On Demand Audio

How to Conduct Remote Bankruptcy Client Intakes & Consultations

(151 reviews)

Produced on June 22, 2020

Taught by
$ 89 Bankruptcy & Restructuring In Stock
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Course Information

Time 1h 5m
Difficulty Beginner
Topics covered in this course: Bankruptcy & Restructuring

Course Description

This program, taught by Bankruptcy attorney Scott Goldstein, will cover intake and initial consultations for bankruptcy clients in a no-contact world. The course will review initial screening processes, what to cover in an initial consultation, and how to do it all without having the client set foot in your office. Viewers will learn the most important information to get during an initial screening, determining the chapter for filing, determining assets, and compliance with Bankruptcy Abuse Prevention And Consumer Protection Act (BAPCPA) requirements when you cannot simply hand over a packet of material to the potential client. 

The course is appropriate for experienced bankruptcy attorneys who are converting to a remote practice, as well as new bankruptcy practitioners. 

Learning Objectives:

  1. Conduct an initial screening 
  2. Determine the best type of bankruptcy proceeding for the client
  3. Stay compliant with BAPCPA requirements in a remote setting 

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Scott Goldstein

Law Offices of Scott J. Goldstein, LLC

Scott J. Goldstein is the founder and principal attorney at the Law Offices of Scott J. Goldstein, LLC. He is admitted to practice before the courts of the States of New Jersey and New York, the United States District Courts and Bankruptcy Courts for the District of New Jersey and the Southern and Eastern Districts of New York.  He is an honors graduate of Haverford College (B.A. 2001) and obtained his Juris Doctor, cum laude, from Duke University School of Law in 2004.

Following law school, Mr. Goldstein was admitted to practice in New Jersey in 2004 and New York in 2005. He started practice with one of New Jersey’s most prestigious firms, practicing in the areas of commercial litigation, fidelity and surety law. After practicing in these areas with firms of various size, Mr. Goldstein started his own firm in February 2010 with the stated goal of helping individuals and small businesses that he saw struggling as the economy stagnated. 

Mr. Goldstein resides in western Morris County with his wife and two daughters. He is active in his community, serving as a member of the Board of Trustees of Temple Hatikvah in Flanders, New Jersey. Mr. Goldstein and the Firm are active supporters of Children’s Specialized Hospital and the Saint Barnabas Hospital NICU. Mr. Goldstein also donates his time to assisting indigent debtors as a volunteer attorney with Legal Services of Northwest Jersey.

Mr. Goldstein is a proud member of the National Association of Consumer Bankruptcy Attorneys, the Essex County Bar Association, the Morris County Bar Association and the New Jersey State Bar Association.

Curiculum Vitae – Scott J. Goldstein, Esq.

Bar Admisions

  • New Jersey, 2004
  • New York, 2005
  • U.S. District Court District of New Jersey, 2004
  • U.S. District Court Southern District of New York, 2005
  • U.S. District Court Eastern District of New York, 2005


Duke University School of Law, Durham, NC

Juris Doctor, cum laude, 2004 

Haverford College, Haverford, PA

B.A., History, Honors, 2001


Darcel D.

Great presentation-this was very informative!

Clark M.

Good presenter. Always great to get practice tips.

Walter M.

Very efficient

Judith G.

Although distracted several times throughout the lesson and he lost his train of thought, i still really enjoyed Scott's approach. I would definitely take his class again.

Adam K.

I enjoyed this program thoroughly. Very clear on what to expect with some helpful suggestions

Suzanne d.

fantastic course

William F.

Instructor was experienced.

lawrence r.

well organized and concise

Andrew V.

Very basic

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