KING BANKRUPTCY
PRACTICE
ABOUT

CONTACT

BANKRUPTCY
BOOKS
BANKRUPTCY
ACADEMY
THE
BANKRUPTCY LETTER

THE ACADEMY
(925) 829-6460

LIVE ON-LOCATION COURSE TAUGHT BY THE EXPERTS 
COURSE # 9002-A San Francisco
Five power-packed days at Morgan King's
BANKRUPTCY TRAINING
RETREAT IN
SAN FRANCISCO 2017

Attorneys & Paralegals - Master Consumer Bankruptcy Law & Practice from A to Z
BankruptcyRetreat.com
AT FISHERMAN'S WHARF

DETAILS

5 Power-Packed Days
Live 2017

[dates to be determined\

Chief Instructor - Morgan D. King

RETURN TO TOP
 
THE LIVE COURSE IN A NUTSHELL
Morgan King Chief Presenter
Who should take this course?
  • Any legal professional with little or no prior experience who wants to learn and master consumer bankruptcy law and practice;
  • Any professional seeking to reduce the risk of mistakes and malpractice in his or her practice;
  • Any professional who wants to brush up on areas of Bankruptcy law in which he or she is weak.

Taught by experienced and knowledgeable professionals, including attorneys, law professors, paralegals, and related professionals.

Five days of comprehensive training, with plenty of hands-on work, fun and vigorous discussion, with timely recesses for enjoying Fisherman's Wharf and other great areas of San Francisco. Walks you through a case from A to Z.

Includes manuals and practice materials such as checklists, forms, flow-charts, hosted software systems, and similar material.

One-on-one mentoring available.

 

ABOVE

PLAQUE IN VIRGINIA MARKING
THE LOCATION OF A DEBTOR'S PRISON

BE ONE OF
KING'S EAGLES!


What's an Eagle?
A graduate of the
King Bankruptcy Retreat!

Would you rather soar at dawn with the Eagles,
or sleep in with the Owls at night?

BE AN EAGLE!
 

 


 The Bankruptcy Retreat
THE LIVE ON-SITE COURSE!

Reserve a seat by Jan. 1 2017

Early Owl Enrollment Tuition in effect until Feb 15, 2017

ENROLLEE STATUS
GRADED
UN-GRADED

ATTORNEY

$ 8,995

$ 7,995

EARLY OWL ATTORNEY

$ 5,000 until 01/01/2017

$ 4,500

PARALEGAL

$ 6,995

$5,995

EARLY OWL PARALEGAL

$ 4,500 until 02/15/16

$ 4,000

ATTORNEY & PARALEGAL

$ 15,990

$ 13,000

EARLY OWL ATTY & PARA

$ 13,000 until 02/15/16

$ 12,000

Reserve a seat now

$ 100

Shipping & taxes added

TBD



Can't Pay Full Tuition Now?
You can reserve a seat for $ 100.00
then pay balance when dates are announced only if you OK the charges
 


ENROLLMENT HELP


Or call 925 829-6460
leave message

 RETURN TO TOP

RETURN TO TOP
AGENDA & DAILY SCHEDULES
 

 

  • 200-page course outline
  • 7 books
  • Case Handling Manual with checklists & FlowCharts
  • Official forms and sample documents
  • Articles - Reports - Guides
  • King's 35 hour video course Fundamentals of Bankruptcy
  • Other key documents, software, and resources

     

RETURN TO TOP


OUR
DISTINGUISHED

FACULTY

The tentative faculty for the May 2017

FACULTY PENDING

Past faculty & consultants

Morgan D. King, Esq. (Calif. Bar)
Dean, King Bankruptcy Academy, S.F. Cal.

  • Basic concepts - vocabulary - procedure
  • The law & procedure of Chapter 7
  • The Law & Procedure of Chapter 13
  • Compensation and ethics

O. Max Gardner, Esq. (NC Bar)
Director, The Max Gardner Bankruptcy Bootcamp, Casar N.C.

  • Basic Bankruptcy litigation
    • Motion to extend the automatic stay
    • Opposing motion for relief from stay (foreclosure)
    • Adversary action to determine dischargeability of debt
    • Determine extent, validity and priority of lien
    • Discovery

Kathleen A. Leavitt
Chapter 13 Trustee, Las Vegas, NV

  • Calculation of Disposable Income
  • Drafting the Chapter 13 Plan

Dennis McGoldrick, Esq. (Calif. Bar)
Author, McGoldrick's Consumer & Small Business Chapter 11

  • Chapter 11 in consumer and small business cases

Douglas B. Jacobs, Esq. (Calif. Bar)
Dean of Students, Cal Northern School of Law, Chico, CA
Professor Law, Cal Northern School of Law, Chico, CA

  • The Means Test & Form B22

Richard West, Esq. (Ohio Bar)

  • Case handling & office management

M. Erik Clark, Esq. (Calif., NY, and CT Bars)
Adjunct Professor at Loyola Law School

  • Case handling & office management

Jeannie Lynch
Director of Paralegal Studies, King Bankruptcy Academy
Owner, Lynch Legal Support

