#NACBA25 Schedule

NACBA25 Session Highlight

Join presenters Gary Bluestein and Robert Mckenzie along with moderator Brett Weiss as they address the strategies, traps and pitfalls when dealing with the IRS as a creditor in bankruptcy.  This will include the impact of a Federal tax lien on exempt and excluded assets, how a Collection Due Process Appeal can affect the timing provisions for priority tax status and the impact of a Substitute for Return or delinquent return filing on dischargeability.

Meet Your Presenters and Moderator

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Brett Weiss

Brett Weiss, a senior partner at Chung & Press, LLC, has been representing people and businesses in all phases of bankruptcy for over 25 years. He has experience in com¬plex individual Chapter 7, Chapter 11 and Chapter 13 bankruptcy cases, and in Chapter 11 small business restructuring and reorganization. Mr. Weiss lectures nationally on bankruptcy issues. He has spoken before the National Conference of Bankruptcy Judges, and is a regular speaker before the National Association of Consumer Bankruptcy Attorneys, the Maryland Bankruptcy Bar Association and Maryland State Bar Association. He has testified before the Federal Bankruptcy Rules Committee and has twice testified before Congress on bankruptcy and credit issues. Brett Weiss is the co-author of “Individual Bankruptcy Under Chapter 11” for LexisNexis, and has written “Not Dead Yet: Bankruptcy After BAPCPA,” for the Maryland Bar Journal, as well as hundreds of blogs for the Bankruptcy Law Network. Mr. Weiss has received international media attention in connection with his work. He was interviewed by Barbara Walters on The View, has appeared on the Today Show, Good Morning America, ABC News with Peter Jennings, the Montel Williams Show, NPR, AARP-TV, the BBC World Service, German state television, and numerous local radio and television programs, and been quoted in Money magazine, The Washington Post and The Baltimore Sun, among others. Brett Weiss is the Maryland State Chair for the National Association of Consumer Bankruptcy Attorneys, a founding member of the Bankruptcy Law Network, on the board of the Maryland State Bar Consumer Bankruptcy Council, and a member of the American Bankruptcy Institute, the Bankruptcy Bar Association of Maryland, and the Civil Justice Network. He has been recognized as a “Super Lawyer” every year since 2007 for Maryland and the District of Columbia, and in 2011 received the Distinguished Service Award from the National Association of Consumer Bankruptcy Attorneys for his work on behalf of consumers across the country. Mr. Weiss is admitted to practice before Maryland and District of Columbia federal and state courts, the United States Courts of Appeals for the DC and Fourth Circuit, The United States Tax Court, and the Supreme Court of the United States, and has been practicing law since 1983.

avatar for Gary Bluestein

Gary Bluestein

Gary Bluestein, focuses his practice exclusively on tax representation.  Prior to entering private practice, Gary served as a Senior Attorney for the Internal Revenue Service and was a Special Assistant United State’s Attorney.  Gary was hired by the Department of Treasury through the Government’s Honors Program.  During his Government Service, Gary represented the IRS in both the United States Tax Court and the United States Bankruptcy Court.  He also served on several National Task Forces addressing IRS enforcement issues and received numerous Government Merit Awards for his work related thereto.

Gary is an Adjunct Professor of Tax Practice & Procedure at the University at Buffalo School of Law and has taught in the Canisius College’s Master in Tax Program.  Gary frequently lectures and writes on a variety of topics relating to tax representation for numerous local and national professional groups.  He is a member of the Erie County Bar Association, the Tax Committee and the Bankruptcy Committee, and serves on the Planning Committee for the Institute on Taxation.  Gary has also made appearances on local television and radio shows and was named in Business First’s “Who’s Who in the Law” and in New York State Super Lawyers for his expertise in Tax Practice.

