Cook County 341 Trustee Preferences

The preferences identified in the following charts are for informational purposes only and merely reflect a particular trustee's preferences. It does not expand or limit a trustee's discretion, nor does it expand or limit a debtor's duties to produce statutorily required information. If you have a question about the information in the chart, contact the trustee.

Cook County
Trustee Name List the preferred method for debtors to transmit the tax return, pay stubs and additional documents to you. State any informal practices you have established - e.g., meeting continued if documents not received within 48 hours of meeting, etc.
R. Scott Alsterda Accepts documents via email. None.
Brian Audette Prefers to received documents by email but will accept hand delivery. Meeting generally continued if the required documents are not produced before the meeting.
Joseph Baldi Strongly prefers documents by email to: balditrustee@baldiberg.com and jmanola@baldiberg.com with debtor name and case number in subject line. Will also accept fax and U.S. Mail. Meeting generally continued if documents are not received at least 7 business days before meeting date.
Ira Bodenstein Prefers to receive by email or U.S. mail. Will not accept fax. Meeting generally continued if the required documents not received at least 5 days in advance. Debtors should also bring account statements as required by FRBP 4002(b)(2)(B), copies of current mortgage statements showing balance due, and comp. market analysis if available.
Barry A. Chatz Hand delivered at 341 meeting. Comfortable reviewing the tax and wage information at the 341meeting.
Eugene Crane Prefers email but will also accept fax. Meeting generally continued if the required documents are not received 7 days before the 341 meeting.
Allan J. DeMars Accepts mail or hand delivery. Depends on circumstances but generally has all documents in advance of the meeting.
Michael Desmond Prefers to received documents by email in pdf format with case name and number on subject line. Meeting generally continued if the required documents are not produced 7 days before the meeting.
Deborah K. Ebner Prefers documents by email to: Admin.assistant@debnertrustee.com; does not accept documents by fax Meeting is generally continued if tax returns and/or pay stubs are not received at least 24 hours in advance.
Richard M. Fogel Prefers email but also accepts mail or fax delivery. Meeting is generally continued if documents are not received at least 72 hours in advance. Debtors should also bring to 341 meeting statements for each of the debtor's bank and investment accounts for the time period that includes petition date per FRBP 4002(b)((2)(B)
Frances Gecker Accepts documents by mail, e-mail or fax. If the debtor is unemployed and filed no returns, will verify that at the 341 meeting. On occasion, if the returns are simple will accept and review them at the 341 meeting.
Karen R. Goodman Prefers documents by email to nbeagan@taftlaw.com. Requires document 7 days in advance of the meeting. Will usually continue the meeting if they are not received prior to the meeting.
Deborah Gutfeld Only accepts documents by U.S. mail. Meeting generally continued if the required documents are not produced before the meeting; will accept and review at meeting provided they are complete and simple.
David R. Herzog Accepts e-mail, fax, mail, or hand delivery. Will generally not conduct a first meeting without receiving the documents before or no later than the first meeting of creditors. This problem is most prevalent with pro se filers. On rare occasions, if debtor's counsel brings the required documents to the meeting with an explanation, documents will be reviewed at the first meeting.
Robert B. Katz Accepts mail or hand delivery only. Please provide documents as early as possible so as to allow for review and resolution of any issue prior to the 341 meeting.
David P. Leibowitz Prefers email. Refer to trustee website for additional info. www.lakelaw.com/trustee Will generally not hold meeting without receiving tax returns and pay stubs prior to the meeting. Prefers documents submitted 7 days advance. Also, Trustee enforces Rule 4002(b)(2)(B) and will generally not hold a meeting without bank statement(s) as of date of filing or an affidavit that there is no bank account.
Phillip D. Levey Documents must be delivered by mail before the meeting. Does not accept emails or faxes for privacy and security reasons. Meeting is generally continued if documents are not received at least 24 hours in advance. If the debtor or debtor’s counsel nonetheless gives the documents for the first time at the 341 meeting, will usually review them at that time provided that the returns and pay advices are simple in order to avoid imposing a possible hardship on the debtor in having to come back for a continued meeting.
Philip V. Martino Prefers email at colleen.greer@quarles.com. Will also accepts documents at the meeting. Does not continue or move to dismiss
Richard J. Mason Accepts mail, e-mail, or fax. If the debtor has not filed a Means Test within 48 hours of meeting debtor's attorney is immediately contacted.
Andrew J. Maxwell Prefers documents by email to trustee@maxwellandpotts.com but will accept documents by mail. Meeting continued if the required documents are not received at least 5 days in advance of meeting date. Debtor's should bring to the 341 meeting statements for all bank and investment accounts as required by FRBP 4002(b)(2)(B)
Alex D. Moglia Mail, email or fax. Requires documents 7 days in advance of the meeting.
Norman B. Newman Prefers email, but will also accept via fax, regular mail or hand delivery. Trustee always tries to review these before the section 341 meeting. Trustee generally will not conduct a 341 meeting without tax returns and pay advices, but will continue the meeting to enable the debtor to provide the documents.
Gus Paloian Accepts documents only by hand delivery at 341 meeting. Meeting generally continued if the required documents are not received at or before the 341 meeting.
Ronald Peterson No preference on how documents are received. Flexible on receiving documents before 341 meeting.
Steve Radtke Strongly prefers documents by email to: sradtke@chillchillradtke.com and kmanning@chillchillradtke.com with debtor name, case number and meeting date in subject line. Will also accept by U.S. mail. Meeting generally will be continued if required documents are not produced before the meeting, but will accept and review at meeting provided they are simple and complete.
N. Neville Reid Accepts documents by email or mail. No informal practices have been established.
Catherine L. Steege Accepts documents by fax, email, or personal delivery. Requires tax documents and pay stubs at the meeting. If not produced, the meeting will generally be continued.
Miriam Stein Prefers documents by US mail. Meeting is generally continued if documents are not received at least 72 hours in advance. Sometimes will file a motion to dismiss if the attorney routinely never provides the required documents.
Gregg E. Szilagyi No preference on how documents are received. Accepts documents at the meeting.