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

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.