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
8. Ethics in Bankruptcy

1. Consumer Bankruptcy Fundamentals
   9:00 - 9:30, Thomas Cafferty
   • 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
   9:30 - 10:30, John P. Gustafson
   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 - 11:15, Thomas Cafferty
   • 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
   11:15 - 12:15, Ericka S. Parker
   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
   1:15 - 2:15, John P. Gustafson
   Using a hypothetical case study, faculty will walk through each of the required forms, including Form B22C.
   
6. Structuring the Chapter 13 Repayment Plan
   2:30 - 3:00, John P. Gustafson
   • 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
   3:00 - 3:30, John P. Gustafson and Ericka S. Parker


8. Ethics in Bankruptcy
   3:30 - 4:30, Thomas Cafferty
   • Specific Provisions of the Bankruptcy Code on Ethics
   • Sanctions in Bankruptcy Proceedings
   • Conflicts of Interest
   • Abuse of Involuntary Proceedings

THOMAS CAFFERTY is a sole practitioner at the Law Office of Thom Cafferty in Toledo. Mr. Cafferty practices in bankruptcy, consumer, and maritime law. He served on active duty with the U.S. Coast Guard for more than 20 years, which included tours as navigator aboard Coast Guard Cutter ACACIA, senior marine casualty investigator, marine inspector, foreign vessel boarding program administrator, and chief of the Great Lakes Regional Exam Center. Mr. Cafferty earned his J.D. degree, with honors, from the University of Toledo. He is a member of the Ohio State and Toledo bar associations.

JOHN P. GUSTAFSON has been a bankruptcy law clerk, an associate and partner in a law firm that did both debtor and creditor representation, a solo bankruptcy practitioner representing debtors, banks and trustees, the staff attorney for a Chapter 13 trustee, and since October 1, 2007 he has been the Standing Chapter 13 Trustee for the Northern District of Ohio Western Division.

ERICKA S. PARKER is an attorney with Ericka S. Parker Law Office in Toledo, Ohio. She is a Chapter 7 Panel Trustee. Ms. Parker is a member of the Toledo Bar Association (Bankruptcy Committee), Ohio State Bar Association, National Association of Bankruptcy Trustees, and Inns of Court. She has spoken with the Toledo Bar Association and the Northern District of Ohio Western Division.

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