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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