Gary is admitted to practice in the State of New York, the United States Tax Court, the Bankruptcy Court and the Western District Court for the State of New York. He received his Juris Doctor from the State University of New York at Buffalo, School of Law in May of 1984.  Gary received a Bachelor of Arts in Psychology, cum laude, from the State of New York College at Albany in 1981.

avatar for Robert McKenzie

Robert Mckenzie

Robert E. McKenzie is a partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state agencies. He has lectured extensively on the subject of taxation. He has presented courses before thousands of CPA’s, attorneys and enrolled agents nationwide. He has made numerous media appearances including Dateline NBC and The ABC Nightly News. Prior to entering private practice, Mr. McKenzie was employed by the Internal Revenue Service, Collection Division, in Chicago, Illinois. Since entering private practice, he has dedicated a major portion of his time to representation before the IRS.  From 2009 to 2011, Mr. McKenzie was a member of the IRS Advisory Council, which advises IRS management. He was council director of the ABA Tax Section (1998-2001). He was vice chair of the ABA Tax Section (2003-2005). Mr. McKenzie is past chairman of the Employment Tax Committee, past co-chair of the Task Force for Bankruptcy Legislation of the ABA Section on Taxation and past chairman of the Chicago Bar Association Federal Tax Committee. He was dean of the National Tax Practice Institute (1998-2002). Mr. McKenzie serves on Arnstein & Lehr’s Executive Committee. Additional information can be found on Mr. McKenzie’s website, mckenzielaw.com, where he also keeps an active tax blog.

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Bankruptcy News Briefs 4/24

Bank Card Default Rates Increase for Fifth Consecutive Month

U.S. Supreme Court Hears Oral Arguments over Whether Debt Buyers are Debt Collectors under FDCPA

11th Circuit Gives Debtor Another Chance to Prove She Met All Three Prongs of Brunner Test to Discharge Student Loans

CFPB Issues Final Rule on Prepaid Card Rule Extension

Report: Medical debt collections draw scrutiny

Attention lenders: The CFPB is now focusing more on fair lending in mortgages

Lawsuits allege mortgage servicer Ocwen’s mistakes cost some borrowers their homes

U.S. Consumer Debt Rises Overall, Housing Debt Drops

Medical Debt Cited As Leading Cause For Bankruptcy

A Glimpse Into the Consumer Bankruptcy Journal

Stephen Fairley, Rainmaker Institute, LLC

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Best selling author and CEO, Stephen Fairley understands how vital it is for  legal professionals to connect with their clients so they can best serve them. In his article, “4 Ways Attorneys Can Connect with Today’s Legal Consumers,” he gives four  concise tips on how to connect with consumers that is beneficial for them and for the growth of your firm.

Receive a $25 Amazon Gift Card!

In honor of NACBA’s 25th Anniversary, we want to reward you with a $25 Amazon Gift Card! Introduce a new member to NACBA and we will send you $25 Amazon Gift Card. Not only will YOU receive a $25 Amazon Gift Card but the NEW MEMBER will also receive a $25 Amazon Gift Card! Check out the Requirements and start referring today!

NACBA25 is Couple Weeks Away! There’s Still Time to Register!

Join us in celebrating 25 years of NACBA on May 4th-7th in Orlando, Florida at the Walt Disney World Swan and Dolphin Resort. Visit NACBA25 for all the details on speakers, sessions, hotel reservations, registration and more! Register today!

 It’s a New Month! Renew Your Membership to Enter This Awesome Giveaway!

Renew your membership in April and be entered to win a copy of NCLC Consumer Bankruptcy Law and Practice Volume I & II, Eleventh Edition (Value $130). Two winners, will be selected at random each month

NACBA25 Session Highlight

 

The preparation of the schedules should act as a road map so your Trustee doesn’t get lost. Receive tips from a Trustee and Debtors Counsel on how to best build schedules, prepare your client and communicate with the trustee to make the 341 meeting and administration of the estate a seamless endeavor.

Your Presenters:

Robert Colliersmith

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Mr. Colliersmith received his undergraduate degree from Emory University and his J.D. from Mercer Unversity, Walter F. George School of Law. He has practiced bankruptcy law in the Northern District of Georgia since 1980.  He practices with his wife and partner, Carol A. Colliersmith, exclusively in the area of small business and consumer bankruptcy. Mr. Colliersmith has presented at prior NACBA Conventions, ABI Conventions, State Bar Conventions and local bar presentations and was a member of the State Bench and Bar in Georgia.   He and Carol Colliersmith were former Co-Chairs of NACBA in the State of Georgia and Mr. Colliersmith received the Colleen Nunnelly Memorial Award from NACBA. He volunteers to represent clients pro bono under a program of Georgia State School of Law which mentors law students regarding the actual practice of bankruptcy law in which the law students assist in the preparation and procedure of the filing and process of consumer bankruptcy and has testified in Bankruptcy Court as an expert witness regarding the process of consumer bankruptcy petition preparation.

