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.
| 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 |
To protect personal and sensitive information, the trustee does not accept documents via email or facsimile.
All documents must be uploaded to the AXOS document sharing system. Upon case filing, you will receive a system generated email from AXOS that will provide instructions for uploading documents. For clarification of the process or further support, please contact AXOS Customer Service via email at documentdelivery@axosfs.com or via telephone at 1-888-374-8267. If you do not have an attorney, please contact AXOS Customer Support via email at documentdelivery@axosfs.com or via telephone at 1-888-374-8267 for assistance uploading documents to the trustee. |
Trustee requires the following documents at least 10 days in advance of the 341 meeting date.
In Addition Where Applicable:
All documents must be uploaded to the AXOS document sharing system. |
| Ira Bodenstein |
To protect personal and sensitive information, the trustee does not accept documents via email or facsimile.
All documents must be uploaded to the Stretto document sharing system. Upon case filing, you will receive a system generated email from Document Portal (Stretto) instructing you to upload documents. If you have questions regarding this process, please contact Stretto client services at If you do not have an attorney, please contact my paralegal at pfredericks@cozen.com for assistance uploading the required documents. If you have questions about these required documents or need a registration key, please contact my paralegal Patricia Fredericks at pfredericks@cozen.com. |
Trustee requires the following documents at least 14 days in advance of the 341 meeting date.
All documents must be uploaded to the Stretto document sharing system. |
| Michael Desmond |
To protect personal and sensitive information, the trustee does not accept documents via email or facsimile.
All documents must be uploaded to the Stretto document sharing system. Upon case filing, you will receive a system generated email from Document Portal (Stretto) instructing you to upload documents. If you have questions regarding this process, please contact Stretto client services at 1-800-634-7734 for further instruction. If you have questions about these required documents or need a registration key, please contact my paralegal Ricki Podorovsky rpodorovsky@sgrlaw.com. If you do not have an attorney, please contact my paralegal Ricki Podorovsky rpodorovsky@sgrlaw.com for assistance uploading the required documents. |
Trustee requires the following documents at least 7 days in advance of the 341 meeting date.
For business cases please also provide:
Meeting will be continued if documents are not received 7 days in advance. |
| Deborah K. Ebner |
Trustee Ebner uses a document sharing system that will allow you to upload required 341 documentation to Trustee Ebner’s document management system. Upon case filing, you will receive a system generated e-mail that will instruct you how to upload documents. For clarification of the process please contact customer support at 1-866-878-7831 Ext. 1.
If you have no attorney, please contact the above support number for assistance, or mail the documents to the following address : PO BOX 929 Glenview, ILL 60025 |
Meeting will be continued if social security card, government issued ID card, and tax returns and/or pay stubs are not received at least 48 hours in advance.
|
| Richard M. Fogel |
To protect personal and sensitive information, the trustee does not accept documents via email or facsimile.
All documents must be uploaded to the Stretto document sharing system. Upon case filing, you will receive a system generated email from Document Portal (Stretto) instructing you to upload documents. If you have questions regarding this process, please contact Stretto client services at If you do not have an attorney, please contact me at fogeltrustee@gmail.com for assistance uploading the required documents. |
Trustee requires the following documents at least 14 days in advance of the 341 meeting date for each debtor:
Trustee may request additional documents based on the circumstances of the case. |
| Frances Gecker |
To protect personal and sensitive information, the trustee does not accept documents via email or facsimile.
All documents must be uploaded to the TitleXI document sharing system. Upon case filing, you will receive a system generated email from Document Portal (Title XI) instructing you to upload documents. If you have questions regarding this process, please contact Title XI client services at 855-617-7666 x103 or email at support@titlexi.com for further instruction. If you do not have an attorney, please contact my paralegal at csmith@fgllp.com for assistance uploading the required documents. If you have questions about these required documents, please contact my paralegal Christina Smith at csmith@fgllp.com. |
Trustee requires the following documents at least 14 days in advance of the 341 meeting date.
All documents must be uploaded to the Title XI Trustee’s portal document sharing system. |
| Karen R. Goodman |
To protect personal and sensitive information, the trustee does not accept documents via email or facsimile.
All documents must be uploaded to the AXOS document sharing system. Upon case filing, you will receive a system generated email from Axos that will provide instructions for uploading documents. For clarification of the process or further support please contact AXOS Customer Support via email at documentdelivery@axosfs.com or via telephone at 1-888-374-8267. If you do not have an attorney, contact my assistant, Akyva Bell-Powell, via email at abell-powell@cranesimon.com or via telephone at (312) 641-6777. For technical support with uploading documents to the Trustee, contact AXOS Customer Support via email at documentdelivery@axosfs.com or via telephone at 1-888-374-8267. |
Trustee requires the following documents at least seven (7) days in advance of the 341 meeting date.
Tax returns for the most recent last year Proof of income and information for all sources of income for the 60 days prior to filing date (ex pay advices, Social Security benefit statement, bank statements) Photo ID (ex Driver’s License, State ID, Passport) Proof of Debtor’s Social Security number (ex. Social Security Card, unredacted W-2 or TIN). Tax returns or transcripts are not acceptable for proof Social Security number. All documents must be uploaded to the AXOS document sharing system. If an interpreter is needed, please inform the Trustee seven (7) days in advance of the meeting date. The meeting might be rescheduled at the Trustee's discretion. |
| Reed Heiligman |
To protect personal and sensitive information, the trustee does not accept documents via email or facsimile.
All documents must be uploaded to the KCC/Title XI document sharing system. Upon case filing, you will receive a system generated email from KCC/Title XI that will provide instructions for uploading documents. For clarification of the process or further support please contact KCC/Title XI Customer Support at https://upload.titlexi.com/support/attorney or via telephone at 1-855-617-7666 x103. If you do not have an attorney, please contact KCC/Title XI at https://upload.titlexi.com/support/attorney or via telephone at 1-855-617-7666 x103 for assistance uploading documents to the trustee. Reed Heiligman, Ch. 7 Trustee |
Trustee requires the following documents at least 7 days in advance of the 341 meeting date.
Trustee might request additional documents based on the circumstances of the case. Metting generaly continued if documents are not received 7 days in advanced. All documents must be uploaded to the KCC/Title XI document sharing system. |
| David R. Herzog | 341 documents should be submitted in PDF format through the following website address: https://apps.bluestylus.com Contact Trustee's office if there are problems or questions. Pro Se filers may submit documents through mail or hand-delivery. Fax not accepted. |
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. |
| Ariane Holtschlag | Trustee uses the AXOS document sharing system. Counsel is required to use the AXOS document portal for submission of all 341 documents. Upon case filing, you will receive a system generated email that will instruct you how to upload documents. For clarification of the process please contact AXOS customer support at 1-888-374-8267 or email documentdelivery@axosfs.com. | Meeting generally continued if documents are not received at least 7 business days before meeting date. |
| David P. Leibowitz | To protect personal and sensitive information, the trustee does not accept documents via email. 341 documents should be submitted in PDF format through the Trustee Collaborative document portal: https://apps.bluestylus.com For pro-se debtors only, documents may be sent by fax to: 872-266-0021.
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Meetings are generally continued if required documents not received electronically at least 5 days in advance. The Trustee requires two (2) years of tax returns, sixty (60) days of pay advices, and bank statements for the ninety (90) days prior to filing (including pre-paid debit cards). The Trustee enforces Rule 4002(b)(2)(B) and will generally not hold a meeting without the required documents.
|
| 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. |
| Alex D. Moglia |
To protect personal and sensitive information, the trustee does not accept documents via email or facsimile.
All documents must be uploaded to the Stretto Document Portal. Upon case filing, you will receive a system generated email from Stretto Document Portal instructing you to upload documents. If you have questions regarding this process, please contact Stretto client services at If you do not have an attorney, and you have questions about these required documents or need a registration key, please contact karen@mogliaadvisors.com. |
Trustee requires the following documents at least 14 days in advance of the 341 meeting date for each debtor:
All requested documents must be uploaded to the Stretto Document Portal. Trustee may request additional documents based on the circumstances of the case. |
| Norman B. Newman |
To protect personal and sensitive information, the trustee does not accept documents via email or facsimile.
All documents must be uploaded to the Stretto document sharing system. Upon case filing, you will receive a system generated email from Stretto Document Portal instructing you to upload documents. If you have questions regarding this process, please contact Stretto client services at 1-800-634-7734 for further instruction. If you do not have an attorney, please contact the trustee at nnewman@raineslaw.com for assistance in uploading the required documents. If you have any questions about these required documents or need a registration key, please contact me at nnewman@raineslaw.com |
Trustee requires the following at least 7 days in advance of the 341 meeting date:
Trustee will generally not conduct a 341 meeting without any of the above documents, but will continue the meeting to enable the debtor to provide the documents. |
| Gus Paloian | Accepts documents via TFS software. When case is filed, Debtor will receive a link to upload the documents. | Meeting generally continued if the required documents are not received at or before the 341 meeting. |
| Steve Radtke |
To protect personal and sensitive information, the Trustee does not accept documents via email or facsimile.
