Winnebago 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.

Winnebago 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.
Brian Hart Prefers documents to be sent via the Stretto document portal.  Questions should be directed via email to All documents must be received in Trustee's office seven (7) days prior to 341 meeting, or the meeting will be continued. Documents required are: 1.) 60 days of paystubs or income information prior to filing. 2.)  a copy of the last Federal tax return filed by the debtor with all schedules and statements included, and 3.) 90 days of pre-petition bank statements for all accounts.
James Stevens Prefers email sent to: with reference of debtor name, case number and meeting date in subject line. Meeting will generally be continued if documents (tax returns and/or pay advices) are not received within 7 days prior to the meeting date.
Joseph Olsen Prefers email sent to with reference of debtor name, case number and meeting date/time in subject line. Requires the documents to be sent at the time of filing of the petition to allow for the review and resolution of any issue prior to the 341