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Tuesday August 11, 2026 9:30am - 10:30am EDT
Separation of Duties in a Trustee’s Office:
Internal controls are strengthened when certain duties are divided among the trustee and employees. What do you do when small staff size precludes segregating duties?  

Remote Assistant Best Practices:
Working remotely began with the advent of the internet, ECF and cloud-based software. Trustees and their assistants could work virtually from anywhere. Then came the Covid-19 pandemic and reduced case filings – further warranting the need to work remotely. More and more trustee practices are heading to the “virtual reality” of the use of remote assistants/administrators. This session will help guide assistants that are transitioning to a remote setup or those currently working as a remote assistant. Join us as we cover the best practices of a remote/virtual assistant.

What Would You Do Case Issues:
This interactive roundtable session will explore the question: “What should the Trustee’s office do?” Using three real-world case scenarios, participants will discuss how best to respond to common challenges faced in bankruptcy cases, including a debtor’s repeated failure to comply with court orders, debtor’s counsel routinely failing to appear at §341 meetings, and issues arising in a converted Chapter 11 case.
Speakers
avatar for Lawrence Dockery

Lawrence Dockery

Legal Assistant, Fava Firm
Lawrence is a Trustee Assistant to Will Fava, who was appointed in the Northern District of Mississippi in 2019 and in the Western District of Tennessee in 2022, but he has been doing bankruptcy debtor work since 2014. Outside of bankruptcy, Lawrence has been a soccer referee since... Read More →
avatar for Lori L. Grahl

Lori L. Grahl

Paralegal, H Jason Gold, Trustee
Lori has worked as paralegal and trustee assistant for Robert H. Waldschmidt, Esq., Nashville, TN since 1985. Mr. Waldschmidt has retired from the trustee practice, but Lori continues to assist him in the wind down of his office. Her duties concentrated on commercial law and bankruptcy... Read More →
avatar for Pam Kraus

Pam Kraus

Case Administrator/TA/Paralegal, Marshack Hays Wood LLP
Pamela Kraus is a Trustee case administrator and senior paralegal with Marshack Hays Wood LLP. Pam has been a Trustee Case Administrator for Mr. Marshack since 1990, as well as other trustees, and has trained several case administrators over the years. Most recently, Mr. Wood was... Read More →
Tuesday August 11, 2026 9:30am - 10:30am EDT
TBA

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