THE TWO GENERATION TAX-FREE LEGACY PLAN Trademark

Trademark Overview

On Thursday, November 16, 2023, a trademark application was filed for THE TWO GENERATION TAX-FREE LEGACY PLAN with the United States Patent and Trademark Office. The USPTO has given the THE TWO GENERATION TAX-FREE LEGACY PLAN trademark a serial number of 98273989. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, July 2, 2024. This trademark is owned by Advanced Tax Strategies LLC. The THE TWO GENERATION TAX-FREE LEGACY PLAN trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Educational services, namely, conducting online and in person presentations, seminars, classes, and workshops in the field of estate, legacy, tax, insurance, investment, and financial planning and distribution of course and educational materials in connection therewith; Providing on-line videos featuring information on estate, legacy, tax, investment, insurance, and financial planning, not downloadable; Education services, namely, providing non-downloadable webinars in the field of information on estate, legacy, tax, investment, insurance, and financial planning

Estate planning; Financial planning and investment advisory services

Tax and taxation planning, advice, information and consultancy services
the two generation tax-free legacy plan

General Information

Serial Number98273989
Word MarkTHE TWO GENERATION TAX-FREE LEGACY PLAN
Filing DateThursday, November 16, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateTuesday, July 2, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesEducational services, namely, conducting online and in person presentations, seminars, classes, and workshops in the field of estate, legacy, tax, insurance, investment, and financial planning and distribution of course and educational materials in connection therewith; Providing on-line videos featuring information on estate, legacy, tax, investment, insurance, and financial planning, not downloadable; Education services, namely, providing non-downloadable webinars in the field of information on estate, legacy, tax, investment, insurance, and financial planning
Goods and ServicesEstate planning; Financial planning and investment advisory services
Goods and ServicesTax and taxation planning, advice, information and consultancy services

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 16, 2023
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 16, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, November 16, 2023
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameAdvanced Tax Strategies LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPrescott, AZ 86303

Trademark Events

Event DateEvent Description
Thursday, November 16, 2023NEW APPLICATION ENTERED
Monday, February 5, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, June 22, 2024ASSIGNED TO EXAMINER
Tuesday, July 2, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, July 2, 2024NON-FINAL ACTION E-MAILED
Tuesday, July 2, 2024NON-FINAL ACTION WRITTEN

Related Keywords

plan legacy free generation planning financial services investment estate information insurance namely educational