SUCCESSION PLANNING ASSESSMENT
Live / Applied — Non-final action mailed (as of 09 Feb 2026)
What this means for you
Not registered yet, but its 25 Aug 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99355624
- Mark type
- Stylized text
- Filed
- 25 Aug 2025
- Attorney of record
- David L. Sigalow
Goods and services
- Class 042 — Scientific and technological services: Providing online non-downloadable computer software platforms for the analysis of personal financial planning, business structuring, business performance, strategi planning, leadership and management continuity, successor preparation, management synergy and teamwork, family dynamics and family governance; Testing, analysis, and evaluation of the knowledge, skills and abilities of professionals in the fields of business planning and succession planning to determine conformity with certification standards
Owner
- International Succession Planning Association, LLC, Orlando, FL, US
Prosecution history
- 09 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 09 Feb 2026 — NON-FINAL ACTION E-MAILED
- 09 Feb 2026 — NON-FINAL ACTION WRITTEN
- 08 Jan 2026 — ASSIGNED TO EXAMINER
- 25 Aug 2025 — APPLICATION FILING RECEIPT MAILED
- 25 Aug 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 25 Aug 2025 — NEW APPLICATION ENTERED