SPANNING GENERATIONS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 25 Mar 2024)
What this means for you
Registered since 18 Sept 2018. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87277003
- Registration number
- 5566452
- Mark type
- Stylized text
- Filed
- 21 Dec 2016
- Published for opposition
- 21 Nov 2017
- Registered
- 18 Sept 2018
- Attorney of record
- Lema Khorshid
Goods and services
- Class 036 — Insurance and financial services: 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
Owner
- CRESSET ADMINISTRATIVE SERVICES CORPORATION, CHICAGO, IL, US
- Meristem Trust Company, LLC, Minnetonka, MN, US
- Meristem Trust Company, LLC, Minnetonka, MN, US
- Meristem Trust Company, LLC, Minnetonka, MN, US
Prosecution history
- 20 Jun 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 25 Mar 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 25 Mar 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 25 Mar 2024 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 23 Mar 2024 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
- 23 Mar 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 28 Sept 2023 — TEAS SECTION 8 & 15 RECEIVED
- 18 Sept 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 20 Feb 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 20 Feb 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 20 Feb 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 20 Feb 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 20 Feb 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 15 Feb 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 18 Sept 2018 — REGISTERED-PRINCIPAL REGISTER