NACBA's Members-Only Workshop 2024

Using all the tools in your tool box to get the best bankruptcy result for your clients.  Gathering all the facts to diagnose the problems and evaluate all the options. Intake, collected facts, (AI touch), and strategic considerations will also be discussed. 

The means test is a crucial part of bankruptcy, and getting it right can make all the difference. This session will guide you through each step, from gathering the necessary financial information to accurately filling out the forms. Learn how to calculate income and expenses, avoid common mistakes, and ensure your clients qualify for Chapter 7 or Chapter 13. Master the means test to streamline your practice and secure better outcomes.

Doing your due diligence to gather information and documents, filling out those darn forms, organizing your practice to keep track of all the stuff and making sure nothing falls through the cracks, audit proofing your file, listing all the creditors, getting it right the first time.    

Analyzing your client’s property rights, exemptions and financial affairs to maximize what your clients keep in bankruptcy and minimize what they pay in chapter 13. Passing the best interest of creditors test in chapter 13 to keep all the stuff?

Credit Scores, reports
End of plan issues
Lien Stripping
Mortgage Issues