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Trademarks 101:Everything you’ve always wanted to know about trademarks but were afraid to ask
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Trademarks 101: Everything you’ve always wanted to know about trademarks but were afraid to ask

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The right trademark can mean big business, but there's more to getting that "®" than meets the eye. This introductory seminar will explain the basics of trademarks, proper usage, the registration …

The right trademark can mean big business, but there's more to getting that "®" than meets the eye. This introductory seminar will explain the basics of trademarks, proper usage, the registration process, and how to screen and clear a mark in today's global -- and increasingly cyber -- economy. Trademarks must be chosen carefully and defended vigilantly.

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  • 1. Trademarks 101: Everything you’ve always wanted to know about trademarks but were afraid to ask Presented by: Kimberly Wieland, Esq. Corporation Service Company Vanessa Saffold Corporation Service Company
  • 2. Today’s Presenters • Kimberly Wieland, Esq. – Senior Director of Trademark Services – kwieland@cscinfo.com • Vanessa Saffold – Quality Assurance Analyst – vsaffold@cscinfo.com
  • 3. Trademarks 101 • Trademarks Basics • Proper Usage • Trademark Filing Process • Screening and Clearing Trademarks • Post Registration Protection • Q&A
  • 4. Intellectual Property • Intangible Assets • Protectable by law • Original and creative thoughts, ideas and works
  • 5. Types of Intellectual Property • Copyright – protects “original work of authorship” ex., literary, music, dramatic, artistic work. © • Patent – protects inventions – original ideas or new processes ex., machines, formulas, product designs • Trademark - ™ ®
  • 6. Trademarks • A trademark identifies and distinguishes a specific product from others in the marketplace. • Trademark registration is authorized by Federal Law under the Lanham Act and also by the laws of each State. • Trademark registration can also be accomplished overseas under different international treaties such as the Paris Convention, Vienna Agreement, Nice Agreement, etc.
  • 7. Current Market Trends U.S. Trademarks 450000 400000 350000 300000 250000 200000 US TM Filings 150000 100000 50000 0 2000 2002 2004 2006 2008
  • 8. Trademark vs. Trade Name • Trade name: identifies a company or business (KRAFT®) • Trademark: identifies the goods of a company (ALTOIDS®) • Service Mark: identifies the services of a company (Weight WatchersSM)
  • 9. Word
  • 10. Name
  • 11. Symbol
  • 12. Slogan Melts in your mouth. Not in your hands.
  • 13. Design
  • 14. Device
  • 15. Sound
  • 16. Color
  • 17. Domain www.google.com www.ebay.com www.yahoo.com www.amazon.com
  • 18. Functions of a Trademark • Indicates the source of origin of goods or services • Helps guarantee the quality of goods bearing the mark • Creates and maintains a demand for the product • Used as a Marketing tool to build a brand • Can have great $ value to a company
  • 19. Spectrum of Trademark Distinctiveness & Levels of Protection 1. Fanciful/Coined 2. Arbitrary 3. Suggestive 4. Descriptive 5. Generic
  • 20. Fanciful/Coined
  • 21. Arbitrary
  • 22. Suggestive
  • 23. Descriptive
  • 24. Generic
  • 25. Likelihood of Confusion • Likelihood of confusion is the key to most trademark conflicts • Famous marks are protected regardless of possible confusion (Coke, Pepsi, etc…)
  • 26. Evaluating Potential Consumer Confusion • Are the goods/services represented by the marks related? • Do the goods/services compete? • How similar are the marks in sound, appearance and meaning? • How strong is each mark? • How much do the underlying goods/services cost? • Do the two marks share the same customer base? • Does one owner use the mark on several different products or services?
  • 27. Trademark Use in Marketing HOW ARE TRADEMARKS PROPERLY USED?
  • 28. Don’t Leave Your Trademarks Naked! Using these symbols puts the industry on notice!
  • 29. Distinguish Trademarks! Bold → CLOROX Bleach ® ITALICS → Clorox Bleach ® ALL CAPS → CLOROX Bleach ® Underline → Clorox Bleach ®
  • 30. Trademarks are Adjectives, Not Nouns ® VISINE Eye Drops are excellent for getting the red out my eyes. ® AquaFresh Toothpaste is great for my teeth. ® VISINE is excellent for getting the red out of my eyes.
  • 31. Trademarks Should Not be Used in Possessive Form The acne-clearing power of ® CLEARSIL Gel ® CLEARASIL’S acne-clearing power
  • 32. Trademarks are Not Verbs TRADEMARKS ARE NOT USED AS VERBS – ® YOU CANNOT DOVE YOUR FACE!
  • 33. Trademarks Should Not Be Used in Plural Form Enclosed are a dozen bottles of ® VISINE Eye Drops Enclosed are a dozen VISINES
  • 34. Use Trademarks Exactly as They are Registered! Any material alternation gives a third party the opportunity to argue that the mark has been abandoned.
  • 35. Obtaining Trademark Rights • Rights are obtained by: – Use • Common Law – Registration • US Patent & Trademark Office • Individual State Registration • Rights are territorial First party to Use or first to file an application, whichever comes first, has superior rights.
