NACBA's 34th Annual Convention

This presentation provides a comprehensive review of means testing fundamentals while addressing recent updates and common pitfalls practitioners encounter in 2026. Drawing on over 16 years of experience and as co-author of the NC Bankruptcy Bar's Means Testing chapter since 2012, this session will cover: calculation errors that trigger objections, handling above-median debtors, special circumstances and rebuttal strategies, recent case law interpretations, and practical tips for avoiding UST/BA challenges. Whether you're new to bankruptcy practice or need a refresher on evolving means test issues, this session offers actionable guidance to ensure accurate calculations and successful case outcomes.