LEGACY PLANNING Trademark

Trademark Overview


On Friday, January 24, 1997, a trademark application was filed for LEGACY PLANNING with the United States Patent and Trademark Office. The USPTO has given the LEGACY PLANNING trademark a serial number of 75230546. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Thursday, December 13, 2012. This trademark is owned by Wealth Transfer Solutions, Inc.. The LEGACY PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

financial planning services, namely, inheritance, philanthropic and family wealth counseling

General Information


Serial Number75230546
Word MarkLEGACY PLANNING
Filing DateFriday, January 24, 1997
Status710 - CANCELLED - SECTION 8
Status DateThursday, December 13, 2012
Registration Number2227108
Registration DateTuesday, March 2, 1999
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, December 8, 1998

Trademark Statements


Disclaimer with Predetermined Text"PLANNING"
Goods and Servicesfinancial planning services, namely, inheritance, philanthropic and family wealth counseling

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateThursday, December 13, 2012
Primary Code036
First Use Anywhere DateFriday, April 19, 1996
First Use In Commerce DateSunday, August 25, 1996

Trademark Owner History


Party NameWealth Transfer Solutions, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPittsburgh, PA 15241-259

Party NameWealth Transfer Solutions, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPittsburgh, PA 15241

Party NameWealth Transfer Solutions, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPittsburgh, PA 15241

Trademark Events


Event DateEvent Description
Tuesday, September 4, 2018WITHDRAWAL OF ATTORNEY GRANTED
Tuesday, September 4, 2018TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Tuesday, January 22, 2013ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, January 22, 2013TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, December 13, 2012CANCELLED SEC. 8 (10-YR)
Wednesday, September 3, 2008ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, September 3, 2008TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 19, 2007CASE FILE IN TICRS
Friday, May 12, 2006REGISTERED - SEC. 15 ACKNOWLEDGED
Friday, May 12, 2006ASSIGNED TO PARALEGAL
Friday, February 25, 2005REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Friday, February 25, 2005TEAS SECTION 8 & 15 RECEIVED
Wednesday, July 14, 2004REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, June 4, 2004REGISTERED - SEC. 8 (6-YR) FILED
Friday, June 4, 2004REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Friday, June 4, 2004TEAS SECTION 8 RECEIVED
Tuesday, March 2, 1999REGISTERED-PRINCIPAL REGISTER
Tuesday, December 8, 1998PUBLISHED FOR OPPOSITION
Friday, November 6, 1998NOTICE OF PUBLICATION
Wednesday, September 23, 1998APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 15, 1998CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 28, 1998NON-FINAL ACTION MAILED
Thursday, May 21, 1998ASSIGNED TO EXAMINER
Tuesday, November 4, 1997LETTER OF SUSPENSION MAILED
Friday, October 10, 1997CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 11, 1997NON-FINAL ACTION MAILED
Thursday, September 4, 1997ASSIGNED TO EXAMINER