Thursday, March 21, 2013

Chapter 11 v Chapter 13 - Part I


    I have quasi advocating for sometime that for many if not most individuals who are filing a re-organization bankruptcy would be better served by Chapter 11 as opposed to the conventional wisdom of filing for Chapter 13.  This is a two part post.  The first part talks about some drawbacks of Chapter 13.
Yesterday, I watched the video of the oral argument of Danielson v. Flores in front of the Ninth Circuit sitting en banc.  I could tell the panel was largely uneducated in things Chapter 13.  I realized this when Judge Kozinski asked Elizabeth whether she represented the Debtor.   Not really.

     During the trustee’s oral argument, Judge Kozinski asked counsel multiple times if a Debtor has zero disposable income what is the Debtor is committing to?  And counsel did an excellent job of explaining why a Debtor might do this, owing the IRS, mortgage arrears, and the ubiquitous lien strip.  However, her best argument was what she didn’t say.

      The panel was not told by any party what really happens on the ground in Chapter 13.  The way it works is the Debtor completes form 22C.  If the Debtor is below median, then the “means test” doesn’t apply.  If the Debtor is above median, then form 22C is completed.  If the number is positive, then you multiply 60 times the number and that equals the amount general unsecured creditors must be paid over the life of the plan.  Further, the plan must be 60 months in duration.

      However,  if the Debtor is negative on projected disposable income then technically the Debtor does not have to pay anything to unsecured creditors.  The panel seemed to think that when a debtor was negative on projected disposable income, it would be obvious, unsecured creditors would get paid nothing and that would be that.

       However, while not at issue, the panel was not told what really happens when a negative projected disposable income debtor files for Chapter 13 for whatever reason.  What really happens, is the trustee will proceed to nickel and dime the Debtor on every expense on Schedules I and J.  This is done under the auspices of “good faith”.  Anyone who can run a query on westlaw (or google scholar) would find out that good faith is not defined by some measure of the reasonableness of expenses nor is Directv NFL Package per se unreasonable(if to watch Seahawks very reasonable, to watch 49ers unreasonable)  Rather, it is a combination of many factors of which expenses is just one area.

       The reason the nickel and diming is an effective strategy is that the trustee owns an immense tactical advantage over Debtors for many reasons.  First, Debtor’s counsel are underpaid like no tomorrow.  In order for a Chapter 13 to be profitable for counsel it really needs to be confirmed quickly with few hearings, or cases must be filed in large groups.  Forcing the Debtor’s counsel to attend multiple hearings simply wears down the Debtor counsel. 

       Second, and this is perhaps the trustee’s most potent weapon, is that the trustee can make an oral motion to dismiss at any hearing and on virtually any grounds.  Often these motions are based on technical aspects involving plan payments, mortgage payments, tax returns, credit counseling certificates, and a myriad of local concerns.   Very few Chapter 13s are dismissed on the merits i.e. failure to confirm a plan because of some missing 1325(a) element.

      Third is some judges just don’t like Chapter 13.  I can’t blame them.  The calendars are long and half the 
cases have zero chance of working.  Here is one judge who really doesn’t like Chapter 13s.
There are many more and those are just the three that came to mind.  I am not even going to get into all the 
post-confirmation problems like tax refunds, motions to modify / dismiss and the hurdles of actually getting 
the discharge order in hand. 

       Nor am I going to get into the limitations on bifurcation of secured claims, the 60-month limit (no more, 
no  less) on repayments and general inflexibility.

      The next installment will get to why in fact Chapter 11 is superior in many cases.

      Finally, I am not begrudging or criticizing any trustee or their counsel for doing the above things.  I 
respect the trustee’s business judgment, if they believe doing the above helps them further their 
responsibilities and duties, then I respect that and won’t question it at all.

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