Are you prepared to handle consumer bankruptcy claims? A solid understanding of fundamental bankruptcy law and procedures is essential to your confidence and effectiveness as a bankruptcy practitioner. Order today to learn the technical skills needed to provide immediate protection to clients and help them establish financially stable futures.

• Introduction to the Bankruptcy Code and Rules
• The Basics of Chapter 7 and the Means Test
• The Basics of Chapter 13
• Post Confirmation Chapter 13 Case Management and Other Issues
• Conducting the Initial Client Interview
• Ensuring Ethical Conduct

INTRODUCTION TO THE BANKRUPTCY CODE AND RULES
9:00 - 9:45, L. Joshua Davidson

• Various Bankruptcy Proceedings
• Eligibility
• Exemptions

THE BASICS OF CHAPTER 7 AND THE MEANS TEST
9:45 - 11:00, L. Joshua Davidson

• Information to Obtain From Debtors
• The Means Test
• Exempt vs. Non-Exempt Property
• When to File Petition and Related Documents
• The Trustee's Role
• Automatic Stay
• What to Expect From Creditors' Meetings
• Spot Problems When Liquidating Remaining Assets
• Control Distribution to Creditors and Discharge of Bankruptcy

THE BASICS OF CHAPTER 13
11:15 - 12:30, Daniel S. Zegarski

• Compare and Contrast Chapter 13 and Chapter 7
• Common Reasons for Use of Chapter 13; Limitations on Use
• Chapter 13 Plan; Treatment of Claims
• Role of the Chapter 13 Trustee
• Special Plan Provisions - Maximizing Benefits of Chapter 13
• Confirmation of Plan; Objections; Binding Effect

POST CONFIRMATION CHAPTER 13 CASE MANAGEMENT AND OTHER ISSUES
1:30 - 2:30, Daniel S. Zegarski

• Plan Modifications and Suspension of Payments
• Motions/Applications to Retain Funds, to Incur New Debt and to Substitute Collateral
• Motions for Relief from Stay - Defending, Settling
• Motions to Dismiss Case for Non-Payment - Defending and Settling
• Alternatives of Conversion, Dismissal and Re-Filing
• Fee Applications for Post-Confirmation Services

CONDUCTING THE INITIAL CLIENT INTERVIEW
2:45 - 3:30, Dustin R. Hurley

• Bankruptcy Alternatives
• How to Conduct and Analyze Intake Interviews
• Must-Ask Questions in Follow-Up Interviews
• Rules for Setting Up Retainer Agreements
• Creating Correspondence Faster
• Helping Your Client Determine Which Chapter to File
• Clarifying Key Differences Between Chapters for Clients

ENSURING ETHICAL CONDUCT
3:30 - 4:30, Dustin R. Hurley

• Specific Provisions of the Bankruptcy Code on Ethics
• Sanctions in Bankruptcy Proceedings
• Ethics of Conflicts of Interest

L. JOSHUA DAVIDSON is a member of the Cincinnati law firm of O'Connor, Mikita & Davidson, LLC, where he concentrates his practice primarily in the area of consumer bankruptcy. Mr. Davidson also has significant practical experience in the areas of family law, and civil and criminal litigation. He is an adjunct professor of real estate law at the University of Cincinnati. Mr. Davidson earned his B.A. degree from Miami University and his J.D. degree from the University of Cincinnati College of Law. He is admitted to practice in Ohio and federal court in the Southern District of Ohio. Mr. Davidson is a member of the Cincinnati, Ohio State and American bar associations.

DUSTIN R. HURLEY is a partner in the law firm of West, Hurley & Malkiewicz with offices in Cincinnati, Dayton and Springboro. Mr. Hurley's practice is limited exclusively to consumer bankruptcy law. He is licensed to practice law by the state of Ohio and admitted to practice before the U.S. District Court for the Southern District of Ohio. Mr. Hurley is a member of the Ohio State, Dayton, Cincinnati and Warren County bar associations. He earned his B.S. degree from the Miami University Farmer School of Business and his J.D. degree from the University of Dayton School of Law. 

DANIEL S. ZEGARSKI is a principal and owner of Zegarski & Ice Co., L.P.A., in Cincinnati, Ohio. Mr. Zegarski has practiced almost exclusively in the areas of debtor's rights and consumer bankruptcy for 15 years. He earned his B.A. degree, magna cum laude, from the University of Dayton in 1992 and his J.D. degree from the University of Dayton School of Law in 1995. Mr. Zegarski is a member of the National Association of Consumer Bankruptcy Attorneys and the Cincinnati Bar Association.

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