| Serial Number | 98807000 |
| Word Mark | SAGE SETTLEMENT CONSULTING |
| Filing Date | Thursday, October 17, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 19, 2025 |
| Registration Number | 7899015 |
| Registration Date | Tuesday, August 19, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 1, 2025 |
| Description of Mark | The mark consists of a stylized design showing an owl sitting on top of a branch with the words "SAGE SETTLEMENT CONSULTING" shown to the right of the owl wherein the word "SAGE" is directly above the words "SETTLEMENT CONSULTING.". |
| Goods and Services | Financial services, namely, providing comprehensive financial planning consulting services for individuals resolving taxable and non-taxable legal claims and for plaintiff attorneys receiving contingency fees; Financial brokerage services, namely arranging taxable and non-taxable structured settlement annuities for attorneys and litigants; Financial brokerage services, namely arranging taxable and non-taxable market-based structured settlements for attorneys and litigants; Financial consulting services, namely providing evaluations of the impact of legal settlements on eligibility for needs-based government benefits for attorneys, litigants, and financial professionals; Providing financial trust consulting and advice on appropriate trust structures for settlement proceeds; Qualified settlement fund formation services, namely collection and financial management of money owed by legal settlements and disbursement of such funds to settlement claimants; Mass tort settlement coordination services, namely providing financial planning and financial analysis in connection with the settlement of mass tort legal claims; Financial consulting services for attorneys, litigants, and financial professionals related to the preparation of structured settlement annuities, insurance settlements, market-based structured settlements, lien resolution, special needs trusts, settlement protection trusts, minors trusts, government benefit preservation funds, and qualified settlement fund administration; Insurance agency and brokerage services. |
| Goods and Services | Lien resolution coordination services, namely, referral of lawsuit claimants with outstanding liens to third-party service providers offering lien resolution services; Providing referrals to trust companies in the field of trust structures for settlement proceeds; Law firm financing coordination services, namely, referral of law firms in need of litigation financing to third-party legal funding providers. |
| NOT AVAILABLE | Settlement Consulting |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 20, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, January 1, 2019 |
| First Use In Commerce Date | Tuesday, January 1, 2019 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 17, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 1, 2019 |
| First Use In Commerce Date | Tuesday, January 1, 2019 |
| Party Name | SAGE SETTLEMENT CONSULTING, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78759 |
| Party Name | SAGE SETTLEMENT CONSULTING, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78759 |
| Party Name | SAGE SETTLEMENT CONSULTING, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78759 |
| Event Date | Event Description |
| Thursday, October 17, 2024 | NEW APPLICATION ENTERED |
| Thursday, October 17, 2024 | APPLICATION FILING RECEIPT MAILED |
| Monday, March 31, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, March 31, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 31, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, April 1, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 1, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 1, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 9, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 10, 2025 | FINAL REFUSAL E-MAILED |
| Thursday, April 10, 2025 | FINAL REFUSAL WRITTEN |
| Tuesday, May 20, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 20, 2025 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, May 20, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, May 24, 2025 | ACTION CONTINUING A FINAL - COMPLETED |
| Saturday, May 24, 2025 | NOTIFICATION OF SUBSEQUENT FINAL EMAILED |
| Wednesday, April 9, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 9, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, April 10, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Saturday, May 24, 2025 | CONTINUATION OF FINAL REFUSAL E-MAILED |
| Sunday, May 25, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, May 25, 2025 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Sunday, May 25, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 25, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 1, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 1, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 19, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 19, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 27, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |