Accepting new TM clearance work now

Before you file the application or build the brand,
find out what's actually in your way.

Send me your mark, your goods or services, and any knockout work you have already done. I run an independent USPTO sweep, screen state and common-law uses, apply the DuPont factors to every meaningful conflict, and send back a written opinion letter with a clear risk grade and a recommended path. Flat $1,250 for one mark in up to two Nice classes.

Sergei Tokmakov, Esq. · CA Bar #279869 · 15+ years licensed
Sergei Tokmakov, Esq., California attorney
$1,250
Flat fee
3-5 days
Standard turnaround
USPTO + State + Common-law
Search scope
DuPont
Confusion analysis
AI Legal Analyst

Ask my AI Legal Analyst about trademark clearance and filing?

Tap a question for an instant, free answer (no email needed), or describe your mark and goods and the analyst routes you to the right next step. This is legal information, not legal advice, and no attorney-client relationship is formed by using it.

Common questions, always free

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The package

Trademark Clearance Opinion

One mark, up to two Nice classes
$1,250 flat fee
~5 to 6 hours of attorney time at $240/hr, fixed at $1,250 so you do not pay for revisions
Request this package

Rush: +$250 for 24 to 48 hour turnaround. Additional classes: +$300 per class beyond two. Comprehensive vendor search (Corsearch / CompuMark) is not in scope; if the risk grade calls for one, I will coordinate it as a separate engagement.

How it works

You send me the mark and the goods description

Just the mark, the goods or services you intend to use it with, the Nice class(es), and any knockout or clearance work you already have. If you have a Word document or PDF, attach it. The cleaner the goods description, the more useful the opinion.

I run an independent USPTO TESS sweep

I do not just rely on whatever you sent. I run my own searches covering literal hits, phonetic equivalents, translation equivalents, and design marks whose literal element overlaps with yours. I look inside your class(es) and pull related classes where cross-class confusion is plausible.

I run a state and common-law screen

Federal registration is not the only source of TM rights. Common-law users (Google, Amazon, social platforms, domain registrations, state secretary-of-state name records) can have priority and block your use even when nothing turns up at the USPTO. I sweep them.

I apply the DuPont factors to every meaningful hit

For each potential conflict, I work through the DuPont factors (similarity of marks, similarity of goods, channels of trade, sophistication of buyers, strength of the senior mark, evidence of actual confusion, and the rest). This is the test the TTAB and federal courts use under Lanham Act Section 2(d).

You receive a written opinion letter with a risk grade

The letter identifies every hit I considered, explains why each hit was included or excluded, grades the overall risk (clear, low, moderate, elevated, or high), and recommends a path: file as-is, narrow the goods, pivot the mark, or pursue a coexistence path. Two rounds of follow-up email questions are included.

Clearance is worth considering, even when you think you do not need it

Clearance is recommended, not mandatory. You can file without it, and sometimes a client who understands the tradeoff chooses to. My job is to make sure the choice is informed, not to tell you a search is required by law. Here is the honest difference between a raw database export and an attorney opinion.

A raw USPTO export is not an opinion

The free Trademark Search tool returns hits. It does not tell you which hits actually block you, why, or how confident the conclusion is.

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What the analysis adds

  • Phonetic, translation, and design-mark equivalents a literal search misses
  • A likelihood-of-confusion read on each meaningful hit, not just a list
  • A written risk grade and a recommended path you can act on
  • State and common-law uses that never reached the USPTO database
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Dead marks vs live registrations

Seeing your exact mark show up as dead or abandoned feels like a green light. Usually it is encouraging, but it is not the whole picture.

