Bankruptcy Bootcamp


Live Broadcast on November 16, 2017

In this exclusive four-hour program, two industry experts breakdown the business and substantive portions of a Bankruptcy Law Practice.

First, building the business.
Led by Bankruptcy Law Firm Management Specialist, Tiffany Poole. Who will breakdown each functional phase of building a successful bankruptcy law firm business. How to effectively and ethically brand and market your law firm to attract the right type of clients. Then, how to convert them with a detailed outline of the intake process and metrics to watch so you can measure your success. Next, Tiffany will cover the operational areas of the law firm. Proper recruitment, hiring and training procedures. As well as financial management, and collections.

Second, the practice of Bankruptcy Law.
The substantive portion of the program will be delivered by Tate Russack. Whose multi-state practice specializes in bankruptcy, insolvency, corporate and aviation affairs.
Mr. Russack will review each step in the Chapter 7 and Chapter 13 qualification process. Including the necessary procedures required under each case type. From petition preparation to 341 hearing do’s and don’ts. As well as alternatives to bankruptcy, and conversions from a Chapter 13 into a Chapter 7.

Key topics to be discussed:

•   Bankruptcy Law Practice Management
•   Utilizing the Client Intake Interview
•   Working Through the Means Test
•   Preparing the Bankruptcy Filing
•   Planning the 341 Meeting
•   Understanding the Automatic Stay
•   Drafting Chapter 13 Repayment Plans

Date / Time: November 16, 2017

•   1:00 pm – 5:30 pm Eastern
•   12:00 pm – 4:30 pm Central
•   11:00 am – 3:30 pm Mountain
•   10:00 am – 2:30 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.

All Access Pass: Before you buy, access this class and all other myLawCLE programs, over 120 new live classes every year, for only $69 dollars per month. Purchase the All Access Pass first. Click here for more information.


SKU: N/A Categories: ,

Tiffany Poole is a law firm process and lead conversion specialist, and Founder of Attorney Market Power, and Hero Conversion Technologies. She has helped her clients grow their law firms exponentially from every stage, just starting out or thirty-year practices. Tiffany’s work, as it pertains to buying behavior and her masterful sales choreography has led to an increase in case filing for every single of the attorneys she has worked with. A combination of the understanding of the practice of law and sales methodology resulted in the ethically sound system she implements in each of the law firms she works with.

Tate Russack, Esq. practices in the courts of Florida, Maryland, and Washington DC. His practice includes bankruptcy, insolvency, corporate, and aviation. He specializes in helping individuals who are facing financial crisis to find solutions to these problems, ultimately enabling them to rebuild their lives, putting them on the right path to a fresh start in the future.

Tate also advises Individuals Business owners and Chapter 7 and 11 Trustees in simple and sophisticated Bankruptcies which include the Collection and Liquidation of Real Estate; Management, Analysis, Collection of both Personal Property and Financial Instruments as well as in the area of Real Estate Assets, to maximizing the value for his Clients.

Mr. Russack graduated from the University of Maryland School of Law, and has a BA from Charter Oak College of the University of Connecticut; he also attended the University of Aberdeen Scotland, University of Miami School of Law, and the University of Western Connecticut.

CLE Accreditation:
mylawCLE seeks approval in all states.

CLE 4.00 – AK
CLE 4.00 – AL
CLE 4.00 – AR
CLE 4.00 – AZ
CLE 4.00 – CA
CLE 4.80 – CO
CLE 4.00 – DE
CLE 4.80 – FL
CLE 4.00 – GA
CLE 4.00 – HI

CLE 4.00 – IA
CLE 4.00 – ID
CLE 4.00 – IL
CLE 4.00 – IN
CLE 4.00 – KS
CLE 4.00 – KY
CLE 4.00 – LA
CLE 4.00 – ME
CLE 4.00 – MN
CLE 4.80 – MO

CLE 4.00 – MP
CLE 4.00 – MS
CLE 4.00 – MT
CLE 4.00 – NC
CLE 4.00 – ND
CLE 4.00 – NE
CLE 4.00 – NH
CLE 4.80 – NJ
CLE 4.00 – NM
CLE 4.00 – NV

CLE 4.80 – NY
CLE 4.00 – OH
CLE 4.80 – OK
CLE 4.00 – OR
CLE 4.00 – PA
CLE 4.80 – RI
CLE 4.00 – SC
CLE 4.00 – TN
CLE 4.00 – TX
CLE 4.00 – UT

CLE 4.00 – VA
CLE 4.80 – VI
CLE 4.00 – VT
CLE 4.00 – WA
CLE 4.80 – WI
CLE 4.80 – WV
CLE 4.00 – WY

Accreditation Policy
myLawCLE will seek credit where attending attorneys are primarily licensed for all of its live webinars and live teleconferences, except in states which allow for reciprocity (see reciprocity section below). Credit for CLE in a self-study format is sought for in most states; however, some states do not allow for CLE credit to be earned in a self-study format (see the self-study section below). Many states typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program. Credit hours granted are subject to approval from each state.

