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Last updated: March 28, 2008
1
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
Key Practice Areas -
1. BusinessBusiness
(Contracts, Business Formation, etc.)
2. Intellectual PropertyIntellectual Property
(TMs, copyright, patent licensing, etc.)
3. InternationalInternational
(import/export, int’l contracts, etc.)
Chester/Associates, PLLC
Last updated: March 28, 2008
2
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
Intellectual Property Basics:
Trademarks
How to create, protect and defend
your brands and goodwill
Last updated: March 28, 2008
3
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
got IP?
CopyrightCreate web sites, brochure, write articles,
commercials/ads or
. . . .design business or planning strategies
for clients/prospects
Trade Secrets/Patent. . .have client lists
. . .have unique ways of doing business
. . .create new products or methods
Trademark/Trade Name
Service Mark
. . .sell products
. . . offer services under a “business name”
. . .have a Logo?
You own the following type of IP:If you:
Last updated: March 28, 2008
4
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
What is a trademark?
Any name, symbol,
figure, letter, word, or
mark adopted and used
by a business to
designate its goods and
to distinguish them
from those of others.
Last updated: March 28, 2008
5
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
What is a trademark? (cont.)
Ownership of a mark allows -
• Exclusion of others from using mark, or one that is
“confusingly similar”
• Licensing of mark to others (e.g. for a fee)
Last updated: March 28, 2008
6
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
A. Trade Names - A name used to identify a
commercial product or service
Ex. General Electric, Inc. – legal name
GE – Trade name
- Trademark
B. Patents- the exclusive right to an inventor to
manufacture, use, or sell an invention.
Ex. Post-it notes (patent ended)
I. Other Forms of IP
Last updated: March 28, 2008
7
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
I. Other Forms of IP
C. Trade Secrets - A secret formula, method, or
device that gives one an advantage over
competitors.
Ex. Coca-Cola recipe
D. Copyrights - exclusive right to make copies,
license, and otherwise exploit a
literary, musical, or artistic work,
whether printed, audio, video, etc.
Ex. Harry Potter books
Last updated: March 28, 2008
8
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
II. Kinds of Trademarks
Forms of Trademark
1. Word Marks – text with no protection as to
font or styling
“Triad Hospitals”
2. Logos/designs - image only
3. Combination Marks – combination of words
and images
Last updated: March 28, 2008
9
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
II. Kinds of Trademarks (cont.)
Hierarchy of Trademark Protection
1. Novel/Fanciful - entirely invented
2. Descriptive - merely describes products or services or location
“Lutheran Hospital of Indiana”
“Secondary Meaning”
- Descriptive mark acquires distinctiveness through use.
- Generally, requires 5 years of use
3. Generic - common name for the products or services
“Surgery Center”
Last updated: March 28, 2008
10
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
C. Trademark Symbols
• Trademark - ™
– Goods
• Service Mark - ℠
– Services
• Federally Registered Trademark - ®
– Federally registered trademarks and service
marks
Last updated: March 28, 2008
11
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
A. Common Law
• Obtaining Protection
– Use the mark “in
commerce”
• Limits of Protection
– Geographic area where
the name is used
– Industry/class where used
Dallas
III. Trademark Protection
Seattle
Last updated: March 28, 2008
12
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
B. State Registration
• Obtaining Protection
– File registration with the state
• Limits of Protection
– The state where the
mark is registered
• Timelines
– Fast procedure
– Fees & requirements vary by state
– Must be renewed every 5/10 years
Texas
III. Trademark Protection
Last updated: March 28, 2008
13
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
C. Federal Registration
• Obtaining Protection
– Registration with USPTO
• Limits of Protection
– Protected throughout
the United States
• Requirements for Registration
– File trademark application with
USPTO
– Mark cannot be “confusingly
similar” to any other mark
– Can be “intent to use”
• Timeline
– Approx 18 months from
application to registration
– 1st renewal after 5 years
• then every 10 years
III. Trademark Protection
Last updated: March 28, 2008
14
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
IV. Address IP “Events”
Types of events that effect IP interests.
- You design a new logo or program/product name.
- You start a new business or change your name or logo.
- You invent a new product, new use for a product, or method
- Your company hires someone to write computer software.
- You are contacted by a 3rd party that allegedly owns a mark you are using.
- You notice someone else using a mark that is similar to your mark.
Last updated: March 28, 2008
15
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
Approximate CostsApproximate Costs
Common Law - $0 (merely need to “use”).
State Registration - @$800 - $1,250.
USPTO/Federal Registration - @$1,250.
Above estimates includes:
• TM Search
• application preparation, and
• government filing fees.
Of course, the cost of not protecting a markOf course, the cost of not protecting a mark
(or searching prior to using a new mark)(or searching prior to using a new mark)
can be much more.can be much more.
Last updated: March 28, 2008
16
Trademarks - Transactions - TradeTrademarks - Transactions - Trade
Questions?Questions?
