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Morgan King's DVD course # 1001-A
 
THE FUNDAMENTALS OF
CONSUMER BANKRUPTCY LAW & PRACTICE
MATERIALS PAGE

TABLES & CHARTS

DISCLOSURE STATEMENTS

BANKRUPTCY CODE | RULES | FORMS

BANKRUPTCY DICTIONARY

CHECKLISTS & OFFICE FORMS

I
VIDEO OUTLINES
FUNDAMENTALS OF CONSUMER BANKRUPTCY LAW
II
ACTUAL
LENGTH
III
TESTS

1001-A: CLASS # 1: BANKRUPTCY BASICS VIDEO BY U.S. COURTS ADMIN.

47 minutes
n/a

B1001-A: CLASS # 2: BASIC CONCEPTS & CHAPTER 7

48 minutes
TEST # 2

1001-A: CLASS # 3: SOME THRESHOLD ISSUES

40 minutes
TEST # 3

B1001-A: CLASS # 4: DEBT RELIEF AGENCIES

54 minutes
TEST # 4

B1001-A: CLASS # 5: INITIAL INTERVIEW & CASE ASSESSMENT

51 minutes
TEST # 5

B1001-A: CLASS # 6a: CASE ASSESSMENT CONFERENCE

27 minutes
TEST # 6a

B1001-A: CLASS # 6b: CASE ASSESSMENT CONT'D (Xlist # 3)

38 minutes
TEST # 6b

B1001-A: CLASS # 6c: CASE INTAKE

42 minutes
TEST # 6c

1001-A: CLASS # 7a: FEES IN CHAPTER 7

20 minutes
TEST # 7a

1001-A: CLASS # 7b: THE RETAINER AGREEMENT

37 minutes
TEST # 7b

B1001-A: CLASS # 7c: I HAVE A CLIENT: WHAT DO I DO NOW?

49 minutes
TEST # 7c

B1001-A: CLASS # 8: ATTORNEY'S DUE DILIGENCE

27 minutes
TEST # 8

B1001-A: CLASS # 9a: THE MEDIAN INCOME TEST

15 minutes
TEST # 9a

B1001-A: CLASS # 9b: THE MEANS TEST

24 minutes
TEST # 9b

B1001-A: CLASS # 9c: THE DISCLOSURE STATEMENTS

30 minutes
TEST # 9c

B1001-A: CLASS # 10a: DRAFTING PETITION & OTHER DOCUMENTS

32 minutes
TEST # 10a

B1001-A: CLASS # 10b: THE PRE-FILING REVIEW & FILING THE CASE

32 minutes
TEST # 10b

1001-A: CLASS # 10c: [reserved]

[reserved]

