Bankruptcy, Foreclosure & Collection Law

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Bankruptcy Forms Walkthrough: The Ultimate Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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 Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina 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
Pennsylvania CLE Approved 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Live Online
6 hours
R. Grace Rodriguez
With R. Grace Rodriguez from The Law Offices of R. Grace Rodriguez + 1 other

Tue, Sep 29, 00:00 AM – 00:00 PM

Product ID 102316

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$449

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Overview

The Attorney's Complete Bankruptcy Resources Kit

Bankruptcy practice is won or lost in the details. This practical CLE guides you through the most important bankruptcy forms in consumer and business cases; explaining what must be included, what courts, trustees, and creditors scrutinize most closely; and how to avoid omissions, inconsistencies, and filing errors that delay relief or damage credibility. Faculty will cover petitions, schedules, statements, means test forms, creditor forms, and other key documents, with drafting tips, examples, and issue-spotting throughout. You won't find a bankruptcy course this demonstrative anywhere else - register today!

  • Trace the entire bankruptcy process, with required forms and deadlines.
  • Avoid mistakes and inconsistencies that trigger trustee scrutiny, objections, and amendments.
  • Master Schedules I & J, SOFA, and exemptions, including valuation issues and top trustee challenges.
  • Apply the means test and Chapter 13 feasibility requirements with confidence.
  • Identify defective or unsupported proofs of claim.
  • Recognize when client-provided information requires further investigation or verification.

Abbreviated Agenda

  1. Initial Bankruptcy Filings, Key Deadlines, and the Case Timeline
  2. Schedules and Financial Disclosure Forms Walkthroughs
  3. Chapter 7 Forms and Means Test: Tips, Tricks, and Trustee Triggers
  4. Chapter 13 Plan Forms and Confirmation Trouble Spots
  5. Business Bankruptcy and Chapter 11 Forms: Real-World Examples
  6. Proof of Claim Forms and Other Creditor Filings: A Practical Guide (With Samples)
  7. Post-Filing Compliance and Case Management (With Checklists)
  8. Ethics, Diligence, and Signature Responsibilities

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Related Topics

Product ID 102316

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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 Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina 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
Pennsylvania CLE Approved 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Initial Bankruptcy Filings, Key Deadlines, and the Case Timeline

    1. Voluntary Petitions and Opening Documents
    2. Creditor Matrix and Notice Requirements
    3. Grid: Key Filings and Deadlines for All Bankruptcy Chapters
    4. Local Forms and Jurisdictional Variations

  2. Schedules and Financial Disclosure Forms Walkthroughs

    1. Assets, Liabilities, and Valuation Issues
    2. Exemptions and Common Trustee Challenges
    3. Income, Expenses, and Financial Disclosures (I & J, SOFA)
    4. Cross-Form Consistency and Common Conflicts

  3. Chapter 7 Forms and Means Test: Tips, Tricks, and Trustee Triggers

    1. Statement of Intention
    2. Reaffirmation Agreements
    3. Means Test and Income Calculation Forms
    4. Trustee Red Flags

  4. Chapter 13 Plan Forms and Confirmation Trouble Spots

  5. Business Bankruptcy and Chapter 11 Forms: Real-World Examples

    1. Chapter 11 Plans and Disclosure Statements
    2. Plan Confirmation Process and Requirements
    3. Reporting Obligations, Including Monthly Operating Reports (MORs)
    4. Brief Overview of Chapter 12 Bankruptcy Forms

  6. Proof of Claim Forms and Other Creditor Filings: A Practical Guide (With Samples)

    1. Official Form 410 Walkthrough and Supporting Documentation
    2. Claim Classification, Amendments, and Common Deficiencies
    3. Motions for Relief From Stay
    4. Claim Objections
    5. Adversary Proceedings and Avoidance Actions

  7. Post-Filing Compliance and Case Management (With Checklists)

    1. Trustee Interaction and Document Requests
    2. 341 Meeting Preparation Checklist
    3. Claims Administration and Creditor Activity
    4. Fee Disclosures and Ongoing Compensation Obligations
    5. Discharge and Closing Documents
    6. Amending Forms and Correcting Errors

  8. Ethics, Diligence, and Signature Responsibilities

    1. Reasonable Inquiry and Client Reliance vs. Independent Verification
    2. Accuracy, Candor, and Rule 9011 Risks
    3. Advocacy vs. Misrepresentation in Bankruptcy Filings
    4. Delegating Form Preparation - The Duty to Supervise
    5. Documentation Practices and Avoiding Systemic Filing Errors
    6. Duty to Correct Errors After Filing

Who Should Attend

This applied program is designed for attorneys. Trustees and paralegals may also benefit.

Speakers

R. Grace Rodriguez
R. Grace
Rodriguez
The Law Offices of R. Grace Rodriguez
MK
Michael D.
Kwasigroch
Law Offices of Michael D. Kwasigroch Esq.
Speaker bio
R. Grace Rodriguez

R. Grace Rodriguez

The Law Offices of R. Grace Rodriguez
R. Grace Rodriguez

is a solo practitioner at The Law Offices of R. Grace Rodriguez. She focuses her practice on real estate law. Ms. Rodriguez earned her bachelor's degree from Pizer College and her J.D. degree from Western State College of Law. She is admitted to practice law in California.

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Speaker bio
MK

Michael D. Kwasigroch

Law Offices of Michael D. Kwasigroch Esq.
Michael Kwasigroch

Esq., is a California attorney with decades of legal experience, including extensive practice in bankruptcy, family law, civil litigation, and appellate matters. He has represented debtors and litigants throughout California in both state and federal courts, including the U.S. Bankruptcy Courts within the Ninth Circuit. In 2016, Mr. Kwasigroch was the recipient of the National Association of Consumer Bankruptcy Attorneys Ninth Circuit Appellate Award for Dedicated Service to Debtors in Ninth Circuit Bankruptcy, recognizing his advocacy and appellate work on behalf of consumer debtors within the Ninth Circuit. He maintains his law office in Simi Valley, California and has been involved in litigation and advocacy on behalf of individuals, debtors, and families throughout California. Mr. Kwasigroch graduated from California Lutheran University and Ventura College of Law.

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