8:30 – 9:00 a.m.

CHECK-IN & CONTINENTAL BREAKFAST

9:00 – 10:00 a.m.

Initial Client Interview and Pre-Petition Advice
What you need to know to effectively interview your client; how to interview your client; what information your client should bring to the initial interview; how to avoid missing assets, debts and relevant information; practical pre-petition planning; possible ethical considerations.
– Richard J. Pearson

10:00 – 10:15 a.m.

BREAK

10:15 – 11:15 a.m.

The Choice Between Chapter 7 and Chapter 13: Selected Means Test Issues
Means test calculation and documentation; use of IRD guidelines; US Trustee positions; responding to US Trustee inquiries.
– Ian Traquair Ball

11:15 – 12:15 p.m.

Completing the Bankruptcy Petition, the Automatic Stay, and Preparing and Attending the 341 Meeting of Creditors
Key provisions of the bankruptcy code; overview of all the information that needs to be included on the petition and how it should be included; overview of the automatic stay including the general injunction, the exceptions, relief from the stay, application in Chapter 13 cases, and special rules.
– Terri A. Running

12:15 – 1:15 p.m.

LUNCH (on your own)

1:15 – 2:45 p.m.

Assets and Exemptions; Schedules A, B, C, D, & F
A look at the schedules concerning real property, personal property and property claimed as exempt; overview of co-provisions concerning assets and exemptions; comparison of state and federal law concerning assets and exemptions; key issues in the choice of exemptions; key property that is not exempt; overview and analysis of key provisions necessary to complete Schedules D and F; and an overview of creditors’ rights under the bankruptcy code and other existing state and federal law.
– Curtis K. Walker

2:45 – 3:00 p.m.

BREAK

3:00 – 3:45 p.m.

Litigation in the Bankruptcy Court
What you need to know in motion practice and adversary proceedings ranging from compliance with local rules to evidentiary issues.
– William J. Fisher

3:45 – 4:30 p.m.

Statement of Affairs; Discharge and Dischargeability
Preferences, fraudulent transfers – duties to disclose and criminal issues.
– Andrea Cobery