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 - 9:45, Marji Hanson

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
9:45 - 10:30, Philip G. Jones

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
10:45 - 12:00, Philip G. Jones

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
1:00 - 2:15, Marji Hanson

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
2:30 - 3:30, Lee Rudd

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, Douglas L. Barrett

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.

DOUGLAS L. BARRETT is the principal of the Law Offices of Douglas L. Barrett LLC in Orem. He has concentrated his practice in the areas of bankruptcy law, debtor and creditor rights since 2001. Mr. Barrett earned his B.A. degree at Brigham Young University at Provo and his J.D. degree at Whittier College School of Law. He is the former law clerk to U.S. Bankruptcy Court Judge Lee M. Jackwig, Southern District of Iowa, 2000-2001. He is a member of the National Association of Consumer Bankruptcy Attorney's (NACBA).

MARJI HANSON is the principal of the Salt Lake City Law Offices of Marji Hanson. Her law practice focuses exclusively on consumer bankruptcy law. Prior to beginning her private practice Ms. Hanson worked in the bankruptcy court as a lawyer for a bankruptcy judge for three years, as senior staff counsel for a Chapter 13 Bankruptcy Trustee for over four years and in the bankruptcy and litigation sections in one of Salt Lake's largest and best law firms.  Ms. Hanson earned her B.A. degree in business administration/marketing at the University of Utah and her J.D. degree at the University of Utah College of Law. She is a member of the National Association of Consumer Bankruptcy Attorneys, the Utah Bankruptcy Lawyers Forum (former trustee and vice president), the Utah State Bar Character and Fitness Committee, the Utah State Bar Bar Examination Committee (creditor/debtor section), the Utah State Bar Bankruptcy Section and the Women Lawyers of Utah (former board member and president).

PHILIP G. JONES is the principal of the Philip G. Jones PC Law Firm in Orem and has served as a member of the Utah Panel of Chapter 7 Trustees since January 2004. Mr. Jones has focused his practice on bankruptcy law since 1980. He earned his B.A. degree from Idaho State University and his J.D. degree from Brigham Young University School of Law. He received his initial mediation training from Utah Dispute Resolution in May of 1998. He is currently an instructor in the Paralegal Studies Program at Utah Valley University at Orem, and a former instructor of Law at Brigham Young University.

LEE RUDD is the principal of the Lee Rudd Law Office in Salt Lake City. He began his private practice in 1970 focusing mainly on bankruptcy law. Mr. Rudd is a member and past chair solo, of the small firm and rural practitioner section of the Utah state bar. He earned his B.S. degree from the University of Utah and his J.D. degree at the University of Utah 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