BUSI 354 - Estate Planning

BUSI 354 Discussion Board Forums (6)

Discussion boards are collaborative learning experiences. Therefore, the student will respond to 6 Discussion Board Forum prompts that will elaborate on the course textbook material and will analyze a topic or question presented in the course textbook material. The student will also reply to a classmate’s thread (MLO: A, B, C, F).

BUSI 354 Client Interview

The student will respond to a video interview with a potential client. Based on the interview, the student will submit a document that analyzes the probate and tax status of the client’s family without an estate plan. The student will then identify the estate planning issues for the family and begin to outline his/her estate plan (MLO: A, B, C, D, E).

BUSI 354 Estate Plan Exam

The student will read through and analyze the Estate Plan Scenario provided in the assignment instructions folder. The student will then proceed to answer all 20 of the multiple-choice questions following the scenario. Once he/she has finished answering these questions, the student will then be ready to move on to the Estate Plan Exam. This exam will randomly ask 10 of the 20 questions that follow the Estate Plan Scenario. The student will have 10 minutes for the exam, so the process of answering the questions must be done before the student attempts the exam (MLO: A, C, E).

BUSI 354 Estate Plan

After taking the Estate Plan Exam, the student will analyze his/her answers to the 10 questions asked during the exam. The student will write a memo to his/her “supervisor” explaining his/her choices for the estate plan for Kathi and Darren. In this memo, the student must explain his/her rationale for choosing the answers that he/she chose during the Estate Plan Exam. This memo must be 10–12 pages, double-spaced, and must conform to proper formatting, spelling, grammar, and current APA guidelines (MLO: A, B, C, D).

BUSI 354 Quizzes (7)

The student will complete 8 quizzes that cover the assigned reading. All quizzes are open-book/open-notes, and some questions will require calculations. The student may not receive help from another person while taking the quiz (MLO: B, C).