Red Flags that can DOOM your case +Minor Mentoring + Basics of Chapter 7 Bankruptcy
Package #2 $497
Attorney Fee Red Flag
I have a bad feeling
The Brenda Technique
Too Much Debt
Are They Married to Each Other?
Individual Tax Payer Identification
They Know the Law Better Than You!
Is There a Law Suit?
Slow to Return Your Paperwork
Not Filing a Tax Return is a Red Flag
Red Flag: Trying to Tell You What to Do!
Red Flag: Property Given Away, Sold or Transferred
Red Flag: Taking the Client's Estimate of Property Values
Red Flag: Client Arguing With Your Staff
The Check Bounces
Red Flag: Oh, Another Thing....
Client Control
Refer to Another Attorney
Refund of Attorney Fee
Single Tax Filer and Head of House
More red flags coming soon!
Copy of Welcome to The Basics of Bankruptcy.
About Your Instructor: Mike Gouveia
Admission to Federal Court
Before we begin...
Chapter 7 Timeline 2020
Attorney Guide to Chapter 7
Appendix to New Attorney Guide to Chapter 7 Bankruptcy
Basic Intake Questions to Ask Clients
More Basic Question to Ask Your Client
Test your learning
Practice Pointer: Do I want to work with this client?
What You Need in Your Bankruptcy File
Practice Pointer: Ask for the information before the potential audit
Test your learning
Photo Identification and Social Security Proof
Practice Pointer: Ask to See The Photo ID and Social Security Proof
Practice Pointer: If Client Does Not Have ID or SS Proof
Test your learning
The Last Filed Tax Return
Practice Pointer: Review the Tax Return Before Sending to Trustee
Practice Pointer: Tax Return Not Filed
Test your learning
Certificate of Counseling
Practice Pointer: Certificate of Counseling
Petition Preparation Tips
Notice of Commencement of Bankruptcy Case
Send the Last Filed Tax Return to the Bankruptcy Trustee
Practice Pointer: Sending the Taxes to the Bankruptcy Trustee
Bankruptcy Trustee's Sample Questions
Debtor Education: Debtor Financial Management Course
Practice Pointer: Debtor Financial Management Course
The Discharge Order on the Case
Close of the Case/ Termination Letter
Thank you!