NADR E-Learning Portal

Ethical Decision-Making for Social Security Representatives: Real-World Dilemmas and the Impact of AI


Presented by Megan Reismeyer, Esq.

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2026 NADR CONFERENCE SEssion

Ethical challenges in disability representation often arise in difficult client relationships, strategic disagreements, and questions about professional responsibility. This session examines real-world ethical dilemmas faced by Social Security representatives and explores how emerging technologies like artificial intelligence impact professional obligations. Participants will gain a practical framework for analyzing and resolving complex ethical issues in their practice.

Ms. Reismeyer is a Clinical Professor and Director of the Community Law Clinic at Penn State Dickinson Law School.  She presents this year's ethics requirement which fulfills SSA's EDPNA 2026 requirement.
 
Recorded on March 24, 2026 in Plano Texas

Pre-Approved for 2026 EDPNA Ethics Requirement
Includes reporting template!

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Work through real-world dilemmas in disability representation and apply a clear decision-making process grounded in SSA Rules of Conduct and ABA Model Rules, including ethical challenges created by AI use.
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What you will practice

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  • Identify key ethical obligations governing Social Security representatives under SSA Rules of Conduct and relevant ABA professional responsibility standards.
  • Analyze ethical dilemmas involving client capacity and autonomy, including situations where a client may make decisions against their own best interests.
  • Evaluate when representation should continue, be declined, or be withdrawn due to client behavior or conflicts with professional responsibilities.
  • Navigate disagreements with clients about case strategy, including situations where a client insists on pursuing an appeal despite significant risk.
  • Recognize ethical risks associated with artificial intelligence, including confidentiality, accuracy, and misuse of client information.
  • Apply practical strategies for responsible AI use while maintaining competence, confidentiality, and ethical compliance.
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AI and professional responsibility

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Examine how to use AI for research, drafting, and analysis while protecting confidentiality, checking accuracy, and maintaining competence. Leave with practical guardrails you can apply in daily casework.
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