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Why dead is not the same as clear

  • A dead exact mark is usually less blocking than a live registration
  • But it can still reveal marketplace history, prior use, or examiner-risk patterns worth checking
  • A live registration on a similar mark in a related class can block you even if your exact mark is dead
  • Common-law rights can survive an abandoned federal registration
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The tradeoff, stated plainly

If you have run a careful knockout search and you knowingly accept the residual risk, filing without a formal opinion can be a reasonable business decision. What I want you to avoid is mistaking a clean-looking database export for a likelihood-of-confusion conclusion. They are not the same thing, and the gap is exactly where a Section 2(d) refusal or a cease-and-desist tends to come from.

No clearance opinion guarantees registration or immunity from a later claim. It is a reasoned analysis of risk on the facts available, written so you can rely on it for the file and make an informed go, narrow, pivot, or coexist decision.

Foreign owner, US affiliate: who should own and file the mark

If a foreign company owns the mark abroad and a US affiliate will use it here, ownership of the US application is its own threshold question, separate from availability. The applicant must be the entity with a bona fide intent to use the mark in US commerce and with control of the mark and its goodwill.

Shared owners do not make two companies interchangeable

Common ownership, the same beneficial owners, or a parent-subsidiary link does not by itself make the EU company and the US company interchangeable for trademark ownership. The US application has to name the correct applicant, and naming the wrong entity can create a void-ab-initio risk that is expensive to fix later. This is a fact-specific question, and it is one of the first things I look at.

Option A

Direct US application by the US company

The US operating or holding company files directly, on a Section 1(b) intent-to-use basis or a Section 44 basis if it can claim the foreign registration. Cleanest when the US affiliate is the entity that will actually use the mark and control the goodwill in the US.

Option B

Assignment or license between the entities

The EU owner assigns the US rights to the US company, or licenses the mark with quality control. The paperwork has to be real and consistent with who actually uses the mark, not a label applied after the fact.

Option C

Madrid designation through the foreign owner

The existing foreign owner extends protection to the US under Madrid Section 66(a), keeping ownership with the foreign entity. Efficient in the right case, but it can create an ownership mismatch if the US commercial user is a different affiliate.

Option D

Parallel structure

A combination, for example the foreign owner holds the registration while the US affiliate operates under a license, or separate filings are coordinated. This is a judgment call that depends on the group's structure and goals.

Direct USPTO filing vs Madrid Protocol Section 66(a)

IssueDirect USPTO filingMadrid 66(a) US designation
Applicant / entity controlAny qualifying applicant: US or foreign company, named directly. You pick the correct US-using entity.Owner is the holder of the international registration, normally the existing foreign owner.
Goods / services flexibilityYou draft the US identification to fit US practice from the start.The US designation inherits the international scope; tailoring to US practice is more constrained.
USPTO fee structure$350 per class base, plus surcharges for free-form wording. Fees subject to USPTO change.$600 per class for the US designation. Fees subject to USPTO change.
Amending the US identificationMore room to negotiate and amend the US identification during examination.Harder to broaden; you are tethered to the international filing.
Dependency on the foreign basic registrationIndependent of any foreign registration once filed (or claims it only as a Section 44 basis).Dependent on the basic mark for the first five years (central-attack exposure).
Best use caseUS affiliate needs to own and use the mark, or the US identification needs real tailoring.A single foreign owner wants efficient multi-country coverage and the US ID can stay close to the home filing.
Key riskNaming the wrong applicant; managing surcharges for custom wording.Ownership mismatch if the US commercial user is a different affiliate; central-attack dependency.

Not a one-size answer

Madrid can be efficient, and for a single foreign owner who wants coverage in several countries it is often sensible. It is not automatically the best route when the US commercial owner is a different affiliate or when the US identification of goods and services needs to be tailored. Which path fits depends on the group's structure, who will use the mark in the US, and how the goods and services are described.

Fees by stage, not one bundle

USPTO prosecution runs many months, and future events depend on USPTO timing and third parties. Some events (office actions, oppositions) may never happen. So I quote attorney fees by milestone, and government fees are paid upfront at cost. The clearance screen below is the product this page sells; the filing-stage fees are shown so you can see the whole path.

