Recognizing A Business’s Intellectual Property Needs& Other IP Info for Business Law Attorneys<br />Presentation for UI  C...
Background<br />Degrees:  B.S.Ch.E.; J.D.<br />Work Background:  Higher Ed Tech Transfer; Industry R&D; U.S. Courts for Id...
IP101 – What is IP?<br />Patents:  <br />New, Nonobvious, & Useful Inventions<br />Trademarks & Trade Dress:  <br />Anythi...
IP101 – Patent Practitioners<br />Patent Practitioners:  <br />Patent Attorneys – Pass State Bar & Patent Bar<br />Patent ...
IP101 – Patenting Process<br />Patent Search<br />Patent Application Preparation & Filing<br />Utility:  <br />Provisional...
IP101 – Patenting Process (cont.)<br />Patent Application Prosecution<br />Patent Examiner evaluates patent application<br...
IP101 – Trademark Reg. Process<br />Trademark Search<br />Federal Marks<br />State Marks<br />Common law Marks<br />Domain...
IP101 – Trademark Reg. Process (cont.)<br />Trademark Application Prosecution<br />Trademark Examining Attorney evaluates ...
IP101 – Copyright Reg. Process<br />Select Correct Form - Copyright.Gov<br />Complete Form<br />Submit Form & Pay Fee $35-...
IP Litigation 101 – Patent Infringement<br />Jurisdiction:  Federal Question<br />Standard:  Practicing each and every ele...
IP Litigation 101 – Patent Infringement (cont.)<br />Patent Owners:<br />Have a Patent to Assert<br />Evaluate Accused Pro...
IP Litigation 101 – Trademark Infringement / Dilution<br />Jurisdiction:  Federal or State<br />No Registration Required<b...
IP Litigation 101 – Copyright Infringement<br />Jurisdiction:  Federal<br />Registration Required<br />Common Issues:<br /...
Spotting Your Client’s IP Issues – Identifying Their IP<br />Patents:<br />Brand New Products<br />Improvements to Known P...
Spotting Your Client’s IP Issues – Identifying Their IP (cont.)<br />Trademarks:<br />Business Name<br />Product Name<br /...
Spotting Your Client’s IP Issues – Identifying Their IP (cont.)<br />Copyrights:<br />Packaging<br />Website<br />Advertis...
Spotting Your Client’s IP Issues – Ownership of IP<br />Employees vs. Independent Contractors<br />Employment Contracts<br...
Spotting Your Client’s IP Issues – Development<br />Patents:  Product Development:<br />Patent Clearance Search<br />Avoid...
Spotting Your Client’s IP Issues – Development<br />Trademarks:<br />New Business Name<br />New Product Name<br />New Logo...
Spotting Your Client’s IP Issues – Development<br />Copyrights:<br />Ownership!<br />Who ACTUALLY made the work?<br />Rela...
Spotting Your Client’s IP Issues – IP Transactions<br />Patents:  <br />Infringement Insurance<br />Transfers of Ownership...
Spotting Your Client’s IP Issues – IP Transactions<br />Trademarks:<br />Infringement Insurance<br />Ownership Determinati...
Spotting Your Client’s IP Issues – IP Transactions<br />Copyrights<br />Ownership Determinations – Particularities<br />As...
QUESTIONS????<br />	Elizabeth Herbst Schierman			schierman@dykaslaw.com<br />	Patent Attorney				e@dykaslaw.com<br />	Dyka...
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Recognizing A Business's Intellectual Property Needs

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An overview of the intellectual property information every business owner and business attorney should know.

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Recognizing A Business's Intellectual Property Needs

