ENTRUSTED PLANNING ASSESSMENT Trademark

Trademark Overview


On Tuesday, August 7, 2018, a trademark application was filed for ENTRUSTED PLANNING ASSESSMENT with the United States Patent and Trademark Office. The USPTO has given the ENTRUSTED PLANNING ASSESSMENT trademark a serial number of 88068389. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Tuesday, July 29, 2025. This trademark is owned by YH Publishing, LLC. The ENTRUSTED PLANNING ASSESSMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

financial assessment services, namely, an assessment that is provided in preparation for the estate planning of individuals, couples, families, and family businesses, and an assessment that is provided in preparation for business succession planning; estate planning

tax assessment; promoting charitable giving that reflects core values of the donor by providing a method to identify the donor's core values and to select charities that foster those values
entrusted planning assessment

General Information


Serial Number88068389
Word MarkENTRUSTED PLANNING ASSESSMENT
Filing DateTuesday, August 7, 2018
Status701 - SECTION 8 - ACCEPTED
Status DateTuesday, July 29, 2025
Registration Number5882068
Registration DateTuesday, October 15, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 30, 2019

Trademark Statements


Goods and Servicesfinancial assessment services, namely, an assessment that is provided in preparation for the estate planning of individuals, couples, families, and family businesses, and an assessment that is provided in preparation for business succession planning; estate planning
Goods and Servicestax assessment; promoting charitable giving that reflects core values of the donor by providing a method to identify the donor's core values and to select charities that foster those values
NOT AVAILABLE"PLANNING ASSESSMENT"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 14, 2018
Primary Code035
First Use Anywhere DateSunday, July 1, 2018
First Use In Commerce DateSunday, July 1, 2018

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 14, 2018
Primary Code036
First Use Anywhere DateSunday, July 1, 2018
First Use In Commerce DateSunday, July 1, 2018

Trademark Owner History


Party NameYH Publishing, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSouth Jordan, UT 84095

Party NameYH Publishing, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSouth Jordan, UT 84095

Party NameYH Publishing, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSouth Jordan, UT 84095

Trademark Events


Event DateEvent Description
Friday, August 10, 2018NEW APPLICATION ENTERED
Tuesday, August 14, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, November 26, 2018ASSIGNED TO EXAMINER
Tuesday, December 4, 2018NON-FINAL ACTION WRITTEN
Tuesday, December 4, 2018NON-FINAL ACTION E-MAILED
Tuesday, December 4, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, June 1, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 7, 2019NON-FINAL ACTION WRITTEN
Saturday, June 1, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, June 4, 2019EXAMINERS AMENDMENT -WRITTEN
Tuesday, June 4, 2019EXAMINER'S AMENDMENT ENTERED
Tuesday, June 4, 2019EXAMINERS AMENDMENT E-MAILED
Tuesday, June 4, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, June 19, 2019ASSIGNED TO LIE
Thursday, June 20, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 20, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, June 22, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, June 7, 2019NON-FINAL ACTION E-MAILED
Friday, June 7, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 14, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, June 20, 2019APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, July 10, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 30, 2019PUBLISHED FOR OPPOSITION
Tuesday, October 22, 2024TEAS SECTION 8 RECEIVED
Tuesday, July 30, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 15, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, October 15, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, April 21, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, July 29, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, July 29, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED