Public Charge After September 18: Defending Protected Filings and Building the New Adjustment Record

Emily Sumner
Ashley Colón-Dziegielewski
Martha L. Arias
Emily Sumner | Sumner Immigration Law, PLLC
Ashley Colón-Dziegielewski | Sumner Immigration Law, PLLC
Martha L. Arias | Arias Villa, PLLC

Live Video-Broadcast: October 1, 2026

2 hour CLE

Tuition: $195.00
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Program Summary

 

An Adequate I-864 No Longer Closes the Public Charge Question

On September 18, 2026, the DHS final rule, 91 Fed. Reg. 45324 (July 20, 2026), rescinds the 2022 public charge regulations. The regulatory exemption list at 8 C.F.R. § 212.23 is gone, Form I-485 is revised, and broad officer discretion returns under INA § 212(a)(4), steered by the PA-2026-09 guidance on the five statutory factors.

File in a non-exempt category and every factor is open to discretionary review. Move a client from a humanitarian category to family-based adjustment and earlier benefits follow the applicant. Overlook Medicaid or a state health program and benefits “applied for or certified” now count, subject to the transition rule honoring 2022-era limits before September 18. Draw a Notice of Intent to Deny and the revived public-charge bond and Form I-945 come into play. Consular applicants, including F and J students, face the Department of State’s own § 212(a)(4) screening.

You leave with a date-driven client questionnaire, an exemption-screening framework, and an evidence checklist for each totality-of-the-circumstances factor — plus a practitioner’s read on what the rule and USCIS guidance establish, what remains uncertain, and the reasonable steps to take now.

Key topics to be discussed:

  • The Regulatory Reset
    How the rescission of the 2022 rule, the revised Form I-485, and the return of broad officer discretion under INA § 212(a)(4) change what an adjustment filing must now prove.
  • Exemption Screening First
    Screening adjustment categories after the removal of 8 C.F.R. § 212.23 — Cuban Adjustment Act, SIJ, refugees and asylees, VAWA, and T and U visa holders — and avoiding the exempt-to-non-exempt trap when humanitarian-era benefits follow a client into family-based adjustment.
  • Weighing the Five Factors
    Applying the totality-of-the-circumstances test to age, health, family status, assets, and education and skills under the PA-2026-09 guidance, with the evidence to develop for each factor.
  • Benefits and the September 18 Line
    Handling Medicaid and state health programs under the shift from “received” to “applied for or certified,” building the before/after transition-date distinction into intake, and addressing benefits received by children and household members.
  • Beyond the I-864: Bonds and Consular Review
    Moving past “sponsor earns 125% FPG” to the applicant’s own circumstances, counseling clients through the NOID-triggered Form I-945 bond, and managing DOS § 212(a)(4) screening of immigrant and nonimmigrant applicants, including F and J students.
  • Counseling Through Uncertainty
    Spotting facts that warrant closer public charge analysis and preparing adjustment filings in a period of uncertainty — what we know, what we don’t know yet, and reasonable practice considerations.

This course is co-sponsored with myLawCLE.

Date / Time: October 1, 2026

  • 12:00 pm – 2:10 pm Eastern
  • 11:00 am – 1:10 pm Central
  • 10:00 am – 12:10 pm Mountain
  • 9:00 am – 11:10 am Pacific

Closed-captioning available

Speakers

Emily Sumner, Founding Senior Partner | Sumner Immigration Law, PLLC

Emily Sumner is the Founding Senior Partner of Sumner Immigration Law, PLLC in Richmond, Virginia, and has practiced immigration law exclusively throughout her career, guiding employers, professionals, and families through employment-based and family-based permanent residency from petition through adjustment of status. Her firm has been at the forefront of counseling green card applicants on the new public charge rule — including widely read guidance on whether to file before September 18 — making her ideally positioned to walk practitioners through protecting pending filings and assembling the financial documentation the new adjustment record requires.

  • Education & Credentials

Ms. Sumner earned her J.D. from the University of Richmond School of Law and her B.A. in Spanish from Wake Forest University, and is professionally fluent in Spanish. She is a member of the Virginia State Bar and the American Immigration Lawyers Association (AILA).

