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Best Practices for Working with the Social Security Administration (2020)
Contains material from Feb 2020
Best Practices for Working with the Social Security Administration (2020)
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Session 1: Nuts and Bolts of Preparing a Fee Petition for Social Security Representation - After winning the case there are additional steps needed to finally get paid. Learn what is required in the client contract, how our first draft is prepared, terms to avoid, addressing the Judge’s concerns, getting clients assistance, where to send the completed fee petition, expected time needed for follow-up, and additional insight.
Session 2: Working with the Social Security Administration: Appeals, Overpayments and ISM Charges - Gain a better understanding of the timeline and process of appeals, options for managing overpayments, and strategies to eliminate in-kind support and maintenance charges.
Session 3: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including 2019 POMS updates. In addition, hear about drafting errors, including case examples.
Session 2: Working with the Social Security Administration: Appeals, Overpayments and ISM Charges - Gain a better understanding of the timeline and process of appeals, options for managing overpayments, and strategies to eliminate in-kind support and maintenance charges.
Session 3: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including 2019 POMS updates. In addition, hear about drafting errors, including case examples.
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1.
Nuts and Bolts of Preparing a Fee Petition for Social Security Representation (Feb 2020)
John Driskill, Tasha Dansby Roberts
0.50
0.25
0.00
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Session 1
—29 mins
Nuts and Bolts of Preparing a Fee Petition for Social Security Representation (Feb 2020)
After winning the case there are additional steps needed to finally get paid. Learn what is required in the client contract, how our first draft is prepared, terms to avoid, addressing the Judge’s concerns, getting clients assistance, where to send the completed fee petition, expected time needed for follow-up, and additional insight.
Originally presented: Feb 2020 Special Needs Trusts
John Driskill,
Morgan & Weisbrod LLP - Dallas, TX
Tasha Dansby Roberts,
Morgan & Weisbrod LLP - Dallas, TX
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2.
Working with the Social Security Administration: Appeals, Overpayments and ISM Charges (Feb 2020)
Alison Packard
0.75
0.00
0.00
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Download session materials for offline use
Session 2
—44 mins
Working with the Social Security Administration: Appeals, Overpayments and ISM Charges (Feb 2020)
Gain a better understanding of the timeline and process of appeals, options for managing overpayments, and strategies to eliminate in-kind support and maintenance charges.
Originally presented: Feb 2020 Special Needs Trusts
Alison Packard,
Packard Law Firm - San Antonio, TX
Show session details
3.
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Feb 2020)
Amanda Flood, Dana Marquez
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 3
—55 mins
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Feb 2020)
A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including 2019 POMS updates. In addition, hear about drafting errors, including case examples.
Originally presented: Feb 2020 Special Needs Trusts
Amanda Flood,
U.S. Social Security Administration - Dallas, TX
Dana Marquez,
U.S. Social Security Administration - Dallas, TX