Limited US clearance / filing-risk screen
$1,250 flat
One mark, up to two classes. No government fee at this stage.

The risk screen before you commit: independent USPTO sweep, state and common-law screen, DuPont analysis, and a written opinion with a risk grade and a recommended path.

US direct USPTO application
$750 attorney fee / class
Plus USPTO filing fees, paid upfront at cost.

Preparing and filing the application for each class, including the goods and services description and the filing basis (1(b), 44, or 66(a) as applicable).

Substantive office action response
from $850
Separately quoted by complexity. Only if an office action is issued.

A substantive refusal (for example a Section 2(d) likelihood-of-confusion refusal) is scoped separately because the work depends entirely on what the examiner raises. Many applications never need this.

Statement of Use / ITU follow-up
$350 attorney fee / class
Plus USPTO fees, when use begins.

Filing the Statement of Use once you are using the mark in US commerce. Extensions of time to file the SOU are handled separately if needed.

Madrid / US-designation review is scoped separately. Attorney fees above are mine; government fees are the USPTO's, paid through at cost.

Current USPTO government fees?

These are USPTO fees, separate from my attorney fee, passed through at cost. They are current as of January 2025 and are subject to USPTO change.

USPTO government feeAmount
Base application (electronic, Sections 1/44), per class$350
Surcharge for free-form / custom identification of goods or services, per class+$200
Surcharge if the application has insufficient information, per class+$100
Madrid Protocol Section 66(a) US designation, per class$600
Statement of Use, per class$150
Request for 6-month extension of time to file the SOU, per class$125

Holding-company wording often triggers the surcharge

Descriptions like "holding company services" usually fall outside the USPTO's pre-approved ID Manual entries, so they tend to use free-form wording, which adds the +$200 per class surcharge. Whether those Class 35 or Class 36 holding-company descriptions are truly needed is worth deciding before you file, both for cost and because over-broad identifications can attract refusals. Holding-company services may or may not belong in your filing; that depends on what the entity actually does.

Intent-to-use timeline

If you have not started using the mark in US commerce yet, a Section 1(b) intent-to-use application holds your priority while you prepare. A clean ITU filing can still take many months to allowance, and often 18 to 24 months to registration, depending on when use actually begins.

Strategy and goods/services tuning

Confirm the applicant, the filing basis, and a goods and services description that fits US practice. Decide whether Class 35 or 36 holding-company wording is actually needed.

USPTO filing

File the application. The filing date sets your priority even though use has not begun.

Examination and first action

An examining attorney reviews the application, typically several months out. The result is either approval for publication or an office action.

Publication or office action

If approved, the mark publishes for opposition. If an office action issues, it is answered (scoped separately). Third parties can oppose during publication.

Notice of allowance

For an ITU application that clears publication, the USPTO issues a Notice of Allowance. This is not registration yet; it means the mark is allowed once use is shown.

Statement of Use when use begins

Once you are using the mark in US commerce, file the Statement of Use with specimens. Extensions of time are available if use has not yet begun.

Registration

After an acceptable Statement of Use, the mark registers. Total time is driven by USPTO workload and by when your real use starts.

Ready to move from clearance to filing?

If clearance comes back workable, I handle the US application, the intent-to-use mechanics, and the prosecution milestones. See the filing page for the full scope and the by-stage fees.

Go to USPTO filing and prosecution →

Example: the questions clearance actually has to answer

An anonymized illustration of how I issue-spot a foreign-owner filing. This is a composite example, not a real client matter.

Illustrative scenario

A foreign group owns an EU registration for a construction-equipment rental mark and wants to file in the US through a newly formed US affiliate. A raw USPTO export looks encouraging. The real work is not only availability. The first questions I would ask are:

None of those are answered by a database printout. That gap, between a clean-looking export and the ownership, intent, and confusion analysis, is what the clearance opinion is for. The output is an informed decision, not a guarantee of registration.

