CHARITABLE SETTLEMENT TRUSTS
Mark Identification

CHARITABLE SETTLEMENT TRUSTS

Serial Number

78582884

Filing Date

Mar 8, 2005

Trademark by

BERNS ROSENTHAL INSURANCE & FINANCIAL SERVICES INC.

Classification Information

Financial trust operations, namely, forming trusts funded by a charitable remainder or lead trust with an existing life insurance policy that is subsequently sold by the trust to a qualified buyer in a life settlement transaction.

Insurance and Financial