Course curriculum

  • 1

    Questions to Ask Potential Clients

    • Lesson #1: Written Intake Questionnaire

    • Lesson #2: People over Process

    • Lesson #3: Checklist for Questions to Ask Client

    • Lesson #4: Why Do You Want to File Bankruptcy

    • Lesson #5: Have You Filed Bankruptcy Before?

    • Lesson #6: Has the Debtor's Spouse Filed Bankruptcy Before?

    • Lesson #7: Do They Have Social Security Proof and Photo ID?

    • Lesson #8: What is Your Gross Income?

    • Lesson #9: Do They Own a House or Land?

    • Lesson #10: When Did You Last File a Tax Return?

    • Lesson #11: Do You Have a Domestic Support Obligation to Pay?

    • Lesson #12: Have You Sold, Given Away or Transferred Anything in the Last Four Years?

    • Lesson #13: What Assets Do You Have?

    • Lesson #14: List All Creditors

    • Lesson #15: Does Anyone Owe You Any Money?

    • Lesson #16: What Vehicles Do You Own?

    • Larry Simons: Chapter 7 Trustee Insights

    • New Homestead Amounts for Riverside and San Bernardino 2022