Bankruptcy Intake

This on-line session begins with a short discussion of the psychology of bankruptcy and how paralegals can assure clients that the fresh start afforded by a bankruptcy discharge is protected in our Constitution.

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Overview

Course Description

The role of the legal team is to process the client’s bankruptcy efficiently and effectively through a daunting legal maze that is laden with traps for the unwary. This on-line session begins with a short discussion of the psychology of bankruptcy and how paralegals can assure clients that the fresh start afforded by a bankruptcy discharge is protected in our Constitution. The course will then discuss the initial interview process with emphasis on the importance of disclosure. Clients should be able to provide evidence proving the information supplied on the bankruptcy petition and the accompanying schedules. Clients who conceal and fail to disclose assets and income to the bankruptcy court run the risk of not only having their cases dismissed but also facing criminal fraud charges. The traps inherent in the use of social networking will also be highlighted along with sections on important ­matters related to the establishment of the attorney–client relationship in the bankruptcy practice.

Certificate of Completion provided.

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Curriculum

On-Demand

63:38

  • Video Presentation

About Your Instructor

Llynette Bealer, MBA

Llynette Bealer, MBA

Course Facilitator

Lakisha Lynette Bealer founded Agility Legal Solutions in 2011.  Agility offers Estate Planning and Administration services in San Diego, California and virtual paralegal services to attorneys across the globe.  

Ms. Bealer has over 20 years experience in the legal industry.  She has worked for law firms in both California and Alabama and various financial institutions.  In addition to  her experience Ms. Bealer holds an Associates degree in Business/Legal Assistant Studies, a Bachelors in Business/Accounting, a Master's in Business Administration, and a Master's in Paralegal Studies.  She teaches on-line CLE's for Rainmakers Legal Education and paralegal programs for the Paralegal Academy on-line and on campus in San Diego, California.

llynette@rainmakersonline.com

Skills

Psychology of Bankrutpcy

Alternatives to Bankruptcy

Initial Client Interview

Disclosure in a Bankruptcy Case

Impact of Social Networking on a Debtor's Case

Basic Clauses in Disclosure and Retainer Agreements

Pricing

$39.00 Regular Price Buy $39.00

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