  1. 1. Recognizing A Business’s Intellectual Property Needs& Other IP Info for Business Law Attorneys<br />Presentation for UI College of Law Third-Year Law Students<br />Boise, Idaho<br />October 7, 2010<br /> Elizabeth Herbst Schierman schierman@dykaslaw.com<br /> Patent Attorney (208) 345-1122<br /> Dykas & Shaver, LLP Twitter: @EHSchierman<br />
  2. 2. Background<br />Degrees: B.S.Ch.E.; J.D.<br />Work Background: Higher Ed Tech Transfer; Industry R&D; U.S. Courts for Idaho; Private Practice IP Practitioner<br />Practice Areas:<br />Prosecution: Patents; Trademarks; Copyrights<br />Litigation: Internet / Domain Name; Infringement<br />
  3. 3. IP101 – What is IP?<br />Patents: <br />New, Nonobvious, & Useful Inventions<br />Trademarks & Trade Dress: <br />Anything indicating source, origin, or sponsorship of a good or service<br />Copyrights:<br />Original works of authorship in tangible form<br />
  4. 4. IP101 – Patent Practitioners<br />Patent Practitioners: <br />Patent Attorneys – Pass State Bar & Patent Bar<br />Patent Agents – Pass Patent Bar<br />Do not practice patent law if not registered with the USPTO<br />
  5. 5. IP101 – Patenting Process<br />Patent Search<br />Patent Application Preparation & Filing<br />Utility: <br />Provisional <br />Nonprovisional<br />Design<br />Foreign: <br />PCT (Patent Cooperation Treaty)<br />Individual Foreign Countries<br />
  6. 6. IP101 – Patenting Process (cont.)<br />Patent Application Prosecution<br />Patent Examiner evaluates patent application<br />Patent Examiner issues Office Action<br />3-6 months to file Response to Office Action<br />Repeat…indefinitely?<br />Allowance & Issuance of Patent or Abandonment<br />Maintenance Fees<br />Expiration<br />
  7. 7. IP101 – Trademark Reg. Process<br />Trademark Search<br />Federal Marks<br />State Marks<br />Common law Marks<br />Domain Names<br />Business Names<br />Trademark Application Preparation & Submission:<br />Federal or State<br />In Use or Intent-to-Use<br />
  8. 8. IP101 – Trademark Reg. Process (cont.)<br />Trademark Application Prosecution<br />Trademark Examining Attorney evaluates application<br />Examining Attorney Issues Office Action<br />6 Months to File Response to Office Action<br />Published for Opposition<br />Registered<br />Principal Register<br />Supplemental Register<br />Declarations of Use / Incontestability<br />Abandonment?<br />
  9. 9. IP101 – Copyright Reg. Process<br />Select Correct Form - Copyright.Gov<br />Complete Form<br />Submit Form & Pay Fee $35-$65<br />Registration<br />
  10. 10. IP Litigation 101 – Patent Infringement<br />Jurisdiction: Federal Question<br />Standard: Practicing each and every element, literally or by doctrine of equivalents, of at least one claim of the patent<br />Local Patent Rules<br />Claim Construction – Markman Hearing<br />
  11. 11. IP Litigation 101 – Patent Infringement (cont.)<br />Patent Owners:<br />Have a Patent to Assert<br />Evaluate Accused Product / Claim Chart<br />Cease & Desist?<br />Sue for Infringement<br />Accused Infringers<br />Evaluate Infringement Allegations<br />Search for Invalidating Prior Art<br />Search for Errors in the Patent or Prosecution<br />File Decl. Action Seeking Determination of No Infringement / Invalidity / Unenforceability <br />
  12. 12. IP Litigation 101 – Trademark Infringement / Dilution<br />Jurisdiction: Federal or State<br />No Registration Required<br />Common Issues:<br />Does the plaintiff have a trademark?<br />Who is senior user?<br />What is the scope of rights?<br />Is there likelihood of confusion?<br />
  13. 13. IP Litigation 101 – Copyright Infringement<br />Jurisdiction: Federal<br />Registration Required<br />Common Issues:<br />Damages: Statutory Damages Available?<br />Willfulness<br />
  14. 14. Spotting Your Client’s IP Issues – Identifying Their IP<br />Patents:<br />Brand New Products<br />Improvements to Known Products<br />Machinery<br />Processes ?<br />Software ?<br />
  15. 15. Spotting Your Client’s IP Issues – Identifying Their IP (cont.)<br />Trademarks:<br />Business Name<br />Product Name<br />Logo<br />Slogan<br />Product design or business design<br />
  16. 16. Spotting Your Client’s IP Issues – Identifying Their IP (cont.)<br />Copyrights:<br />Packaging<br />Website<br />Advertising<br />Guides / Information Publications<br />Logo<br />
  17. 17. Spotting Your Client’s IP Issues – Ownership of IP<br />Employees vs. Independent Contractors<br />Employment Contracts<br />Invention Disclosure Forms<br />Inventor Notebooks<br />Non-disclosure / Non-compete / Assignment Agreements<br />Transfer of Ownership:<br />Control Issues<br />Tax Issues<br />
  18. 18. Spotting Your Client’s IP Issues – Development<br />Patents: Product Development:<br />Patent Clearance Search<br />Avoid Infringement<br />Patent Novelty Search<br />Evaluate Potential for Acquiring a Patent<br />Identification of Correct Inventorship<br />Patent Application Filed Before Marketing, Public Use or other Public Disclosure<br />Correct Patent Marking<br />
  19. 19. Spotting Your Client’s IP Issues – Development<br />Trademarks:<br />New Business Name<br />New Product Name<br />New Logo<br />New Domain Name<br />Trademark Clearance Search<br />Avoid Infringement<br />Trademark Registerability Search<br />Evaluate Potential for Acquiring a TM Registration<br />Correct Trademark Marking<br />
  20. 20. Spotting Your Client’s IP Issues – Development<br />Copyrights:<br />Ownership!<br />Who ACTUALLY made the work?<br />Relationship of the worker to the business?<br />Registration within 3 months of publication<br />
  21. 21. Spotting Your Client’s IP Issues – IP Transactions<br />Patents: <br />Infringement Insurance<br />Transfers of Ownership – Particularities<br />Assignment<br />Indemnification or Warranty in Case of Infringement Allegations<br />Before Buying Patent Rights: Evaluation & History of Patent<br />Licensing<br />Ownership of Modifications/Improvements<br />
  22. 22. Spotting Your Client’s IP Issues – IP Transactions<br />Trademarks:<br />Infringement Insurance<br />Ownership Determinations – Particularities<br />Assignment<br />Indemnification or Warranty in Case of Infringement Allegations<br />Before Buying Rights: Evaluation & History of Mark<br />Licensing<br />Right to Quality Control<br />Standards for Use of Mark<br />
  23. 23. Spotting Your Client’s IP Issues – IP Transactions<br />Copyrights<br />Ownership Determinations – Particularities<br />Assignment<br />Indemnification or Warranty in Case of Infringement Allegations<br />Ownership Determination<br />Moral Rights May Not Transfer<br />Licensing<br />Spell Out Rights Licensed<br />Limitations on Use: When/Where/How/What<br />Limitations on Modification: (e.g., No Reverse Engineering)<br />Ownership of Modifications/Improvements<br />
  24. 24. QUESTIONS????<br /> Elizabeth Herbst Schierman schierman@dykaslaw.com<br /> Patent Attorney e@dykaslaw.com<br /> Dykas & Shaver, LLP (208) 345-1122<br />Twitter: @EHSchierman<br />LinkedIn: http://www.linkedin.com/in/idahopatentattorney<br />Firm Profile: http://www.dykaslaw.com/professionals/schierman/<br />

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