Word

BLUEPRINT FOR WEALTH

Status

Pending

Status Code

653

Status Date

Friday, January 19, 2024

Serial Number

97713440

Mark Type

4000

Filing Date

Monday, December 12, 2022

Trademark Owner History

Zell, Wayne M.

Classifications

36 Consultancy of capital investment; Estate planning; Estate trust planning; Fiduciary services, namely, fiduciary representative services; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence through estate planning; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment consultancy; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Venture capital advisory services

35 Business planning; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consulting services

45 Legal advisory services; Legal advisory services in the field of business planning, estate planning, fiduciary services, tax planning, financial planning, and investment counseling; Legal consultancy in the field of taxation; Legal consultation services; Legal consulting services in the field of business planning, estate planning, fiduciary services, tax planning, financial planning, and investment counseling; Legal information services; Legal information services in the field of business planning, estate planning, fiduciary services, tax planning, financial planning, and investment counseling; Legal services; Legal services relating to company formation and registration; Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of business law, estate and trust law, and taxation law; Legal services, namely, providing customized legal information, counseling, advice, and litigation services in all areas of law to people and families of modest incomes; Providing information about legal services via a website

"WEALTH"

Trademark Events

Jan 19, 2024

Notification Of Letter Of Suspension E-Mailed

Jan 19, 2024

Letter Of Suspension E-Mailed

Jan 19, 2024

Suspension Letter Written

Dec 13, 2023

Teas/Email Correspondence Entered

Dec 13, 2023

Correspondence Received In Law Office

Dec 13, 2023

Teas Response To Office Action Received

Sep 18, 2023

Notification Of Non-Final Action E-Mailed

Sep 18, 2023

Non-Final Action E-Mailed

Sep 18, 2023

Non-Final Action Written

Sep 15, 2023

Assigned To Examiner

Dec 15, 2022

New Application Office Supplied Data Entered

Dec 15, 2022

New Application Entered