Case StudyFamily BrandUSPTO Portfolio

The Brand Had Grown
Past The Paperwork.

A family-owned brand with twenty years of operating history, two federal registrations that had lapsed, a new product line with no filing at all, and a social footprint larger than the protected IP. We refiled, cleaned the portfolio, and registered the pieces that mattered.

Scroll
ClientFamily-Owned Brand
PracticeTrademark Portfolio
EngagementFlat Fee
Filings5 Completed
This study is a composite drawn from the types of matters the firm handles. Names, locations, and identifying details are illustrative and do not depict any single client.
The Situation

Two Lapsed Registrations,
Three Unfiled Marks.

The family brand had operated under its flagship name since the early 2000s, had federal trademark protection at one point, and had let two registrations lapse during an ownership transition.

A newer product line, branded under a distinct stylized mark, had launched with growing retail placement and zero federal filings. A related domain-and-word-mark pair, used across social media and product packaging, had never been filed at all.

The client was preparing a licensing-heavy expansion and needed the portfolio clean before the next partner meeting.

The Work · The USPTO Filing Stack
Our Approach

We ran a targeted availability review on the three unfiled marks against the USPTO register, confirmed two had no blocking registrations and one had a pending application by an unrelated party in a non-overlapping class. We refiled the two dead registrations under the current entity, filed three new applications for the unprotected marks across the appropriate classes, and confirmed a live registration in good standing for one additional mark that did not need action.

We structured the filings through a dedicated trademark-holding LLC to separate IP ownership from operating risk. We delivered a one-page portfolio map showing every mark, its filing status, its renewal date, and the class coverage. We flagged two older registrations that were no longer commercially active and the family had no intention of maintaining, so they could be formally abandoned rather than left to expire unattended.

The Outcome · By The Numbers
5
Filings Completed
1
Holding Entity Formed
0
Blocking Conflicts
Flat
Fee Engagement

"We had been operating under a brand that was mostly unprotected. Now it is protected, and the map makes sense."

— Family Principal
The Resolution · The Portfolio Map

Facing Something
Similar?

Most engagements are flat fee, quoted before the work begins — and most matters resolve without litigation. Start with a free consultation.