What Social Security Attorneys Should Know About ERISA to Help Their Clients – 2026 Spring National Conference – Track II (Presented by National Organization of Social Security Claimants’ Representatives)

Audrey C. Dolmovich
Audrey C. Dolmovich | Eric Buchanan & Associates

Audrey C. Dolmovich is a partner at Eric Buchanan & Associates and a passionate advocate dedicated to representing individuals denied insurance benefits. Her practice is defined by a one-on-one approach to legal representation, centered on understanding each client's unique circumstances and building the kind of strong attorney-client relationships that effective advocacy requires.

Live Video-Broadcast: April 23, 2026

1.25 hour CLE

Tuition: $395.00
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Program Summary

Many Social Security disability claimants also pursue long-term disability benefits governed by ERISA. This session explains how SSDI and ERISA claims intersect, where their standards diverge, and how strategic coordination can protect a client’s benefits. Attorneys will learn how ERISA timelines, plan language, and evidentiary rules affect parallel disability claims. Understanding these interactions helps counsel avoid procedural missteps and strengthen client outcomes.

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 Thursday, April 23, 2026

Key topics to be discussed:

  • SSDI and ERISA claim interplay
    Examine how Social Security disability claims and employer-sponsored long-term disability claims operate simultaneously and influence each other.
  • Differences in legal standards and definitions
    Understand how ERISA plan definitions of disability differ from SSA regulations and why these differences affect claim strategy.
  • Administrative record development
    Learn how ERISA’s administrative record requirement impacts evidence gathering and why timing matters for disability attorneys.
  • Coordinating benefits and avoiding conflicts
    Identify offsets, reimbursement provisions, and plan terms that can affect financial recovery for clients receiving both benefits.

This course is co-sponsored with myLawCLE.

Date / Time: April 23, 2026

  • 5:15 pm – 6:30 pm Eastern
  • 4:15 pm – 5:30 pm Central
  • 3:15 pm – 4:30 pm Mountain
  • 2:15 pm – 3:30 pm Pacific

Closed-captioning available

Speakers

Audrey C. Dolmovich, Esq., Partner | Eric Buchanan & Associates

Audrey C. Dolmovich is a partner at Eric Buchanan & Associates and a passionate advocate dedicated to representing individuals denied insurance benefits. Her practice is defined by a one-on-one approach to legal representation, centered on understanding each client’s unique circumstances and building the kind of strong attorney-client relationships that effective advocacy requires. Audrey joined the firm after graduating from Faulkner University’s Thomas Goode Jones School of Law, where she served as Executive Director of Service, Witness Coordinator for the Mockingbird National Trial Competition, and a board member of the Board of Advocates. She also gained hands-on dispute resolution experience through volunteer mediation work in small claims court in Montgomery, Alabama. She holds a Bachelor of Arts in Political Science, with a minor in Legal Studies, from the University of Tennessee at Chattanooga.

  • Education & Credentials

Audrey earned a Bachelor of Arts in Political Science with a minor in Legal Studies from the University of Tennessee at Chattanooga, before earning her Juris Doctor from Faulkner University’s Thomas Goode Jones School of Law. At Jones School of Law, she was deeply engaged in both advocacy and service, serving as Executive Director of Service, Witness Coordinator for the Mockingbird National Trial Competition, and a board member of the Board of Advocates. Her volunteer work as a mediator in the school’s mediation clinic in small claims court in Montgomery, Alabama provided practical dispute resolution training that complements her litigation-focused legal education and informs her client-centered approach to representation.

  • Recognition & Leadership

Audrey’s elevation to partner at Eric Buchanan & Associates reflects the firm’s confidence in her advocacy and her client-centered approach to insurance benefits litigation. Her law school record, serving simultaneously as Executive Director of Service, Witness Coordinator for a national trial competition, and a board member of the Board of Advocates, demonstrates the leadership and organizational capacity she has brought to her legal career from its earliest stages. Her volunteer mediation work in small claims court adds a collaborative, problem-solving dimension to a professional profile defined by advocacy, leadership, and service.

