Case & Issue Summary

As you prepare for the client signing, the 341 meeting or the confirmation hearing, you can quickly print a complete case summary.  Instantly you become thoroughly versed in the facts of the case and the precise detail of the work performed.
The important issues that are unique to the case are not missed. The summary helps you address every aspect of the case such as mortgage arrears, management of priority debt, non-exempt value of assets, debt division in a divorce decree, etc.

What goes in the case summary?

  • All critical dates from consultation to claims review
  • Filing information including trustee, judge, case number
  • Status of the case
  • Summary of document delivery to the trustee with dates
  • Key points – secured debt, exemptions on house, cars, etc.
  • Listing of each trustee and creditor objection to confirmation
  • Detail of how and when each objection is resolved
  • Notes written to the case by you and our staff
  • All communication from the clients, author, you and MBT managers

What goes in the issue summary?

No two cases are alike and no case is without potential pitfalls or issues.  Because Bankruptcy Attorney Heath Isaacs is experienced consumer bankruptcy counsel, we can help identify issues and participate as a sounding board as you determine resolutions.
Whether there is an issue with cross-collateralization, co-debtor protection, asset valuation, analysis of business income or DMI on the means test, we will use our experience in multiple jurisdictions to help you analyze the best legal advice you give your client.

No more brain dump.

Don’t rely on a paralegal’s memory, your handwritten notes or combing through emails to bring you up to speed.  You will never be in the dark on the critical facts and development of resolutions on each of your cases.


David helped my brother resolve a case that was dragging on and on with a public defender within 10 days of me reaching out to him (and got a much better deal for my brother). Worth the money and is very nice to work with!

A. Penner, • 5 STARS ON GOOGLE

Mr. Moorhead is professional and intelligent. He is extremely good at navigating the legal system. I would highly recommend him to anyone in need of legal services.

Julie H., • 5 STARS ON YELP

David Moorhead was a miracle worker. We hired him to finish a case that kept going on and on for years by an overworked public defender. He got it done in days. Not only did he get it done in days, he went beyond what we hired him to do and got a way better agreement than we anticipated. I can’t recommend him enough.

S. Parker, • 5 STARS ON GOOGLE

David Moorhead exceeded my expectations. He was very knowledgeable and knew exactly how to manage my case and how to speak to the DA to get the outcome I desired. I was amazed at the outcome of my case. David made it quick, simple and painless. I would recommend him over and over again to anyone needing legal assistance.

Emily A. , • 5 STARS ON GOOGLE