Tue, Nov 12 | Caucus Club Detroit

Ins and Outs of Offering a $0-Down Option to Your Clients

Enjoy drinks and hors d'oeuvres as you join us for this live seminar on how to bifurcate and collect post-petition payments legally and ethically.
Registration is Closed

Time & Location

Nov 12, 2019, 4:00 PM – 6:00 PM
Caucus Club Detroit, 150 W Congress St, Detroit, MI 48226, USA

About the Event

In this live seminar, attorneys Dan Garrison and Matt Hartley - the nation’s top experts on bifurcation - will review the best practices to ensure you bifurcate and collect post-petition payments legally and ethically. Mr. Garrison and Mr. Hartley will review the ethical pitfalls to avoid, as well as the best practices from the moment a potential client contacts your office about a possible bankruptcy filing until the closing of the case. All participants will receive best-practice forms, including fee agreements for both pre-petition work and post-petition work, Form B2030 modifications and disclosures, Schedule J disclosures, fee calculator and client recapture email. Topics of the seminar will include:

Ethical Pitfalls to Avoid

  • Proper use of two fee agreements
  • When to complete and file the statements and schedules
  • Client Disclosures
  • Court Disclosures
  • Keeping your fees reasonable under Section 329
  • Pointers for fee agreements

Managing the Internal Flow

  • Typical meetings and document flow
  • Important forms

Getting Started

  • Client recapture email
  • Training videos
  • Marketing

Event Details

4:00pm - 4:15pm Introductions

4:15pm - 5:15pm Presentation

5:15pm - 6:00pm Networking

Beer, wine, and hors d'oeuvres will be served.

Registration is Closed

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