  • Recognition & Leadership

Ms. Sumner is a frequent continuing legal education presenter on immigration law and a contributor of published articles on green card and employee-mobility strategy. Within the Virginia State Bar’s Young Lawyers Conference, she co-chaired the Immigrant Outreach Committee, and she served as Membership Chair of the Virginia Latinos in Higher Education Network.

  • Professional Involvement

Ms. Sumner has devoted her career to making the permanent residency process navigable, developing systems that reduce the complexity and timeline of green card filings — from PERM labor certification and H-1B and L-1 petitions to “fast track” self-sponsored categories such as Extraordinary Ability, Outstanding Researcher, and National Interest Waiver petitions. She has also served as immigration counsel for the I Have a Dream Richmond Foundation, providing pro bono guidance to immigrant students and families.

  • Experience

At Sumner Immigration Law, Ms. Sumner leads a practice built around adjustment of status — employment-based and family-based green cards, naturalization, and the documentary record that carries each case. That day-to-day focus on what USCIS actually scrutinizes in an I-485 filing, combined with her firm’s active client counseling on the September 18 public charge changes, makes her uniquely qualified to show attendees how to defend protected filings and build an adjustment record that satisfies the new financial-disclosure requirements.

 

Ashley Colón-Dziegielewski, Senior Attorney | Sumner Immigration Law, PLLC

Ashley Colón-Dziegielewski is a Senior Attorney at Sumner Immigration Law, PLLC, where she practices employment-based and family-based immigration and handles immigrant and nonimmigrant visa applications from petition through adjustment of status. She brings a distinctive background in asylum and humanitarian relief — including Special Immigrant Juvenile Status and U visas, categories at the heart of the new rule’s exemptions — giving her a dual command of the filings protected from public charge scrutiny and the adjustment cases that must now be documented under the post-September 18 framework.

  • Education & Credentials

Ms. Colón-Dziegielewski earned her J.D. from Northeastern University School of Law and her B.A. in History, cum laude, with a minor in Eastern European Studies, from Boston University. She is admitted to the Massachusetts State Bar.

  • Recognition & Leadership

A member of the American Immigration Lawyers Association (AILA), Ms. Colón-Dziegielewski has built her practice guiding vulnerable clients through some of immigration law’s most demanding filings — asylum, Special Immigrant Juvenile Status, and U visa cases — work that requires precisely the evidentiary rigor and client-counseling judgment the new public charge regime now demands of every adjustment applicant.

  • Professional Involvement

Before concentrating on employment- and family-based immigration, Ms. Colón-Dziegielewski gained substantial experience in asylum and humanitarian relief, representing applicants in the very categories — refugees, asylees, Special Immigrant Juveniles, and U visa holders — that remain statutorily exempt from the public charge ground of inadmissibility. That vantage point makes her an ideal guide to which clients and filings are protected under the new rule, and which now require a carefully constructed financial record.

  • Experience

At Sumner Immigration Law, Ms. Colón-Dziegielewski handles the full range of employment-based and family-based cases, from nonimmigrant visas through green card petitions and adjustment of status. Her combined humanitarian and adjustment practice positions her to walk attendees through both halves of this program: defending filings protected by exemption or by the September 18 cutoff, and assembling the documentation that satisfies the totality-of-the-circumstances analysis for everyone else.

 

Martha L. Arias, Immigration Attorney | Arias Villa, PLLC

Martha L. Arias is a Miami-based immigration attorney and founder of Arias Villa, PLLC, where she has practiced U.S. immigration law exclusively for more than two decades. Her practice spans the full landscape the new public charge rule touches — adjustment of status and green card petitions, family-based immigration, waivers of inadmissibility, humanitarian relief, and removal defense — giving her a front-line view of both the filings protected by the September 18 cutoff and the enhanced adjustment record USCIS will demand afterward.

  • Education & Credentials

Ms. Arias earned her J.D. from St. Thomas University School of Law and a master’s degree in Comparative Law with an emphasis in International Law from the University of Miami School of Law, and also holds a civil-law degree from Colombia. She is admitted to the Florida Bar, the U.S. Court of Appeals for the Eleventh Circuit, and the U.S. District Courts for the Southern and Middle Districts of Florida.

