| Course | BUSI 354 Estate Planning (BUSI354) |
|---|---|
| Credit hours | 3 |
| Program | BS in Business Administration |
| Length | 8 Module/Weeks, online |
| Weeks with written work | 7 of 8 |
| Samples on this site | 7 week sample papers |
| Sources | Liberty's 2026-2027 catalog and the published BUSI 354 course guide |
| Updated | October 2026 |
What BUSI 354 covers
Six forums ask students to elaborate on the textbook material and analyze a question it raises, each with a reply to a classmate; the Client Interview in Module/Week 5, worth 200 points, responds to a video interview by analyzing the probate and tax status of a family without an estate plan and outlining the estate planning issues.
In Module/Week 8 students analyze a provided estate plan scenario, take a ten-question Estate Plan Exam and write a 10-12 page memo to a supervisor explaining the reasoning behind each exam answer; seven open-book quizzes, some with calculations, cover the chapters.
Estate Planning focuses on the efficient conservation and transfer of wealth, consistent with the goals of a financial planner's clients. It is a study of the legal, tax, financial and non-financial aspects of this process, covering topics such as: trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes.
BUSI 354 week by week, with the sample for each
| Week | Written work in the course guide | Points | Sample |
|---|---|---|---|
| Week 1 | Discussion Board Forum 1 (Quiz 1 also due) | 50 | Read the Week 1 sample |
| Week 2 | Discussion Board Forum 2 (Quiz 2 also due) | 50 | Read the Week 2 sample |
| Week 3 | Discussion Board Forum 3 (Quiz 3 also due) | 50 | Read the Week 3 sample |
| Week 4 | Discussion Board Forum 4 (Quiz 4 also due) | 50 | Read the Week 4 sample |
| Week 5 | Client Interview (Quiz 5 also due) | 200 | Read the Week 5 sample |
| Week 6 | Discussion Board Forum 5 (Quiz 6 also due) | 50 | Read the Week 6 sample |
| Week 7 | Discussion Board Forum 6 (Quiz 7 also due) | 50 | Read the Week 7 sample |
| Week 8 | Estate Plan Exam and Estate Plan Memo on the course's own scenario (not sampled) | No written paper this week |
Where BUSI 354 papers lose points
BUSI 354 work loses points when forum posts describe estate planning tools without applying them to the question asked, when the client interview analysis guesses at intestacy rules instead of applying the governing state's statute, and when tax figures ignore the current federal exemption and marital deduction.
Using a BUSI 354 sample well
The samples draw on research on advance directives, the nonprobate revolution, the timing of gifts and bequests under transfer taxes, the effect of inheritances on heirs' work, estate taxation and charitable giving, with Dalton and Langdon's Estate Planning.
BUSI 354 questions, answered
What is the BUSI 354 Client Interview assignment?
A 200-point analysis in Module/Week 5 responding to a video interview with a potential client: the probate and tax status of the client's family without an estate plan, the planning issues and the start of an estate plan outline.
What is the BUSI 354 Estate Plan Memo?
A 10-12 page memo to a supervisor in Module/Week 8 explaining the reasoning behind each answer on the ten-question Estate Plan Exam, which is drawn from a provided scenario about a couple named Kathi and Darren.
How many forums are in BUSI 354?
Six, in Modules/Weeks 1 through 4, 6 and 7, each asking for an analysis of a question raised by the textbook and a reply to a classmate's thread.
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