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Pre Con [clear filter]
Thursday, April 30
 

9:00am PDT

New Bankruptcy Attorney and Bankruptcy Paralegal Bootcamp
Whether you’re a new bankruptcy attorney, paralegal, or an attorney seeking a refresher program, NACBA has you covered with this fantastic one-day intensive pre-conference program. Bankruptcy is not about filling-out forms. Bankruptcy is a serious area of law and can be riddled with malpractice pitfalls. The quality of our legal work matters and this is where we can all improve. Attorneys: Send your paralegals! Law firms: Send your new attorneys!


Agenda:

  • Overview of Bankruptcy – Chapter 7, 9, 11, 12, 13, 15, and SBRA
  • Stay in Your Lane!  Unlicensed practice of law.  How to train staff to understand the difference between answering a general question v. giving legal advice.  Ethics.
  • Polished Legal Drafting (proper grammar, punctuation, active voice, eliminate legalese, proper formatting, proper citations, and more!)
    • Professional Business Letters – Appointment letters, Consult F/U letters, Engagement Letters, Non-Engagement, Disengagement, Welcome Letters, 341 Letters, Discharge, Dismissal, Case Closure Letters, Conflict Waivers
    • Drafting Declarations – Who, What, When, Where, Why, and How?  Show me the Exhibits
    • Preparing Exhibits
    • Complying with FRBP, FRCP, LBRs
    • Email v. Snail Mail or Both
  • Intake Process, Client Questionnaires, Best practices
  • Malpractice Pitfalls
    • When to File?  Where to File?  Don’t File!  Refer it or decline it!
    • Know Your Exemptions
    • Know When You Need Outside Counsel - Estate Planning Issues, Family Law, Criminal, Civil, Corporate, Tax, Intellectual Property, Personal Injury – Bankruptcy Crossover Issues are Huge!
    • Conflicts of Interest
    • Written Fee Agreements
  • Collection of Documents
  • Systems, Apps, Software, Client Portals … Oh My!!!
  • Petition Preparation, Means Test, Income Calculation & Evidence!!!
  • Best Practices for Filing
  • Preparation of Trustee Documents, Trustee Requests, UST Inquiries
  • Documenting your file, your time, and supporting your attorney
  • Understanding the Business of Bankruptcy
    • Duty to Your Client
    • Profitability
    • Budgeting
    • Ethics
    • CYA
  • Discharge, Dismissal, and Multiple Filings – How to Conclude a Case


Speakers
avatar for Mike Gouveia

Mike Gouveia

Owner, Law Office of Michael G. Gouveia
Michael GouveiaBankruptcy Attorney, Mentor and Coach“BKmike” has taught bankruptcyfundamentals to attorneys and their staffs for over ten years.This is his third year presenting at NACBA.He is also the creator on the popular website “bkmike.com”, for the bankruptcy professional... Read More →
avatar for Rachel Foley

Rachel Foley

CEO, Foley Law - KC Bankruptcy
Rachel established Foley Law which is also known as KC Bankruptcy. She dedicates over 90% of her time to the practice of consumer bankruptcy law. Her undergraduate training was mainly in the sciences and medicine.However, it was the freedom of debt described in Deuteronomy 15:1-2... Read More →
avatar for Tara Twomey

Tara Twomey

NACBA Amicus Project Director
avatar for Jenny Doling

Jenny Doling

Attorney - Certified Bankruptcy Specialist, J. DOLING LAW, PC
Jenny is a staunch Bankruptcy and Consumer Rights Attorney. She is a Certified Bankruptcy Specialist and she serves on NACBA’s Board of Directors. She was honored in 2013 with NACBA’s Distinguished Service award. In 2016, she received the Hammes-Shulman Legislative Advocacy Award... Read More →
avatar for Carol Colliersmith

Carol Colliersmith

Attorney, Colliersmith & Associates, P.C.
Ms. Colliersmith received her law degree from the Fredric G. Levin College of Law at the University of Florida and has practiced exclusively consumer and small business bankruptcy law since 2001.   She has been an active member of the National Association of Consumer Bankruptcy Attorneys... Read More →
avatar for Pam Stewart

Pam Stewart

Law Office of Pamela Stewart
avatar for Isabel Tostado

Isabel Tostado

Certified Paralegal, J. Doling Law, PC
Isabel is bilingual and a California Certified Paralegal. She’s been a member of Jenny Doling's team for 12 years. Isabel has prepared thousands of cases with a special focus on Chapter 7 and Chapter 13 bankruptcy cases.Isabel frequently attends continuing education conferences... Read More →


