GS0361: Estate planning; estate trust planning, financial trust planning, developing charitable giving programs on behalf of high net worth individuals and families; financial asset management for business owners and high net worth individuals and families; wealth management services for business owners and high net worth individuals and families
GS0351: Business succession planning, tax planning
DS0000: "BUSINESS OWNER STRATEGIES & SOLUTIONS"
Case File Event Statements
2/13/2023 - a year ago
3 - ASSIGNED TO EXAMINERType:DOCK
10/18/2022 - 2 years ago
1 - NEW APPLICATION ENTEREDType:NWAP
10/29/2022 - 2 years ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS
2/23/2023 - a year ago
4 - NON-FINAL ACTION WRITTENType:CNRT
2/23/2023 - a year ago
5 - NON-FINAL ACTION E-MAILEDType:GNRT
2/23/2023 - a year ago
6 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
5/22/2023 - a year ago
7 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA
5/22/2023 - a year ago
8 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA
5/24/2023 - a year ago
9 - TEAS/EMAIL CORRESPONDENCE ENTEREDType:TEME
10/20/2023 - a year ago
14 - ABANDONMENT NOTICE MAILED - FAILURE TO RESPONDType:MAB2
7/6/2023 - a year ago
10 - NON-FINAL ACTION WRITTENType:CNRT
7/6/2023 - a year ago
11 - NON-FINAL ACTION E-MAILEDType:GNRT
7/6/2023 - a year ago
12 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
10/20/2023 - a year ago
13 - ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSEType:ABN2
10/20/2023 - a year ago
15 - ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPONDType:MAB2
12/14/2023 - a year ago
20 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA
12/14/2023 - a year ago
16 - TEAS PETITION TO REVIVE RECEIVEDType:PROA
12/14/2023 - a year ago
17 - PETITION TO REVIVE-GRANTEDType:PETG
12/14/2023 - a year ago
18 - NOTICE OF REVIVAL - E-MAILEDType:NREV
12/14/2023 - a year ago
19 - NOTICE OF REVIVAL - E-MAILEDType:NREV
5/6/2024 - 7 months ago
21 - ASSIGNED TO LIEType:ALIE
5/6/2024 - 7 months ago
22 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA