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INTELLECTUAL
PROPERTY LAW FOR
NON-IP ATTORNEYS
Grant Clayton- Clayton, Howarth &
Cannon
Dave Johnson, Tim Nichols- Workman
Nydegger
TRADEMARKS
• A trademark or service mark is any word, name,
symbol, phrase, device or combination that is
used or intended to be used to indicate the
source of a seller’s goods and/or services, and
to identify and distinguish the seller’s goods
and/or services from another’s.
What is a trademark?
What is a trademark?
• FANCIFUL
– ex. GOOGLE or VERIZON
• ARBITRARY
– APPLE (computers) or KAYAK (website)
• SUGGESTIVE
– TRAVELOCITY (travel services)
• DESCRIPTIVE
– PRETZEL THINS (pretzels)
• GENERIC
– TRAMPOLINE (originally a trademark of the Griswold-
Nissen Trampoline & Tumbling Company)
Strong
Weak
Picking a Mark
• Use Based Application
– Description of goods and
services
– Pick your class(es)
• $325 per class
– Date(s) of first use
– Specimen
– Declaration
• Using the mark
• Not aware of others
– Same mark, same goods or
services
– Opposition period
• Intent to Use Application
– Description of goods and
services
– Pick your class(es)
• $325 per class
– Declaration
• Bona fide intention to use
• Not aware of others
– Within 6 months
• Statement of Use
– Opposition period
Application Process
Design
(color)
Design
(black and
white)
Word
VERIDICUS HEALTH
Priorities
“My mark should describe my business”
Misconception #1: Descriptive is good
Misconception #1: Descriptive is good
“I have a trademark registration, I own the mark”
Misconception #2: Registration=exclusive ownership
Feeb
Shoes
Coats
Online retail
store
services
Pants
Backpacks
Misconception #2: Registration=exclusive ownership
“I have a trademark registration, I can use the
mark”
Misconception #3: Registration=exclusive right to use
Third party
begins use
Date of
first use
File
trademark
application
Registration
approved
PRIORITY IS KEY!
Misconception #3: Registration=exclusive right to use
PATENTS
• A patent is a property right, granted by the
government, which allows the owner of the patent
to prevent others from making, using, selling, or
importing the invention for a limited period of time.
What is a patent?
Claimed Invention
• Utility Patent
• Design Patent
• Plant Patent
Three types of patents
What can be patented?
• Utility Patent
– 20-year term (from filing)
U.S. Patent 5,996,127
What can be patented?
• The claimed invention must be directed to one of
four patent-eligible subject matter categories
– Process: an act, or a series of acts or steps
– Machine: a concrete thing, consisting of parts
– Manufacture: an article produced from raw or
prepared materials and giving to such
materials new qualities, properties, forms, etc.
– Composition of matter: any compositions of
two or more substances and any composite
articles
What can be patented?
• The claimed invention cannot wholly embrace a
judicially recognized exception
– Laws of nature
– Physical phenomena
– Abstract ideas
What can be patented?
• Design Patent
– 15-year term (from issue)
– Ornamental designs for articles
of manufacture
• Shape/configuration; and/or
• Surface ornamentation
What can be patented?
• Plant Patent
– 20-year term (from filing)
– Asexually reproduced
plants
What can be patented?
• Patentability- the ability of an invention to satisfy
the legal requirements for obtaining a patent.
• Infringement- the unauthorized making, using,
selling, or offering for sale of a patented invention
within the United States, or importing into the
United States a patented invention during the term
of the patent.
Patentability vs. Infringement
Jason Pam
Example-
Patentability vs. Infringement
HOW CAN YOU HELP PROTECT YOUR CLIENT’S
RIGHTS?
The United States is now a first-to-file system
Protecting your client’s patent rights
There are time limits for filing a patent
• Strict and unforgiving time deadlines apply to
establishing your client’s patent rights
Protecting your client’s patent rights
Foreign patents must be pursued at roughly the
same time as a U.S. patent
• If you wait until you get your U.S. patent, it will be
too late to apply in other countries
Protecting your client’s patent rights
What you file is as important as when you file
• A patent application is a complex document that
describes an invention in legal and technical terms
Protecting your client’s patent rights
Not all patents are created equal
• It is important to do some due diligence to find out
what a patent really stands for
Protecting your client’s patent rights
If your client buys a patent, record the assignment
document in the USPTO
• If an assignment is not recorded within 3 months
after signing, the assignee stands at risk of having
its rights subordinated to a subsequent bona fide
purchaser or lender acting without notice of the
assignment. See 35 USC 261, Para. 4
Protecting your client’s patent rights
What can be recorded in the USPTO?
