James V. Block
Krautkramer & Block LLC
Wausau
Rebecca R. Garcia
Chapter 13 Trustee
Oshkosh
J. David Krekeler
Krekeler Strother, S.C.
Madison
Michael J. Maloney
Watton Law Group
Milwaukee
8:00 a.m. : Registration
8:30 a.m. : Setting the Stage
- The creditor toolbox
- Non-bankruptcy debt-relief options
James V. Block
8:50 a.m. : Bankruptcy Concepts and Fundamentals
- The bankruptcy estate
- Basic differences between Chapter 7 and Chapter 13
- Selecting the proper chapter for your client
- Exemptions
- The automatic stay
- General procedures and timelines
J. David Krekeler
9:30 a.m. : Getting Started: The Initial Consultation and Gathering of Information
- Attorneys as debt-relief agencies
- What to cover at the initial consultation
- 527 notices
- The fee agreement
Michael J. Maloney
10:15 a.m. : BYP Players Present: Sample Debt-Relief Consultation
Rebecca R. Garcia, J. David Krekeler
10:30 a.m. : Break
10:45 a.m. : Preparing to File
Rebecca R. Garcia
11:20 a.m. : Chapter 7 Means Test
- What income to report and how
- What deductions to take
- What the United States Trustee won’t tell you
J. David Krekeler
12:00 p.m. : Lunch (on your own)
1:00 p.m. : Prosecuting the Simple Chapter 7 Case
- What to file and when
- Amending schedules and dealing with unlisted creditors
- Wrapping up representation
Michael J. Maloney
BYP Players Present: Typical Trustee Meeting
James V. Block, Rebecca R. Garcia, J. David Krekeler
2:00 p.m. : Role of the Chapter 7 Trustee
- Where the trustee comes from
- What trustees look for
- Administration of assets (why does it take so long?)
James V. Block
2:15 p.m. : Collateral: Redeem, Reaffirm, or Surrender (Or Lien Avoid)
J. David Krekeler
2:30 p.m. : Introduction to Discharge and Dischargeability
J. David Krekeler
2:45 p.m. : Break
3:00 p.m. : The Chapter 13 Means Test & the Chapter 13 Plan
- Doing the math – figuring income and allowed expenses on the means test
- Using checklists
- It is YOUR Chapter 13 plan – tell the trustee and the creditors who you are paying and how much they will receive
- Calculating feasibility – make sure the math works within the plan
Rebecca R. Garcia
3:35 p.m. : Prosecuting the Simple Chapter 13
- The role of the Chapter 13 Trustee
- Timing of filing
- Instructing your clients when and how to make trustee and mortgage payments
- Getting the trustee to recommend your plan for confirmation
- Trustee disbursements to creditors – including attorneys fees
Rebecca R. Garcia, Michael J. Maloney
4:15 p.m. : Question and Answer
4:30 p.m. : Question and Answer
Following program start times, webcast replay schedule will vary slightly from above listed times.
- Learn the ins-and-outs of Chapters 7 and 13—and when to use each chapter
- Know exactly which documents to file
- Understand the “means test”
- Attorneys seeking to add bankruptcy to their practice
- Bankruptcy lawyers seeking a refresher
- Creditor/debtor attorneys
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Collections & Bankruptcy in Wisconsin
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The Build Your Practice Series from State Bar of Wisconsin PINNACLE® introduces you to the fundamentals of various practice areas. Gain the tools and information you need to develop a new area of practice and expand your firm's offerings. Build Your Practice Series programs are endorsed by the State Bar's Young Lawyers Division.