Read Any Good Retainer Agreements Lately?

If you represent debtors, you probably have become accustomed to being a “Debt Relief Agency,” and you know the forms and notices you must give your clients. But when was the last time you reviewed the retainer agreement you use for your chapter 13 clients? Does it need to be revised? Have there been any changes in local rules or policies that need to be reflected in your retainer agreement? Is your retainer agreement consistent with your Rule 2016 Disclosure of Compensation Statement? The Academy’s Toolbox offers 3 sample form Retainer Agreements, and also offers a checklist of items you might want to consider as you review your existing agreement – or draft a new one.

ATTORNEY-CLIENT AGREEMENT FOR CH. 13BANKRUPTCY SERVICES (1) – .DOC | .PDF

AGREEMENT FOR CHAPTER 13 BANKRUPTCY SERVICES (DETAILED VERSION) – .DOC | .PDF

AGREEMENT FOR CHAPTER 13 BANKRUPTCY SERVICES (GENERIC) – .DOC | .PDF

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From the Editor

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Although she steps into very large shoes, Julie Philippi is a welcome addition to the Chapter 13 Trustee fraternity. Ms. Philippi was appointed as the Chapter 13 Standing Trustee for the Western District of New York on January 1, 2020. Those large shoes were left by retiring NACTT icon, Albert Mogavero. “Al” served as Standing Trustee for 42 years (yep,...

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ABI Commission on Consumer Bankruptcy – Judicial Estoppel

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