SAGE SETTLEMENT CONSULTING Trademark
Trademark Overview
On Thursday, October 17, 2024, a trademark application was filed for SAGE SETTLEMENT CONSULTING with the United States Patent and Trademark Office. The USPTO has given the SAGE SETTLEMENT CONSULTING trademark a serial number of 98807000. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Thursday, April 10, 2025. This trademark is owned by SAGE SETTLEMENT CONSULTING, LLC. The SAGE SETTLEMENT CONSULTING trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, providing comprehensive financial planning services for individuals resolving legal claims; Financial services, namely, providing brokerage services for taxable and non-taxable structured settlement annuities for individuals settling legal claims and for plaintiff attorneys receiving contingency fees; Investment management and brokerage services, namely arranging taxable and non-taxable market-based structured settlements for individuals resolving legal claims and plaintiff attorneys; Lien resolution coordination services, namely, referral of lawsuit claimants with outstanding liens to third-party service providers offering lien resolution services; Financial consulting services, namely providing evaluations of the impact of legal settlements on eligibility for needs-based government benefits and referral to government benefit preservation service providers; Trust planning and consulting services, namely providing consultation and advice on appropriate trust...
General Information
| Serial Number | 98807000 |
| Word Mark | SAGE SETTLEMENT CONSULTING |
| Filing Date | Thursday, October 17, 2024 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Thursday, April 10, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| 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 services for individuals resolving legal claims; Financial services, namely, providing brokerage services for taxable and non-taxable structured settlement annuities for individuals settling legal claims and for plaintiff attorneys receiving contingency fees; Investment management and brokerage services, namely arranging taxable and non-taxable market-based structured settlements for individuals resolving legal claims and plaintiff attorneys; Lien resolution coordination services, namely, referral of lawsuit claimants with outstanding liens to third-party service providers offering lien resolution services; Financial consulting services, namely providing evaluations of the impact of legal settlements on eligibility for needs-based government benefits and referral to government benefit preservation service providers; Trust planning and consulting services, namely providing consultation and advice on appropriate trust structures for settlement proceeds and referral to trust companies; Law firm financing coordination services, namely, referral of law firms in need of litigation financing to third-party legal funding providers; Qualified settlement fund formation services, namely collecting and managing legal settlement proceeds or allocations and disbursement of such funds to settlement claimants; Mass tort settlement coordination services, namely providing claims management, travel coordination, case mapping, and organizing ad hoc settlement-related services, for structured settlement annuities, market-based structured settlements, lien resolution, trust services, government benefit preservation, and qualified settlement fund administration; Insurance agency and brokerage services. |
| NOT AVAILABLE | Settlement Consulting |
Classification Information
| 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 |
Trademark Owner History
| Party Name | SAGE SETTLEMENT CONSULTING, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78759 |
Trademark Events
| Event Date | Event Description |
| Thursday, October 17, 2024 | NEW APPLICATION ENTERED |
| 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 |
| Wednesday, April 9, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 9, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, April 10, 2025 | FINAL REFUSAL E-MAILED |
| Thursday, April 10, 2025 | FINAL REFUSAL WRITTEN |
| Thursday, April 10, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, October 17, 2024 | APPLICATION FILING RECEIPT MAILED |