What the risk grade tells you

Clear

File and use

No meaningful prior users that should block the application or create infringement risk on the current facts.

Low

File with confidence

One or two distant hits worth noting; under the DuPont factors, none rises to a likely Section 2(d) refusal or infringement claim.

Moderate

File with adjustments

One or more meaningful hits; manageable by narrowing the goods description, adding a class limitation, or adopting a slight stylization. The opinion will spell out the specific changes that would move the risk down.

Elevated

Pivot or seek coexistence

The hits are close enough that an unmodified application is likely to draw a Section 2(d) refusal or a cease-and-desist. Pivot, redesign, or pursue a written coexistence agreement.

High

Do not adopt the mark as proposed

One or more senior users present a real infringement risk on top of the USPTO blockade risk. The opinion will explain why and what alternatives look workable.

When this package is not a fit

Honest about scope

Ready to know what is actually in your way?

Send me the mark, the goods, and any knockout work you already have. Standard turnaround 3 to 5 business days.

Request this package →

FAQ

What is a trademark clearance opinion?

A written attorney opinion that evaluates the legal risk of adopting and registering a specific mark for specific goods or services. It is the analysis a sophisticated brand owner gets before filing at the USPTO or before sinking marketing dollars into a name. It identifies prior third-party uses that could block your application under Lanham Act Section 2(d) or create infringement risk under Section 32, evaluates each potential conflict against the DuPont factors, and grades the overall risk so you can make an informed go / no-go / pivot decision.

How is this different from the knockout search I already did?

A knockout search looks for identical or near-identical marks. It is the right first step but it is not legal advice, and it does not surface phonetic equivalents, translation equivalents, near-misses, design marks with similar literal elements, or common-law users that never made it to the USPTO database. An attorney clearance opinion is broader (USPTO plus state plus common-law plus screen-name and domain sweep) and it applies the DuPont multi-factor confusion test that the TTAB and federal courts actually use. The opinion is also written so you can rely on it for the file.

What does the $1,250 flat fee include?

One mark in up to two Nice classes. The fee includes review of any knockout or clearance materials you already have, an independent USPTO TESS sweep covering literal, phonetic, and translation equivalents, a state and common-law screen across Google, Amazon, social platforms, and domain registrations, DuPont factor analysis on every meaningful hit, a written opinion letter with a risk grade (clear, low, moderate, elevated, or high) and a recommended path (file, narrow the goods, pivot, or coexist), and up to two rounds of follow-up email questions. Comprehensive vendor searches (Corsearch / CompuMark) are not included but can be coordinated separately if the risk grade calls for one.

Do you cover Class 005 and Class 032 (dietary supplements and beverages)?

Yes. The opinion methodology is the same across Nice classes. The DuPont factors and the USPTO Section 2(d) analysis apply identically; what changes is the universe of likely-conflicting prior users in that class. I will run the searches inside the classes you specify (Class 005 for pharmaceutical preparations and dietary supplements, Class 032 for non-alcoholic beverages, and so on) and pull related classes where confusion across class lines is plausible.

How long does it take?

Standard turnaround is 3 to 5 business days from receipt of the mark, the goods/services description, and any materials you already have. Rush turnaround (24 to 48 hours) is available for an additional $250.

Can I rely on the opinion as a defense if I am later sued?

A reasoned attorney clearance opinion can be relevant evidence of good faith adoption and may support a defense against willful infringement, but a single attorney clearance opinion is not insurance against every possible third-party claim. The opinion is written to identify the risks you can act on, not to guarantee an outcome. If you need a higher-grade comprehensive-search-backed opinion for investor diligence or for a use-in-commerce defense, I can scope that separately.

Can a US company file if an affiliated foreign company owns the EU registration?