  • Professional Involvement

As a partner at Eric Buchanan & Associates, Audrey’s professional involvement centers on representing individuals who have been wrongfully denied insurance benefits, a practice that demands both technical command of insurance and disability law and the interpersonal skills to guide clients through what are often the most difficult periods of their lives. Her one-on-one approach to representation reflects a deliberate professional philosophy: that understanding each client’s unique challenges is not just good client service but the foundation of effective legal advocacy. Her law school leadership in trial competition coordination and student advocacy organizations laid the groundwork for a practice defined by preparation, connection, and care.

  • Experience

Audrey Dolmovich joined Eric Buchanan & Associates after a law school career marked by substantial leadership and practical legal training at Faulkner’s Thomas Goode Jones School of Law. Her roles as Executive Director of Service, Mockingbird National Trial Competition Witness Coordinator, and Board of Advocates board member reflect an engaged and capable law student who arrived at her firm already steeped in advocacy, competition, and service. Her mediation clinic experience in Montgomery small claims court added a practical dispute resolution foundation to her trial-focused training. As a partner at Eric Buchanan & Associates, she brings that full preparation to the representation of clients denied insurance benefits, combining legal rigor with the genuine human connection that defines her approach to every case she handles.

Agenda

I. What Social Security Attorneys Should Know About ERISA to Help Their Clients | 5:15pm – 6:30pm

Many clients with a social security claim also have a long term disability claim that falls under ERISA. It is important for SSDI attorneys to know how the claims work together and the differing terms.

Credits

Alaska

Approved for CLE Credits
1.25 General

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

Pending CLE Approval
1.25 General

Arkansas

Approved for CLE Credits
1.25 General

Arizona

Approved for CLE Credits
1.25 General

California

Approved for CLE Credits
1.25 General

Colorado

Pending CLE Approval
1.25 General

Connecticut

Approved for CLE Credits
1.25 General

District of Columbia

No MCLE Required
1.25 CLE Hour(s)

Delaware

Pending CLE Approval
1.25 General

Florida

Pending CLE Approval
1.5 General

Georgia

Pending CLE Approval
1.25 General

Hawaii

Approved for CLE Credits
1.25 General

Iowa

Pending CLE Approval
1.25 General

Idaho

Pending CLE Approval
1.25 General

Illinois

Pending CLE Approval
1.25 General

Indiana

Pending CLE Approval
1.25 General

Kansas

Pending CLE Approval
1.25 Substantive

Kentucky

Pending CLE Approval
1.25 General

Louisiana

Pending CLE Approval
1.25 General

Massachusetts

No MCLE Required
1.25 CLE Hour(s)

Maryland

No MCLE Required
1.25 CLE Hour(s)

Maine

Pending CLE Approval
1.25 General

Michigan

No MCLE Required
1.25 CLE Hour(s)

Minnesota

Pending CLE Approval
1.25 General

Missouri

Approved for CLE Credits
1.5 General

Mississippi

Pending CLE Approval
1.25 General

Montana

Pending CLE Approval
1.25 General

North Carolina

Pending CLE Approval
1.25 General

North Dakota

Approved for CLE Credits
1.25 General

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

Pending CLE Approval
1.25 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
75 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
1.5 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
1.25 General

Nevada

Pending CLE Approval
1.25 General

New York

Approved for CLE Credits
1.5 General

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

Pending CLE Approval
1.25 General

Oklahoma

Pending CLE Approval
1.5 General

Oregon

Pending CLE Approval
1.25 General

Pennsylvania

Approved for CLE Credits
1.25 General

Rhode Island

Pending CLE Approval
1.5 General

South Carolina

Pending CLE Approval
1.25 General

South Dakota

No MCLE Required
1.25 CLE Hour(s)

Tennessee

Pending CLE Approval
1.25 General

Texas

Approved for CLE Credits
1.25 General

Utah

Pending CLE Approval
1.25 General

Virginia

Not Eligible
1.25 General Hours

Vermont

Approved for CLE Credits
1.25 General

Washington

Approved via Attorney Submission
1.25 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
1.25 General

West Virginia

Pending CLE Approval
1.5 General

Wyoming

Pending CLE Approval
1.25 General

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