• Just about anything
– Assignments
– Notes and other security interests
– Wills
– Letters disputing ownership
Protecting your client’s patent rights

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Intellectual Property Law for Non-IP Attorneys

  • 1. INTELLECTUAL PROPERTY LAW FOR NON-IP ATTORNEYS Grant Clayton- Clayton, Howarth & Cannon Dave Johnson, Tim Nichols- Workman Nydegger
  • 3. • A trademark or service mark is any word, name, symbol, phrase, device or combination that is used or intended to be used to indicate the source of a seller’s goods and/or services, and to identify and distinguish the seller’s goods and/or services from another’s. What is a trademark?
  • 4. What is a trademark?
  • 5. • FANCIFUL – ex. GOOGLE or VERIZON • ARBITRARY – APPLE (computers) or KAYAK (website) • SUGGESTIVE – TRAVELOCITY (travel services) • DESCRIPTIVE – PRETZEL THINS (pretzels) • GENERIC – TRAMPOLINE (originally a trademark of the Griswold- Nissen Trampoline & Tumbling Company) Strong Weak Picking a Mark
  • 6. • Use Based Application – Description of goods and services – Pick your class(es) • $325 per class – Date(s) of first use – Specimen – Declaration • Using the mark • Not aware of others – Same mark, same goods or services – Opposition period • Intent to Use Application – Description of goods and services – Pick your class(es) • $325 per class – Declaration • Bona fide intention to use • Not aware of others – Within 6 months • Statement of Use – Opposition period Application Process
  • 8. “My mark should describe my business” Misconception #1: Descriptive is good
  • 10. “I have a trademark registration, I own the mark” Misconception #2: Registration=exclusive ownership
  • 12. “I have a trademark registration, I can use the mark” Misconception #3: Registration=exclusive right to use
  • 13. Third party begins use Date of first use File trademark application Registration approved PRIORITY IS KEY! Misconception #3: Registration=exclusive right to use
  • 15. • A patent is a property right, granted by the government, which allows the owner of the patent to prevent others from making, using, selling, or importing the invention for a limited period of time. What is a patent?
  • 17. • Utility Patent • Design Patent • Plant Patent Three types of patents What can be patented?
  • 18. • Utility Patent – 20-year term (from filing) U.S. Patent 5,996,127 What can be patented?
  • 19. • The claimed invention must be directed to one of four patent-eligible subject matter categories – Process: an act, or a series of acts or steps – Machine: a concrete thing, consisting of parts – Manufacture: an article produced from raw or prepared materials and giving to such materials new qualities, properties, forms, etc. – Composition of matter: any compositions of two or more substances and any composite articles What can be patented?
  • 20. • The claimed invention cannot wholly embrace a judicially recognized exception – Laws of nature – Physical phenomena – Abstract ideas What can be patented?
  • 21. • Design Patent – 15-year term (from issue) – Ornamental designs for articles of manufacture • Shape/configuration; and/or • Surface ornamentation What can be patented?
  • 22. • Plant Patent – 20-year term (from filing) – Asexually reproduced plants What can be patented?
  • 23. • Patentability- the ability of an invention to satisfy the legal requirements for obtaining a patent. • Infringement- the unauthorized making, using, selling, or offering for sale of a patented invention within the United States, or importing into the United States a patented invention during the term of the patent. Patentability vs. Infringement
  • 25. HOW CAN YOU HELP PROTECT YOUR CLIENT’S RIGHTS?
  • 26. The United States is now a first-to-file system Protecting your client’s patent rights
  • 27. There are time limits for filing a patent • Strict and unforgiving time deadlines apply to establishing your client’s patent rights Protecting your client’s patent rights
  • 28. Foreign patents must be pursued at roughly the same time as a U.S. patent • If you wait until you get your U.S. patent, it will be too late to apply in other countries Protecting your client’s patent rights
  • 29. What you file is as important as when you file • A patent application is a complex document that describes an invention in legal and technical terms Protecting your client’s patent rights
  • 30. Not all patents are created equal • It is important to do some due diligence to find out what a patent really stands for Protecting your client’s patent rights
  • 31. If your client buys a patent, record the assignment document in the USPTO • If an assignment is not recorded within 3 months after signing, the assignee stands at risk of having its rights subordinated to a subsequent bona fide purchaser or lender acting without notice of the assignment. See 35 USC 261, Para. 4 Protecting your client’s patent rights
  • 32. What can be recorded in the USPTO? • Just about anything – Assignments – Notes and other security interests – Wills – Letters disputing ownership Protecting your client’s patent rights