Often yes, but it depends on who will actually use the mark and control its goodwill in the US. The US applicant must be the entity with a bona fide intent to use the mark in US commerce. Shared owners or a parent-subsidiary relationship do not by themselves make the two companies interchangeable for trademark ownership. Naming the wrong applicant can create a void-ab-initio risk, so this is one of the first things I look at. The clean options are a direct US filing by the US company, an assignment or license between the entities, a Madrid designation through the foreign owner, or a coordinated parallel structure.

Should I file directly with the USPTO or through the Madrid Protocol?

It depends on your structure. Madrid Section 66(a) can be efficient for a single foreign owner who wants coverage in several countries, but it keeps ownership with the international registrant and ties the US designation to the home filing for the first five years. A direct US filing lets you name the correct US-using entity and tailor the goods and services to US practice. If the US commercial owner is a different affiliate, or the US identification needs real tailoring, a direct filing is often the better fit. This is a judgment call on your facts.

What is the difference between Section 1(b), Section 44, and Section 66(a)?

These are filing bases. Section 1(b) is an intent-to-use application: you file before US use and prove use later with a Statement of Use. Section 44 lets a qualifying applicant rely on a foreign application or registration as a basis, without showing US use to register (though use is still needed to maintain the mark). Section 66(a) is a US designation through the Madrid Protocol, extending an international registration to the US. Which basis fits depends on whether you have used the mark, whether you own a foreign registration, and how you want to own the US rights.

Can I file before I use the mark in the US?

Yes. A Section 1(b) intent-to-use application lets you file based on a bona fide intent to use the mark, which holds your priority while you prepare. You complete registration later by filing a Statement of Use once you are actually using the mark in US commerce, with extensions of time available in the interim. A clean ITU filing can still take many months to allowance and often 18 to 24 months to registration, depending on when use begins.

Are USPTO fees included in your attorney fee?

No. USPTO government fees are separate and are paid upfront at cost. My attorney fees are quoted by milestone (clearance, application per class, office action response, Statement of Use), and the government fees sit on top of those, passed through without markup. The government fee amounts shown on this page are current as of January 2025 and are subject to USPTO change.

Why are office actions scoped separately?

An office action is a refusal or requirement raised by the examining attorney, and the work to respond depends entirely on what is raised. A minor requirement is quick; a substantive Section 2(d) likelihood-of-confusion refusal can require legal argument and evidence. Many applications never receive a substantive office action at all. Quoting it separately, from $850 by complexity, keeps you from paying upfront for work that may never be needed.

Why is the Statement of Use a later milestone?

For an intent-to-use application, you do not prove use at filing. After the mark clears examination and publication, the USPTO issues a Notice of Allowance, and you then file a Statement of Use once you are actually using the mark in US commerce. Because that can be months after filing and depends on when your real use begins, it is a separate stage with its own attorney fee ($350 per class) and its own USPTO fee.

What if the USPTO search shows dead exact marks?

A dead or abandoned exact mark is usually less blocking than a live registration, and it is often encouraging. It is not a guaranteed green light. A dead record can still reveal marketplace history, prior common-law use, or examiner-risk patterns worth checking, and a live registration on a similar mark in a related class can block you even when your exact mark is dead. The clearance opinion reads the live and dead records together and tells you what actually matters, rather than treating a dead hit as the end of the inquiry.

Do holding-company services belong in Class 35 or 36?

Maybe, but it depends on what the entity actually does. "Holding company services" wording usually falls outside the USPTO's pre-approved identifications, so it tends to require free-form wording, which adds a $200-per-class surcharge and can attract refusals if it is over-broad. Before adding Class 35 or 36 holding-company descriptions, it is worth confirming they are truly needed for your business, rather than filing them by default.

Should I file multiple classes now and narrow later?

It depends on your real and intended use. Filing extra classes increases both attorney fees and USPTO fees (each class is its own base fee, plus any surcharge), and a US identification has to be supported by a bona fide intent to use in each class. You can amend to narrow during prosecution, but you generally cannot broaden. The better approach is usually to file the classes you genuinely need and use, which is part of what the strategy and goods/services tuning step is for.