Who Gets Paid When You’re Gone? Ethics, Estate Planning & Attorney Fee Rights After Death Appeals – 2026 Spring National Conference – Track II (Presented by National Organization of Social Security Claimants’ Representatives)

Devina Mistry
Devina Mistry | Law Offices of Devina Mistry

Devina Mistry is the founder of the Law Offices of Devina Mistry, PA, a Social Security disability practice serving clients throughout South Florida since 2016. Driven by a passion for advocacy and a deep understanding of complex legal systems, she built her firm around the representation of adults and children seeking Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) benefits.

Live Video-Broadcast: April 21, 2026

1.25 hour CLE

Tuition: $395.00
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Program Summary

Plan The Fee Before Probate Plans It for You

When an attorney passes away mid-appeal, fee rights can become an ethics issue, a probate issue, and a cash-flow crisis at once. This session explains how SSA representative-fee rules interact with state ethics duties, firm structure, and estate administration. Attendees will learn how to document authority, protect client interests, and route fees lawfully to the right person or entity. You’ll leave with a practical framework for succession planning that reduces disputes and protects your family and practice.

Eligible for up to 1 CLE Credit Hour

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Spring National Conference and may be eligible for self-study credit.

Each state handles self-study credit differently; for questions, please consult your State Bar Association.

Recorded Tuesday, April 21, 2026

Key topics to be discussed:

  • Where the fee “lives” after death
    • How fee rights attach to the attorney, the firm/entity, or the estate and what that means for collecting on pending appeals.
  • SSA fee mechanics that drive real-world outcomes
    • Practical implications of the current SSA fee cap and direct payment rules, including what gets withheld and when fees can be paid.
  • Ethics duties when you’re no longer there to do them
    • Managing client communication, file custody, confidentiality, and supervision obligations when the lawyer of record dies unexpectedly.
  • Probate, authority, and dispute prevention
    • How to align engagement letters, successor counsel arrangements, and estate documents so fees are distributed cleanly and defensibly.

This course is co-sponsored with myLawCLE.

Date / Time: April 21, 2026

  • 10:15 am – 11:30 am Eastern
  • 9:15 am – 10:30 am Central
  • 8:15 am – 9:30 am Mountain
  • 7:15 am – 8:30 am Pacific

Closed-captioning available

Speakers

Devina Mistry, Esq., Founder | Law Offices of Devina Mistry

Devina Mistry is the founder of the Law Offices of Devina Mistry, PA, a Social Security disability practice serving clients throughout South Florida since 2016. Driven by a passion for advocacy and a deep understanding of complex legal systems, she built her firm around the representation of adults and children seeking Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) benefits. Since founding her practice, she has dedicated her career to helping some of South Florida’s most vulnerable individuals navigate the Social Security disability system with knowledgeable, compassionate legal guidance.

Education & Credentials

  • Devina Mistry is a licensed attorney practicing in Florida with a practice concentrated in Social Security Disability Insurance and Supplemental Security Income benefits law. She is the founder of her own firm, the Law Offices of Devina Mistry, PA — which she established in 2016 to provide dedicated disability representation to adults and children throughout South Florida. Her legal foundation reflects both a command of the complex regulatory framework governing Social Security benefits and a client-centered approach to advocacy.

Recognition & Leadership

  • Devina’s founding of the Law Offices of Devina Mistry, PA in 2016 reflects both the entrepreneurial initiative and the substantive expertise required to build a successful disability practice from the ground up. Her decision to establish a firm dedicated exclusively to SSDI and SSI representation — serving both adult and child claimants in the South Florida market, demonstrates a clear commitment to filling a critical need for accessible, high-quality disability advocacy in her community. Her sustained growth since 2016 speaks to the trust her clients and referral sources have placed in her advocacy and her firm.

Professional Involvement

  • As the founder and managing attorney of her own disability practice, Devina is fully engaged in the day-to-day representation of SSDI and SSI claimants at every stage of the Social Security process. Her practice encompasses both adult and children’s disability claims, a dual focus that requires facility with the distinct legal standards and evidentiary requirements that govern each population. Her work throughout South Florida reflects a commitment to serving a diverse, multilingual community with the comprehensive legal support that complex disability claims demand.

