The Trustees of the Steven Laiderman Living Trust, et. al.Download PDFTrademark Trial and Appeal BoardMay 1, 201987192237 (T.T.A.B. May. 1, 2019) Copy Citation This Opinion is Not a Precedent of the TTAB Mailed: May 1, 2019 UNITED STATES PATENT AND TRADEMARK OFFICE _____ Trademark Trial and Appeal Board _____ In re The Trustees of the Steven Laiderman Living Trust, et. al. _____ Serial No. 87192237 _____ David H. Chervitz, Esq., for The Trustees of the Steven Laiderman Living Trust, dated September 10, 1992, and any amendments thereto, a Missouri trust, the trustees comprising Steven Laiderman, a United States citizen, and Tammi Laiderman, a United States citizen. Betty Chang, Trademark Examining Attorney, Law Office 115, Daniel Brody, Managing Attorney. _____ Before Taylor, Ritchie, and Coggins, Administrative Trademark Judges. Opinion by Ritchie, Administrative Trademark Judge: The Trustees of the Steven Laiderman Living Trust, dated September 10, 1992, and any amendments thereto, a Missouri trust, the trustees comprising Steven Laiderman, a United States citizen, and Tammi Laiderman, a United States citizen (“Applicant”) seek registration on the Supplemental Register of the mark BUSINESS CARE, in standard character form, for services ultimately identified as, “Legal Serial No. 87192237 - 2 - services, namely, providing, for a fixed annual fee, bi-annual meetings with clients, unlimited calls from clients on new matters, and serving as a registered agent,” in International Class 45.1 The Examining Attorney refused registration of Applicant’s mark under Trademark Act Section 2(d), 15 U.S.C. § 1052(d), as likely to cause confusion, mistake, or to deceive, based on a prior registration of the mark PREFERRED BUSINESSCARE, also in standard characters, and registered on the Supplemental Register, for “Legal services.”2 When the refusal was made final, Applicant filed a request for reconsideration. When the request for reconsideration was denied, Applicant filed a timely appeal. The appeal is fully briefed. For the reasons discussed herein, we affirm the Section 2(d) refusal to register. I. Likelihood of Confusion Our determination under Section 2(d) of the Trademark Act is based on an analysis of the probative facts in evidence that are relevant to the factors bearing on a likelihood of confusion. See In re E.I. du Pont de Nemours & Co., 476 F.2d 1357, 177 USPQ 563 (CCPA 1973); see also Palm Bay Imps., Inc. v. Veuve Clicquot Ponsardin Maison Fondee En 1772, 396 F.3d 1369, 73 USPQ2d 1689 (Fed. Cir. 2005); In re Majestic Distilling Co., 315 F.3d 1311, 65 USPQ2d 1201 (Fed. Cir. 2003). In considering the evidence of record on these factors, we keep in mind that “[t]he 1 Serial No. 87192237, filed on October 4, 2016, under Section 1(a) of the Trademark Act, 15 U.S.C. § 1051(a), alleging dates of first use and use in commerce on October 3, 2016. 2 Registration No. 4770584, registered July 7, 2015. Serial No. 87192237 - 3 - fundamental inquiry mandated by Section 2(d) goes to the cumulative effect of differences in the essential characteristics of the goods and differences in the marks.” Federated Foods, Inc. v. Fort Howard Paper Co., 544 F.2d 1098, 192 USPQ 24, 29 (CCPA 1976); see also In re Davia, 110 USPQ2d 1810, 1812 (TTAB 2014). We further note that “[n]ot all of the [du Pont] factors are relevant to every case, and only factors of significance to the particular mark need be considered.” Coach Servs., Inc. v. Triumph Learning LLC, 668 F.3d 1356, 101 USPQ2d 1713, 1719 (Fed. Cir. 2012) (quoting In re Mighty Leaf Tea, 601 F.3d 1342, 94 USPQ2d 1257, 1259 (Fed. Cir 2010)). A. The Services, Trade Channels and Purchasers We consider first the similarities or dissimilarities between the respective services as identified in the application and the cited registration. See Stone Lion Capital Partners, LP v. Lion Capital LLP, 746 F.3d 1317, 110 USPQ2d 1157, 1161 (Fed. Cir. 2014) (goods as identified in involved application and cited registration compared). The cited registration identifies “legal services,” and the application identifies, more specifically, “legal services, namely, providing, for a fixed annual fee, bi-annual meetings with clients, unlimited calls from clients on new matters, and serving as a registered agent.” The services in the application are thus a subset of the services identified in the cited registration. See Octocom Sys., Inc. v. Houston Comput. Servs. Inc., 918 F.2d 937, 16 USPQ2d 1783, 1787 (Fed. Cir. 1990) (“The authority is legion that the question of registrability of an applicant’s mark must be decided on the basis of the identification of goods set forth in the application regardless of what Serial No. 87192237 - 4 - the record may reveal as to the particular nature of an applicant’s goods, the particular channels of trade or the class of purchasers to which the sales of goods are directed.” (citations omitted)). They are overlapping and legally identical. As for the channels of trade, when as here, the respective identifications of services are legally identical, without restrictions as to nature, type, channels of trade, or classes of purchasers, the services are presumed to travel in the same channels of trade to the same class of purchasers. In re Viterra, Inc., 671 F.3d 1358, 101 USPQ2d 1905, 1908 (Fed. Cir. 2012) (“[A]bsent restrictions in the application and registration, goods and services are presumed to travel in the same channels of trade to the same class of purchasers.”). Thus, we must presume the trade channels and classes of purchasers are the same or overlapping for the “legal services” offered by registrant, and for the more specific “legal services, namely, providing, for a fixed annual fee, bi-annual meetings with clients, unlimited calls from clients on new matters, and serving as a registered agent” identified by Applicant. These factors weigh heavily in favor of finding a likelihood of confusion. B. Strength of the Cited Mark Applicant argues that mark in the cited registration is a “weak” mark, registered on the Supplemental Register, and that there are numerous third-party marks that incorporate the terms “BUSINESS” for related goods and services. 4 TTABVUE 17, 18. Applicant refers to “at least 239 registrations”3 for marks that include the word 3 4 TTAB 19. Serial No. 87192237 - 5 - BUSINESS used in connection with legal services, 100 of which were made of record.4 We note, too, that the Examining Attorney made of record various third-party registrations for marks that include the term “CARE” for legal services.5 As pointed out by the Examining Attorney, while there are numerous third-party registrations in the record that include the individual terms “BUSINESS” or “CARE” as part of other marks, none of the third-party registrations includes both terms, much less the term “BUSINESS CARE” (or “BUSINESSCARE”) together, as do Applicant’s mark and the cited mark. The mark in the cited registration is unquestionably weak, and it is registered on the Supplemental Register. Nonetheless, unlike any of the other registered marks cited by Applicant, the cited mark fully incorporates the term “BUSINESS CARE” (or “BUSINESSCARE”), which is the entirety of Applicant’s mark. Applicant and the Examining Attorney agree that there is no evidence of “fame” of the cited mark. 4 TTABVUE 16; 7 TTABVUE 4. Although the degree of descriptiveness of the cited mark may influence whether or not confusion is likely, it is well recognized that even weak marks are entitled to protection against a mark that is substantially similar in sight, sound, and commercial impression and is used on identical services, as here. See In re Clorox Co., 578 F.2d 305, 198 USPQ 337, 341 (CCPA 1978) (affirming Section 2(d) refusal of mark on Principal Register based on cited registration on Supplemental Register). 4 March 6, 2018 Response to Office Action, at 2-31, and July 5, 2018 Request for Reconsideration, at 2-115. 