Chuck Moore

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Charles G. Moore “Chuck” is a 1987 graduate of The University of Florida where he earned a Bachelor of Science Degree in Business Administration. In 1990 Chuck graduated from Stetson University College of Law with a Juris Doctorate Degree. Soon after graduating from Law School he accepted a position as a Criminal Prosecuting Attorney with the Sixth Judicial Circuit of the State of Florida where he gained extensive litigation experience. Chuck’s practice is now limited to the representation of consumer debtors in Chapter 7 and Chapter 13 bankruptcies. Being actively engaged in the practice of law in excess of 25 years, Chuck has handled more than 2,300 bankruptcy petitions. He is an active member of the American Bankruptcy Institute, The National Association of Consumer Bankruptcy Attorneys, The Tampa Bay Bankruptcy Bar Association and the National Association of Chapter Thirteen Trustees. Chuck has served as the Florida State Chair for the National Association of Consumer Bankruptcy Attorneys in the Middle and Northern Districts of Florida since 2012. He also regularly performs numerous hours of continuing legal education, all of which are specifically limited to current issues facing Consumer Bankruptcy Debtors. Chuck represents clients in the Tampa Bay area including St. Petersburg, Clearwater, Largo, South Pasadena, St. Pete Beach, Gulfport, Seminole, Pinellas Park, Kenneth City, Treasure Island, Tampa, Sarasota and Bradenton.

Traci Stevenson

avatar for Traci Stevenson, Chapter 7 Trustee

Traci K. Stevenson is a 1982 graduate of Rollins College in Winter Park, Florida where she earned a Bachelor of Science with Honors in Business Administration. Before attending law school, she was a police officer and labor negotiator among other things. In 1991 Traci graduated cum laude from Stetson University College of Law with a Juris Doctorate degree. Soon after graduating she was appointed by the Office of United States Trustee as a chapter 7 bankruptcy panel trustee and has been a panel trustee for twenty five years.  Traci is also a consumer bankruptcy attorney representing debtors. Her third area of practice is as a State of Florida Supreme Court Certified Civil Circuit mediator. She was involved in developing the Mortgage Modification Mediation program in the bankruptcy court in all the districts of Florida and has participated in over Three thousand mediations thus far.  She is a member of National Association of Consumer Bankruptcy Attorneys and of the Tampa Bay Bankruptcy Bar Association.

Register Today for this Great Session & More!

NACBA25 Highlight

Stay Updated on the CFPB Rules That Will Have an Impact on Your Bankruptcy Firm

Major revisions to the mortgage servicing regulations, made by the Consumer Financial Protection Bureau, will become effective in 2017 and early 2018. These changes deal with a variety of important issues, including servicing transfers, loan modification applications, and loss mitigation requests from successors in interest.  Most important for bankruptcy attorneys are the new regulations requiring monthly statements to be given to debtors in bankruptcy.  Learn how these new rules can be used in your bankruptcy practice.
Presenters

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Sarah Mancini

Sarah Bolling Mancini is Of Counsel for NCLC half-time, focusing on foreclosures and mortgage lending, and works half-time as an attorney in the Home Defense Program of Atlanta Legal Aid. She has experience representing homeowners in bankruptcy cases and litigating in state, federal district, and bankruptcy courts. She also clerked for the Honorable Amy Totenberg, U.S. District Court for the Northern District of Georgia. Sarah is a member of the Georgia Bar. She received her B.A. in public policy from Princeton University and her J.D. from Harvard Law School.

avatar for John Rao

John Rao

John Rao is an attorney with the National Consumer Law Center, Inc. Mr. Rao focuses on consumer credit and bankruptcy issues and has served as a panelist and instructor at numerous bankruptcy and consumer law trainings and conferences. He has served as an expert witness in court cases and has testified in Congress on consumer matters. Mr. Rao is a contributing author and editor of NCLC’s Consumer Bankruptcy Law and Practice; co-author of NCLC’s Foreclosures; Bankruptcy Basics; Guide to Surviving Debt; and NCLC Reports: Bankruptcy and Foreclosures Edition, and contributing author to NCLC’s Student Loan Law. He is also a contributing author to Collier on Bankruptcy and the Collier Bankruptcy Practice Guide. Mr. Rao serves as a member of the federal Judicial Conference Advisory Committee on Bankruptcy Rules, appointed by Chief Justice John Roberts in 2006. He is a conferee of the National Bankruptcy Conference, fellow of the American College of Bankruptcy, vice-president for the National Association of Consumer Bankruptcy Attorneys, and former board member for the American Bankruptcy Institute. He is an adjunct faculty member at Boston College School of Law. Mr. Rao is a graduate of Boston University and received his J.D. in 1982 from the University of California (Hastings).

