Business & Finance a homework project . The class is Estate Planning and the project is a memo for Client interview Assignment. a homework project . The class is Estate Planning and the project is a memo for Client interview Assignment.
a homework project . The class is Estate Planning and the project is a memo for Client interview Assignment.
9 months ago 1
MemoClientInterviewAssignmentInstructions.docx
MemoClientInterviewTemplate.docx
Memo-ClientInterviewGradingRubric.pdf
MemoClientInterviewAssignmentInstructions.docx
BUSI 354
Memo: Client Interview Assignment Instructions
Overview
This assignment requires you to use the information you have studied in the first 5 modules of the course in order to identify the issues and concerns of a client family in the early stages of creating an estate plan.
Instructions
The family you will be writing about is introduced in the Learn item, Watch: Meet the Family found in the module. Watch the video and take notes on the family’s current situation and goals. Next, review the couple’s Statement of Financial Position given at the end of these instructions.
Then, using the information gleaned from Watch: Meet the Family, and the material in Chapters 1–8, and 11, you will write a memo to your supervisor describing the client family’s current situation and how to best begin to meet their needs and goals for an estate plan. You may also want to review the general guidelines in Chapter 14. Write your memo in a Word document. It must be 1,000 words and in current APA format. At least 2 scholarly, legal, or biblical sources must be integrated into the analysis and appropriately cited. Please review the Memo: Client Interview Grading Rubric for additional details on expectations.
Within the memo, you will need to calculate the gross estate and probate estate for both the husband and the wife using the Statement of Financial Position given at the end of these instructions.
To organize your memo, review the Memo: Client Interview Template provided. The template includes some help and guidance for each section.
Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.
Page 2 of 2
image1.emf
MemoClientInterviewTemplate.docx
BUSI 354
Memo: Client Interview Template
{Notes with curly bars should not actually be included in your paper. They are there to provide some additional commentary. Please reference the grading rubric as well for additional details. Remember your APA guidelines}
{Memo Heading. This should address your audience}
Date:
To: Professor Jantz
From: Student name
Subject: {Client Interview w/ …. Or something similar}
Intro
{One to three sentences identifying the couple and the purpose of the memo.}
Summary of the Interview
{This section should outline the basic facts of the interview from the video.}
Client Goals
{Here you should outline the client's goals. Order them by their weight of importance for the couple. This is a blended family scenario, so it may be a little more complex than others. I require three goal sections, one for the couple together, one for the husband, and one for the wife (at least 3 goals each). They should be clearly numbered. You and your supervisor will reference this section and you want the goals to be easy to identify.}
1.
2.
3.
4.
5.
Gross Estate and Probate Estate Calculations
{There should be four calculations: A gross estate and probate estate for both Andrew and Lynn.}
{Use the Statement of Financial Position provided in the Client Interview Instructions for these calculations.}
{Show your work for all calculations}
Plan/Next Steps
{This last section should outline some of your plans to help the client achieve their goals from above. You can use a bullet or numbered list to differentiate ideas, but these ideas should be more substantive and detailed. For each idea, explain which goal you are targeting (could be multiple) and how it helps accomplish this goal.}
· {Some action steps can be straight forward, such as Husband needs a will.}
· {or, Idea1 solves for Goals 1 & 3}
· {or, Need XYZ information to understand Goal 5 further}
· {or, Exhibit 14.3 Estate Plan Checklist provides some useful guidance for topics to cover.}
· {etc. You will not be able to plan for all of the goals you've laid out above as you've only had one meeting, but at least give me some substantive starters. Focus on the more important goals and outline some ideas or even additional information you may need to find out at the next meeting}
Reference List
{APA formatted list}
{Should be on separate page}
Page 2 of 2
Memo-ClientInterviewGradingRubric.pdf
Criteria Ratings Points
Completeness, Identification, Relevant Issues from Interview
25 to >22 pts
Advanced
Notes the majority of the relevant facts regarding the family discussed in the interview.
22 to >17 pts
Proficient
Notes many of the relevant facts regarding the family discussed in the interview.
17 to >0 pts
Developing
Omits significant relevant facts regarding the family discussed in the interview.
0 pts
Not Present
25 pts
Client Goals 25 to >22 pts
Advanced
Provides at least 9 goals from information learned in the video interview. 3 goals each for the couple, husband and wife.
22 to >17 pts
Proficient
Provides at least 6 total goals from information learned in the video interview for the couple, husband and wife.
17 to >0 pts
Developing
Provides 5 or fewer goals.
0 pts
Not Present
25 pts
Gross Estate and Probate Estate Calculations
40 to >35 pts
Advanced
Calculates all four (2 gross estate and 2 probate estate) estate calculations correctly, showing all work.
35 to >27 pts
Proficient
Calculates 3 of 4 gross estate and probate estate calculations correctly, showing all work or only has minor errors present.
27 to >0 pts
Developing
Calculates gross estate and probate estate calculations, but significant errors are present, or no work is shown.