5 January 11, 2017 Office Action, at 11-25. Serial No. 87192237 - 6 - C. The Marks We next compare the marks in their entireties for similarities and dissimilarities in appearance, sound, connotation and commercial impression. Palm Bay Imps., 73 USPQ2d at 1692. The focus is on the recollection of the average purchaser, who normally retains a general rather than a specific impression of trademarks. In re Assoc. of the U.S. Army, 85 USPQ2d 1264, 1268 (TTAB 2007); Sealed Air Corp. v. Scott Paper Co., 190 USPQ 106, 108 (TTAB 1975). Here, the average purchaser includes consumers of legal services, including Applicant’s more narrowly defined “legal services, namely, providing, for a fixed annual fee, bi-annual meetings with clients, unlimited calls from clients on new matters, and serving as a registered agent.” Applicant’s mark consists solely of the term “BUSINESS CARE” in standard character form. The mark in the cited registration is PREFERRED BUSINESSCARE. Applicant argues that these marks are different in appearance, sight, sound, and commercial impression. While the marks clearly have some differences, the test is not whether the marks can be distinguished when subjected to a side-by-side comparison, but rather whether the marks are sufficiently similar in terms of their overall commercial impression that confusion as to the source of the goods offered under the respective marks is likely to result. Coach Servs., Inc. v. Triumph Learning LLC, 101 USPQ2d at 1721. Under actual marketing conditions, consumers do not necessarily have the luxury of making side-by-side comparisons between marks, and must rely upon their imperfect recollections. Dassler KG v. Roller Serial No. 87192237 - 7 - Derby Skate Corp., 206 USPQ 255, 259 (TTAB 1980). Applicant points out that the first terms of the marks are different. While it is true that the first term of a mark is most likely to make an impression on consumers, this is only one aspect in analyzing the marks as a whole. Cf. Palm Bay Imps., Inc. v. Veuve Clicquot Ponsardin Maison Fondee En 1772, 73 USPQ2d at 1692 (Fed. Cir. 2005); Presto Prods., Inc. v. Nice-Pak Prods. Inc., 9 USPQ2d 1895, 1897 (TTAB 1988). Indeed, the term BUSINESS CARE, which comprises the whole of Applicant’s mark, is encompassed within the cited mark, which increases the likelihood of confusion. See In re Chatam Int’l Inc., 380 F.3d 1340, 71 USPQ2d 1944 (Fed. Cir. 2004) (GASPAR’S ALE and JOSE GASPAR GOLD); Lilly Pulitzer, Inc. v. Lilli Ann Corp., 376 F.2d 324, 153 USPQ 406 (CCPA 1967) (THE LILLY and LILLI ANN); In re U.S. Shoe Corp., 229 USPQ 707 (TTAB 1985) (CAREER IMAGE AND CREST CAREER IMAGES). Moreover, the lack of a space between the terms BUSINESS and CARE in the cited mark does not have any source-identifying significance. The sole differing term, PREFERRED, is defined as 1. To set or hold before or above other persons or things in estimation; like better; choose rather than; 2. Law. To give priority, as to one creditor over another.6 Applicant further noted in its Request for Reconsideration that “‘PREFERRED’ is obviously a descriptive term as it describes services that are desirable over other services.”7 The Examining Attorney made of record printouts from various third-party websites that use the term 6 Dictionary.com. Attached to July 5, 2018 Request for Reconsideration, at 116. 7 See July 5, 2018 Request for Reconsideration. Serial No. 87192237 - 8 - “Preferred” in connection with legal services to refer to a legal provider who offers favorable services or rates. Some examples include the following: Preferred Legal: We are committed to providing your office with professional legal services. Our goal is to provide the best service in the industry. PreferredLegal.net. Attached to March 8, 2018 Final Office Action, at 24. Preferred Legal Service Providers: We have an extensive network of preferred Process Servers, Private Investigation and other general Legal Services companies that we trust. SameDayServes.com. Attached to March 8, 2018 Final Office Action, at 14. UFSelect Preferred Legal Plan: UFSelect offers a legal plan that provides low-cost access to a [sic] comprehensive legal assistance, advice, and representation on different types of legal services. https://benefits.hr.ufl.edu. Attached to July 25, 2018 Denial of Request for Reconsideration, at 32. Brain Injury Association – Preferred Attorneys: Selecting the right legal representation is critical. The Brain Injury Association of America’s Preferred Attorneys have demonstrated their knowledge of the physical, cognitive, emotional, and financial tolls a brain injury can inflict. Biausa.org. Attached to July 25, 2018 Denial of Request for Reconsideration, at 45. Thus, Applicant’s mark BUSINESS CARE is likely to be perceived as a variation of the cited mark and that registrant