  • 36. Common Law Trademarks • In the U.S., whoever can establish “First Use” in interstate commerce has superior rights. • All you have to do is begin using it the ™ on your goods to put the public on notice that you believe the mark to be yours. • You would also note the date of First Use in interstate commerce in your records. • Rights are limited to territory of use.
  • 37. Benefits of Federal Registration • Evidence of the validity of the registered mark and your ownership to it • Nationwide protection of trademark • The right to sue in Federal Court • Use of the circle R symbol: ® • “Incontestability” after 5 years proven continuous use • Priority of use as of the date of the application • Protects the brand and safeguards opportunities for future expansion
  • 38. Benefits of Federal Registration • Greater recovery of damages for infringement, including attorney’s fees, other statutory damages, and possibly treble damages • The right to claim priority for registration in foreign jurisdictions, and other rights under the Paris Convention • Gives the ability to stop importation of goods which infringe (US Customs)
  • 39. Trademark Application Process • Application Filed • Application is “Examined” • Application becomes approved and “Published for Opposition” • Application obtains Notice of Allowance
  • 40. Trademark Application Process • Trademark is registered for 10 years. • Renewals are indefinite as long as continuous use in commerce is provided, or it becomes “generic” – Section 8 & 15 Declarations are filed with USPTO to prove use between 5-6th year • Process = approximately 18-24 months, barring any obstacles • Application fee is $325 per class (electronic); $375 (paper)
  • 41. International Classifications • The US is a signatory to the Nice Agreement and uses the International Classification system under this agreement • The international classification system is used by 78 countries around the world • Trademark classes are descriptive categories of goods or services • There are currently 45 different IC’s in use • When you file your application you pay by class – Ex. Class 5 pharmaceuticals, 16 paper goods, 25 clothing, 43 restaurants & hotels, etc.
  • 42. TM Vulnerability • Examination: after application • Opposition: after publication • Cancellation: after registration – Grounds: • Non-use on the goods or services covered by the application/registration • Confusing similarity • Generic/Diluted (aspirin, escalator, etc…)
  • 43. Trademark Life Cycle • Creation • Filing and Registration – Brainstorming – USPTO • Screening • Protection – Narrow the list – Watching • Clearance • Maintenance – More exhaustive search – Filing renewals • Investigation • Commercial Exploitation – Still in use? – Licensing • Opinion – Available?
  • 44. Screening & Clearing Trademarks • Prior to attempting registration or use of a TM, you need to screen and clear your mark • Does your proposed mark infringe on another’s rights?
  • 45. Screening & Clearing Trademarks • Step 1 – Trademark Screening – Conduct a quick “knockout” search using online tools (Federal Trademarks & Internet) • Step 2 - Trademark Clearance Report – Covers Federal, State, Common Law, Domain Names and Internet content • Step 3 – Investigation and Opinion • Step 4 – File for Trademark
  • 46. Protecting Your Trademark • Post-Registration Protection, Policing & Enforcement – Trademark owners are required to use reasonable efforts to police unauthorized and improper uses of their marks – Trademark/Domain Watching – Internet Policing
  • 47. Trademark Notes • CHOOSE DISTINCTIVELY • DO YOUR RESEARCH • USE YOUR TM PROPERLY WITH ™ OR ® • FILE TIMELY AND NOTE DATE OF FIRST USE • PROTECT YOUR BRAND
  • 48. Questions & Answers Kimberly Wieland Vanessa Saffold Senior Director of Trademark Services Quality Assurance Analyst Corporation Service Company Corporation Service Company 800.927.9801 ext. 8655 800.927.9801 ext. 2189 kwieland@cscinfo.com vsaffold@cscinfo.com www.CSCGlobal.com Q&A To ask a question, please type your inquiry into the Q&A panel © Corporation Service Company 2009
  • 49. About CSC • Privately-held, 110+ year old company headquartered in Wilmington, Delaware • CSC operates offices in the US, Canada, Germany, France and the UK and employs over 1,000 people worldwide • CSC is dedicated reducing risks and costs for our clients by providing: – Corporate Governance & Compliance Services – Corporate Identity Protection Services – Litigation & Matter Management Services – Deal & Transaction Support Services. • The CSC suite of Corporate Identity Protection services includes: – Trademark Screening, Searching and Watching – Internet Brand Monitoring – Domain Name Registration, Management and Monitoring • CSC is the trusted partner of 47 of the Top 100 Best Global Brands* for global domain name registration and management For more information about how CSC can help you protect your brands, please email WebSeminars@CSCInfo.com * As ranked in the Interbrand® 2007 Best Global Brands Report