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2019 NABT Conference - Trustee Agenda
9:00am
Registration Desk Open
2:00pm

Conversion to or from Chapter 7 / Closing A Debtor’s Business

This panel will discuss considerations when Trustees walk into or close a debtor’s business upon conversion, the scope and reach of In re Marrama, and considerations and tools for mining the remnant assets in a converted case, as well as other conversion issues.

US Bankruptcy Court, WDMI
Grand Rapids, MI
Furr and Cohen, P.A.
Boca Raton, FL
KapilaMukamal, LLP
Ft. Lauderdale, FL
2:00pm

The Trustees’ Playbook and Necessary Tools for Trustees to Get to Work (For New Trustees and Assistants)

This panel will communicate basic tips and legal concepts governing trustees with respect to office organization, trustee liability, the Barton Doctrine, deadlines, the necessity of 363 sales and Rule 9019 compromises and form pleadings, good communication with all and UST Audits, and more.

Jordan Ramis, P.C.
Vancouver, WA
Williamson Law Office
Topeka, KS
3:00pm

Calculation of Trustee Compensation, and Preparing to Wind Down your Practice or Pass on the Keys To Another in the Event of . . .

This panel will discuss various scenarios that arise and impact calculation of trustee fees. In addition special attention will be paid to crafting a Trustee estate plan and winding down your practice in the event of your passing. Deal with this NOW.

Allard and Fish
Detroit, MI
Murray & Murray, LLC
Baton Rouge, LA
US Bankruptcy Court, WDKY
Louisville, KY
4:00pm

Break

Step out of the mine and visit our Sponsors for the tools you need to mine assets.

4:30pm

Referrals, Restitution and Recreational Marijuana: Being Prepared for Crime and Bankruptcy.

This panel will discuss the need and art of making criminal referrals, the pursuit of restitution for the estate and growing issues and implications of marijuana (and hemp) and related cases in bankruptcy."

U.S. Bankruptcy Court, Colorado
Denver, CO
Sheehan & Nugent, P.L.L.C.
Wheeling, WV
U.S. Bankruptcy Court, Colorado
Denver, CO
6:15pm

Welcome Reception

Be sure to arrive early to check in and enjoy the many amenities of at the Hilton Denver City Center. Then rekindle friendships and reconnect with your colleagues at the Welcome Reception.

6:30am
Registration Desk Open
7:00am
Breakfast
7:40am
Welcome
8:00am

Case Law Update

Attend this session and you are guaranteed to load your Mining cart with gems and jewels. As always this omnipotent panel will enlighten Trustees as to all the recent cases of interest across the United States.

U.S. Bankruptcy Court, NDGA
Atlanta, GA
Arnall Golden Gregory LLP
Atlanta, GA
U.S. Bankruptcy Court, Colorado
Denver, CO
10:00am

Break

Step out of the mine and visit our Sponsors for the tools you need to mine assets.

10:45am

EOUST / U.S. Bankruptcy Administrator Presentation

Tiffany Carroll, Acting Assistant Director for Oversight and Suzanne Hazard, Deputy Assistant Director of Oversight will have a plethora of important updates that they will share with Trustees and Trustee Assistants. Do not miss this presentation. We are pleased that Director White will attend and detail the issues facing the United States Trustee program and trustees in general. Attend this all important overview from Washington. William P. Miller and Elizabeth Abdelmasieh will have important updates that they will share with Trustees and Trustee Assistants from states governed by the Bankruptcy Administrator program.

EOUST
Washington, DC
EOUST
San Diego, CA
EOUST
Washington, DC
EOUST
Washington, DC
EOUST
Washington, DC
11:45am

Alter Ego, Breach of Fiduciary Duty and Similar Third-Party Liability Claims; Remedies that Can be Asserted by a Trustee Regarding Such Claims

If you have an entity that has been organized or set up to provide a legal shield for the person really controlling an operation, then you should attend this presentation. Our panel will discuss the alter ego doctrine and similar third-party liability theories, the relevant elements and evidence necessary to pursue such claims, as well as remedies related thereto.

