Bankruptcy, Foreclosure & Collection Law

4.52

Bankruptcy: The Ultimate Guide to Chapter 7 and 13

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 55 minutes
Joshua Burnett
William Amann
With Joshua Burnett from Amann Burnett, PLLC + 1 other
Recorded February 23, 2026.
Product ID 101529

Buy This Course

Course Includes
$449

OnDemand Video

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Walk Through Consumer Bankruptcy Procedures and Forms

Relying on bankruptcy software to file petitions will only get you so far. This line-by-line workshop will give you the practical knowledge necessary to double-check your software's work and confidently answer "line item" questions from trustees, creditors, and judges. With the help of carefully crafted debtor scenarios, experienced practitioners will guide you through each form you need to file, clear up ambiguities, and point out potential pitfalls. You'll even get detailed instruction on the ever-confusing means test and Chapter 13 plans! Bankruptcy is a field of land mines and evolving interpretations of law - make sure you're prepared to guide your clients through the filing process. Register today!

  • Walk through the bankruptcy schedules and forms line by line, so you can knowledgeably explain the numbers submitted when questioned by the trustee, creditors, or bankruptcy court.
  • Unravel the complexity and ambiguity of the means test with veteran practitioners at your side.
  • Learn the procedural steps for filing Chapter 7, 11,and 13 so you can begin confidently filing cases for debtors.
  • Gain a clear understanding of which chapter to file depending on your client's situation and assets.
  • Avoid paperwork mistakes by learning how to properly complete schedules.
  • Confidently structure payments and decide categories in the Chapter 13 repayment plan.
  • Get insider tips on what trustees look for in consumer bankruptcy filings.

Abbreviated Agenda

  1. Utilizing the Client Intake Interview
  2. Working Through the Means Test
  3. Preparing the Bankruptcy Filing
  4. Planning the 341 Meeting
  5. Understanding the Automatic Stay
  6. Drafting Chapter 13 Repayment Plans
  7. Reviewing Ethics

Related Topics

Product ID 101529

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Utilizing the Client Intake Interview

    1. Is Credit Counseling an Alternative?
    2. Documents to Request Right Away
    3. Questions to Ask in the Initial Interview
    4. Explaining the Process and Bankruptcy Options to Your Client
    5. Helping Your Client Determine Which Chapter to File
    6. Rules for Setting Up Retainer Agreements

  2. Working Through the Means Test

    1. Exempt vs. Non-Exempt Property
    2. Allowable Expenses
    3. How to Determine the Debtor's Income
    4. Is Your Client's Income More Than the Median?
    5. What Happens if Your Client Does Not Pass the Means Test?
    6. Common Mistakes to Avoid
    7. Communicating with the U.S. Trustee

  3. Preparing the Bankruptcy Filing

    1. Checklist of Filing Procedures
    2. What Schedules to File
    3. The Bankruptcy Petition
    4. Statement of Financial Affairs
    5. Monthly Budget
    6. Property and Debt Listings
    7. Pros and Cons of Electronic Filing
    8. Filing Dos and Don'ts

  4. Planning the 341 Meeting

    1. Purpose of the Meeting
    2. Who Should Attend
    3. Questions to Expect and Prepare for
    4. Proofs of Claim

  5. Understanding the Automatic Stay

    1. Broad Scope of the Automatic Stay
    2. Mortgage Servicing Issues
    3. Motion for Lift of Stay: How, Why You Can Request it
    4. Monetary Sanctions for Automatic Stay Violation Where Notice is Lacking
    5. Terminating the Stay
    6. Harassment Issues

  6. Drafting Chapter 13 Repayment Plans

    1. What is the Best Timeline for Your Client?
    2. When Conversion to Chapter 7 is Applicable
    3. How to Enforce and Modify Plans
    4. Standards of Confirmation
    5. Role of Exemptions in Chapter 13
    6. Best Interests of Creditors Test and Best Efforts Test
    7. Payment of Priority Claims and Secured Claims on Personal Property
    8. Lien Stripping
    9. Structuring Payments - A Case Study
    10. Negotiating Plan Payments with the Trustee
    11. Plan Confirmation and Modifications

  7. Reviewing Ethics

    1. Charging Attorneys' Fees
    2. Misrepresentation
    3. Intermingling Activities of Collection Agency and Attorney
    4. Avoiding Violations of the Discharge Injunction
    5. Zealous Advocacy vs. Candor with the Court
    6. Common Situations for Concern

Who Should Attend

This course provides step-by-step instruction on filing consumer bankruptcy for attorneys new to the bankruptcy field. Others who may benefit include credit analysts, bankruptcy coordinators, accountants, and paralegals.