Email JFChester@Tradelawfirm.com
Direct 214.800.2845
Toll Free 1.877.34.World

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Basics of Trademark Rights

  • 1. Last updated: March 28, 2008 1 Trademarks - Transactions - TradeTrademarks - Transactions - Trade Key Practice Areas - 1. BusinessBusiness (Contracts, Business Formation, etc.) 2. Intellectual PropertyIntellectual Property (TMs, copyright, patent licensing, etc.) 3. InternationalInternational (import/export, int’l contracts, etc.) Chester/Associates, PLLC
  • 2. Last updated: March 28, 2008 2 Trademarks - Transactions - TradeTrademarks - Transactions - Trade Intellectual Property Basics: Trademarks How to create, protect and defend your brands and goodwill
  • 3. Last updated: March 28, 2008 3 Trademarks - Transactions - TradeTrademarks - Transactions - Trade got IP? CopyrightCreate web sites, brochure, write articles, commercials/ads or . . . .design business or planning strategies for clients/prospects Trade Secrets/Patent. . .have client lists . . .have unique ways of doing business . . .create new products or methods Trademark/Trade Name Service Mark . . .sell products . . . offer services under a “business name” . . .have a Logo? You own the following type of IP:If you:
  • 4. Last updated: March 28, 2008 4 Trademarks - Transactions - TradeTrademarks - Transactions - Trade What is a trademark? Any name, symbol, figure, letter, word, or mark adopted and used by a business to designate its goods and to distinguish them from those of others.
  • 5. Last updated: March 28, 2008 5 Trademarks - Transactions - TradeTrademarks - Transactions - Trade What is a trademark? (cont.) Ownership of a mark allows - • Exclusion of others from using mark, or one that is “confusingly similar” • Licensing of mark to others (e.g. for a fee)
  • 6. Last updated: March 28, 2008 6 Trademarks - Transactions - TradeTrademarks - Transactions - Trade A. Trade Names - A name used to identify a commercial product or service Ex. General Electric, Inc. – legal name GE – Trade name - Trademark B. Patents- the exclusive right to an inventor to manufacture, use, or sell an invention. Ex. Post-it notes (patent ended) I. Other Forms of IP
  • 7. Last updated: March 28, 2008 7 Trademarks - Transactions - TradeTrademarks - Transactions - Trade I. Other Forms of IP C. Trade Secrets - A secret formula, method, or device that gives one an advantage over competitors. Ex. Coca-Cola recipe D. Copyrights - exclusive right to make copies, license, and otherwise exploit a literary, musical, or artistic work, whether printed, audio, video, etc. Ex. Harry Potter books
  • 8. Last updated: March 28, 2008 8 Trademarks - Transactions - TradeTrademarks - Transactions - Trade II. Kinds of Trademarks Forms of Trademark 1. Word Marks – text with no protection as to font or styling “Triad Hospitals” 2. Logos/designs - image only 3. Combination Marks – combination of words and images
  • 9. Last updated: March 28, 2008 9 Trademarks - Transactions - TradeTrademarks - Transactions - Trade II. Kinds of Trademarks (cont.) Hierarchy of Trademark Protection 1. Novel/Fanciful - entirely invented 2. Descriptive - merely describes products or services or location “Lutheran Hospital of Indiana” “Secondary Meaning” - Descriptive mark acquires distinctiveness through use. - Generally, requires 5 years of use 3. Generic - common name for the products or services “Surgery Center”
  • 10. Last updated: March 28, 2008 10 Trademarks - Transactions - TradeTrademarks - Transactions - Trade C. Trademark Symbols • Trademark - ™ – Goods • Service Mark - ℠ – Services • Federally Registered Trademark - ® – Federally registered trademarks and service marks
  • 11. Last updated: March 28, 2008 11 Trademarks - Transactions - TradeTrademarks - Transactions - Trade A. Common Law • Obtaining Protection – Use the mark “in commerce” • Limits of Protection – Geographic area where the name is used – Industry/class where used Dallas III. Trademark Protection Seattle
  • 12. Last updated: March 28, 2008 12 Trademarks - Transactions - TradeTrademarks - Transactions - Trade B. State Registration • Obtaining Protection – File registration with the state • Limits of Protection – The state where the mark is registered • Timelines – Fast procedure – Fees & requirements vary by state – Must be renewed every 5/10 years Texas III. Trademark Protection
  • 13. Last updated: March 28, 2008 13 Trademarks - Transactions - TradeTrademarks - Transactions - Trade C. Federal Registration • Obtaining Protection – Registration with USPTO • Limits of Protection – Protected throughout the United States • Requirements for Registration – File trademark application with USPTO – Mark cannot be “confusingly similar” to any other mark – Can be “intent to use” • Timeline – Approx 18 months from application to registration – 1st renewal after 5 years • then every 10 years III. Trademark Protection
  • 14. Last updated: March 28, 2008 14 Trademarks - Transactions - TradeTrademarks - Transactions - Trade IV. Address IP “Events” Types of events that effect IP interests. - You design a new logo or program/product name. - You start a new business or change your name or logo. - You invent a new product, new use for a product, or method - Your company hires someone to write computer software. - You are contacted by a 3rd party that allegedly owns a mark you are using. - You notice someone else using a mark that is similar to your mark.
  • 15. Last updated: March 28, 2008 15 Trademarks - Transactions - TradeTrademarks - Transactions - Trade Approximate CostsApproximate Costs Common Law - $0 (merely need to “use”). State Registration - @$800 - $1,250. USPTO/Federal Registration - @$1,250. Above estimates includes: • TM Search • application preparation, and • government filing fees. Of course, the cost of not protecting a markOf course, the cost of not protecting a mark (or searching prior to using a new mark)(or searching prior to using a new mark) can be much more.can be much more.
  • 16. Last updated: March 28, 2008 16 Trademarks - Transactions - TradeTrademarks - Transactions - Trade Questions?Questions? Email JFChester@Tradelawfirm.com Direct 214.800.2845 Toll Free 1.877.34.World