SSA Mechanics Boot Camp

Wednesday, October 13, 2021

8:15 a.m.- 8:30 a.m.

Welcome & Announcements
Professor Roberta Flowers, Conference Chair and Director, Center for Excellence in Elder Law

8:30 a.m.- 9:30 a.m.

Practice Management
Emily Kile
This session will offer tips for your practice, checklists related to special needs trusts, a “tip” sheet for families, step-by-step checklist for PI cases with special needs beneficiaries, how to set family expectations on the administering the SNT, dealing with SSA, and more. 

9:30 a.m. - 10:20 a.m.

Representing SSA Disability Claimants
Lloyd King
A beginner’s guide to adding Social Security disability to your practice.

10:20 a.m. - 10:35 a.m.

Break and Visit with Sponsors and Exhibitors

10:35 a.m. - 12:15 a.m.

The Ins and Outs of ISM
Ken Brown
In-kind support and maintenance (ISM) can be one of the most confusing aspects of the Supplemental Security Income (SSI) program. This course will start with the nuts and bolts of the policy and take you through tips and tricks to use in your practice to avoid or use ISM counting to benefit your clients.

12:15 p.m.

Adjourn