Experience

  • Devina founded the Law Offices of Devina Mistry, PA in 2016 with a singular mission: to provide dedicated, compassionate legal representation to individuals and families in South Florida navigating the Social Security disability system. Since then, she has built a practice that serves both adult and child claimants seeking SSDI and SSI benefits, guiding clients through the administrative process with the expertise and personal attention that high-stakes disability claims require. Her experience spans the full range of Social Security disability representation, from initial applications and reconsiderations through administrative hearings and appeals and her practice reflects the combination of legal rigor and human empathy that defines effective disability advocacy.

Agenda

I. Who Gets Paid When You’re Gone? Ethics, Estate Planning & Attorney Fee Rights After Death | 10:15am – 11:30am

This session will explore a complex and often-overlooked topic: What happens to an attorney’s fee after they pass away? With increasing numbers of SSDI/SSI attorneys practicing solo or nearing retirement, planning for posthumous fee distribution is both an ethical and practical concern. The discussion will address federal and state-level guidance, including SSA POMS provisions, while highlighting key differences in ethics rules, probate implications, and firm structures. Attendees will leave with a roadmap for ensuring legal compliance and protecting their legacy, firm, and family.

Credits

Alaska

Approved for CLE Credits
1.25 Ethics

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

Approved for CLE Credits
1.3 Ethics

Arkansas

Approved for CLE Credits
1.25 Ethics

Arizona

Approved for CLE Credits
1.25 Professional Responsibility/Ethics

California

Approved for CLE Credits
1.25 Ethics

Colorado

Pending CLE Approval
1.25 Ethics / Professionalism

Connecticut

Approved for CLE Credits
1.25 Ethics / Professionalism

District of Columbia

No MCLE Required
1.25 CLE Hour(s)

Delaware

Pending CLE Approval
1.25 Enhanced Ethics

Florida

Pending CLE Approval
1.5 Ethics

Georgia

Approved for CLE Credits
1.5 Ethics

Hawaii

Approved for CLE Credits
1.25 Ethics or Professional Responsibility Education

Iowa

Pending CLE Approval
1.25 Ethics

Idaho

Pending CLE Approval
1.25 Ethics / Professionalism

Illinois

Approved for CLE Credits
1.25 Ethics, Civility, Professionalism

Indiana

Approved for CLE Credits
1.3 Ethics

Kansas

Pending CLE Approval
1.25 Ethics / Professionalism

Kentucky

Pending CLE Approval
1.25 Ethics

Louisiana

Pending CLE Approval
1.25 Ethics

Massachusetts

No MCLE Required
1.25 CLE Hour(s)

Maryland

No MCLE Required
1.25 CLE Hour(s)

Maine

Pending CLE Approval
1.25 Ethics / Professionalism

Michigan

No MCLE Required
1.25 CLE Hour(s)

Minnesota

Pending CLE Approval
1.25 Ethics

Missouri

Approved for CLE Credits
1.5 Ethics

Mississippi

Pending CLE Approval
1.25 Ethics

Montana

Pending CLE Approval
1.25 Professional Fitness and Integrity

North Carolina

Pending CLE Approval
1.25 Ethics

North Dakota

Approved for CLE Credits
1.25 Ethics

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

Pending CLE Approval
1.25 Professional Responsibility

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

Approved for CLE Credits
75 Ethics / Professionalism 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
1.5 Ethics / Professionalism

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
1.25 Ethics / Professionalism

Nevada

Approved for CLE Credits
1.5 Ethics / Professionalism

New York

Approved for CLE Credits
1.5 Ethics / Professionalism

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

Approved for CLE Credits
1.25 Professional Conduct

Oklahoma

Pending CLE Approval
1.5 Ethics / Professionalism

Oregon

Pending CLE Approval
1.25 Ethics

Pennsylvania

Approved for CLE Credits
1.5 Ethics / Professionalism

Rhode Island

Pending CLE Approval
1.5 Ethics / Professionalism

South Carolina

Pending CLE Approval
1.25 Ethics / Professionalism

South Dakota

No MCLE Required
1.25 CLE Hour(s)

Tennessee

Approved for CLE Credits
1.25 Dual

Texas

Approved for CLE Credits
1.25 Ethics / Professionalism

Utah

Pending CLE Approval
1.25 Ethics / Professionalism

Virginia

Not Eligible
1.25 Ethics / Professionalism Hours

Vermont

Approved for CLE Credits
1.25 Ethics

Washington

Approved via Attorney Submission
1.25 Ethics Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Approved for CLE Credits
1.5 Ethics

West Virginia

Pending CLE Approval
1.5 Ethics / Professionalism

Wyoming

Pending CLE Approval
1.25 Ethics / Professionalism

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