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. Ethical Obligations for Debtors' Counsel
3. Chapter 7: Step-by-Step Procedures
4. The Trustee's Viewpoint
5. Chapter 13: Step-by-Step Procedures
6. Tips From the Pros

CHAPTER 7 OR 13: SELECTING THE RIGHT CHAPTER FOR YOUR CLIENT
9:00 - 10:00, James W. McNeilly Jr.

An overview of Chapter 7 and 13 comparing the high level 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.

ETHICAL OBLIGATIONS FOR DEBTORS' COUNSEL
10:15 - 11:15, James W. McNeilly Jr.

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.

CHAPTER 7: STEP-BY-STEP PROCEDURES
11:15 - 12:15, Robert W. Stack

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
1:15 - 2:15, Douglas F. Mann

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
2:15 - 3:15, Robert W. Stack

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
3:30 - 4:30, Rollie R. Hanson

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.

ROLLIE R. HANSON is a shareholder in the Law Office of Rollie R. Hanson, S.C., where his practice concentrates in the areas of elder law, bankruptcy and estate planning. He is a member of the State Bar of Wisconsin, the Milwaukee Bar Association, The National Academy of Elder Law Attorneys and the National Association of Consumer Bankruptcy Attorneys. Mr. Hanson earned his B.A. degree from the University of Minnesota and his J.D. degree from the University of Wisconsin-Madison Law School.

DOUGLAS F. MANN is engaged in private practice as a sole practitioner in commercial collection, bankruptcy, receiverships and other areas of general practice. He has been a panel trustee in the Bankruptcy Court, Eastern District of Wisconsin since 1982. Mr. Mann is frequently appointed as supplemental receiver, Chapter 128 receiver and other receivership positions on a frequent basis in the Circuit Courts of the State of Wisconsin, and he is frequently appointed as supplemental receiver of various businesses, receiving approximately 100-200 appointments per year. He is a graduate of Wartburg College and Marquette University Law School. He wrote the article "State Court Receiverships" for The Milwaukee Lawyer, July, 1991, Volume 5, Number 1, he was a speaker at State Bar of Wisconsin conventions regarding State Court Receiverships in 1985 and 1989, and was a speaker at a seminar titled "Wisconsin Developments and Selective Issues in Bankruptcy" in 1990.

JAMES W. McNEILLY, JR. is the principal of the Law Offices of James W. McNeilly, Jr. LLC. He practices in La Crosse and Kenosha counties, focusing on bankruptcy and insolvency, estate planning, probate and real estate. A 1981 University of Wisconsin Law graduate, Mr. McNeilly is a member of the State Bar of Wisconsin, the American Bankruptcy Institute, and the National Association of Bankruptcy Trustees. Mr. McNeilly has served as a Chapter 7 Trustee since 1987 and has operated businesses both as a Receiver and a Chapter 11 Trustee. He serves as the vice chairperson of the Board of the Wisconsin Bar Bankruptcy, Insolvency and Creditors Rights Section and is a frequent author and lecturer on business law and bankruptcy topics.

ROBERT W. STACK is a founding partner in the Brookfield law firm of Stack, Fahl & Bagley, LLP, where he practices primarily in the areas of probate and estate planning, and bankruptcy. He also is on the faculties of business for the Cardinal Stritch University. Mr. Stack's course assignments with both universities include business law, corporate finance and real estate finance. He is admitted to practice in all courts in the State of Wisconsin, including the U.S. District Courts for the Eastern and Western districts, as well as the State of Tennessee, and before the U.S. District Court for the Middle District of Tennessee. Mr. Stack is member of the Waukesha County Bar Association and the State Bar of Wisconsin. He earned his M.B.A. degree from Marquette University and his J.D. degree from the Nashville 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