Donald R. Lassman, Esq. is a sole practitioner in Needham, Massachusetts concentrating in the areas of bankruptcy, insolvency and business reorganization since 1983. Don is a member of the bar of the Commonwealths of Pennsylvania and Massachusetts, the Boston Bar Association, the National Association of Bankruptcy Trustees and the American Bankruptcy Institute, and has been a member of the Massachusetts panel of Chapter 7 Trustees since 1995. Don participates in many continuing legal education programs for MCLE, ABI and the BBA and has written extensively on legal issues relating to insolvency and bankruptcy.
Bankruptcy Basics: The Insider’s Guide to Preparing Common Bankruptcy Forms for Consumer Bankruptcy Cases
CLE Credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)
This course, presented by a consumer bankruptcy attorney and Panel Chapter 7 Bankruptcy Trustee with 35 years of experience in the bankruptcy field, will provide you with an insider’s guide to the successful preparation of all of the bankruptcy forms commonly used in a consumer case. Discover what should be included on the forms, where it should be placed, and how information should be organized in a consistent manner. Learn how to avoid common mistakes in form preparation so that your client will achieve a successful outcome.
This course is co-sponsored with myLawCLE.
Key topics to be discussed:
• Schedule of Assets – what constitutes property of the bankruptcy estate, who has an interest in the property, and how should the property be valued?
• Schedule of Liabilities – what constitutes a claim against the Debtor, what is the amount of the claim, who is the holder of the claim, who is liable on the claim, how should the claim be classified and is the claim admitted or contested
• Schedule of Income and Expenses – what constitutes monthly household income and expense, what constitutes a household, and what consideration must be given to changes reasonably anticipated to occur in the foreseeable future
• Statement of Financial Affairs – organizing information in a manner that is consistent with the bankruptcy Schedules and gaining insight into possible areas of conflict with the Bankruptcy Trustee
• Means Test preparation – gathering the information necessary for the Means Test form and common mistakes to avoid
Date / Time: January 9, 2019
• 2:00 pm – 4:00 pm Eastern
• 1:00 pm – 3:00 pm Central
• 12:00 pm – 2:00 pm Mountain
• 11:00 am – 1:00 pm Pacific
Choose a format:
• Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
• On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.
Automatic MCLE Approvals
All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AL, AR, CA, CO, CT, FL, GA, HI, ME, MO, MS, MT, ND, NH, NM, NJ, NY, PA, PR, SD, UT, WV, WY and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)
Applied MCLE Approvals
myLawCLE seeks approval via application in all other states that are not automatically approved through myLawCLE’s state accreditation. (Some states may take up to 4 weeks to send in final accreditation, however attendees will receive accreditation according to the date the class was taken—the state of VA may take up to 12 weeks.)
Accreditation on Formats: Live Video Broadcasts, “Live” Re-Broadcasts and On-Demand CLEs
Live Video Broadcasts
Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except UT, PA, GA, and LA —these states require in-person attendance to qualify for “Live” CLE credit.
“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: UT, PA, GA, and LA]
On-demand CLE classes are available 24/7 via the myLawCLE portal. Attendance to these classes is monitored and recorded via our login process and a certificate of completion is issued upon the close of viewing the program. These CLEs can be viewed at anytime and only qualify for self-study CLE credits.
Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, CO, CT, FL, GA, ME, MO, MT, ND, NH, NJ, NY, PR, SD and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.
myLawCLE Credit Guarantee
Additionally, on all online CLE programs application for approval will be made in all states where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their state for any reason, a full refund will be granted.
Section I. Preparing the Voluntary Petition
Section II. Preparing the Bankruptcy Schedules A through J
Section III. Preparing the Statement of Financial Affairs
Section IV. Preparing the Statement of Intention and Statement of Social Security Number
Section V. Preparing the Means Test