THE GREAT WEALTH TRANSFER Trademark

Trademark Overview


On Tuesday, September 8, 2015, a trademark application was filed for THE GREAT WEALTH TRANSFER with the United States Patent and Trademark Office. The USPTO has given the THE GREAT WEALTH TRANSFER trademark a serial number of 86750604. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 12, 2023. This trademark is owned by Institute for Preparing Heirs. The THE GREAT WEALTH TRANSFER trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Business training in the field of wealth transition; Conducting workshops and seminars in the field of wealth transition; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of wealth transition; Education services, namely, providing seminars and workshops in the field of wealth transition; Educational services, namely, conducting programs in the field of wealth transition; Educational services, namely, conducting seminars and workshops in the field of wealth transition; Educational services, namely, providing continuing professional education courses in the field of wealth transition; Educational services, namely, providing educational speakers in the field of wealth transition

Financial services, namely, wealth management services

Business advisory services in the field of wealth transition; Business management consultation in the field of wealth transition
the great wealth transfer

General Information


Serial Number86750604
Word MarkTHE GREAT WEALTH TRANSFER
Filing DateTuesday, September 8, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 12, 2023
Registration Number5075305
Registration DateTuesday, November 1, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesBusiness training in the field of wealth transition; Conducting workshops and seminars in the field of wealth transition; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of wealth transition; Education services, namely, providing seminars and workshops in the field of wealth transition; Educational services, namely, conducting programs in the field of wealth transition; Educational services, namely, conducting seminars and workshops in the field of wealth transition; Educational services, namely, providing continuing professional education courses in the field of wealth transition; Educational services, namely, providing educational speakers in the field of wealth transition
Goods and ServicesFinancial services, namely, wealth management services
Goods and ServicesBusiness advisory services in the field of wealth transition; Business management consultation in the field of wealth transition

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 12, 2023
Primary Code035
First Use Anywhere DateSaturday, April 18, 2015
First Use In Commerce DateSaturday, April 18, 2015

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 12, 2023
Primary Code036
First Use Anywhere DateSaturday, April 18, 2015
First Use In Commerce DateSaturday, April 18, 2015

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, May 12, 2023
Primary Code041
First Use Anywhere DateSaturday, April 18, 2015
First Use In Commerce DateSaturday, April 18, 2015

Trademark Owner History


Party NameInstitute for Preparing Heirs
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPasadena, CA 91101

Party NameInstitute for Preparing Heirs
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPasadena, CA 91101

Trademark Events


Event DateEvent Description
Friday, May 12, 2023CANCELLED SEC. 8 (6-YR)
Monday, November 1, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 1, 2016REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, September 27, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, September 27, 2016APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, September 21, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 21, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, September 17, 2016NOTICE OF REVIVAL - E-MAILED
Saturday, September 17, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, September 17, 2016PETITION TO REVIVE-GRANTED
Saturday, September 17, 2016TEAS PETITION TO REVIVE RECEIVED
Monday, July 18, 2016ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Monday, July 18, 2016ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Monday, December 21, 2015COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
Monday, December 21, 2015ASSIGNED TO LIE
Monday, December 21, 2015NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Monday, December 21, 2015EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Monday, December 21, 2015EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Friday, December 18, 2015ASSIGNED TO EXAMINER
Monday, September 14, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 11, 2015NEW APPLICATION ENTERED