Training Course Syllabus:
Get Step-by-Step Instruction on Bankruptcy Procedures and Forms
This two-day, basic level seminar on consumer bankruptcy provides the nuts and bolts of filing Chapter 7 and 13 - with ample time for all your questions - so you can begin confidently filing petitions. Experienced practitioners will lead you through each step of the process with sample forms, schedules, means tests, repayment plans, and code citations. If you´re new to the bankruptcy field, this how-to course will give you the practical knowledge necessary to guide your clients through the complex Chapter 7 and 13 filing processes. Register today!
- Get two full days of consumer bankruptcy training for only $575, so you can begin confidently filing cases for debtors.
- Gain a clear understanding of which chapter to file depending on your client´s situation and assets.
- Learn the procedural steps for filing Chapter 7 and 13 to avoid errors that may constitute malpractice.
- Discover how the intricacies and exclusions of the means test can sink your Chapter 7 case.
- Avoid common paperwork mistakes by walking through each essential form.
- Draft a confirmable Chapter 13 plan with tips and strategies from veteran practitioners.
- Recognize what the trustee is looking for in your bankruptcy schedules, so you can provide the needed information.
- Be prepared for 341 meetings: anticipate questions and issues that may arise.
- Stay up to date on changing regulations and pertinent case law.
- Get two key opportunities to ask your tough case questions to a panel of experienced practitioners.
THURSDAY, DECEMBER 10, 2009
9:00 a.m. The Initial Client Interview: Is it More Than Meets the Eye? - David F. Mills
- What the Debtor Should Bring
- Must-Ask Questions for the Debtor
- Is the Debtor the Best Source of Information?
- Retainer Agreement
9:45 a.m. The Means Test: A Walk-Through - Eileen M. Bornstein
- Determining the Debtor´s Income
- Subtracting Standardized and Actual Expenses
- Common Mistakes to Avoid
11:15 a.m. Break
11:30 a.m. Determining Which Chapter to File: What Key Questions Will Tell You - Jennifer F. Adams
(Lunch 12:30 - 1:30)
- What Does the Debtor Want to Accomplish?
- Is All Property Exempt?
- Does the Debtor Qualify for Chapter 7 Based Upon Income?
- Is the Debtor Current on House and Vehicle Payments?
- Does the Debtor Owe Taxes or Have an IRS Lien?
- Judicial Lien or Domestic Support Obligation?
2:00 p.m. Filing Chapter 7 - Jennifer F. Adams
- Completion of Necessary Forms
- Filing Chapter 7 Electronically: What You Need to Know
3:00 p.m. Break
3:15 p.m. 341 Meetings and Hearings: Procedures and Anticipating Questions - Eileen M. Bornstein
3:45 p.m. Panel Discussion: Chapter 7 Questions and Answers - All faculty
An unstructured opportunity to get more tips and answers to your specific Chapter 7 questions from our panel of faculty members.
FRIDAY, DECEMBER 11, 2009
9:00 a.m. Creditors´ Defenses During Bankruptcy - Eileen M. Bornstein
- Lifting Automatic Stay
- Reaffirming Debts
- Adversarial Proceedings
10:00 a.m. The Trustee´s Viewpoint - Eileen M. Bornstein
- The Trustee´s Role: Obligations to Debtors and Creditors
- What Trustees are Looking for in Filings
- The Debtor´s Income and Expenses - Why You Should Calculate the Numbers Yourself
- Reviewing Claims After Claims Bar Dates
- Preparing for 341 Meetings and Hearings
- Requesting a Payoff or Other Audit
- Communication With the Trustee´s Office and Your Client
- Attorneys´ Fees
11:00 a.m. Break
11:15 a.m. Formulating a Confirmable Chapter 13 Plan - Jennifer F. Adams
- Chapter 13 Plan Requirements
- Contents of the Plan
- Form B22C and Determining Disposable Income
- Computing Plan Payment and Feasibility Calculation
- Determining the Plan´s Length
- Confirmation of Plan
- Consummation of Plan
- Chapter 13 Discharge
- Post-Confirmation Modification
- Important Tips to Remember
12:30 p.m. Lunch
1:30 p.m. Case Study: Chapter 13 - Jennifer F. Adams
Walk through a Chapter 13 filing with a review of the schedules and documents to be filed, as well as line-by-line completion of forms.
2:30 p.m. Break
2:45 p.m. Ethical Considerations in Bankruptcy - James Marshall Shelton
- Charging Attorneys´ Fees
- Debtor Works a Second Job off the Books
- Spouse Doesn´t Know About Child Support Payments for Out-of-Wedlock Child
- Domestic Partner Refuses to Give Their Financials
- Discovering the Debtor Lied in His Petition After it is Filed
- Transferring a House or Other Assets to Avoid Creditors
3:45 p.m. Panel Discussion: Chapter 13 Questions and Answers - All faculty
An unstructured opportunity to get more tips and answers to your specific Chapter 13 questions from our panel of faculty members.