U.S. federal trademark · Serial No. 76644189 · Reg. No. 3342411
Legal services in the field of retirement plans and trusts
Estate planning; financial investment services, namely, designing individually customized retirement plan distributions and customizing retirement plan distributions and trusts to fit individual needs; estate trust management; trust services, namely the design and implementation of highly specialized trust documents used to minimize or eliminate income taxes, estate taxes and generation skipping transfer taxes for several generations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.