All documents must be uploaded to the AXOS document sharing system. Upon case filing, you will receive a system generated email from AXOS that will provide instructions for uploading documents. Please contact AXOS Customer Support via telephone at 1-888-374-8267 or via email at documentdelivery@axosfs.com for any questions or assistance. If you do not have an attorney, please contact AXOS Customer Support via telephone at 1-888-374-8267 or via email at documentdelivery@axosfs.com for assistance with uploading documents to the trustee. |
The Trustee requires the following documents at least 10 days prior to the first meeting of creditors:
-Government issued photo ID (Driver’s License, State Identification Card or Passport) -Proof of Social Security Number (Social Security Card, W2 or 1099) -Pay advices for the 60 days prior to filing date and information for all sources of income within that time period -Last 2 tax returns filed -Inventory of Business Assets for all businesses listed on Schedules or SOFA -Most recent balance sheet, profit/loss statement and tax returns for all businesses listed on Schedules or SOFA The Trustee may request additional documents based on the circumstances of the case. All requested documents must be uploaded to the AXOS document sharing system. |
| N. Neville Reid |
To protect personal and sensitive information, the trustee does not accept documents via email or facsimile.
All documents must be uploaded to the AXOS document sharing system. Upon case filing, you will receive a system generated email from AXOS that will provide instructions for uploading documents. For clarification of the process or further support, please contact AXOS Customer Service via email at documentdelivery@axosfs.com (link sends e-mail) or via telephone at 1-888-374-8267. If you do not have an attorney, please contact AXOS Customer Support via email at documentdelivery@axosfs.com (link sends e-mail) or via telephone at 1-888-374-8267 for assistance uploading documents to the trustee. |
Trustee requires the following documents at least 5 days in advance of the 341 meeting date.
All documents must be uploaded to the AXOS document sharing system. For efficiency, all debtors requiring interpreters should notify the trustee’s assistant, Blair Henderson via email at bhenderson@foxswibel.com with a cc to Neville Reid at nreid@foxswibel.com at least 5 days in advance prior to hearing. The hearing will be continued on a separate day as a stand alone meeting. The email should include the following:
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| Catherine L. Steege | Trustee Steege uses a document sharing system that will allow you to upload required 341 documentation to Trustee Steege’s document management system. Upon case filing, you will receive a system generated e-mail that will instruct you how to upload documents. For clarification of the process please contact customer support at 1-888-374-8267 or email documentdelivery@axosfs.com. If you have no attorney, or otherwise do not have access to a computer, you may transmit documents by fax transmission to 312-840-7352. |
Requires tax documents and pay stubs at the meeting. If not produced, the meeting will generally be continued.
|
| Miriam Stein Granek |
Please use the KCC document portal for submission of 341 docs. Upon case filing, you will receive a system generated e-mail that will instruct you how to upload documents. Pro se debtors may email documents to mgranek@gutnicki.com or send via U.S. Mail. Make sure to put the case number in the email subject line or on the hard copies.
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Trustee requires the following documents at least 1 week in advance of the 341 meeting date.
In Addition Where Applicable:
All documents must be uploaded to the KCC document sharing system. |
| Gregg E. Szilagyi | Trustee Szilagyi uses the AXOS document sharing system. Counsel is required to use the AXOS document portal for submission of all 341 documents. Upon case filing, you will receive a system generated e-mail that will instruct you how to upload documents. For clarification of the process please contact AXOS customer support at 1-888-374-8267 or email documentdelivery@axosfs.com (link sends e-mail). If you do not have an attorney, documents can be submitted by email to: gs@tailserv.com with the debtor’s name, case number and meeting date in subject line. | Meeting may be continued if tax returns and paystubs not received at least 72 hours in advance. Debtors should also bring to the meeting statements for each bank, investment and retirement account for the time period that includes petition date per FRBP 4002(b)(2)(B). If the debtor owns a vehicle exceeding $2400 in value and without a lien bring a current appraisal from a reputable source such as CarMax. |