  • Preparing the Official Bankruptcy Forms
  • Working with attorneys and clients



ABOVE
THE NATURAL FOOD CHAIN OF CONSUMER DEBT

SAN FRANCISCO DAILY SCHEDULE - 2017


WEDNESDAY

8:30 AM to 12:00 noon

CONTINENTAL BREAKFAST

Coffee & tea
Fresh orange juice and Grapefruit juice
Sliced fresh seasonal fruits & berries
Freshly baked breakdfast breads
Fresh baked bagels with condiments

Introduction to Consumer Bankruptcy Law & Practice

  • History of Bankruptcy - public policy
  • Law structure - courts - The Bankruptcy Code & Rules - U.S. Trustee
  • Types of bankruptcy
    • Chapter 7
    • Chapter 13
    • Chapter 11
    • Chapter 12
    • Chapter 9
  • Key concepts & Vocabulary
    • The estate
    • The automatic stay
    • The Trustee
    • Exemptions
    • Creditors & Claims
    • The means test
    • Consumer debts
    • Final discharge
    • Debtor's duty of candor and full disclosure
  • Debt Relief Agencies & role of the attorney
  • Role of the paralegal
  • Chapter 7 Procedure - overview

1:30 to 4:30 p.m.

Chapter 7 procedure in detail

  • Prepetition issues
    • Venue
    • Eligibility
    • Fraudulent transfers
    • Preferential transfers
    • Fraud
    • Serial filers
  • The debtor
  • The petition, schedules, etc.
  • Commencing the case - electronic filing
  • BAPCPA requirements
    • The median income & means test
    • Disclosure statements
    • Credit counseling
    • Financial management counseling
    • Tax returns
  • Meeting of creditors
  • Handling claims
    • Secured
    • Partially secured
    • Priority
    • Administrative
    • General unsecured
  • Dischargeable debts & Exceptions to discharge

4:30 - 5:00 TEST

Evening: Party Down!


THURSDAY

8:30 AM to 4:30 PM

CONTINENTAL BREAKFAST

Coffee & tea
Fresh orange juice and Grapefruit juice
Sliced fresh seasonal fruits & berries
Freshly baked breakdfast breads
Fresh baked bagels with condiments

Chapter 13

8:30 AM to 12:00 noon

  • Chapter 13
  • Concept
  • The plan
  • Disposable income
  • Handling claims
  • Confirmation
  • Discharge & exceptions to discharge
  • Relief from stay - foreclosure

1:30 to 4:30

Discharging taxes

  • Discharging taxes
  • Tax Liens
  • Other tax issues

4:30 - 5:00 TEST


FRIDAY

8:30 AM to NOON

CONTINENTAL BREAKFAST

Coffee & tea
Fresh orange juice and Grapefruit juice
Sliced fresh seasonal fruits & berries
Freshly baked breakdfast breads
Fresh baked bagels with condiments

Chapter 11

  • Chapter 11 for consumers & small businesses
  • Lien stripping

1:30 - 4:30

  • Bankruptcy itigation
    • Motion practice
    • Adversary proceedings

4:30 - 5:00 TEST


SATURDAY

8:30 AM to NOON

CONTINENTAL BREAKFAST

Coffee & tea
Fresh orange juice and Grapefruit juice
Sliced fresh seasonal fruits & berries
Freshly baked breakdfast breads
Fresh baked bagels with condiments

Handling a consumer bankruptcy case

  • Retainer fee
    • Typical practice
    • The retainer agreement
    • Fee sharing
    • Fee applications
  • I Have a Client: Now What do I do?
  • Using checklists
  • Initial interview & case assessment
  • Debtor's duties
  • Collecting the information & documents
  • Attorney's due diligence
  • Drafting the forms
  • Pre-filing review
  • Electronic filing
  • Post-filing tasks - issues - deadlines
    • The post-filing client conference
    • Meeting of creditors
    • Financial management
    • Amending the schedules
    • Leases & executory contracts
    • Discharge litigation
    • Reaffirmation
    • Lien stripping
    • Extenson of automatic stay


SUNDAY

8:30 AM to NOON

CONTINENTAL BREAKFAST

Coffee & tea
Fresh orange juice and Grapefruit juice
Sliced fresh seasonal fruits & berries
Freshly baked breakdfast breads
Fresh baked bagels with condiments

Case & office management

  • The role of the attorney
    • Ethics in the bankruptcy environment
  • The role of the paralegal
    • Avoiding practicing law without a license
  • Technology
    • Forms-filing systems
    • Time & Billing systems
    • Case status systems
    • Calendar systems
    • Web-based legal research
    • Web-based fill-in forms
    • File & document management

1:30 to 3:30

Other practical topics

  • Marketing & Building a practice
  • The Ethics culture of Bankruptcy
  • Staff training and handling
  • Outsourcing