B1001-A: CLASS # 10d: THE POSTPETITION CALENDAR & DEADLINES

21 minutes
TEST # 10d

1001-A: CLASS # 11: THE AUTOMATIC STAY

18 minutes
TEST # 11

B1001-A: CLASS # 12a: THE BANKRUPTCY ESTATE

28 minutes
TEST 12a

B1001-A: CLASS # 12b: EXEMPTIONS

30 minutes
TEST 12b

1001-A: CLASS # 13: THE CHAPTER 7 TRUSTEE

31 Minutes
TEST # 13

1001-A: CLASS # 14: CLAIMS AND OBJECTIONS TO CLAIMS

33 minutes
TEST # 14

1001-A: CLASS # 15: THE MEETING OF CREDITORS

22 minutes
TEST # 15

B1001-A: CLASS # 16a THE FINANCIAL MANAGEMENT COURSE

17 minutes
TEST # 16a

B1001-A: CLASS # 16b KEY POSTPETITION TASKS

40 minutes
TEST # 16b

1001-A: CLASS # 16c THE FINAL DISCHARGE

32 minutes
TEST # 16c
VIDEO OUTLINES
AVOIDING & STRIPPING LIENS
II
ACTUAL
LENGTH
III
TESTS

BCLASS # 17a LIENS HOUR # 1 SECURITY INTERESTS - PERSONAL PROPERTY

48 minutes
TEST # 17a

BCLASS # 17b LIENS HOUR # 2 SECURITY INTERESTS ON REAL PROPERTY

20 minutes
TEST # 17b

BCLASS # 17c LIENS HOUR # 3 STRIPPING JUDICIAL LIENS

26 minutes
TEST # 17c

BCLASS # 17d LIENS HOUR # 4 STRIPPING STATUTORY LIENS

35 minutes
TEST # 17d

BCLASS # 18a LIENS HOUR # 5 AVOIDING & STRIPPING LIENS (chapter 13)

31 minutes
TEST # 18a

BCLASS # 18b LIENS HOUR # 6 AVOIDING & STRIPPING LIENS (chapter 13)

24 minutes
TEST # 18b

CLASS # 18c LIENS HOUR # 7 LIEN STRIPPING PROCEDURES

34 minutes
TEST # 18c

CLASS # 18d LIENS HOUR # 8 VALUATION ISSUES

29 minutes
TEST # 18d

CLASS # 18e LIENS HOUR # 9 TRUSTEE'S LIEN AVOIDANCE

27 minutes
TEST # 18e

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VIDEO OUTLINES
THE OFFICIAL BANKRUPTCY FORMS

IMPORTANT: The administrative office of the U.S. Bankruptcy Courts amended the official forms for consumer bankruptcy in late 2015. We are in the process of updating these forms, hence, the material below should be reviewed only to get a general idea about using the forms. We expect to present the new forms in the next 60 days (i.e. Dec. 1, 2016).

TO SEE THE NEW FORMS ON THE U.S. BANKRUPTCY COURT

WEB SITE CLICK HERE

III
TESTS

B1001-A: CLASS # 19a: THE ROLE OF THE PARALEGAL
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19b: THE VOLUNTARY PETITION
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19c: SCHEDULE "A" REAL PROPERTY
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19d: SCHEDULE B PART 1: PERSONAL PROPERTY
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19e: SCHEDULE "B" PART 2
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19f: SCHEDULE "B" PART 3
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19g: SCHEDULES "C" AND "D"
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19h: SCHEDULES E F G H
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19i: SCHEDULE "I"
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19J SCHEDULE "J"
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19k: STATEMENT OF FINANCIAL AFFAIRS & STATEMENT OF INTENTIONS
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19l FORM B22A Part 1
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19m FORM B22A Part 2 (same as for Part 1)
NO WRITTEN OUTLINE - GO DIRECTLY TO VIEW

BCLASS # 19n THE CHAPTER 13 PLAN [reserved]

BCLASS # 19o MISCELLANEOUS FORMS & CERTIFICATIONS [reserved]

CLASS # 20 [reserved]

CLASS # 21 [reserved]

VIDEO OUTLINES
CHAPTER 13
II
ACTUAL
LENGTH
III
TESTS

BCLASS # 22: OVERVIEW OF CHAPTER 13

20 minutes
TEST # 22

CLASS # 23: ELIGIBILITY

25 minutes
TEST # 23

BCLASS # 24: CHAPTER 13 PROCEDURE: THE PLAN PROCESS

22 minutes
TEST # 24

BCLASS # 25a: HOW CLAIMS ARE TREATED NOTE: This recording stops at 24 minutes, and resumes with 25b. The test for the class is attached to Class 25b. Use same outline.

27 minutes
[see below]

BCLASS # 25b: HOW CLAIMS ARE TREATED Cont'd [[the test for a and b follow this video]

16 minutes
TEST
# 25a & b

CLASS # 26: NON-DISCHARGEABLE DEBTS

34 minutes
TEST # 26

CLASS # 27: CALCULATING PROJECTED DISPOSABLE INCOME

46 minutes
TEST # 27

CLASS # 27b: IRS EXPENSE STANDARDS & OTHER APPLICABLE EXPENSES

26 minutes
TEST # 27b

BCLASS # 28: CALCULATING THE PLAN PAYMENT

33 minutes
TEST # 28

CLASS # 28b: AMORTIZATION (no outline: go directly to VIEW and select class)

