Hello, all:
I do 2 things to keep attorneys from even requesting this.
The first is in my Retainer Agreement, that my fees are due and owing regardless of conclusions reached, legal outcomes, etc.
The second is that I never take a referral without a quick review of the pertinent facts of the case and a discussion with the attorney about my”take” on what my assessment will probably say.
Example: A matrimonial case, attorney represented husband, who was a Project Manager Professional (PMP), with the required education and certification, and many years of experience. The “Golden Ticket” for Project Managers.
In NYC, he was earning $185,000 per year plus bonuses. 6 months before he files for divorce he moves to East Podunk ,Texas, and the only Project Manager job he says he can find pays $66,000 per year and is part-time. Attorney wants me to reach the conclusion that this is the most money he can make. (I’m sure everyone has done the Math, alimony and child support would then be based on $66,000, not $185,000 per year.)
The attorney (from whom I’ve never taken a case,) also informs me he has waited until the 11th hour to request a vocational assessment because the Judge has just let him know that unless he disputes it with a VE, he is basing alimony and child support on husband earning $100,000 per year.
I give attorney my feedback, which is that he should accept this “gift” from the Judge, and the results of my research of what husband could earn, even in the larger labor markets in Texas, is at least $110,000 per year for PMPs. Additionally, there is no way I will reach the conclusion that husband can only earn $66,000 per year.
I refused the referral.
Best Regards,
Michele Erbacher, MS, CRC, ABVE/F
North Tonawanda, NY
Cell: (716) 807-6708
sent from my iPhone
Original Message:
Sent: 11/13/2025 4:50:00 PM
From: Jeff Cockrum
Subject: RE: Attorney Advocacy Request
Certainly, providing information about a region where an evaluee works/resides is standard practice and good information for any party to have when assessing someone's vocational profile.
I'm often be asked to address a specific question and have no problem providing the average wage earning capacity of a flying squirrel if that is of interest to the parties. However, I am certainly not going to provide any sort of "desired" outcome for that same flying squirrel. Flying squirrels are flying squirrels, no matter what you might otherwise want them to be.
It seems like in this instance, the attorney is asking whether when someone loses a white-collar job in a primarily blue collar area, does that impact their earning capacity? Its an interesting question. I don't have the facts of the case, but I would assume "no", or at least the availability of work in the labor market (and therefore their capacity) was taken into consideration in the first place when establishing their wage earning capacity.
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[Jeff] [Cockrum], [JD, MA, CRC, CDMS, CLCP]
[Vocational Rehabilitation Counselor, L&I Firm Manager]
[jeff@achieveconsultingteam.com]
[Olympia], [WA]
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Original Message:
Sent: 11-13-2025 16:27
From: Cali Collins Eby
Subject: Attorney Advocacy Request
I was recently asked by a claimant's attorney to consider additional information from him personally after I had already completed my disability evalution of his client. He admitted that he was advocating and only asked that I look the information, not to change my decision directly. Specifically, he wanted me to consider the availability of post-injury jobs in the person's labor market, a major market in Washington, that he read was a majority blue collar. And to consider if his client lost his current position, with high earning potential in commission-based sales, would my findings be the same re: earning capacity.
I know better than to change my opinions at the request of an attorney, on either side. But I wondered: is it even appropriate to reconsider your initial findings knowing the requester is looking for a specific outcome? I thought it would be an interesting conversation to know what others thought about this kind of advocacy and how they dealt with these kind of requests in a forensic setting.
How do you maintain your objectivity and manage relationships with referral sources?
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Cali Eby
Vocational Rehabilitation Consultant
cali@vocconsult.net
Boise, ID United States
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