top of page

A Victory for Claimants at Step Two

  • Jan 9
  • 2 min read
Three women in business attire converse in an office by large windows. One talks on the phone, another writes in a notebook, and the third uses a laptop.

A Case That Shouldn’t Have Gone This Far


It took a trip all the way to the Ninth Circuit to clarify something fundamental: Step Two of the Social Security disability process is a minimal threshold, not a high bar.


Fortunately, Josephine Gerrard stepped in and delivered an outstanding oral argument on behalf of her client, Combest, leading to a much-needed remand.


Background on the Claimant


Combest suffers from the following medically documented impairments:


  • Fibromyalgia

  • Traumatic brain injury (TBI)

  • Chronic migraines

  • Post-traumatic stress disorder (PTSD)

  • Depression


Despite this, the Administrative Law Judge (ALJ) denied her claim at Step Two, stating that none of her impairments were severe.


What Is Step Two in a Social Security Disability Claim?


Q: What is Step Two and why is it important?

A: Step Two serves as an early screening device to eliminate only frivolous claims. It is not meant to deny valid claims that show even minimal evidence of impairment.


The Ninth Circuit emphasized that Step Two is a “de minimis requirement.”

In other words:

If there is any reasonable doubt as to whether the claimant's impairments significantly limit their ability to perform basic work activities, the case should proceed to the next step.

What Went Wrong in the ALJ's Decision?


The ALJ:


  • Acknowledged the claimant’s impairments as medically determinable

  • But concluded none were severe

  • Denied the claim at Step Two

  • Was affirmed by the district court


However, the Ninth Circuit found this approach flawed.


The Ninth Circuit’s Ruling: Reversed and Remanded


Here’s what the Court held:


  • The record did not clearly show only minimal limitations.

  • Therefore, the ALJ erred by stopping the evaluation at Step Two.

  • The case should have moved forward in the disability evaluation process.


Result: Reversed and remanded for further proceedings.


Though the opinion was just two pages long, its impact is significant.


Why This Case Matters


This decision reaffirms the core purpose of Step Two:


  • It's a low threshold to ensure serious claims aren’t dismissed prematurely.

  • When impairments like TBI, PTSD, and fibromyalgia are involved, a full evaluation is critical.


👏 Special recognition goes to Josephine Gerrard for her brilliant advocacy in front of the Ninth Circuit.


Got any questions? Schedule a consultation with us. I’m here to help. It’s a lot to take in, but we’ll get through it together. After all, navigating these waters is always easier when you’ve got someone to chat with.

Comments


TLG Logo White
Phone Icon - TLG Yellow
IG Logo - Gold
Facebook Logo - Gold
TLG X Logo
TLG Linked In Footer Logo

FLORIDA

800 Executive Dr,

Oviedo, FL 32765

6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827

INDIANA

201 N. Illinois St.

16th Floor - South Tower

Indianapolis, IN 46204

STAY UP TO DATE

Subscribe to our newsletter and stay up to date with Tower Law Group.

LEGAL REFERENCES: 

  1. Fla. Statutes Chapter 732 – Intestate succession and beneficiary rights. Official Compilation, Florida Legislature. 

  2. Fla. Statutes Chapter 733 – Probate administration procedures, duties of personal representatives, and estate settlement. Official Compilation, FL Legislature.

  3. Fla. Statutes §732.603 – Anti-lapse statute for beneficiaries. Official Compilation, FL Legislature.

  4. Fla. Statutes §735.301 - Disposition without administration for small estates. Official Compilation, FL Legislature.

  5. Florida Bar Association – Guidance on serving as a personal representative, estate administration, and probate.

  6. Florida Courts – Probate Guide – Step-by-step instructions for estate administration and probate proceedings.

 

LEGAL DISCLAIMER: 

The content on this page is provided for general informational purposes only and is not legal advice. Probate laws can vary depending on the circumstances of each estate. Reading or using this content does not create an attorney-client relationship. For advice specific to your situation, please consult a licensed probate attorney.​​​

This page was last updated on April 16, 2026 to reflect current Florida probate statutes and guidance.

Copyright © 2026 Tower Law Group All Rights Reserved | Privacy Policy  | Disclaimer  | Law Firm Accessibility Statement  |  Terms of Use​​​​​​​​​​​

bottom of page