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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)

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

Program Details

2026-04-21 10:15:00

2026-04-21 10:15:00

1.25h CLE Credits

2026-04-21 10:15:00

1.25 hours

Program Details

2026-04-21 10:15:00

Program Details

2026-04-21 10:15:00

Over 1,000+ webinars

2026-04-21 10:15:00

1.25 hours

Course Overview

Protecting Fees, Clients, Practice

2026-04-21 10:15:00

Attorneys will master SSA representative-fee succession rules, ethics obligations, and estate-planning strategies to ensure lawful fee collection. Apply a practical framework to safeguard your practice and family against the unexpected.

Format

CLE Credit

1.25h CLE Credits

Level

Intermediate

Length

1.25

Key topics that will be covered

01
Fee Ownership
How fee rights attach to the attorney, firm, or estate after death.
02
SSA Mechanics
Practical implications of the current SSA fee cap and direct payment rules.
03
Ethics Obligations
Managing client communication, file custody, confidentiality, and supervision when the lawyer dies.
04
Probate Authority
Aligning estate documents so fees are distributed cleanly and defensibly.
05
Successor Counsel
Structuring engagement letters and successor arrangements to prevent fee disputes.
06
Succession Planning
A roadmap for legal compliance that protects the attorney’s legacy and family.

Program schedule

clock 10:15 am - 11:15 am EST

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

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 MistryDevina Mistry
Devina Mistry

Devina Mistry

Law Offices of Devina Mistry

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

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.

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
KS1.5
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
Pending
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