offers its “legal services” to “preferred” customers or at “preferred” rates. As such, the marks have very similar commercial impressions. Taking into account that the cited mark is registered on the Supplemental Register, and considering the marks as a whole, we note that the marks use substantially similar wording for legally identical services. Where, as here, the marks are used on services that are identical, the degree of similarity between the marks necessary to support a finding of likely confusion declines. Bridgestone Ams. Tire Serial No. 87192237 - 9 - Operations LLC v. Fed. Corp., 673 F.3d 1330, 102 USPQ2d 1061, 1064 (Fed. Cir. 2012); Century 21 Real Estate Corp. v. Century Life of Am., 970 F.2d 874, 23 USPQ2d 1698 (Fed. Cir. 1992). The marks are substantially similar in sight, sound, and especially commercial impression, and the first du Pont factor also favors finding a likelihood of confusion. D. Conditions of Sale Applicant urges us to consider the sophistication of consumers of legal services. In particular, Applicant argues that “[t]he care and attention afforded in selecting an attorney will prevent the potential for confusion.” 4 TTABVUE 15. While legal proceedings can indeed be costly and complex, we must consider the degree of care that would be exercised by the least sophisticated consumers. See Stone Lion Capital 110 USPQ2d at 1163 (affirming that TTAB properly considered all potential purchasers for recited services, including both sophisticated and unsophisticated investors, since precedent requires consumer care for likelihood of confusion decision be based “on the least sophisticated potential purchasers”). The cited registration identifies, generally, “legal services,” while Applicant’s services are more narrowly identified as “legal services, namely, providing, for a fixed annual fee, bi-annual meetings with clients, unlimited calls from clients on new matters, and serving as a registered agent.” Taking into account the relevant consumers and services, we find that consumers of the overlapping legal services are likely to exercise some care in their purchasing Serial No. 87192237 - 10 - decisions. This factor accordingly weighs somewhat against finding a likelihood of confusion. E. Concurrent Use Without Confusion Applicant argues that there have been no instances of actual confusion despite that “[t]he parties have existed in the market together since at least as early as 2016.” 4 TTABVUE 17-18. We note, however, that while the presence of confusion may be very useful to our analysis, the lack of evidence of actual confusion carries little weight. J.C. Hall Co. v. Hallmark Cards, Inc., 340 F.2d 960, 144 USPQ 435, 438 (CCPA 1965). This is especially true where, as here, the record is unclear as to the amount of meaningful opportunities for confusion to have occurred among purchasers. Nike Inc. v. WNBA Enters. LLC, 85 USPQ2d 1187, 1202 (TTAB 2007). While we understand that both Applicant and registrant have use dates since 2016, we cannot conclude with any certainty the extent to which there has been opportunity for actual confusion to occur. These factors are neutral. II. Conclusion After considering all of the arguments and evidence of record as they pertain to the relevant du Pont factors, even if not specifically discussed here, we find that the services are overlapping and legally identical, and we presume that they would travel through some of the same channels of trade to some of the same general consumers. We further find that the marks as a whole are substantially similar in sight, sound, connotation, and especially commercial impression. Accordingly, despite the weakness of the cited mark, and taking into that some consumers will exercise more Serial No. 87192237 - 11 - than ordinary care in their purchasing decisions, we find a likelihood of confusion between Applicant’s mark BUSINESS CARE for “legal services, namely, providing, for a fixed annual fee, bi-annual meetings with clients, unlimited calls from clients on new matters, and serving as a registered agent,” and the cited mark PREFERRED BUSINESSCARE for “legal services.” Decision: The Section 2(d) refusal to register Applicant’s mark is affirmed. Copy with citationCopy as parenthetical citation