Metropolitan Area Agency on Aging, Inc. v. Trellis Co.

CourtDistrict Court, D. Minnesota
DecidedJune 2, 2026
Docket0:24-cv-01854
StatusUnknown

This text of Metropolitan Area Agency on Aging, Inc. v. Trellis Co. (Metropolitan Area Agency on Aging, Inc. v. Trellis Co.) is published on Counsel Stack Legal Research, covering District Court, D. Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Metropolitan Area Agency on Aging, Inc. v. Trellis Co., (mnd 2026).

Opinion

UNITED STATES DISTRICT COURT DISTRICT OF MINNESOTA

Metropolitan Area Agency on Aging, Inc., Civil No. 24-1854 (DWF/SGE)

Plaintiff/Counter Defendant, MEMORANDUM v. OPINION AND ORDER

Trellis Co.,

Defendant/Counter Claimant.

INTRODUCTION This matter is before the Court on four motions: Plaintiff/Counter Defendant Metropolitan Area Agency on Aging, Inc.’s second motion for summary judgment (Doc. No. 95) and Defendant/Counter Claimant Trellis Co.’s motion for bench trial and to strike the jury demand (Doc. No. 83), motion to exclude the expert testimony of Theodore H. Davis, Jr. (Doc. No. 104), and motion for summary judgment (Doc. No. 110). For the reasons set forth below, the Court grants summary judgment in favor of Defendant and denies Defendant’s other motions as moot. BACKGROUND This dispute involves two non-profit organizations that operate primarily in the Minneapolis-St. Paul metropolitan area. (Doc. No. 119 ¶¶ 5-6; Doc. No. 121-7 at 6, 24.) Plaintiff provides social services to seniors and their caregivers. (Doc. No. 101-3 at 8.) Those services include home-delivered meals, transportation, legal services, chore services, and counseling on housing options. (Doc. No. 121-8 at 10, 14.) Defendant is a property developer that focuses on creating affordable housing for low-income populations, including seniors, veterans, and people with disabilities. (Doc. No. 119 ¶ 5.) Defendant owns more than sixty properties in the Minneapolis-St. Paul metropolitan area

and greater Minnesota. (Id. ¶ 6.) Most of those properties are managed by Defendant’s wholly owned subsidiary Trellis Management Co. (“Trellis Management”). (Id. ¶¶ 1, 6.) Independent of each other, both Plaintiff and Defendant engaged in company rebranding work in and around 2018 and 2019. (See Doc. No. 101-3 at 2; Doc. No. 114 ¶¶ 2-3; Doc. No. 121-4 at 19.) Following that process, each party decided to rebrand using the brand

name “Trellis.” (See Doc. No. 102 at 3-4; Doc. No. 114 ¶¶ 2-3.) On August 12, 2020, Defendant rolled out its use of the Trellis name and its new logo at a companywide virtual picnic. At or around that time, Defendant took several other rebranding steps: Defendant contracted with a company to install new logo decals on the Trellis Management doors, Defendant’s Site Managers sent notices to their tenants

about the brand change, Defendant’s CEO sent notices about the brand change to business partners, Defendant changed its website to its new brand, and Defendant sent Trellis-branded clothing to its on-site employees to wear while performing their job duties. (Doc. No. 112-1; Doc. No. 113 ¶¶ 11-12, 14-15; Doc. No. 113-5; Doc. No. 114 ¶¶ 5-6; Doc. No. 114-3; Doc. No. 116 ¶ 6; Doc. No. 117 ¶¶ 6, 8; Doc. No. 119 ¶¶ 6, 10;

Doc. No. 119-1.) After August 12, 2020, Defendant began using the Trellis name in new property development deals, Defendant’s employees regularly wore Trellis-branded clothing when working at Defendant’s properties, Defendant’s Site Managers used the Trellis mark on other notices sent to tenants, and Defendant’s employees gave new and prospective tenants Trellis-branded materials. (Doc. No. 112-2; Doc. No. 113 ¶¶ 11-13; Doc. No. 113-2 at 6-7; Doc. No. 116 ¶ 6; Doc. No. 117 ¶ 6; Doc. No. 119 ¶¶ 18-19; Doc. No. 120.) Defendant never filed an intent-to-use application with the U.S. Patent and

Trademark Office (the “PTO”) for the Trellis word mark or its Trellis design mark. Seventy-six days later, on October 27, 2020,1 Plaintiff filed an application to register the Trellis word mark with the PTO.2 (Doc. No. 121-15.) Defendant opposed Plaintiff’s application at the Trademark Trial and Appeal Board (“TTAB”) on grounds of priority and likelihood of confusion (the “TTAB Action”). (Doc. No. 22-2.) After some

discovery, the parties moved for partial summary judgment in the TTAB Action. (Doc. No. 36, Ex. A (“TTAB Order”) at 4.) While waiting for a decision in the TTAB Action, Plaintiff filed this case seeking a declaratory judgment of priority (Count 1) and a declaratory judgment of non-infringement (Count 2). (Doc. No. 1 ¶¶ 27-37.) Defendant subsequently moved to dismiss or, alternatively, stay this case pending final judgment in

the TTAB Action. (Doc. No. 12.) In response, Plaintiff moved for early summary judgment in this case. (Doc. No. 19.) While those two motions were pending, TTAB denied the parties’ cross-motions for partial summary judgment and suspended the TTAB Action pending final disposition in this case. (TTAB Order at 12-14.)

1 Previously, Defendant disputed this priority date because Plaintiff later amended the date to March 16, 2021. Defendant still disputes the October 2020 date. (See Doc. No. 130 at 20 n.3.) The Court need not address this dispute because no reasonable factfinder could find that Defendant did not establish priority before October 27, 2020. 2 Plaintiff also filed an application to register a design mark featuring the word Trellis on September 6, 2022. (Doc. No. 121-27.) On December 18, 2024, the Court denied Plaintiff’s motion for summary judgment and largely denied Defendant’s motion to dismiss or stay. (Doc. No. 45.) Notably, the Court found that Defendant had “presented enough evidence to demonstrate a genuine

issue of material fact exists concerning priority.” (Id. at 13.) Following that ruling, Defendant filed its answer and five counterclaims: (1) declaratory judgment of priority; (2) unfair competition under 15 U.S.C. § 1125(a); (3) Minnesota common law trademark infringement; (4) Minnesota common law unfair competition; and (5) violation of the Minnesota Uniform Deceptive Trade Practices Act (“UDTPA”). (Doc. No. 51 at 16-20.)

The parties now move for summary judgment on all claims. (Doc. Nos. 95, 110.) Defendant also moves to strike the jury demand and to exclude the expert testimony of Theodore H. Davis, Jr. (Doc. Nos. 83, 104.) DISCUSSION Summary judgment is proper if the moving party shows that there are no genuine

issues of material fact and that they are entitled to judgment as a matter of law. Fed. R. Civ. P. 56(a); Enter. Bank v. Magna Bank of Mo., 92 F.3d 743, 747 (8th Cir. 1996). A party opposing a properly supported motion for summary judgment must demonstrate the existence of specific facts in the record that create a genuine issue for trial. Krenik v. County of Le Sueur, 47 F.3d 953, 957 (8th Cir. 1995). “[A] genuine issue of material fact

exists if: (1) there is a dispute of fact; (2) the disputed fact is material to the outcome of the case; and (3) the dispute is genuine, that is, a reasonable jury could return a verdict for either party.” RSBI Aerospace, Inc. v. Affiliated FM Ins. Co., 49 F.3d 399, 401 (8th Cir. 1995). The Court must view the evidence and the inferences that may be reasonably drawn from the evidence in the light most favorable to the nonmoving party. Weitz Co. v. Lloyd’s of London, 574 F.3d 885, 892 (8th Cir. 2009). I. Priority (Count 1 & Counterclaim 1)

The parties dispute who has priority to use the Trellis marks. They each request declaratory judgment on this issue. Plaintiff asks the Court to declare that Defendant cannot establish priority over Plaintiff, while Defendant asks the Court to declare that it has priority over Plaintiff.

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