0 pts
Not Present
40 pts
Memo: Client Interview Grading Rubric | BUSI354_B01_202620
Criteria Ratings Points
Plan - Substantive Analysis
50 to >44 pts
Advanced
• Provides at least 8 substantive plan solutions/action steps for the family in the interview to create its estate plan. • Major points are stated clearly and supported by the Learn material, Scripture, examples, and thoughtful analysis (considering assumptions, analyzing implications, comparing/contrasting concepts). • Scholarly, legal or biblical sources are integrated into analysis.
44 to >34 pts
Proficient
• Provides at least 5 substantive plan solutions/action steps or only provides basic solutions required for the family in the interview to create its estate plan. • Major points are stated clearly and supported by the Learn material, Scripture, examples, and thoughtful analysis (considering assumptions, analyzing implications, comparing/contrasting concepts). • Scholarly, legal or biblical sources are referenced and cited.
34 to >0 pts
Developing
• Provides fewer than 5 plan solutions/action steps. • Reviews but does not provide in-depth analysis of solutions required for the family in the interview to create its estate plan. • Key points are merely summarized or are omitted, and are substantially unsupported by the Learn material, Scripture, examples, and analysis. • Scholarly, legal or biblical sources are not used in support of analysis.
0 pts
Not Present
50 pts
Writing, Grammar, Usage, Professionalism
50 to >44 pts
Advanced
• The memo includes a minimum of 1,000 words. • Grammar, spelling, and usage are correct and demonstrate sophistication. • Memo demonstrates appropriate tone and organization for professional communication with supervisor.
44 to >34 pts
Proficient
• The memo includes 800-999 words. • Grammar, spelling, and usage are correct with only minimal errors. • Memo largely demonstrates appropriate tone and organization for professional communication with supervisor with only marginal lapses.
34 to >0 pts
Developing
• The memo contains fewer than 800 words. • Grammar, spelling, and usage errors are significant and present throughout. • Memo lacks appropriate tone and organization for communication with supervisor.
0 pts
Not Present
50 pts
Memo: Client Interview Grading Rubric | BUSI354_B01_202620
Criteria Ratings Points
APA Formatting 10 to >8 pts
Advanced
• Used at least 2 sources. • Properly APA formatted in-text citations and APA formatted reference list.
8 to >6 pts
Proficient
• Used at least 2 sources. • Errors in APA formatted in-text citations or APA formatted reference list.
6 to >0 pts
Developing
• Used less than 2 sources. • Missing APA formatted in-text citations or APA formatted reference list.
0 pts
Not Present
10 pts
Total Points: 200
Memo: Client Interview Grading Rubric | BUSI354_B01_202620
MemoClientInterviewAssignmentInstructions.docx
BUSI 354
Memo: Client Interview Assignment Instructions
Overview
This assignment requires you to use the information you have studied in the first 5 modules of the course in order to identify the issues and concerns of a client family in the early stages of creating an estate plan.
Instructions
The family you will be writing about is introduced in the Learn item, Watch: Meet the Family found in the module. Watch the video and take notes on the family’s current situation and goals. Next, review the couple’s Statement of Financial Position given at the end of these instructions.
Then, using the information gleaned from Watch: Meet the Family, and the material in Chapters 1–8, and 11, you will write a memo to your supervisor describing the client family’s current situation and how to best begin to meet their needs and goals for an estate plan. You may also want to review the general guidelines in Chapter 14. Write your memo in a Word document. It must be 1,000 words and in current APA format. At least 2 scholarly, legal, or biblical sources must be integrated into the analysis and appropriately cited. Please review the Memo: Client Interview Grading Rubric for additional details on expectations.
Within the memo, you will need to calculate the gross estate and probate estate for both the husband and the wife using the Statement of Financial Position given at the end of these instructions.
To organize your memo, review the Memo: Client Interview Template provided. The template includes some help and guidance for each section.
Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.
Page 2 of 2
image1.emf
MemoClientInterviewTemplate.docx
BUSI 354
Memo: Client Interview Template
{Notes with curly bars should not actually be included in your paper. They are there to provide some additional commentary. Please reference the grading rubric as well for additional details. Remember your APA guidelines}
{Memo Heading. This should address your audience}
Date:
To: Professor Jantz
From: Student name
Subject: {Client Interview w/ …. Or something similar}
Intro
{One to three sentences identifying the couple and the purpose of the memo.}
Summary of the Interview
{This section should outline the basic facts of the interview from the video.}
Client Goals
{Here you should outline the client's goals. Order them by their weight of importance for the couple. This is a blended family scenario, so it may be a little more complex than others. I require three goal sections, one for the couple together, one for the husband, and one for the wife (at least 3 goals each). They should be clearly numbered. You and your supervisor will reference this section and you want the goals to be easy to identify.}
1.
2.
3.
4.
5.