Thursday April 30, 2020 9:00am - 4:00pm PDT
Studio D-E

9:00am PDT

Small Business Reorganization Act (SBRA)
The Small Business Reorganization Act (SBRA) takes effect on February 19, 2020. NACBA is pleased to provide this one-day intensive pre-conference program on SBRA, focusing on how best to represent small business debtors under SBRA. SBRA is a new addition to the U.S. Bankruptcy Code and fills a much-needed gap for debtors caught between Chapter 11 and Chapter 13. SBRA is designed for a small business debtors engaged in commercial or business activity with a current debt limit of $2,725,625. SBRA reduces many of the harsh deadlines and stresses put on small businesses who filed under Chapter 11.

Agenda:
Introduction to SBRA (Sub-Chapter V)
  • Compare and contrast SBRA to Chapter 11 and Chapter 13
    • Benefits
    • Burdens
  • Review New Rules
  • Review New Forms (w/Sample Forms)
  • Intake Process and Evaluation of a Potential SBRA Case
  • Engagement, Retainer Agreements, and Fees (w/Sample Forms)
  • Practical Checklists, Deadlines, and Motions (w/Sample Forms)
  • Engaging Support Staff for the Success of the Case
  • Best Practices and Ethics
  • UST Role in SBRA Cases
  • Filing your first Ch. V Case
  • Strategies for Confirming Your Plan
  • Consequences of Dismissed Cases
  • Concluding a SBRA Case


Speakers
avatar for Lei Lei Wang Ekvall

Lei Lei Wang Ekvall

Managing Partner, Smiley Wang-Ekvall, LLP
LEI LEI WANG EKVALL is a partner of Smiley Wang-Ekvall, LLP.  She received her undergraduate degree in information and computer science in 1988 from the University of California, Irvine and her law degree in 1992 from the University of Southern California.  Ms. Wang Ekvall served... Read More →
avatar for Dan Press

Dan Press

Chung & Press P.C.
Daniel M. Press is a bankruptcy lawyer with the law firm of Chung & Press, P.C., in McLean, Virginia.  A 1988 magna cum laude graduate of Georgetown University Law Center, he was an editor of the Georgetown Law Journal.  He received his B.A. from The Johns Hopkins University.  After... Read More →
avatar for Brett Weiss

Brett Weiss

Managing Member, The Weiss Law Group, LLC
Brett Weiss, a senior partner at the Weiss Law Group, LLC, has been representing people and businesses in all phases of bankruptcy for over 25 years. He has experience in complex individual Chapter 7, Chapter 11 and Chapter 13 bankruptcy cases, and in Chapter 11 small business restructuring... Read More →
MB

Mary Beth Ausbrooks

Ms. Ausbrooks practices in Nashville and is a partner in the consumer debtor firm of Rothschild & Ausbrooks, PLLC. She is a board certified Consumer Bankruptcy Specialist and has been certified as such by the Tennessee Supreme Court and the American Board of Certification. She has... Read More →
avatar for Steven Fox

Steven Fox

Owner, The Fox Law Corporation
I joined NACBA in the mid-90s and have been a member since then. I am a founder of the Central District Consumer Bankruptcy Attorneys Association in Los Angeles. I chair the bankruptcy section of the San Fernando Valley Bar Association which is located in Los Angeles.I limit my practice... Read More →
avatar for Roksana Moradi-Brovia

Roksana Moradi-Brovia

Roksana D. Moradi-Brovia is a partner at RESNIK HAYES MORADI LLP. She is a California Certified Bankruptcy Specialist and member of NACBA.Ms. Moradi-Brovia has dedicated her legal career to representation of both individuals and businesses navigating through Chapter 7 and Chapter... Read More →
avatar for Wayne Greenwald

Wayne Greenwald

Lighter SideWayne Greenwald is rumored to be a competent bankruptcy anddebtor-creditor lawyer.  Draw your own conclusions.  Wayne drinks bourbon, smoke cigars and skis pretty well for a fat, old former racing coach.  In 2017, he represented the U.S. in an international cigar smoking... Read More →
avatar for Hon. Scott Clarkson

Hon. Scott Clarkson

Scott C. Clarkson was appointed to the United States Bankruptcy Court for the Central District of California on January 20, 2011. Judge Clarkson sits in the Santa Ana Division of the Central District of California and hears Chapter 7 and 11 cases filed in both Riverside and Santa... Read More →


Thursday April 30, 2020 9:00am - 4:00pm PDT
Studio A-B