U.S. Bankruptcy Court
W.D. Missouri
Fox, Swibel, Levin & Carroll, LLP
Chicago, IL
Jenner & Block LLP
Chicago, IL
6:30am
Registration Desk Open
7:00am
Breakfast
8:00am

All Things Tax: What Hazards Will You Encounter and What Assets Can You Mine from Forms 1120, 1065 and 1040?

Our panel will discuss and highlight the benefits and burdens of The Tax Cuts and Jobs Act of 2017 as it relates to case administration for trustees. And our panel will offer practical tips and leads in finding assets in the examination of Forms 1120, 1065 and 1040.

David A. Birdsell, CPA Trustee
Mesa, AZ
Tibble & Wesler, CPA CP
Kalamazoo, MI
9:00am

Virtual Currency is Here to Stay: What Every Trustee Must Know

Our panel will deliver practical mining tips, tools and content for administering cases with Cryptocurrency assets.

Reitler Kailas & Rosenblatt LLC
New York, NY
Quarles & Brady, LLP
Tampa, FL
10:00am

Break

Step out of the mine and visit our Sponsors for the tools you need to mine assets.

10:30am

Mining for Diamonds in the Rough!

Our panel will shine a light upon and help you mine for diamonds in the rough. An experienced panel of wily trustees will show you where and how to find and administer unusual assets, which includes but is not limited to such things as health savings accounts, reverse mortgages, and per capita payments.

Stevens & Brand, LLP
Topeka, KS
Petersen Law PLLC
Council Bluffs, IA
Merrick Baker & Strauss, P.C.
Kansas City, MO
11:30am
Lunch
12:15pm
Trustee Member Meeting
1:00pm

Addressing Issues Trustees Face Speed Dating Style!

In this fast-paced session, Trustees will be divided into 4 groups. Each facilitator give an intense and accelerated presentation on 1 of 4 topics for 20 minutes. The facilitator will then move on to the next group. Discussion topics will include:

  • “Appraisal Concepts and Sale Tips to Use in your Trustee Practice”
  • “Professional Compensation and Objections Thereto.”
  • “Study the relevant cases and learn tips to avoid pitfalls and objections so as to maximize compensation”
  • “Recent Tips and Development of Domestic Issues in Bankruptcy.”
  • Furr and Cohen, P.A.
    Boca Raton, FL
    AuctionAZ.com, LLC and Cunningham & Associates Inc.
    Phoenix, AZ
    Marshack Hays LLP
    Irvine, CA
    Marshack Hays LLP
    Irvine, CA
    Gellert Scali Busenkell & Brown, LLC
    Philadelphia, PA
    2:00pm

    Break

    Step out of the mine and visit our Sponsors for the tools you need to mine assets.

    2:30pm

    Understanding Insurance Coverage in Pursuit of Civil Claims

    This panel will shine a bright light on insurance policies, and policy requirements and deadlines, and they will examine the elements of and coverage levels and limits of Directors and Officers Claims, Bad Faith Claims and Other Tort Claims.

    Walters, Papillion, Thomas, Cullens, LLC
    Baton Rouge, LA
    Slappey & Sadd LLC
    Atlanta, GA
    Law Offices of Sean Logan, Esq.
    Annapolis, MD
    3:30pm

    Avoidance Actions and Defenses

    Avoidance actions can be the bread and butter and even a gold nugget in your estate. This experienced panel will help you find and identify the elements and necessary evidence to pursue in section 544, 547, 548 avoidance actions. And the panel will update you as to common defenses and trends used in defending adversary avoidance actions.

    U.S. Bankruptcy Court, Vermont
    Burlington, VT
    The Olsen Law Firm, LLC
    Liberty, MO
    Onsager Fletcher Johnson
    Denver, CO
    4:30pm

    Ethics at the Movies

    The canary in the mine will warn you of unsafe conditions and help you steer clear of ethical dilemmas. Stay tuned for an entertaining but tremendously informative presentation.

    Cohen’s Counsel
    Bethel, VT
    6:30pm

    NABT Reception - Howl at the Moon

    This year we will be Howling at the Moon on Saturday evening! Be sure to join us as we visit one of Denver’s premier nightlife scenes to enjoy dinner and entertainment at Howl At the Moon. Shuttle bus transportation to and from will be provided.

    7:00am
    Registration Desk Open
    7:00am
    Farewell Breakfast