PERPETUAL PURPOSE MODEL

Live / Allowed — Publication / registration review complete (as of 18 Aug 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 13 May 2024 filing date already counts against anyone who files later.

Record

Serial number
98547006
Mark type
Word mark
Filed
13 May 2024
Registered
08 Sept 2026
Next maintenance filing
§8 declaration of use, due by 08 Sept 2032 (grace period to 08 Mar 2033)
Attorney of record
Michael S. Denniston

Goods and services

  • Class 036 — Insurance and financial services: Consulting services in the field of assisting families with developing and protecting generational financial wellbeing within the family, namely, providing financial consulting in the field of estate planning and wealth management

Owner

Prosecution history

  • 11 Aug 2026 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 18 Jun 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 18 Jun 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 18 Jun 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 18 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 17 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 17 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 22 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 22 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 22 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 14 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 14 Jul 2025 — NON-FINAL ACTION E-MAILED
  • 14 Jul 2025 — NON-FINAL ACTION WRITTEN
  • 18 Mar 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 18 Mar 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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