Read the fact pattern below and prepare a memorandum of no less than 3, but no more than five, pages to your supervising attorney:Identifying and analyzing all claims to which the client may be subjectIdentifying and analyzing all defenses that may be available to the clientIdentifying and analyzing any counterclaims that the client may have against the plaintiffFact patter attached If needed state is MNRefernece page required
wk5_fact_pattern.docx
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Bob Redux
Your supervising attorney calls you into his office and tells you that since you did such a
good job helping him resolve the issue with Bobs brawl, hes decided you are the perfect
choice to assist him in a new matter. The client, of course, is Bob, the troublesome son of
the firms important client. Apparently, Bob has just been threatened with a lawsuit. He
asks you to do the intake of Bobs case and prepare a memorandum outlining the claims
against Bob and any defenses he may have against them. Your supervisor also tells you that
Bobs father is firmly on his sons side this time and is willing to provide the resources
necessary to defend to the last and sue the plaintiff if there are viable claims.
You meet with Bob in the firms conference room. Bob explains that he is a finance major at
a local university in town. He was able to secure an internship at a local prestigious financial
service firm, The Titus Group. This firm was founded and controlled by Henry Titus. Henry
Titus is well known in the community as a financial wizard who single-handily built the Titus
Group. The firm serves many of the towns most prominent and wealthy citizens.
Bobs experience during his internship was not pleasant. He tells you that he was continually
berated and verbally abused by Henry Titus. In fact, Titus even threw a report Bob prepared
for him in Bobs face. Bob spent some time each evening posting an accurate account of
Bobs behavior to his friends and families on a popular social media site. Some of these
friends are clients of the Titus Group.
Bobs complaints didnt stop there. He told his intern advisor at the university and the
director of the career center as well. His advisor called Henry Titus to discuss the matter,
but Titus claimed that Bob was lying and advised Bobs adviser that he was terminating the
internship. Bob was unable to find another internship. He wasted his time and his fathers
money on the college credits that he will not earn. Hell also suffer an incomplete on his
college transcript.
You ask Bob if that was it, and of course, since it was Bob, that was not it. Bob posted his
termination from Titus Group internship on the social media page and called Henry Titus a
liar. He also decided to share the following tidbits of information he learned in his
internship, all of which Bob claims are absolutely true and can be verified:
Henry Titus does not have a college education even though he claims in his
advertisements that he does hold an advance degree in finance
Henry Titus relies on the analysis of his staff of financial advisers to make all
financial planning decisions, even though he markets himself as a financial guru that
personally handles each clients portfolio
Henry Titus routinely makes disparaging remarks about his whining clients when
they complain about a decline in their portfolios.
Bob also tells you he posted the following comment on his social media page: Based on
what I learned during my internship, I think Henry Titus is an abusive, unethical
businessman and a liar. I dont think clients should trust him at all. I sure wouldnt trust him
with my money.
One of Bobs friends on the social media site decided to share the comments with Henry
Titus.
Bob received a letter from an attorney representing Henry Titus and the Titus Group
demanding a retraction of the comments on the social media site as well as a post
apologizing within ten days or a lawsuit will be filed against him. Bob ignored the letter. Its
been 12 days.
Bob also tells you that there has been even more fallout. Bob graduates this coming spring
and has started applying for jobs. When asked about his internship, he explained the
situation to his prospective employers. These firms have called Henry Titus who has claimed
that Bob was released from his internship early due to incompetence and unethical
behavior. Luckily for Bob, the head of one of the firms is a friend of his father and told Bobs
dad what was going on. Bob wants to know if there is anything your firm can do. Hes been
unable to secure employment and he thinks Titus influence in the local business community
is the reason why.
…
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