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#NACBA25 Highlight

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Attorneys representing debtors and creditors in consumer cases appear in bankruptcy court on a regular basis. The appearances are often routine and non-evidentiary. Other times, however, the court will expect proof in the form of evidence. It is in these evidentiary hearings that attorneys must have a working knowledge of the basics of evidence. In this program, Chief Judge Williamson will cover what you need to know to have your testimonial and documentary evidence successfully received by the court and made part of the record of your case.

Your Presenter
Chief Judge Michael Williamson
 avatar for Chief Judge Michael Williamson
Judge Michael G. Williamson is chief judge of the United States Bankruptcy Court for the Middle District of Florida — one of the largest districts in the United States with courthouses in Jacksonville, Orlando, Tampa, and Ft. Myers and approximately 40,000 pending cases. He also currently serves as an Adjunct Professor at Stetson University College of Law teaching Bankruptcy Law and as Co-Author of West’s Bankruptcy Law Manual.
Judge Williamson graduated from Duke University in 1973 and from Georgetown University Law Center in 1976. He began his bankruptcy practice serving as a Chapter 7 panel trustee from 1977 to 1979. Thereafter, in the following 20 years, he represented numerous Chapter 11 corporate debtors, creditors’ committees, and trustees in bankruptcy cases pending throughout the state of Florida.
Judge Williamson is past chair of the Committee on Creditors’ Rights, Section of Litigation, American Bar Association; past chair of the Business Law Section of The Florida Bar and that section’s Bankruptcy/UCC Committee; and a Fellow of the American College of Bankruptcy.

Your Moderator

Chuck Moore

avatar for Chuck Moore

Charles G. Moore “Chuck” is a 1987 graduate of The University of Florida where he earned a Bachelor of Science Degree in Business Administration. In 1990 Chuck graduated from Stetson University College of Law with a Juris Doctorate Degree. Soon after graduating from Law School he accepted a position as a Criminal Prosecuting Attorney with the Sixth Judicial Circuit of the State of Florida where he gained extensive litigation experience. Chuck’s practice is now limited to the representation of consumer debtors in Chapter 7 and Chapter 13 bankruptcies. Being actively engaged in the practice of law in excess of 25 years, Chuck has handled more than 2,300 bankruptcy petitions. He is an active member of the American Bankruptcy Institute, The National Association of Consumer Bankruptcy Attorneys, The Tampa Bay Bankruptcy Bar Association and the National Association of Chapter Thirteen Trustees. Chuck has served as the Florida State Chair for the National Association of Consumer Bankruptcy Attorneys in the Middle and Northern Districts of Florida since 2012. He also regularly performs numerous hours of continuing legal education, all of which are specifically limited to current issues facing Consumer Bankruptcy Debtors. Chuck represents clients in the Tampa Bay area including St. Petersburg, Clearwater, Largo, South Pasadena, St. Pete Beach, Gulfport, Seminole, Pinellas Park, Kenneth City, Treasure Island, Tampa, Sarasota and Bradenton.

#NACBA25 Highlight

Fireside Chats Are Back!

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Fireside Chats are a perfect opportunity for attendees to gather with their peers to ‘chat,’ about topics, share ideas, and ask questions in a more intimate setting. We are excited to announce the #NACBA25 Fireside Chat lineup and presenters:

  • Ask the Evidence Professor: Presenters John Cantrell and Professor Edward Imwinkelried
  • Strategies for Dealing with Overreaching Trustees: Presenters Paul Maschmeyer and Richard Nemeth
  • Protecting Your (Haunted) Mansion From Forced Surrender: Presenters Chuck Moore and Jeff Tromberg
  • How to Locate Your Client’s Hidden Treasure of the 7 (or 13) Seas: Presenters: Alex Dolhancyk and Jeff Tromberg

Visit the full schedule for #NACBA25 for a full description with the date, time and place! Get ready for some great conversation!