U.S. federal trademark · Serial No. 98897722
Testing to determine professional competency of others, namely, providing online surveys, questionnaires, and assessments to evaluate professional competency in the fields of estate planning, wealth strategies, and business succession planning; testing to determine personal competency for business purposes, namely, providing online personality surveys, questionnaires, and assessments at the completion of coursework to determine employment suitability in the fields of estate planning, wealth strategies, and business succession planning
Educational services, namely, conducting classes, seminars, conferences, and workshops using diagrams, an educational tool designed to illustrate awareness of motive and misunderstanding, technical excellence, vetting and stewardship, aiming for maximum results and sustainable intent in the fields of estate and business succession planning; Educational services, namely, providing professional workshops and training courses for clients, financial advisors, business consultants, and related professionals in the field of estate, tax, and business succession planning services
Legal services, namely, providing counseling in estate, tax, and business succession planning services to families; Counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships
Printed books in the field of wealth strategies, financial planning, investment services, trust funds, retirement plans; Printed brochures in the field of wealth strategies, financial planning, investment services, trust funds, retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.