  • Recognition & Leadership

Ms. Arias received recognition from the Congress of the United States in June 2023 for her service to the immigrant community, and her honors include the 10 Best Attorneys Client Satisfaction Award, AILA Top Ranking Attorney recognition, and multiple Lawyers of Distinction awards. A trusted public voice on immigration law, she hosts a weekly immigration radio program on America Radio Miami, has delivered immigration news on Actualidad Radio for six years, and appears regularly on Spanish-language television and radio outlets across the U.S. and Latin America.

  • Professional Involvement

A member of the American Immigration Lawyers Association since 2005, Ms. Arias has served in the leadership of AILA’s South Florida chapter, including as chapter President and First Vice-President. She is a Past President of the Colombian-American Bar Association (COLBAR), has served on — and chaired — ethics committee work for the Florida Bar, and has authored over 2,000 published articles on legal topics, in addition to serving as a senior editor on an Oxford University press publication.

  • Experience

Over nearly twenty-five years, Ms. Arias has handled adjustment of status, consular processing, family- and employment-based petitions, business and investor visas, waivers, and deportation defense, litigating before the Ninth and Eleventh Circuit Courts of Appeals, the federal district courts of Florida, the Board of Immigration Appeals, and the Administrative Appeals Office. An immigrant herself, she combines technical command of the adjustment process with the practical judgment of defending applicants when the government pushes back — exactly the perspective needed to protect pre-September 18 filings and build a public-charge-proof record under the new regime.

Agenda

SESSION 1 – The 2026 Public Charge Framework: Understanding the New Standard and Advising Clients During the Transition | 12:00pm – 1:00pm

This session examines the DHS final rule rescinding the 2022 public charge regulations, effective September 18, 2026, and the resulting framework under INA § 212(a)(4). Attorneys will review the statutory totality-of-the-circumstances analysis, the five statutory factors, changes affecting the consideration of public benefits and Form I-864, and important transition rules. The session will focus on what the rule and USCIS guidance establish, what remains uncertain, and practical steps attorneys can take now to identify potential public charge concerns, counsel clients, and prepare adjustment filings.

BREAK | 1:00pm – 1:10pm

SESSION 2 – Public Charge 2026 in Practice: Exemptions, Benefits, the I-864, and the Consular Overlay | 1:10pm – 2:10pm

This session translates the Public Charge Ground of Inadmissibility final rule, 91 Fed. Reg. 45324 (July 20, 2026), into a working analysis for adjustment and consular caseloads on both sides of the September 18, 2026 effective date. Beginning with what the rule actually changes — the rescission of the 2022 regulation, the revised Form I-485, and the return of broad officer discretion under INA § 212(a)(4) — the session walks through the threshold question every practitioner must now answer first: whether the adjustment category is subject to public charge at all, now that DHS has removed the regulatory exemption list at 8 C.F.R. § 212.23 while the statutory exemptions survive. Attorneys will examine the trap of moving from an exempt to a non-exempt basis, the totality-of-the-circumstances factors USCIS will weigh, and the most consequential substantive shift: the far broader consideration of means-tested public benefits, including Medicaid and state health programs, subject to the critical transition rule that honors 2022-era limits for benefits received before September 18. The session then addresses benefits received by children and household members, why an adequate I-864 no longer resolves the inquiry on its own, and the revived public-charge bond process triggered by a Notice of Intent to Deny. It closes with the consular overlay — how the Department of State applies § 212(a)(4) to immigrant and nonimmigrant visa applicants under its own authority, including the select-case consular bond procedure. Attendees will leave with a date-driven client questionnaire, an exemption-screening framework, and an evidence checklist for building a record that withstands the new discretionary review.

Credits

Alaska

Approved for CLE Credits
2 General

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Alabama

Pending CLE Approval
2 General

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Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hour(s)

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Pending CLE Approval
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Pending CLE Approval
2 General

Indiana

Pending CLE Approval
2 General

Kansas

Pending CLE Approval
2 Substantive

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Pending CLE Approval
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

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

Pending CLE Approval
2 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
120 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
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
2 General

Nevada

Pending CLE Approval
2 General

New York

Approved for CLE Credits
2 General

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

Pending CLE Approval
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for CLE Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hour(s)

Tennessee

Pending CLE Approval
2 General

Texas

Approved for CLE Credits
2 General

Utah

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2 General

Virginia

Not Eligible
2 General Hours

Vermont

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2 General

Washington

Approved via Attorney Submission
2 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
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2 General

West Virginia

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2.4 General

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