U.S. federal trademark · Serial No. 99919794
Estate planning; trust planning; providing analyses relating to wealth preservation, wealth transfer, succession planning, legacy planning, trust planning, charitable giving strategies, beneficiary planning, asset ownership and transfer, and asset structuring; providing analyses and recommendations concerning the structuring, preservation, and transfer of personal and family wealth
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.