This presentation is on the complexities of the opaque Social Security Disability program and to provide a basic understanding of the SSI, SSDI and DAC programs. It will enhance basic understanding of these programs and the pitfalls to avoid when dealing in this environment. A little knowledge is very dangerous when dealing with the disability program. The goal is to help the fiduciary gain a broader view of the disability program in order for them to be able to ask the right questions at the right time and to avoid costly problems.
E1 – The Parable Of The Blind Man And The Elephant Or TheFiduciary And The Social Security Disability Program
Speakers
Joshua W. Potter
Potter Padilla & Pfau
Joshua Potter is managing partner of Potter Padilla and Pfau in Pasadena California. He has been providing representation to Social Security disability claimants for more than 45 years. He was a regular speaker at national conferences focused on Social Security disability. He is a published author, with works relating to Social Security Disability. Mr. Potter has lectured on Arthritis, Fibromyalgia and the Perils of Facebook to the National Organization of Social Security Attorneys and the National Fibromyalgia Associations. Mr. Potter has served as Chair of the Los Angeles County Bar Association Social Security Disability Section. He is a graduate University of La Verne College of Law, the University of London, School of Oriental and African studies and UCLA. He is admitted to practice in California and before the United States Supreme Court, the Ninth Circuit Court of Appeals and the Central District Court.
Philip Barbaro
Barbaro, Chinen, Pitzer & Duke, LLP and Alternative Resolution Centers (ARC)
Philip Barbaro, Jr. has been practicing law in Southern California for over 30 years. He is a partner of Barbaro, Chinen, Pitzer & Duke, LLP and is the firm’s primary litigator, focusing primarily in the areas of trusts, wills, conservatorships, elder abuse, undue influence and other probate related matters. He is a certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. His practice also includes administration in the areas of probate, trust, and conservatorship estates, the preparation of wills, trusts, and related estate planning documents, and real estate transactions and litigation.
Mr. Barbaro represents trustees, beneficiaries, administrators, executors, conservators, private professional fiduciaries, and creditors. In addition, he is a Mediator with Alternative Resolution Centers, (ARC) and mediates cases involving wills, trusts conservatorships, elder abuse and real estate.