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Bankruptcy 101 and the Role of the Bankruptcy Paralegals and Associates

2025-12-12 12:00:00

2025-12-12 12:00:00

Over 1,000+ webinars

This course covers bankruptcy fundamentals, including key chapters, the automatic stay, discharge requirements, and the means test. It provides practical guidance for paralegals on client intake, document gathering, drafting, and supporting attorneys through the bankruptcy process.

2025-12-12 12:00:00

This course covers bankruptcy fundamentals, including key chapters, the automatic stay, discharge requirements, and the means test. It provides practical guidance for paralegals on client intake, document gathering, drafting, and supporting attorneys through the bankruptcy process.

2025-12-12 12:00:00

1000+

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Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Course Overview

Bankruptcy Fundamentals for Legal Professionals

Participants will learn essential bankruptcy procedures, key code provisions, and strategic case management techniques. These skills enable effective support for both debtor and creditor representation.

Automatic Stay

Apply stay protections and recognize critical exceptions.

Chapter Selection

Distinguish Chapter 7 and Chapter 13 requirements.

Means Testing

Calculate income qualifications using median thresholds.

Case Administration

Manage documents, deadlines, and trustee communications.

Course Overview

Bankruptcy Fundamentals for Legal Professionals

Participants will learn essential bankruptcy procedures, key code provisions, and strategic case management techniques. These skills enable effective support for both debtor and creditor representation.

Automatic Stay

Apply stay protections and recognize critical exceptions.

Chapter Selection

Distinguish Chapter 7 and Chapter 13 requirements.

Means Testing

Calculate income qualifications using median thresholds.

Case Administration

Manage documents, deadlines, and trustee communications.

Why Attend

Why this 
program matters

Mastering bankruptcy fundamentals enables legal professionals to effectively protect clients’ assets, navigate complex procedural requirements, and secure favorable outcomes in an area of law experiencing significant growth.
517k+
Total bankruptcy cases filed in 2024, a 14.2% increase from 2023, according to the Administrative Office of the U.S. Courts.
66.5%
Of all bankruptcies are tied to medical issues, either from high healthcare costs or illness-related work loss, per the American Journal of Public Health.
99%
Of Chapter 7 bankruptcy cases result in successful debt discharge when filed correctly, according to the U.S. Bankruptcy Courts.
~40%
Of Chapter 13 bankruptcy filers successfully complete their 3-5 year repayment plans, according to the American Bankruptcy Institute.

Agenda

Session 1

Defining Bankruptcy Chapters and Their Core Purposes

Session 2

Chapter 7 Bankruptcy Eligibility Documentation and Pitfalls

Session 3

Chapter 13 Payment Plans and Strategic Advantages

Session 4

Ethical and Practical Considerations for Legal Professionals

clock 12:00 pm - 12:30 pm EST

Defining Bankruptcy Chapters and Their Core Purposes

Haley Rohrbaugh

CGA Law Firm

This session introduces the foundational concepts of bankruptcy law, including its historical origins and constitutional basis. Participants will learn about the different bankruptcy chapters (7, 11, 12, 13) and understand how the Bankruptcy Code serves honest but unfortunate debtors while balancing creditor interests.

Haley Rohrbaugh

CGA Law Firm

clock 12:30 pm - 1:00 pm EST

Chapter 7 Bankruptcy Eligibility Documentation and Pitfalls

Haley Rohrbaugh

CGA Law Firm

This session explores Chapter 7 liquidation bankruptcy, including income qualification through the means test and asset exemption requirements. Attendees will learn about critical documentation needs, common mistakes that can result in asset loss, and how the automatic stay provides immediate protection from creditors.

Haley Rohrbaugh

CGA Law Firm

clock 1:10 pm - 1:40 pm EST

Chapter 13 Payment Plans and Strategic Advantages

Haley Rohrbaugh

CGA Law Firm

This session covers Chapter 13 reorganization bankruptcy as a powerful tool for resolving mortgage arrears, removing liens, and cramming down auto loans. Participants will discover strategic advantages including tax debt resolution, lien stripping on underwater properties, and the flexibility to convert from Chapter 7 when needed.

Haley Rohrbaugh

CGA Law Firm

clock 1:40 pm - 2:10 pm EST

Ethical and Practical Considerations for Legal Professionals

Haley Rohrbaugh

CGA Law Firm

This session addresses the paralegal’s critical role in bankruptcy practice, from client communication and document gathering to issue spotting and record keeping. Attendees will learn about avoiding unauthorized practice of law, maintaining confidentiality, using bankruptcy software effectively, and organizational strategies for managing complex caseloads.

Haley Rohrbaugh

CGA Law Firm

01 04
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Key topics that will be covered

What will you learn

Attorneys will learn bankruptcy fundamentals including the history of the Bankruptcy Code, key chapters, the automatic stay, discharge rules, and the means test.

What will you gain

Attorneys will gain practical knowledge for representing debtors and creditors, including strategic planning, emergency petition filing, and avoiding automatic stay violations.

Bankruptcy History
The Bankruptcy Code evolved from 1500s England to modern BAPCPA legislation in 2005.
Chapter Comparisons
Chapter 7 provides liquidation discharge while Chapter 13 offers three-to-five-year payment plans.
Automatic Stay
Section 362 immediately stops all collection actions including foreclosures, repossessions, and garnishments.
Means Testing
Income qualification determines Chapter 7 eligibility based on median income thresholds by household size.
Discharge Rules
Most debts are dischargeable except priority taxes, domestic support obligations, and student loans.
Paralegal Duties
Paralegals handle client communication, document gathering, data input, calendaring, and motion drafting.

