ESTATE PLANNING 101 Trademark

Trademark Overview


On Monday, May 14, 2012, a trademark application was filed for ESTATE PLANNING 101 with the United States Patent and Trademark Office. The USPTO has given the ESTATE PLANNING 101 trademark a serial number of 85625063. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, July 21, 2023. This trademark is owned by Lorenz Fiduciary Services, Inc.. The ESTATE PLANNING 101 trademark is filed in the Education & Entertainment Services category with the following description:

Educational services, namely, conducting workshops in the fields of estate planning and distribution of training materials in connection therewith
estate planning 101

General Information


Serial Number85625063
Word MarkESTATE PLANNING 101
Filing DateMonday, May 14, 2012
Status710 - CANCELLED - SECTION 8
Status DateFriday, July 21, 2023
Registration Number4271559
Registration DateTuesday, January 8, 2013
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 23, 2012

Trademark Statements


Goods and ServicesEducational services, namely, conducting workshops in the fields of estate planning and distribution of training materials in connection therewith
Description of MarkThe mark consists of the words "ESTATE PLANNING 101" in uppercase letters in burgundy and white. A graduate's mortarboard is over the first letter "E" in the word "ESTATE" with a tassel extending downward from the board to the left of the "E". A burgundy line is under "ESTATE PLANNING 101".
Indication of Colors claimedThe color(s) burgundy and white is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"ESTATE PLANNING 101"

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, July 21, 2023
Primary Code041
First Use Anywhere DateSunday, January 1, 2012
First Use In Commerce DateSunday, January 1, 2012

Trademark Owner History


Party NameLorenz Fiduciary Services, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressTemecula, CA 92590

Party NameLorenz Fiduciary Services, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressFallbrook, CA 92028

Party NameLorenz Fiduciary Services, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressFallbrook, CA 92028

Trademark Events


Event DateEvent Description
Friday, July 21, 2023CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Saturday, January 8, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, January 30, 2018NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, January 30, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, January 26, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, January 9, 2018TEAS SECTION 8 RECEIVED
Tuesday, January 9, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, January 8, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, April 30, 2013APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, April 30, 2013TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, January 8, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, October 23, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 23, 2012PUBLISHED FOR OPPOSITION
Wednesday, October 3, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, September 14, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, September 14, 2012ASSIGNED TO LIE
Wednesday, September 5, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 5, 2012EXAMINER'S AMENDMENT ENTERED
Wednesday, September 5, 2012NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, September 5, 2012EXAMINERS AMENDMENT E-MAILED
Wednesday, September 5, 2012EXAMINERS AMENDMENT -WRITTEN
Tuesday, September 4, 2012ASSIGNED TO EXAMINER
Tuesday, May 22, 2012NOTICE OF DESIGN SEARCH CODE MAILED
Friday, May 18, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 17, 2012NEW APPLICATION ENTERED