Understanding Contemporaneous Exchange for New Value Defense (Bankruptcy)

Definition & Meaning

The contemporaneous exchange for new value defense is a legal protection available to creditors in bankruptcy cases. This defense applies when a creditor is facing a preference action, which is an attempt by a bankruptcy trustee or debtor in possession to recover payments made to the creditor before the bankruptcy filing. Under this defense, a creditor can argue that a payment received was a fair exchange for new value provided to the debtor at the same time.

Table of content

Real-world examples

Here are a couple of examples of abatement:

Example 1: A supplier delivers goods to a retailer and receives payment on the same day. If the retailer later files for bankruptcy, the supplier can use the contemporaneous exchange for new value defense to protect the payment received.

Example 2: A contractor completes work for a client and is paid immediately. If the client subsequently declares bankruptcy, the contractor may assert this defense to avoid returning the payment. (hypothetical example)

Comparison with related terms

Term Definition Key Differences
Preference Action A legal action to recover payments made to creditors before bankruptcy. Focuses on the recovery of payments, while contemporaneous exchange defends against such recovery.
New Value Value provided to a debtor in exchange for a transfer. New value is a component of the contemporaneous exchange defense.

What to do if this term applies to you

If you are a creditor facing a preference action, consider gathering evidence of the contemporaneous exchange, including contracts, invoices, and payment records. You can also explore US Legal Forms for templates that can help you manage the legal process. If the situation is complex, consulting with a legal professional is advisable for tailored guidance.

Quick facts

  • Defense Type: Statutory defense in bankruptcy
  • Key Statute: 11 U.S.C. § 547
  • Intent Requirement: Must be proven by the creditor
  • Value Requirement: Must equal the value received by the debtor

Key takeaways

Frequently asked questions

A preference action is a legal effort by a bankruptcy trustee to recover payments made to creditors shortly before a bankruptcy filing.