Social Security Disability: Back to Basics

Welcoming Remarks by Program Chairs 

• Ashley Hartman Sappenfield, Lanier Law Group, Jamestown 
• Laura Beth Waller, Martin, Jones & Piemonte, Charlotte 

Obtaining, reading, and using Veteran’s claim files in an SSD case 

• Elizabeth Lunn, Lunn & Forro, Raleigh 

Medicare Update 

• Chad Brown, Chad Brown Law, Statesville  

SSR 20-01 

• Susan Downs, The Downs Law Office, Raleigh  

The Price We Pay as Professional Problem Solvers 

• Candace Hoffman, Lawyers Assistance Program, Raleigh  

History, Structure, and Significance of the Dictionary of Occupational Titles 

• Alexandra Southerland, Legal Aid of North Carolina, Raleigh  

Technology for the Social Security Disability Lawyer/Advocate

• J. William Snyder, Law Office of Will Snyder, PLLC, Winston-Salem  

Job Browser Pro Presentation

• Kate Jett, Wheeler Jett Consulting, LLC, Morehead

4th Annual Women’s Caucus Retreat

5.5 CLE Hours (inc. 2.0 substance abuse/mental health)

Topics and Speakers

Welcome Remarks by Program Chairs 

• Kristen Dewar, Minick Law, P.C., Concord
• Katherine A. King, Everett Gaskins Hancock LLP, Raleigh 
• Rachel Matesic, The Sasser Law Firm, P.A. Charlotte

Finding your Home – How to Create and Grow Your Business 

• Moderators: Kristen Dewar and Katie King
• Valerie Johnson, Johnson & Groninger, PLLC, Durham 
• Michelle Gessner, GessnerLaw, PLLC , Charlotte 
• Kristen Beightol, Edwards Beightol, LLC, Raleigh 

Finding Your Niche 

• Moderator: Rachel Matesic and Helen Baddour
• Ann Groninger, Johnson & Groninger, PLLC, Charlotte 
• Meghann Burke, Brazil & Burke, P.A, Asheville

Finding your Seat at the Table 

• Moderator: Judge Linda McGee, N.C. Court of Appeals, Raleigh  
• Janet Ward Black , Ward Black Law, Greensboro
• Rebecca Britton , Britton Law, P.A., Fayetteville
• Peggy Abrams, Abrams & Abrams, P.A., Raleigh 
• Mary Pollard, North Carolina Office of Indigent Defense Services, Durham

Finding your Balance- The Price We Pay as Professional Problem Solvers

• Candace Hoffman, NCLAP Field Coordinator, Raleigh

DISBURSEMENTS 2022 : Back in the Saddle (virtual option)

recorded February 25, 2022

6.0 CLE Hours (inc. 1.0 ethics)

Program Chairs Julie Bell and Santiago Arroba Rodriguez have put together a spectacular seminar that covers the timeliest and most relevant topics facing attorneys who handle disbursements today. No matter what your level of knowledge and expertise, it's never too late to learn even MORE about the complexities of disbursements.  The speakers will explore the latest in the world of ERISA, wrongful death disbursements, Medicare, medical provider billing issues, and much, much more. Attend and get the latest and greatest. You simply cannot afford to miss this seminar!

Topics & Speakers

Welcoming Remarks – Program Chairs

• Julie L. Bell, Daggett Shuler, Attorneys at Law, Winston-Salem
• Santiago Arroba-Rodriguez, Whitley Law Firm, Raleigh

ERISA

• Lauren Newton, Charles G. Monnett, III & Associates, Charlotte

Lien Priority Pitfalls with Federal, State & Local: Getting Everyone Back in Line

• Courtney Mann, Law Offices of W. Daniel Grist, PLLC, Charlotte

Third Party Claims 

• Matthew Bissette, Whitley Law Firm, Raleigh

Settlement, Death, Disbursement: What Happens When Your Client Dies Before Disbursement? 

• Santiago Arroba-Rodriguez, Whitley Law Firm, Raleigh

A Matter of Life and Death: Mistakes Not to Make in a Wrongful Death Case

• Nichad Davis, Ward Black Law, Greensboro
• Gabriel Snyder, Ward Black Law, Greensboro 

Medicaid 

• Huntington Willis, Martin & Jones, PLLC, Raleigh

Medical Provider Liens and Billing Issues

• Jeffrey Maggs, The Law Offices of Timothy D. Welborn, P.A., Winston-Salem

Medicare: Staying on Track When Medicare is Involved

• Julie L. Bell, Daggett Shuler, Attorneys at Law, Winston-Salem

Minor Settlements

• Elizabeth Ray, Crumley Roberts LLP, Greensboro

Ethically Guiding Your Client Towards a Successful Settlement

• Mark Scruggs, Lawyers Mutual Liability Insurance Co, Cary

Adjourn

Cybersecurity and a New Era of Fraud

1.0 Technology hour 

Presented by: Patrick Brown, Vice President, Enterprise and Operational Risk Managment, Lawyers Mutual Liability Insurance Co., Cary 

A rising tide raises all ships; but when the economy takes a downturn, everyone is hurting, and thieves get even more brazen. Hear cautionary tales, and review tips and tools to keep you and your practice safe.

