MERISTEM TRUST COMPANY
Mark Identification

MERISTEM TRUST COMPANY

Serial Number

87157384

Filing Date

Aug 31, 2016

Registration Date

May 29, 2018

Trademark by

CRESSET ADMINISTRATIVE SERVICES CORPORATION

Active Trademark

Classification Information

Trust services, namely, investment and trust company services, estate planning; wealth transfer planning; financial planning services, namely, financial planning for spousal incapacitation and educational costs of dependents; financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; financial trust administration; trustee services, namely, distribution of trust annuities and financial investment of trust assets; private financial planning services; trusteeship representatives, namely, representing the interests of the trust to grantors, co-trustees, beneficiaries and their families; financial planning, namely, developing investment strategies for maintaining multi-generational wealth; financial planning, namely, life insurance consultation; financial trust planning, operations and administration; financial forecasting, investment expense management, financial advice in the nature of retirement budget planning; investment management services, namely, distribution management of cash and non-cash assets; financial risk management planning; financial planning services in the nature of developing and managing charitable gift giving programs on behalf of wealthy individuals or families

Insurance and Financial