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Mastering Social Security & Special Needs Law CLE - 24/7 On-demand Recording & Podcast

SKU: 489065 $179.00 $149.00 Rossdale Savings:: $30.00

Learn the latest on Mastering Social Security & Special Needs Law with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to complete course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.

Mastering Social Security & Special Needs Law CLE
90-Minute On-demand Seminar & Complimentary Podcast
Includes Online Access to over 150 pages of Course/Reference Material & Complimentary Podcast.

Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.


Representing clients in obtaining Social Security benefits, appealing Social Security decisions, and in drafting special needs trusts provides consistent workflow and has recently become one of the most in-demand practice areas. Understanding the subtleties and best practices of Social Security & special needs law enable effective planning to ensure that your clients’ medical needs are covered. Social Security programs are a significant source of cash and health benefits for individuals with disabilities. At the same time, recent changes to the area of government benefits has led to a surge in interest in disability and elder planning. Special needs trusts can allow clients to maintain eligibility for needs-based government benefits, including certain Social Security income, and to use the funds in trust to cover additional disability and medical needs. From the underlying substantive law to practical aspects, this seminar will cover the latest developments, cutting-edge practices, and techniques related to benefits, claims, appeals, grievances in this evolving practice, as well as drafting effective special needs trusts. Registration includes access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the convenient, live telephonic seminar.


1. Building A Prima Facie Case under the Social Security Act:

a. Understanding the Application Process

b. Determining Essential Records & Documents

c. Presenting the Ideal Evidence to Advance Your Client’s Case

d. Best Practices for the Lawyer & Client to Generate the Best Possible Proof

2. Successfully Appealing Social Security Decisions:

a. Effective Arguments and Points for Review

b. Tools for Appeals Council Practice

c. Ideal Timing & Issue Framing

d. Making Sense of the Appeals Process

3. Effectively Drafting & Utilizing Special Needs Trusts:

a. Effect of Eligibility for Needs-based Government Benefits

b. Role of Special Needs Trusts on Supplemental Security Income (SSI)

c. Utilizing Trust Funds for Services and Goods Not Covered by Medicaid & SSI

d. Essential Provisions of Special Needs Trusts

e. Self-settled vs. Third Party Special Needs Trusts

4. Interactive Question & Answer Session

Biography of Seminar Faculty:

1. Jason Lazarus is a founding Principal and Chief Executive Officer of Synergy Settlement Services, which offers healthcare lien resolution, Medicare Secondary Payer compliance services, pooled trust services, settlement asset management services and structured settlements. He is also the managing partner and founder of the Special Needs Law Firm, which provides legal services related to public benefit preservation, liens and Medicare Secondary Payer compliance. Prior to joining the Synergy team, Mr. Lazarus was the President of a National Settlement Planning firm and spent ten years assisting injury victims as a settlement planner. Mr. Lazarus also practiced as a Medical Malpractice and Workers' Compensation attorney. Mr. Lazarus has been published widely and presented on the topic of settlement planning and Workers’ Compensation. Mr. Lazarus is a Medicare Set Aside Consultant certified by the International Commission on Health Care Certification. He also earned his certification and the designation of Certified Structured Settlement Consultant (CSSC) from the University of Notre Dame in conjunction with the National Structured Settlement Trade Association.

2. Matthew Stewart is a leading authority on Social Security law. He is a partner at Kraft & Associates, P.C., where he focuses on representation of individuals before the Social Security Administration and in federal court. Over the years, Mr. Stewart has assisted thousands of individuals in their claims for Social Security Disability and Supplemental Security Income benefits. Mr. Stewart is a highly sought-after author and lecturer on Social Security disability programs, handling the Social Security Disability case, and obtaining veterans benefits. He is his state's representative to the Organization of Social Security Claimants’ Representatives and a member of the National Organization of Veterans’ Advocates.

3. Linda Ziskin is a leading appellate attorney focusing on Social Security Disability. Ms. Ziskin has served as a staff attorney for Legal Aid Services, as an elected representative of one of the largest state bar associations, and as a Chair of her state bar's Disability Law sections. She is a highly sought-after lecturer on appellate issues involving Social Security Disability law.

Who should attend this seminar?
Attorneys, judges, paralegals, and legal professionals.

You will receive access to recording, podcast, course & reference material, and information related to CLE/MCLE credit as soon as you register with a credit card or when your check is processed.

CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Attend this on-demand recording & podcast for CLE & MCLE credit with the following pending, available, & approved jurisdictions:

Alabama State Bar MCLE Commission for 1.5 MCLE credits

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits

Connecticut (CLE credits are not required, but are encouraged)**

District of Columbia (CLE credits are not required)***

Florida Bar for 2.0 CLE credits

Georgia Bar for 1.5 CLE credits

Hawaii State Board of CLE for 1.5 VCLE credit

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Illinois - Supreme Court of Illinois for 1.5 MCLE Credits

Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

Maryland (CLE credits are not required)***

Massachusetts (CLE credits are not required)**

Michigan (CLE credits are not required)***

Minnesota State Board of Continuing Legal Education for 1.5 CLE credits

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

Missouri Bar for 1.8 MCLE Credits

Nevada Board of Continuing Legal Education for 1.5 CLE credits

New Hampshire for 1.5 CLE credits ****

New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

New York State Bar for 1.5 CLE credits

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits

Oregon State Bar for 1.5 CLE credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE credits

Utah State Board of Continuing Legal Education for 1.5 MCLE credits

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

Washington State Board of Continuing Legal Education for 1.5 MCLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Additional States - call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.

**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.

For additional questions, please call 888-626-3462.


You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.

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