Disability Law, Ethics

Disability Law 2020: The Nuts and Bolts of a Social Security Practice


This presentation focuses on how to set up and run a Social Security practice in an efficient and ethical manner. It discusses different possible models for a Social Security firm, including a boutique attorney driven model and a case manager model. We provide implementable suggestions for how to most efficiently utilize staff and technology. We talk about ideas for marketing and obtaining referrals and leads for new clients. Finally, we cover the ethical obligations for attorneys in a Social Security practice utilizing the ABA model rules. Ethical considerations covered including attorney supervision, marketing, advertising, and withdrawals. This presentation also includes sample documents and a discussion of how to use them in practice to help clients develop disability claims.


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Good practical info.

Very helpful practice tips and also the presentation helped me understand nuances of that area of law practice I wanted to know more about.


Course Pricing
  • Member: 67.50
  • Non-Member: 112.50
  • Section: 52.50
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TBA members who are judges, lawmakers and law students can take TBA CLE onsite courses at no charge for the programming. There may be a separate charge if meals, special materials or other premium features are involved.
Course InformationCourse Credits Dual Credits: 1.50
General Credits: 0.00
Total Credits: 1.5

This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.