THE TWO GENERATION TAX-FREE LEGACY PLAN Trademark

Serial Number: 98273989

THE TWO GENERATION TAX-FREE LEGACY PLAN is a trademark filed by Advanced Tax Strategies LLC on November 16, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 35 (Advertising & Business). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 41 - Education & Entertainment

Education; providing of training; entertainment; sporting and cultural activities

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

Advanced Tax Strategies LLC (3 trademarks)

700 S Montezuma St.
Prescott, AZ 86303

Entity Type: 16

Legal Representation

Attorney of Record

Michelle L Gross

495 trademarks filed View all →

Correspondence Address

Michelle L. Gross MICHELLE L. GROSS, P.C.

14362 N Frank Lloyd Wright Blvd #1000

SCOTTSDALE, AZ 85260

United States

Trademark Details

Filing Date

November 16, 2023

Registration Date

Not Registered

First Use Anywhere

January 2, 2025

First Use in Commerce

January 2, 2025

Goods & Services

Educational services, namely, conducting online and in person presentations, seminars, classes, and workshops in the field of estate, legacy, tax, insurance, investment, and financial planning and distribution of course and educational materials in connection therewith; Providing on-line videos featuring information on estate, legacy, tax, investment, insurance, and financial planning, not downloadable; Education services, namely, providing non-downloadable webinars in the field of information on estate, legacy, tax, investment, insurance, and financial planning

Estate planning; Financial planning and investment advisory services

Tax and taxation planning, advice, information and consultancy services