Ethical Considerations in Pro Bono Legal Service

1.0 Ethics hour 

Speakers: 

Katherine Asaro, Executive Director of the North Carolina Legal Education Assistance Foundation and former Senior Staff Attorney at the North Carolina Pro Bono Resource Center

Jared Smith, NC Equal Access to Justice Commission 

 Welcoming Remarks from Program Chair 

• Chas Post, Post | Foushee | Patton – Trial Lawyers, Sanford

The History of Rule 702 and Tendering Your Expert (Daubert)

• Ron Shook, The Law Offices of Ronald J. Shook, Gastonia

 Cross-Examination of the State’s Expert 

• Justin Hunter, Hunter & Price, P.A., Kenansville

Expert Testimony for Standardized Field Sobriety Testing and Other Pre-Arrest Issues

• Doug Scott, Principal Consultant, Drugs and Alcohol Risk Management, Cape Carteret

Attacking the EC/IR II “Instrument” 

• Dr. Andrew Ewens, Ewens Toxicology Consulting, LLC, Cary

Group Discussion and Questions from the Crowd 

Moderated by 

• Anna Smith Felts, Law Office of Anna Smith Felts, PLLC, Raleigh
• Kelly Dawkins, The Dawkins Law Firm, Southern Pines

Marketing Yourself the Right Way: The Critical Connection Between Ethics and Modern Marketing for Lawyers and Experts

• Jake Minick, Minick Law, P.C., Asheville

Adjourn

Family Law in the Age of COVID-19:  How the Pandemic Has Impacted Our Cases, Our Advice, and Our Lives

5.0 CLE Hours

Welcoming Remarks by Program Chair

• Miranda Mills. Daly Mills Family Law, Statesville

Third Party Custody

• Miranda Mills. Daly Mills Family Law, Statesville

UCCJEA -- Tips on Getting Children Returned from Other Jurisdictions

• Megan Spidell, Spidell Family Law

Equitable Distribution 

• David McCleary

Conversation with District Court Judge about COVID-19 and Custody

• Kristin Kelly Broyles, Halvorsen Family Law Group, Winston-Salem
• Judge Carrie F. Vickery, Chapel Hill
• Meg Stacy, Daly Mills Family Law, Statesville 
• Megan Spidell, Spidell Family Law

Tips from an estate planning attorney

• Danielle Feller, Daly Mills Family Law, Statesville 

Ethics Hot Issues 2022

3.0 Ethics hours (inc. 1.0 substance abuse and 1.0 technology hr)

Welcoming Remarks – Program Chair

• Jon Moore, Brown Moore & Associates, Charlotte

The Price We Pay as Professional Problem Solvers

• Candance Huffman, LAP Field Coordinator, Raleigh

Social Media and Lawyers Maintaining an Ethically-Sound Web Presence 

• Uta Zacharias, Senior Claims Counsel, Lawyers Mutual Liability Insurance Co, Cary

What's Going On at the State Bar?!

• Brian Oten, NC State Bar Director of Special Programs, Raleigh

Immigration Overlap: Dealing with Immigration Issues in YOUR Practice Area

recorded on February 11, 2022

7.75 CLE Hours 

Helping Afghan New Arrivals: A special Afghan Panel Session for those interested in taking a pro bono case to assist a newly arrived Afghan family.

Topics & Speakers 

Welcoming Remarks – Program Chairs

• Beckie Moriello, Raleigh Immigration Law Firm, Raleigh | Chair, NCAJ Immigration Law Section 
• Jeff Weber, Executive Director of the William Wilberforce Center, Greensboro | Education Chair, NCAJ Immigration Law Section 

Workers’ Comp, Employment Law, and the Immigrant Client

• Carol Brooke,  N.C. Justice Center, Raleigh 
• Jacob Goad, Law Office of Jacob Goad, Durham 
• Matt Harbin, Law Offices of James Scott Farrin, Greensboro

Family Law and Immigration

• Valeria Cesanelli, Morgan & Cesanelli Law, Carrboro
• Greg McLawsen, Sound Immigration, Bellevue, WA

Crimmigration Law 101

• Rob Heroy, Goodmann Carr, Charlotte
• Andres Lopez, Lopez Law Firm, PLLC, Charlotte
• Devon Senges, Dummit Fradin, Attorneys at Law, Greensboro

Crimmigration Implementation

• Tony Arreola, Arreola Law Office, PLLC, Wilson 
• Cynthia Everson, Everson Law Office, Concord
• Beckie Moriello, Raleigh Immigration Law Firm, Raleigh 

The Afghan Crises and Status of Evacuees in North Carolina 

• Jeff Weber, Executive Director of the William Wilberforce Center

HP Status and the Asylum Option 

• Shane Ellison, Immigrant Rights Clinic, Duke University School of Law, Durham 

Special Immigrant Visas Process for Afghans Living in the US

• Elizabeth Carlson, Catholic Legal Immigration Network, Inc., Washington, D.C. (CLINIC)

Adjourn

Practice Management: Contemplating Cutting Back or Semi-Retirement?

recorded February 8, 2022

1.0 Ethics hour

Thinking about winding down your law practice?  Cutting back on your case load? Succession planning for the future? Join us for a candid discussion with NCAJ member and past president, Rebecca Britton of Britton Law, who will discuss these issues, ethical considerations, decision making processes, planning, resources and navigation. Open to all NCAJ members.