Additionally, some 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, FL, ME, MT, ND, NH, NJ, NY, PR, and SD. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

On-demand CLE
myLawCLE will seek on-demand approval in all states except Virginia and Arkansas (outside reciprocal provisions stated above).

myLawCLE Credit Guarantee
myLawCLE offers a program and credit approval guarantee. If a registered attendee is unhappy with a CLE program they have attended, myLawCLE will offer that attended access to another complimentary CLE or a full refund in order to insure the attendeeís satisfaction.

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. Building a Bankruptcy Business
a) Intro / Bio
        i. Commitment to give knowledge
        ii. Background
        iii. Mission
        iv. Clients
b) Goal Setting
        i. Building a Bankruptcy Law Firm
        ii. Starting from scratch vs existing processes.
        iii. Where do you want to be in a year, two years, three years?
        iv. The answer will determine how aggressive you need to market your services.
c) Growth Mindset – Marketing
        i. Where to find clients:
d) Conversion Mindset – Selling is Helping
        i. Guiding the caller to their own decision
        ii. Acknowledge the issue
        iii. Agree to make a change… right now
e) Rules of engagement
        i. Advertising committee
        ii. No direct solicitation
        iii. UPL – Training your team to properly handle the calls
        iv. Provide guidance and value
        v. Create urgency
f) Recruitment
        i. Stop looking at resumes
        ii. My hiring process
        iii. Where to find them and how- Indeed is the only one you need – it’s just about time
        iv. Always be hiring
        v. Homework assignment
        vi. Transitioning an existing employee into the intake role.
g) Staff Training
        i. Expectations
        ii. Training process
h) Compensation Plans
        i. Ethical compensation and bonus structures
i) Collections and payments
        i. Retainer fee up front
        ii. Payment plans
        iii. Tackling AR Issues
j) Technology
        i. Computers
        ii. Phone
        iii. Text
        iv. Email
        v. Appointment Scheduling
        vi. Case Management
k) The Results
        i. Metrics – Revenue, Collections, Growth
        ii. Reporting
        iii. Milestones / Benchmarks
        iv. Maintaining Quality
l) Closing
        i. Contact info – email, cell, text
        ii. Free bankruptcy law firm coaching session

Section II. The Substantive Practice of Bankruptcy Law
a) Utilizing the Client Intake Interview
        i. Is Credit Counseling an Alternative?
        ii. Documents to Request Right Away
        iii. Questions to Ask in the Initial Interview
        iv. Explaining the Process and Bankruptcy Options to Your Client
        v. Helping Your Client Determine Which Chapter to File
        vi. Rules for Setting Up Retainer Agreements
b) Working Through the Means Test
        i. Exempt vs. Non-Exempt Property
        ii. Allowable Expenses
        iii. How to Determine the Debtor’s Income
        iv. Is Your Client’s Income More Than the Median?
        v. What Happens if Your Client Does Not Pass the Means Test?
        vi. Common Mistakes to Avoid
        vii. Communicating with the U.S. Trustee
c) Preparing the Bankruptcy Filing
        i. Checklist of Filing Procedures
        ii. What Schedules to File
        iii. The Bankruptcy Petition
        iv. Statement of Financial Affairs
        v. Monthly Budget
        vi. Property and Debt Listings
        vii. Pros and Cons of Electronic Filing
        viii. Filing Do’s and Don’ts
d) Planning the 341 Meeting
        i. Purpose of the Meeting
        ii. Who Should Attend
        iii. Questions to Expect and Prepare For
        iv. Proofs of Claim
e) Understanding the Automatic Stay
        i. Broad Scope of the Automatic Stay
        ii. Mortgage Servicing Issues
        iii. Motion for Lift of Stay: How, Why You Can Request It
        iv. Monetary Sanctions for Automatic Stay Violation Where Notice is Lacking
        v. Terminating the Stay
        vi. Changes in the Automatic Stay Due to Reform Legislation
        vii. Harassment Issues
f) Drafting Chapter 13 Repayment Plans
        i. What is the Best Timeline for Your Client?
        ii. When Conversion to Chapter 7 is Applicable
        iii. How to Enforce and Modify Plans
        iv. Standards of Confirmation
        v. Role of Exemptions in Chapter 13
        vi. Best Interests of Creditors Test and Best Efforts Test
        vii. Payment of Priority Claims and Secured Claims on Personal Property
        viii. Lien Stripping
        ix. Structuring Payments – A Case Study
        x. Negotiating Plan Payments with the Trustee
        xi. Plan Confirmation and Modifications