Learn the nuts and bolts of filing Chapter 7 and 13 bankruptcy from the debtor's point of view! Using hypothetical clients and bankruptcy scenarios, experienced practitioners 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 basic, how-to instruction will give you the practical knowledge necessary to guide your clients through the complex Chapter 7 and 13 filing processes. Order today!

1. Chapter 7 or 13: Selecting the Right Chapter for Your Client
2. Chapter 7: Step-by-Step Procedures
3. The Trustee's Viewpoint
4. Chapter 13: Step-by-Step Procedures
5. Tips From the Pros
6. Ethical Obligations for Debtors' Counsel

CHAPTER 7 OR 13: SELECTING THE RIGHT CHAPTER FOR YOUR CLIENT
9:00 - 10:15, Donald H. Grim

An overview of Chapter 7 and 13 fundamentals with a comprehensive comparison of the differences and advantages of each. You'll emerge from this presentation with a clear understanding of which route to choose depending on your client's needs.

CHAPTER 7: STEP-BY-STEP PROCEDURES
10:30 - 11:30, Russell D. Garrett

Using a carefully-crafted scenario, experienced faculty will lead you through the nuts and bolts of filing Chapter 7 – from the client interview and means test through filing the actual case. The presentation will focus on procedures while highlighting pitfalls and citing statutes and bankruptcy code.

THE TRUSTEE'S VIEWPOINT
11:30 - 12:30, Russell D. Garrett

Take a closer look at means test calculating and determining abuse through the eyes of the trustee. Discover the trustee's biggest pet peeves and how to get a favorable recommendation for your client.

CHAPTER 13: STEP-BY-STEP PROCEDURES
1:30 - 2:30, Matthew A. Arbaugh

The Joneses' current monthly income triggered the presumption of abuse and their case must be converted to a Chapter 13 filing. Using this hypothetical, experienced faculty will lead you through each step of filing Chapter 13 with sample forms, petitions and schedules along with an in-depth look at structuring the repayment plan and negotiating with creditors. The presentation will focus on procedures while highlighting pitfalls and citing statutes and bankruptcy code.

TIPS FROM THE PROS

2:45 - 3:30, Matthew A. Arbaugh and Russell D. Garrett

Get tips and insider advice from our panel of seasoned practitioners. Discuss pertinent case law and regulatory updates, along with case management tips, software considerations, credit counseling services, the keys to preparing your client, and valuable resources for your bankruptcy questions.

ETHICAL OBLIGATIONS FOR DEBTORS' COUNSEL
3:30 - 4:30, Russell D. Garrett

Join faculty for a frank discussion on ethical obligations, including required certification, disclosure issues, the attorney/client relationship, retainer fees, and tough situations that can arise during the case.

MATTHEW A. ARBAUGH is an attorney at the law firm of Field Jerger LLP, where his practice focuses on bankruptcy and commercial litigation. Prior to joining Field Jerger LLP, Mr. Arbaugh worked for a bankruptcy judge and for the presiding judge in Oregon's state capital. He entered private practice in 2002 in the bankruptcy department of a well regarded Portland, Oregon law firm. Since that time, he has successfully litigated in state, federal, bankruptcy, and appellate courts. Mr. Arbaugh's bankruptcy practice includes representation of debtors, creditors, and litigants in small and large cases. In addition to debtor/creditor related litigation matters, he has litigated significant employment cases for both employers and employees. He wrote "Making Peace the Old Fashioned Way: Infusing Traditional Tribal Practices into Modern ADR," for the Pepperdine Dispute Resolution Law Journal (2002). Mr. Arbaugh earned his B.A. degree, cum laude, from Linfield College and his J.D. degree, cum laude, from Pepperdine University School of Law. He is a member of the Oregon State Bar and is admitted to practice before the State Court of Oregon, the U.S. District Court for the District of Oregon and the U.S. Court of Appeals for the Ninth Circuit.

RUSSELL D. GARRETT is a shareholder with Bullivant Houser Bailey PC's, Vancouver, Washington office. His practice focuses on creditors' rights, bankruptcy, commercial and bankruptcy litigation and real estate matters. Mr. Garrett is admitted to practice in Oregon, Washington, the Federal district bars in Oregon and Washington, the U.S. Court of Appeals for the Ninth Circuit Court and the Supreme Court of the United States. He represents creditors and bankruptcy trustees and also serves as a Chapter 7 panel trustee for the Western District of Washington. Mr. Garrett speaks and trains others on practice issues relating to creditors' rights, bankruptcy and insolvency matters in Oregon and Washington. He has written many articles relating to creditor issues. Mr. Garrett has served on the executive committees for both the Washington Bar Debtor-Creditor Section and The Oregon State Bar Debtor-Creditor Section, and serves as a delegate to the Oregon State Bar House of Delegates. He earned his B.S. degree from the University of Oregon and his J.D. degree from Willamette University College of Law, where he served as a member of the Law Review.

DONALD H. GRIM is an associate at the law firm of Greene & Markley, P.C., where his practice focuses on tax determination, tax collection controversies, bankruptcy and estate planning. Mr. Grim has written the following articles for the Oregon Debtor-Creditor Newsletter: "Homestead Exemption at Risk," "Retirement Plans at Risk" and "Inheritance in Bankruptcy." He is a member of the Oregon State Bar (Debtor-Creditor Section, Taxation Section and Estate Planning Section), the American and Multnomah bar associations, and the American Bankruptcy Institute. Mr. Grim is admitted to practice law in Oregon, the U.S. District of Oregon and the U.S. Tax Court. He earned his B.A. degree from Oregon State University and his J.D. degree from the University of Oregon School 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