Little Known Rules That Can Help and Hurt Your Clients: The SSI 12-Month Rule & Reopening Rules for Both SSI and T. II (Presented by National Organization of Social Security Claimants’ Representatives)

John S. Whitelaw
John S. Whitelaw | Community Legal Aid Society

John S. Whitelaw rejoined Community Legal Aid Society of Delaware as its first Advocacy Director in December 2017. In this position, he works with advocates to pursue creative strategies to address systemic problems faced by our clients. He also provides supervision and mentorship to advocates in government benefits and SSA matters.

Live Video-Broadcast: March 25, 2026

1 hour CLE

Tuition: $395.00
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Program Summary

Legal services attorneys frequently encounter situations where timing rules can hurt or help your clients’ eligibility for benefits. This CLE demystifies two critical rules that are often overlooked or misunderstood: the 12-month rule governing SSI suspension and how to avoid it; and using reopening rules to gain extra benefits for your client and limit the reach of retroactive reductions. Participants will gain practical guidance on spotting opportunities and avoiding common pitfalls in high-volume advocacy settings. Emphasis will be on advocacy at the field offices and using the POMS to your advantage.

Key topics to be discussed:

  • Gain an understanding of the 12-month rule governing SSI suspension and how to avoid it
  • Learn how to use reopening rules to gain extra benefits for your client
  • Limit the reach of retroactive reductions
  • Gain practical advocacy techniques you can put into immediate use with field offices

This course is co-sponsored with myLawCLE.

Date / Time: March 25, 2026

  • 3:00 pm – 4:00 pm Eastern
  • 2:00 pm – 3:00 pm Central
  • 1:00 pm – 2:00 pm Mountain
  • 12:00 pm – 1:00 pm Pacific

Closed-captioning available

Speakers

John S. Whitelaw, Advocacy Director | Community Legal Aid Society

John S. Whitelaw rejoined Community Legal Aid Society of Delaware as its first Advocacy Director in December 2017. In this position, he works with advocates to pursue creative strategies to address systemic problems faced by our clients. He also provides supervision and mentorship to advocates in government benefits and SSA matters. John is also a member of the Delaware Board of Bar Examiners and appears to be the first legal aid attorney in Delaware to hold that position. John has more than thirty-five years of experience representing low income and other vulnerable clients in various legal aid programs. Previously, John was Co-Director of the Aging and Disabilities unit at the North Philadelphia office of Community Legal Services, Inc. of Philadelphia. He was with CLS for almost twenty years. For much of his career John has represented clients in matters involving government benefits (TANF, GA, Food Stamps or SNAP, and Medical Assistance) and the Social Security Administration. John has represented claimants at all administrative levels and in federal and state court. John has been a presenter at many national and regional trainings. John previously traveled all over the country as a trainer on SSI and Social Security Disability matters for the AARP National Training Project John previously worked for CLASI in Wilmington (1995—1997), and other legal aid programs in Beckley WV (1990-1995) and Minneapolis MN (1987-1990). He also worked for the Federal Public Defender Association in Philadelphia in the Capital Habeas Unit (1997-1998).

Agenda

I. Gain an understanding of the 12-month rule governing SSI suspension and how to avoid it | 3:00pm – 3:15pm

II. Learn how to use reopening rules to gain extra benefits for your client | 3:15pm – 3:30pm

III. Limit the reach of retroactive reductions | 3:30pm – 3:45pm

IV. Gain practical advocacy techniques you can put into immediate use with field offices | 3:45pm – 4:00pm

Credits

Alaska

Approved for CLE Credits
1 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
1 General

Arkansas

Approved for CLE Credits
1 General

Arizona

Approved for CLE Credits
1 General

California

Approved for CLE Credits
1 General

Colorado

Pending CLE Approval
1 General

Connecticut

Approved for CLE Credits
1 General

District of Columbia

No MCLE Required
1 CLE Hour(s)

Delaware

Pending CLE Approval
1 General

Florida

Approved via Attorney Submission
1 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Pending CLE Approval
1 General

Hawaii

Approved for CLE Credits
1 General

Iowa

Pending CLE Approval
1 General

Idaho

Pending CLE Approval
1 General

Illinois

Pending CLE Approval
1 General

Indiana

Pending CLE Approval
1 General

Kansas

Pending CLE Approval
1 Substantive

Kentucky

Pending CLE Approval
1 General

Louisiana

Pending CLE Approval
1 General

Massachusetts

No MCLE Required
1 CLE Hour(s)

Maryland

No MCLE Required
1 CLE Hour(s)

Maine

Pending CLE Approval
1 General

Michigan

No MCLE Required
1 CLE Hour(s)

Minnesota

Pending CLE Approval
1 General

Missouri

Approved for CLE Credits
1.2 General

Mississippi

Pending CLE Approval
1 General

Montana

Pending CLE Approval
1 General

North Carolina

Pending CLE Approval
1 General

North Dakota

Approved for CLE Credits
1 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
60 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.2 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
1 General

Nevada

Pending CLE Approval
1 General

New York

Approved for CLE Credits
1.2 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
1 General

Oklahoma

Pending CLE Approval
1 General

Oregon

Pending CLE Approval
1 General

Pennsylvania

Approved for CLE Credits
1 General

Rhode Island

Pending CLE Approval
1 General

South Carolina

Pending CLE Approval
1 General

South Dakota

No MCLE Required
1 CLE Hour(s)

Tennessee

Pending CLE Approval
1 General

Texas

Approved for CLE Credits
1 General

Utah

Pending CLE Approval
1 General

Virginia

Not Eligible
1 General Hours

Vermont

Approved for CLE Credits
1 General

Washington

Approved via Attorney Submission
1 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
1 General

West Virginia

Pending CLE Approval
1.2 General

Wyoming

Pending CLE Approval
1 General

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