What will you learn

Attorneys will learn bankruptcy fundamentals including the history of the Bankruptcy Code, key chapters, the automatic stay, discharge rules, and the means test.

What will you gain

Attorneys will gain practical knowledge for representing debtors and creditors, including strategic planning, emergency petition filing, and avoiding automatic stay violations.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Haley Rohrbaugh

CGA Law Firm

Haley Rohrbaugh

CGA Law Firm

Haley Rohrbaugh is an Attorney at CGA Law Firm with extensive legal experience in both Florida and Pennsylvania since 2004. Her primary focus is in Bankruptcy, while also assisting clients in Business formation and representation and Estate law.

Education & Credentials

Bachelor of Science Degree in Business from Florida Gulf Coast University; Juris Doctor from Widener University Commonwealth Law School (Evening Division Program).

Recognition & Leadership

Pro Bono Recognition Award from the York County Bar Association for her work with pro bono clients in 2017, 2022, and 2023.

Professional Involvement

Member of the York County Bar Association, the Young Lawyers Section, the York County Estate Planning Council, and serves on several related committees. Works closely with Mid Penn Legal Services and Middle District Bankruptcy Bar Association to offer pro bono representation for low-income families. Member of the Fund Development Committee and Board Member of Affordable Housing ADVOCATES, a York County non-profit organization.

Experience

Joined the legal field in late 2004. Joined the Bankruptcy Law Group at CGA Law Firm in 2010 as a Bankruptcy Paralegal, then law clerk until 2016, now serves as an Attorney. Multi-year position on the York County Paralegal Association as Fundraising Chair.

Haley Rohrbaugh

CGA Law Firm

Haley Rohrbaugh is an Attorney at CGA Law Firm with extensive legal experience in both Florida and Pennsylvania since 2004. Her primary focus is in Bankruptcy, while also assisting clients in Business formation and representation and Estate law.

Education & Credentials

Bachelor of Science Degree in Business from Florida Gulf Coast University; Juris Doctor from Widener University Commonwealth Law School (Evening Division Program).

Recognition & Leadership

Pro Bono Recognition Award from the York County Bar Association for her work with pro bono clients in 2017, 2022, and 2023.

Professional Involvement

Member of the York County Bar Association, the Young Lawyers Section, the York County Estate Planning Council, and serves on several related committees. Works closely with Mid Penn Legal Services and Middle District Bankruptcy Bar Association to offer pro bono representation for low-income families. Member of the Fund Development Committee and Board Member of Affordable Housing ADVOCATES, a York County non-profit organization.

Experience

Joined the legal field in late 2004. Joined the Bankruptcy Law Group at CGA Law Firm in 2010 as a Bankruptcy Paralegal, then law clerk until 2016, now serves as an Attorney. Multi-year position on the York County Paralegal Association as Fundraising Chair.

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Tax strategies for self-employed attorneys covering deductions, S corp structures, and retirement planning to maximize savings legally.

March 27, 2026

3 Hours Program

MCLE Credits

Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!

In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!

Who Should Attend:

  • Self-Employed Attorneys in a partnership
  • Solo Attorneys running their own firm
  • Any attorney considering opening their own firm

Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.

Key topics to be discussed:

  • How running a home-based business can open the door to massive deductions
  • The secrets to deducting meals, vacations, and even your kids’ college tuition—legally
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  • How to choose the best business entity (and where to set it up) to maximize tax advantages
  • Why a Subchapter S Corporation could be the golden ticket to saving thousands
  • Unlock the power of home office deductions and car write-offs without triggering red flags
  • How to safely write off a second home and maximize real estate tax savings that most people miss
  • Strategies for supercharging your fringe benefits and saving up to 40% on taxes by turbocharging your retirement savings
  • Critical Apps that can make tracking auto miles and expenses a breeze!

Date / Time: December 31, 2025

  • 1:00 pm – 4:20 pm Eastern
  • 12:00 pm – 3:20 pm Central
  • 11:00 am – 2:20 pm Mountain
  • 10:00 am – 1:20 pm Pacific

Closed-captioning available

2026-03-27 13:00:00

Learn generative AI fundamentals and build custom GPTs to automate legal workflows—no coding required.

October 30, 2025

2 Hours Program

MCLE Credits

This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.

Key topics to be discussed:

  • Foundations of generative AI
  • Custom GPTs & Copilot agents
  • Scaling with projects & platforms

Date / Time: December 19, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

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Comprehensive guide to revocable and irrevocable trusts covering structure, tax implications, Medicaid planning, and practical administration strategies for estate planners.

March 30, 2026

2 Hours Program

MCLE Credits

Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender

In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.

Key topics to be discussed:

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    • Asset protection
    • Life circumstances
  • Revocable trusts
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    • Income taxes
    • Estate taxes
    • Ideal candidates

Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue

In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.

Key topics to be discussed:

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    • Drafting tips
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Date / Time: December 11, 2025

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

2026-03-30 14:00:00

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Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.

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Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.

Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.

myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.

Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.

Expand Your Legal Expertise

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Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.
Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Approved
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Pending
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Approved
Pennsylvania
Approved
Rhode Island
Approved
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Approved
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
Wyoming
Approved

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs