Ethics and Fees—How and Why They Interact – Track I [Day 3] (Presented by National Organization of Social Security Claimants’ Representatives)

Lawrence D. Rohlfing
Lawrence D. Rohlfing
Law Offices of Lawrence D. Rohlfing, Inc

Lawrence D. Rohlfing has practiced disability law since 1985. He represents the disabled and seeks to enforce their rights before the Social Security Administration, the United States District Courts, the United States Courts of Appeal, and the United States Supreme Court. Having been involved in thousands of disability claims and training of other lawyers, he brings considerable experience and expertise to the representation of disability claims under Social Security and ERISA.

Russell Rohlfing
Russell Rohlfing

Russell Rohlfing is a recent graduate with honor from the University of Wyoming College of Law in May 2024. Russell attended law school while simultaneously devoting about 20 hours per week as a graduate assistant wrestling coach to the University wresting team and writing appellate briefs in his spare time.

On-Demand: September 11, 2025

1 hour CLE

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Program Summary

Explore the reasons why fees are regulated, the HALLEX and POMS provisions relevant to fees as well as the ethical issues in charging and receiving fees.

Key topics to be discussed:

  • Regulatory Framework for Representative Fees
  • Key Guidance from HALLEX and POMS
  • Ethical Considerations in Charging and Receiving Fees

This course is co-sponsored with myLawCLE.

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 Fall 2025 National Conference – Track I 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 on September 11, 2025

Closed-captioning available

Speakers

Lawrence D. Rohlfing | Law Offices of Lawrence D. Rohlfing, Inc

Lawrence D. Rohlfing has practiced disability law since 1985. He represents the disabled and seeks to enforce their rights before the Social Security Administration, the United States District Courts, the United States Courts of Appeal, and the United States Supreme Court. Having been involved in thousands of disability claims and training of other lawyers, he brings considerable experience and expertise to the representation of disability claims under Social Security and ERISA.

Mr. Rohlfing has argued disability and other benefit entitlement claims in over a hundred claims before the Ninth and Tenth Circuit Courts of Appeals
and lapsed to the Eleventh Circuit Court of Appeals. He presented briefs in three cases to the United States Supreme Court. Mr. Rohlfing argued Black & Decker Disability Plan v. Nord to the United States Supreme Court in April 2003.

Mr. Rohlfing is a sustaining member of the National Organization of Social Security Claimants’ Representatives (NOSSCR). He has served as a Ninth Circuit Representative to the NOSSCR Board of Directors and Secretary, Treasurer, Vice President, and President of NOSSCR as well as a past president delegate to the Board of Directions. Mr. Rohlfing is the past chair of the Los Angeles County Bar Association Social Security Section. Mr. Rohlfing has presented numerous papers to bi-annual meetings of NOSSCR, the Los Angeles County Bar Association Social Security Section, the Beverly Hills Bar Association, the Southeast Bar Association of Los Angeles County, and the National Business Institute.

Mr. Rohlfing graduated from Whittier College in 1982. He graduated from Whittier Law School in 1985 cum laude. He was named as the Whittier Law School attorney of the year in 2016 and the Southeast Bar Association attorney of the year in 2017.

He is the proud father of seven children with his wife Maggie. Larry and Maggie currently have 12 grandchildren with plans to conquer the world. He was involved in the community managing baseball and softball teams, coaching football, and currently serving as the elder of La Habra Christian Church.

 

Russell Rohlfing

Russell Rohlfing is a recent graduate with honor from the University of Wyoming College of Law in May 2024. Russell attended law school while simultaneously devoting about 20 hours per week as a graduate assistant wrestling coach to the University wresting team and writing appellate briefs in his spare time.

Agenda

I. Regulatory Framework for Representative Fees | 12:00pm – 12:20pm

II. Key Guidance from HALLEX and POMS | 12:20pm – 12:40pm

III. Ethical Considerations in Charging and Receiving Fees | 12:40pm – 1:00pm

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