Speakers

Joshua Burnett
Joshua
Burnett
Amann Burnett, PLLC
William J Amann
William J.
Amann
Amann Burnett, PLLC
Speaker bio
Joshua Burnett

Joshua Burnett

Amann Burnett, PLLC
Joshua Burnett

is an attorney licensed in Massachusetts and is a partner with Amann Burnett, PLLC, which represents clients in Massachusetts and New Hampshire. He concentrates his practice in the areas of bankruptcy and commercial litigation. Mr. Burnett has appeared pro hac vice in a variety of bankruptcy and non-bankruptcy matters in other jurisdictions, including New York, Rhode Island, New Hampshire, and Virginia. In addition to representing consumer and business clients in Chapter 7, Chapter 13, and Chapter 11 bankruptcy cases, he regularly assists both debtor and creditor clients in adversary proceedings and contested matters in the U.S. Bankruptcy Court, including non-dischargeability actions, preference and recovery actions, automatic stay, and claim-related matters. As a litigator, Mr. Burnett represents both plaintiff and defendant clients in state and federal court in variety of civil matters, including business and partnership disputes, contract disputes, real estate and mortgage disputes, Uniform Commercial Code, consumer protection, and foreclosure defense. In addition to his present areas of concentration, he also has a background in mortgage foreclosure, landlord/tenant, probate law, and family law. Prior to creating Amann Burnett, PLLC with Attorney William Amann, Mr. Burnett worked for many years with a former Chapter 7 trustee in a boutique firm with a primary focus on consumer bankruptcy and was of counsel to several other bankruptcy and litigation offices in the Boston area. He also teaches bankruptcy law at Massachusetts School of Law and regularly presents local and national programs and lectures on bankruptcy-related topics for several continuing legal education providers. Mr. Burnett is a 1997 graduate of the University of Massachusetts Lowell and a 2010 graduate of the Massachusetts School of Law. He is also an accomplished pianist who played music professionally for many years, and worked extensively in in the performance, technical, and business side of the music industry.

View full profile
Speaker bio
William J Amann

William J. Amann

Amann Burnett, PLLC
William Amann

is a partner with Amann Burnett, PLLC, where he concentrates his practice in the areas of bankruptcy, creditors' rights, commercial litigation, and real estate and commercial litigation. Mr. Amann regularly represents national and regional creditors in bankruptcy courts and the state courts in Massachusetts and New Hampshire. He has recently been admitted to the Southern District Federal Court for New York, representing a Massachusetts business in a contract dispute. Prior to joining the firm, Mr. Amann served as legal counsel to a Chapter 7 bankruptcy trustee for the District of New Hampshire. In addition, he has considerable experience in the areas of commercial turnarounds, debt restructuring, equitable subordination, debt recharacterization, asset sales, title insurance, real estate conveyancing, land use, receiverships, premises liability, employment law, evictions and probate administration. Mr. Amann served on the Board of Directors for the City of Manchester's Public Library Literacy Fund for two years, starting in 2009. He is an editor for the American Bankruptcy Institute and an annual editor for the New Hampshire Bar Association's Supreme Court At-a-Glance article series. Mr. Amann regularly speaks before professional and trade groups on the topics of bankruptcy, creditors' rights and real estate. Prior to practicing law, he was employed by Fidelity Investments as a trade resolution specialist, and by Ford Motor Credit Company as an account executive and branch legal liaison. Mr. Amann is a former police officer. He earned his B.A. degree from Saint Anselm College and his J.D. degree from Massachusetts School of Law.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us