IRA INHERITANCE TRUST Trademark

Trademark Overview

On Wednesday, August 3, 2005, a trademark application was filed for IRA INHERITANCE TRUST with the United States Patent and Trademark Office. The USPTO has given the IRA INHERITANCE TRUST trademark a serial number of 76644189. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, February 1, 2017. This trademark is owned by KAVESH, MINOR & OTIS, INC.. The IRA INHERITANCE TRUST trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Estate planning; financial investment services, namely, designing individually customized retirement plan distributions and customizing retirement plan distributions and trusts to fit individual needs; estate trust management; trust services, namely the design and implementation of highly specialized trust documents used to minimize or eliminate income taxes, estate taxes and generation skipping transfer taxes for several generations

Legal services in the field of retirement plans and trusts
ira inheritance trust

General Information

Serial Number76644189
Word MarkIRA INHERITANCE TRUST
Filing DateWednesday, August 3, 2005
Status800 - REGISTERED AND RENEWED
Status DateWednesday, February 1, 2017
Registration Number3342411
Registration DateTuesday, November 27, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 11, 2007

Trademark Statements

Disclaimer with Predetermined Text"TRUST"
Goods and ServicesEstate planning; financial investment services, namely, designing individually customized retirement plan distributions and customizing retirement plan distributions and trusts to fit individual needs; estate trust management; trust services, namely the design and implementation of highly specialized trust documents used to minimize or eliminate income taxes, estate taxes and generation skipping transfer taxes for several generations
Goods and ServicesLegal services in the field of retirement plans and trusts

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 15, 2005
Primary Code036
First Use Anywhere DateSaturday, September 1, 2001
First Use In Commerce DateTuesday, January 15, 2002
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, August 15, 2005
Primary Code042
First Use Anywhere DateSaturday, September 1, 2001
First Use In Commerce DateTuesday, January 15, 2002

Trademark Owner History

Party NameKAVESH, MINOR & OTIS, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressTorrance, CA 90502
Party NameKAVESH, MINOR & OTIS, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressTorrance, CA 90502
Party NameKAVESH, MINOR & OTIS, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressTorrance, CA 90502

Trademark Events

Event DateEvent Description
Wednesday, February 1, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, February 1, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, February 1, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, February 1, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, November 28, 2016TEAS SECTION 8 & 9 RECEIVED
Sunday, November 27, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, January 17, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, January 17, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, January 17, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, December 24, 2012TEAS SECTION 8 & 15 RECEIVED
Friday, September 9, 2011ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 9, 2011TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 27, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, September 11, 2007PUBLISHED FOR OPPOSITION
Wednesday, August 22, 2007NOTICE OF PUBLICATION
Monday, August 6, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, August 3, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, August 2, 2007AMENDMENT FROM APPLICANT ENTERED
Thursday, August 2, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 1, 2007FAX RECEIVED
Monday, July 23, 2007AMENDMENT FROM APPLICANT ENTERED
Monday, July 23, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, July 16, 2007FAX RECEIVED
Saturday, June 23, 2007ASSIGNED TO LIE
Monday, January 22, 2007NON-FINAL ACTION MAILED
Saturday, January 20, 2007NON-FINAL ACTION WRITTEN
Friday, December 29, 2006AMENDMENT FROM APPLICANT ENTERED
Friday, December 29, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 28, 2006ASSIGNED TO LIE
Monday, November 27, 2006FAX RECEIVED
Thursday, September 21, 2006FINAL REFUSAL MAILED
Wednesday, September 20, 2006FINAL REFUSAL WRITTEN
Tuesday, August 29, 2006AMENDMENT FROM APPLICANT ENTERED
Wednesday, August 23, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 23, 2006PAPER RECEIVED
Monday, February 27, 2006NON-FINAL ACTION MAILED
Saturday, February 25, 2006NON-FINAL ACTION WRITTEN
Wednesday, February 22, 2006ASSIGNED TO EXAMINER
Monday, August 15, 2005NEW APPLICATION ENTERED IN TRAM

Related Keywords

trust inheritance services retirement taxes estate distributions trusts plan namely plans