8 minutes
NO TEST

CLASS # 29: NON-MATH PLAN PROVISIONS

21 minutes
TEST # 29

CLASS # 30: CONFIRMATION & OBJECTIONS TO CONFIRMATION

13 minutes
TEST # 30

BCLASS # 31: RELIEF FROM STAY

21 minutes
TEST # 31

BCLASS # 32: OTHER POSTPETITION PROBLEMS & ISSUES

34 minutes
TEST # 32

CLASS # 33: [reserved]

CLASS # 34: [reserved]

 VIDEO OUTLINES
BANKRUPTCY PRACTICE SKILLS

BCLASS # 35: MOTIONS & ADVERSARY COMPLAINTS

68 minutes
TEST # 35

CLASS # 36: LEGAL RESEARCH IN BANKRUPTCY

56 minutes
TEST # 36

BCLASS # 37: ETHICS ISSUES IN CONSUMER BANKRUPTCY CASES

55 minutes
TEST # 37

BCLASS # 38: FILE & OFFICE MANAGEMENT

63 minutes
TEST # 38

CLASS # 39: [Reserved]

VIDEO OUTLINES
ELECTIVE TOPICS
Choose 2 of these to complete your Certification

CLASS # 40: MARITAL PROPERTY & DEBTS IN BANKRUPTCY

CLASS # 41: PERSONAL & SMALL BUSINESS CHAPTER 11 CASES

CLASS # 42: THE SOLE PROPRIETOR IN CHAPTER 13

CLASS # 43: FORECLOSURE DEFENSES: BANKRUPTCY & NON-BANKRUPTCY

VIDEO OUTLINES - OPTIONAL
PRACTICE MANAGEMENT & DEVELOPMENT

CLASS # 44: MANAGING A CONSUMER BANKRUPTCY PRACTICE

CLASS # 45: OFFICE TECHNOLOGY

CLASS # 46: MARKETING A BANKRUPTCY PRACTICE

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DISCLOSURE STATEMENTS
CHECKLISTS & OFFICE FORMS pdf
LIBRARY
FORMS

IMPORTANT
TABLE

Some of the outlines below, and their video lectures, refer to numbered checklists found at the bottom of this page. However, some of the checklist numbers have changed.

Click on "TABLE" link above to obtain the checklist numbering referenced in the classes.

DISCLOSURE #1

INDEX OF CHECKLISTS:

THE MEANS TEST: ThisMatter .com

OFFICIAL FORMS

DISCLOSURE #2

CHECKLIST # 1: PREPARING THE OFFICE

THE BANKRUPTCY CODE

FORM B22A Means Test

DISCLOSURE #3

CHECKLIST # 1b: DUTIES OF DEBT RELIEF AGENCY

THE CHAPTER 7 TRUSTEE'S HANDBOOK

FORM B1D Credit counseling cert.

DISCLOSURE #4

CHECKLIST # 2: INITIAL CONTACT & PROFILE

CHAPTER 7 TRUSTEE'S CHECKLIST

FORM 20B Objection to Claim

DISCLOSURE #5

CHECKLIST # 3: CASE ASSESSMENT

CHAPTER 7 TRUSTEE'S MOC QUESTIONS

FORM B23 Cert. Financial Education

CHECKLIST # 4 CLIENT INFORMATION WORKSHEET

CHAPTER 13 TRUSTEE'S MOC QUESTIONS

AMENDED SCHEDULE COVER SHEET

CHECKLIST # 5: DOCUMENTS TO REQUEST FROM CLIENT

CHAPTER 13 TRUSTEE HANDBOOK

FINAL DISCHARGE

CHECKLIST # 6: INFORMATION RELEASE FORM

RAPID IMPORT (for client)

CH 13 CERT OF DOMESTIC PYMNT

CHECKLIST # 7: CLIENT EDUCATION & DUTIES

RAPID IMPORT (for attorneys)

CHECKLIST # 8: ADMINISTRATIVE CHECKLIST

Referral Code "KING"

CHECKLIST # 9 INTAKE CONFERENCE

M. KING FEE AGREEMENT

CHECKLIST # 10: ATTORNEY'S DUE DILIGENCE

THE BANKRUPTCY DICTIONARY

CHECKLIST # 11a: MEDIAN INCOME TEST CHECKLIST

BANKRUPTCY LOCAL RULES

IRS FORM 8821 Account Transcript

CHECKLIST # 11b: MEANS TEST CHECKLIST

IRS FORM 4506-T Transcript of Return

CHECKLIST # 12a: FORMS & DOCUMENTS TO FILE

REAFFIRMATION FORMS

CHECKLIST # 12b: CERTIFICATES TO FILE

FORM B27 Reaffirmation Cover Sheet

CHECKLIST # 12c: MOTIONS

FORM 240 AGREEMENT ETC.

CHECKLIST # 13a: CLIENT REVIEW & SIGNING CONFERENCE

FORM 240 ALT. AGREEMENT

CHECKLIST # 13b: REVIEW CLIENT'S DUTIES

INSTRUCTIONS

CHECKLIST # 13c-x: CLIENT-SIGNED ACKNOWLEDGMENT - ONLINE

CHECKLIST # 13c-z SAMPLE FORM 13c-x SUBMITTED ONLINE

CHECKLIST # 14X: PARALEGALS PRE-FILING

CHECKLIST # 14: ATTORNEY'S PRE-FILING REVIEW

CHAPTER 13 FORMS

CHECKLIST # 15: POSTPETITION CALENDAR HOTSHEET-CHAPTER 7

SAMPLE CHAPTER 13 PLAN

CHECKLIST # 15a: HOTSHEET FOR CHAPTER 13

CHECKLIST # 16: CLIENT PRE-MOC CONFERENCE

SAMPLE CHAPTER 13 PLAN

CHECKLIST # 17: MEETING-OF-CREDITORS FOLLOW-UP

ANOTHER SAMPLE PLAN

CHECKLIST # 18: MID-CASE REVIEW

SIMPLE CHAPTER 13 PLAN

CHECKLIST # 19: CASE CLOSING CHECKLIST

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LINKS
TABLES
CHARTS

WEBER LAW RESOURCES:
HYPERLINKED:

IRS COLLECTION STANDARDS

CHART # 1: 9 STEPS TO A FRESH START

U.S. BANKRUPTCY CODE

MEDIAN FAMILY INCOMES

CHART # 2: 13 STEPS TO A FRESH START

FED. RULES OF BANKRUPTCY PROCEDURE

APPROVED CREDIT COUNSELING AGENCIES

CHART # 5: THE MEANS TEST FLOW CHART

OFFICIAL BANKRUPTCY FORMS

BANKRUPTCY EXEMPTIONS BY STATE

CHART # 11: PAPERWORK FLOWCHART

BANKRUPTCY CRIMES

FEDERAL BANKRUPTCY EXEMPTIONS

CHART # 17: CHAPTER 13 STEPS

FED. INCOME TAX STATUTES

LIST OF OPT-OUT STATES

CHART # 18: MAP: THE CHAPTER 13 PLAN PROCESS

BANKRUPTCY COURTS & TRUSTEES

BANKRUPTCY CODE DOLLAR AMOUNTS

CHART # 19 NON-DISCHARGEABLE DEBTS

FILING FEES

CHART # 20 PROJECTED DISPOSABLE INCOME

APPROVED FINANCIAL MANAGEMENT COURSE PROVIDERS

CHART # 21 CHAPTER 13 PAYMENT (active demo)

TABLE # 1: LIEN STRIPPING PROCEDURES

CHART # 21 demo inactive

ACCURINT PUBLIC RECORDS SEARCH

CHART 21 Guide

AMORTIZATION CHART

CHECKPOINT CHART (color)

CHECKPOINT CHART (plain)

CHECKPOINT CHART (example)