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BUS147:SLO#3: ESTATE 
BUS147:SLO#3: ESTATE
Given a client scenario, design and support an appropriate estate plan.
Rubric Code: D95X8X
By kveberle
Ready to use
Public Rubric
Subject: Law  
Type: Project  
Grade Levels: Undergraduate

Powered by iRubric Financial Statements
  Poor (F)

8 pts

Fair (D)

11 pts

Good (C)

14 pts

Very Good (B)

17 pts

Excellent (A)

20 pts

Analysis of Facts and Available Opt

Poor (F)

Student addresses few of the key facts. The proposed plan is not fully developed and has serious flaws.
Fair (D)

Student addresses some of the key facts. The proposed plan is not fully developed or has serious flaws.
Good (C)

Student addresses the majority of the key facts and prepares a plan that is mostly logical, but could be substantially improved.
Very Good (B)

Student addresses all but one relevant key fact and develops a plan that is logical, but contains a flaw.
Excellent (A)

Student addresses all relevant facts and develops a logical and financially beneficial estate plan for client.
Rec #1: Will

Poor (F)

Will is used for several assets better gifted through other means. Will is unclear. Most formalities of will execution are not observed.
Fair (D)

Will is used for some assets better gifted through other means. Will is somewhat unclear. Most formalities of will execution are observed.
Good (C)

Will is used primarily for assets not better gifted through other means. Will is mostly clear and concise. All formalities of will execution are observed.
Very Good (B)

Will is used only for assets not better gifted through other means. Will is mostly clear and concise. All formalities of will execution are observed.
Excellent (A)

Will is used only for assets not better gifted through other means. Will is clear and concise. All formalities of will execution are observed.
Rec #2: Trusts, Gifts

Poor (F)

Student selects improper trust(s) for the client. Student drafts trust(s) in a manner that fails to meet the majority of client's needs. Student fails to observe all formalities of trust creation.
Fair (D)

Student selects questionable trust(s) for client. Student drafts trust(s) in a manner that fails to meet several of client's needs. Student fails to observe all formalities of trust creation.
Good (C)

Student selects appropriate trust(s), but not the best option(s).
Very Good (B)

Majority of student's selections are appropriate. Trust(s) address the majority of client's needs. Student observes all formalities of trust creation.
Excellent (A)

Student selects the proper trust(s) for the client. Student drafts trust(s) properly to address all of client's needs. Student observes all formalities of trust creation.
Formatting

Poor (F)

Student's documents do not include two of the following: Times New Roman, 12-point font, and full justification. AND- student documents do not appear to be related documents.
Fair (D)

Student's documents do not include two of the following: Times New Roman, 12-point font, and full justification. OR- student documents do not appear to be related documents.
Good (C)

Student's documents do not include one of the following: Times New Roman, 12-point font, and full justification.
Very Good (B)

Student's documents are formatted in Times New Roman, 12-point font, fully justified. The documents contain some inconsistencies.
Excellent (A)

Student's documents are formatted in Times New Roman 12 point font, fully justified. Each document is similarly formatted so that they are clearly related documents.
Spelling and grammar

Poor (F)

Student's documents contain more than 6 spelling or grammatical errors.
Fair (D)

Student's documents contain 6 or fewer spelling or grammatical errors.
Good (C)

Student's documents contain 4 or fewer spelling or grammatical errors.
Very Good (B)

Student's documents contain 2 or fewer spelling or grammatical errors.
Excellent (A)

Student's documents contain no spelling or grammatical errors.






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