Gross Estate and Probate Estate Calculations
{There should be four calculations: A gross estate and probate estate for both Andrew and Lynn.}
{Use the Statement of Financial Position provided in the Client Interview Instructions for these calculations.}
{Show your work for all calculations}
Plan/Next Steps
{This last section should outline some of your plans to help the client achieve their goals from above. You can use a bullet or numbered list to differentiate ideas, but these ideas should be more substantive and detailed. For each idea, explain which goal you are targeting (could be multiple) and how it helps accomplish this goal.}
· {Some action steps can be straight forward, such as Husband needs a will.}
· {or, Idea1 solves for Goals 1 & 3}
· {or, Need XYZ information to understand Goal 5 further}
· {or, Exhibit 14.3 Estate Plan Checklist provides some useful guidance for topics to cover.}
· {etc. You will not be able to plan for all of the goals you've laid out above as you've only had one meeting, but at least give me some substantive starters. Focus on the more important goals and outline some ideas or even additional information you may need to find out at the next meeting}
Reference List
{APA formatted list}
{Should be on separate page}
Page 2 of 2
Memo-ClientInterviewGradingRubric.pdf
Criteria Ratings Points
Completeness, Identification, Relevant Issues from Interview
25 to >22 pts
Advanced
Notes the majority of the relevant facts regarding the family discussed in the interview.
22 to >17 pts
Proficient
Notes many of the relevant facts regarding the family discussed in the interview.
17 to >0 pts
Developing
Omits significant relevant facts regarding the family discussed in the interview.
0 pts
Not Present
25 pts
Client Goals 25 to >22 pts
Advanced
Provides at least 9 goals from information learned in the video interview. 3 goals each for the couple, husband and wife.
22 to >17 pts
Proficient
Provides at least 6 total goals from information learned in the video interview for the couple, husband and wife.
17 to >0 pts
Developing
Provides 5 or fewer goals.
0 pts
Not Present
25 pts
Gross Estate and Probate Estate Calculations
40 to >35 pts
Advanced
Calculates all four (2 gross estate and 2 probate estate) estate calculations correctly, showing all work.
35 to >27 pts
Proficient
Calculates 3 of 4 gross estate and probate estate calculations correctly, showing all work or only has minor errors present.
27 to >0 pts
Developing
Calculates gross estate and probate estate calculations, but significant errors are present, or no work is shown.
0 pts
Not Present
40 pts
Memo: Client Interview Grading Rubric | BUSI354_B01_202620
Criteria Ratings Points
Plan - Substantive Analysis
50 to >44 pts
Advanced
• Provides at least 8 substantive plan solutions/action steps for the family in the interview to create its estate plan. • Major points are stated clearly and supported by the Learn material, Scripture, examples, and thoughtful analysis (considering assumptions, analyzing implications, comparing/contrasting concepts). • Scholarly, legal or biblical sources are integrated into analysis.
44 to >34 pts
Proficient
• Provides at least 5 substantive plan solutions/action steps or only provides basic solutions required for the family in the interview to create its estate plan. • Major points are stated clearly and supported by the Learn material, Scripture, examples, and thoughtful analysis (considering assumptions, analyzing implications, comparing/contrasting concepts). • Scholarly, legal or biblical sources are referenced and cited.
34 to >0 pts
Developing
• Provides fewer than 5 plan solutions/action steps. • Reviews but does not provide in-depth analysis of solutions required for the family in the interview to create its estate plan. • Key points are merely summarized or are omitted, and are substantially unsupported by the Learn material, Scripture, examples, and analysis. • Scholarly, legal or biblical sources are not used in support of analysis.
0 pts
Not Present
50 pts
Writing, Grammar, Usage, Professionalism
50 to >44 pts
Advanced
• The memo includes a minimum of 1,000 words. • Grammar, spelling, and usage are correct and demonstrate sophistication. • Memo demonstrates appropriate tone and organization for professional communication with supervisor.
44 to >34 pts
Proficient
• The memo includes 800-999 words. • Grammar, spelling, and usage are correct with only minimal errors. • Memo largely demonstrates appropriate tone and organization for professional communication with supervisor with only marginal lapses.
34 to >0 pts
Developing
• The memo contains fewer than 800 words. • Grammar, spelling, and usage errors are significant and present throughout. • Memo lacks appropriate tone and organization for communication with supervisor.
0 pts
Not Present
50 pts
Memo: Client Interview Grading Rubric | BUSI354_B01_202620
Criteria Ratings Points
APA Formatting 10 to >8 pts
Advanced
• Used at least 2 sources. • Properly APA formatted in-text citations and APA formatted reference list.
8 to >6 pts
Proficient
• Used at least 2 sources. • Errors in APA formatted in-text citations or APA formatted reference list.
6 to >0 pts
Developing
• Used less than 2 sources. • Missing APA formatted in-text citations or APA formatted reference list.
0 pts
Not Present
10 pts
Total Points: 200
Memo: Client Interview Grading Rubric | BUSI354_B01_202620