Relying on bankruptcy software to file petitions will only get you so far. This line-by-line form instruction will give you the practical knowledge necessary to double-check your software's work and confidently answer “line item” questions from trustees, creditors and judges. With the help of carefully-crafted debtor scenarios, experienced practitioners will guide you through each form you need to file, clearing up ambiguities and pointing out potential pitfalls. You'll even get detailed instruction on the ever-confusing means test and Chapter 13 plans! Bankruptcy is a field of land mines and evolving interpretations of law – make sure you're prepared to guide your clients through the filing process. Order today!

1. Consumer Bankruptcy Fundamentals
2. Means Test Workshop
3. Bankruptcy Filing Procedures
4. Chapter 7 Workshop: Filling in the Required Forms Line-by-Line
5. Chapter 13 Workshop: Filling in the Required Forms Line-by-Line
6. Structuring the Chapter 13 Repayment Plan
7. What the Trustee is Looking for in Your Chapter 7 or 13 Filing

1. Consumer Bankruptcy Fundamentals
   9:00 - 9:45, Neil D. Jonas
   • The Basics of 7, 11 and 13: What They Are, How They Differ and Which One to Choose
   • The Client Interview, Intake Forms and Retainer Agreements
     
2. Means Test Workshop
   9:45 - 10:30, Neil D. Jonas, Jennifer F. Ledford and James Marshall Shelton
   Using real-life debtor scenarios, experienced faculty will walk through the tricky B22A statement line-by-line to shed light on ambiguous areas and determine whether various debtors' incomes make them ineligible for Chapter 7.
   
3. Bankruptcy Filing Procedures
   10:45 - 11:30, Neal D. Jonas
   • Filing and Notice Procedures for Chapters 7, 11 and 13
   • Electronic Filing (ECF)
   • List of Official Bankruptcy Forms (B1-B26) and Their Purposes
     
4. Chapter 7 Workshop: Filling in the Required Forms Line-by-Line
   11:30 - 12:30, Neil D. Jonas, Jennifer F. Ledford and James Marshall Shelton
   Using a hypothetical case study, faculty will walk through each of the required forms, excluding the already addressed B22A.
   
5. Chapter 13 Workshop: Filling in the Required Forms Line-by-Line
   1:30 - 2:45, Neil D. Jonas, Jennifer F. Ledford and James Marshall Shelton
   Using a hypothetical case study, faculty will walk through each of the required forms, including Form B22C.
   
6. Structuring the Chapter 13 Repayment Plan
   3:00 - 4:00, Jennifer F. Ledford
   • Standards of Confirmation
   • Role of Exemptions in Chapter 13
   • Best Interests of Creditors Test and Best Efforts Test
   • Payment of Priority Claims and Secured Claims on Personal Property
   • Lien Stripping
   • Structuring Payments - A Case Study
   • Negotiating Plan Payments With the Trustee
   • 341 Meetings and Objections to Confirmation
   • Plan Confirmation and Modifications
     
7. What the Trustee is Looking for in Your Chapter 7 or 13 Filing
   4:00 - 4:30, James Marshall Shelton

NEIL D. JONAS is an attorney with the Law Firm of William Joseph Burns. His primary area of practice is bankruptcy, including debtor, creditor, and bankruptcy trustee representation. Mr. Jonas earned his B.A. degree in political science from the University of North Carolina and his J.D. degree from Wake Forest University. He is a member of the North Carolina Bar Association (member, Bankruptcy Section).

JENNIFER F. LEDFORD is a member of the law firm of Higgins Benjamin Eagles & Adams, PLLC, in Greensboro, North Carolina. Her principal areas of practice are bankruptcy law and appellate matters. Ms. Ledford is a member of the Bankruptcy Section and the Young Lawyers Division of the North Carolina Bar Association. She is currently serving on the council for the Bankruptcy Section of the North Carolina Bar Association as chair of the CLE Committee. Ms. Ledford is a board-certified specialist in business and consumer bankruptcy law. She has been a frequent speaker at the annual Bankruptcy Institute conducted by the North Carolina Bar Association. Ms. Ledford is also a member of the Greensboro and American bar associations, the American Bankruptcy Institute and the North Carolina Association of Women Attorneys. She earned her B.A. degree from Davidson College and J.D. degree from Wake Forest University School of Law. From 2001 until 2003, Ms. Ledford served as a law clerk to the Honorable Ralph A. Walker and the Honorable John M. Tyson of the North Carolina Court of Appeals.

JAMES MARSHALL SHELTON is an associate in the Greensboro law firm of Ivey, McClellan, Gatton & Talcott, L.L.P., where his practice consists of representing debtors in consumer and business bankruptcy cases, representing chapter 7 trustees and other parties in bankruptcy litigation, and representation of parties in out of court workouts. He is admitted to practice before the Eastern, Western, and Middle districts of North Carolina, as well as the 4th Circuit Court of Appeals. Mr. Shelton is a member of the North Carolina State Bar, and the American, North Carolina and Greensboro bar associations. He is a member of the Young Lawyers Division and Business and Bankruptcy sections of the North Carolina Bar Association. Mr. Shelton currently serves on the Bankruptcy Section Council. He has previously spoken for the North Carolina Bar Association, the North Carolina Advocates for Justice, National Business Institute and NC LEAP on topics including avoidance action defense and prosecution, real estate transactions in bankruptcy cases, the interaction of domestic and bankruptcy law, and the treatment of LLCs and similar entities in bankruptcy cases. Mr. Shelton currently prepares the Middle District of North Carolina Case Update for the Bankruptcy Section newsletter the Disclosure Statement. He earned his B.S. degree from the University of North Carolina at Chapel Hill and his J.D. degree from the Ohio Northern University College of Law.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com