Serial Number:
87277003
Mark:
SPANNING GENERATIONS
Status:
Section 8 and 15-accepted and acknowledged
Status Date:
03-25-2024
Filing Date:
Registration Number:
5566452
Registration Date:
09-18-2018
Trust services, namely, investment and trust company services, estate planning; Wealth transfer planning; Financial planning services, namely, financial planning for spousal incapacitation and educational costs of dependents; Financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust administration; Trustee services, namely, distribution of trust annuities and financial investment of trust assets; Private financial planning services; Trusteeship representatives, namely, representing the interests of the trust to grantors, co-trustees, beneficiaries and their families; Financial planning, namely, developing investment strategies for maintaining multi-generational wealth; Financial planning, namely, life insurance consultation; Financial trust planning, operations and administration; Financial forecasting, investment expense management, Financial advice in the nature of retirement budget planning; Investment management services, namely, distribution management of cash and non-cash assets; Financial risk management planning; Charitable gift planning
Mark Description:
N/A
Class:
Insurance
Type of Mark:
Servicemark
Published for Opposition Date:
11-21-2017
Mark Drawing Status:
4
Abandon Date:
N/A
Business Name:
200 W. SUPERIOR ST.
Correspondent Name:
