practice that serves both adult and child claimants seeking SSDI and SSI benefits, guiding clients through the administrative process with the expertise and personal attention that high-stakes disability claims require. Her experience spans the full range of Social Security disability representation, from initial applications and reconsiderations through administrative hearings and appeals and her practice reflects the combination of legal rigor and human empathy that defines effective disability advocacy.

Devina Mistry

Law Offices of Devina Mistry

Devina Mistry is the founder of the Law Offices of Devina Mistry, PA, a Social Security disability practice serving clients throughout South Florida since 2016. Driven by a passion for advocacy and a deep understanding of complex legal systems, she built her firm around the representation of adults and children seeking Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) benefits. Since founding her practice, she has dedicated her career to helping some of South Florida’s most vulnerable individuals navigate the Social Security disability system with knowledgeable, compassionate legal guidance.

Education & Credentials

Devina Mistry is a licensed attorney practicing in Florida with a practice concentrated in Social Security Disability Insurance and Supplemental Security Income benefits law. She is the founder of her own firm, the Law Offices of Devina Mistry, PA — which she established in 2016 to provide dedicated disability representation to adults and children throughout South Florida. Her legal foundation reflects both a command of the complex regulatory framework governing Social Security benefits and a client-centered approach to advocacy.

Recognition & Leadership

Devina Mistry is a licensed attorney practicing in Florida with a practice concentrated in Social Security Disability Insurance and Supplemental Security Income benefits law. She is the founder of her own firm, the Law Offices of Devina Mistry, PA — which she established in 2016 to provide dedicated disability representation to adults and children throughout South Florida. Her legal foundation reflects both a command of the complex regulatory framework governing Social Security benefits and a client-centered approach to advocacy.

Professional Involvement

As the founder and managing attorney of her own disability practice, Devina is fully engaged in the day-to-day representation of SSDI and SSI claimants at every stage of the Social Security process. Her practice encompasses both adult and children's disability claims, a dual focus that requires facility with the distinct legal standards and evidentiary requirements that govern each population. Her work throughout South Florida reflects a commitment to serving a diverse, multilingual community with the comprehensive legal support that complex disability claims demand.

Experience

Devina founded the Law Offices of Devina Mistry, PA in 2016 with a singular mission: to provide dedicated, compassionate legal representation to individuals and families in South Florida navigating the Social Security disability system. Since then, she has built a practice that serves both adult and child claimants seeking SSDI and SSI benefits, guiding clients through the administrative process with the expertise and personal attention that high-stakes disability claims require. Her experience spans the full range of Social Security disability representation, from initial applications and reconsiderations through administrative hearings and appeals and her practice reflects the combination of legal rigor and human empathy that defines effective disability advocacy.

Plans

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Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
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based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
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Individual Purchase
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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
Bootcamps

Why Attend

Why this 
program matters

Attorneys representing Social Security disability claimants must understand SSA fee succession rules, ethics obligations, and estate-planning mechanics to protect both their clients and their own practices from financial and disciplinary exposure upon death or incapacity.
1.18M
Initial disability claims were pending with SSA at the end of 2024 — each a potential fee-bearing matter mid-stream when an attorney dies.
$9.2k
The current SSA fee cap per case — collectible only if proper authority and fee routing are documented at time of payment.
45%
Of solo practitioners are aged 60 or older, making succession planning critical to protecting clients and families upon death or disability.
8.5
Months is the average time ALJ hearing cases take to reach decision — meaning an attorney’s death mid-appeal leaves clients stranded in a long, active pipeline with fees unresolved.

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MCLE Credits

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Alabama

Requirements

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Formats

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