SlideShare a Scribd company logo
Promote & Protect Your Brand
Danielle DeFilippis
Ami Bhatt
Norris McLaughlin & Marcus, P.A.
www.morethanyourmark.com
What is Your Brand?
● Symbols, designs, names, sounds and images –
separating you from your competitor
● Why is it important – it is what you use to distinguish
yourself
● Examples of strong branding – McDonald’s Golden
Arches
● Aspects of your brand – includes trademark, trade
dress, online and social media presence
2
What is a Trademark?
The term “trademark” includes any word, name, symbol, or device, or any
combination thereof—
(1) used by a person, or
(2) which a person has a bona fide intention to use in commerce…to identify
and distinguish his or her goods, including a unique product, from those
manufactured or sold by others and to indicate the source of the goods, even if
that source is unknown.
-- Lanham Act, 15 U.S.C. s. 1127
3
Examples of Trademarks
4
Sampling of Cointreau’s Trademark and
Trade Dress Registrations
5
How to Select a Brand:
Consider Trademark Strength
● Fanciful – Clorox, Kodak
● Arbitrary – Apple for computers, Ivory for
soap
● Suggestive – Coppertone for sun tan lotion,
Chicken of the Sea for tuna
● Descriptive – Shake N’Bake, can be
protected if achieves secondary meaning
6
Not All Terms Can be Trademarks
● Generic words -- i.e., cracker or computer
when used to refer to relevant goods
● Merely descriptive words – “Buy Auto Parts”
● Geographically descriptive marks --
Hollywood, Big Apple
● Scandalous, disparaging or obscene marks
● Surnames – Smith, though can be protected
if achieves secondary meaning 7
Trade Dress
• Trade dress is the “total image and overall appearance” of a product or its packaging
• Includes features such as size, shape, color or color combinations, features that affect the “total
visual image by which the product is presented to customers”
• May be very powerful when established over a period of time in establishing “consumer
recognition” regarding a product
• Must be “non-functional”
• Two types:
o Product labeling or packaging – may be inherently distinctive and secondary meaning not
required
o Product design or configuration – more difficult standard to meet; must show “secondary
meaning”, i.e. the purchasing public associates the trade dress with the source, can include a
website
8
Think Beyond the Mark:
Domain Names
● Selecting your domain name
● What domain names to purchase
● Cybersquatting
9
Social Media
● Selecting a brand that is also available on
social media, i.e., Instagram and Twitter
10
Going From Brand to Trademark
● Preliminary Clearance of Mark
● Seek Federal Registration
● Building a Portfolio of Marks
11
Acquisition of Trademark Rights
● In the U.S., trademark rights are acquired through
use of the mark in commerce
● Federal registration is not required
● Common law marks however do not enjoy the
benefits conferred on federally registered marks
● Trademark rights can be acquired even before use
through ITU applications
● Global applications?
12
Protecting Your Brand
● Consistent and Appropriate Use
● Avoid Genericide
● Enforcement
13
Policing and Enforcement
● Monitor Usage
● Internet Searching, Watch Services
● Cease & Desist Letter
● Legal Action
● Federal Statutes – Lanham Act
● Trademark Infringement
● False Advertising
● Remedies
● Injunctive Relief
● Damages under the Lanham Act
● Cybersquatting remedies and damages
14
Cointreau v. Controy
15
Other Legal Issues
● Forming LLCs for business
● Insurance coverage
● Advertising and promotion review
● Licensing
16

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Promote and protect your brand

  • 1. Promote & Protect Your Brand Danielle DeFilippis Ami Bhatt Norris McLaughlin & Marcus, P.A. www.morethanyourmark.com
  • 2. What is Your Brand? ● Symbols, designs, names, sounds and images – separating you from your competitor ● Why is it important – it is what you use to distinguish yourself ● Examples of strong branding – McDonald’s Golden Arches ● Aspects of your brand – includes trademark, trade dress, online and social media presence 2
  • 3. What is a Trademark? The term “trademark” includes any word, name, symbol, or device, or any combination thereof— (1) used by a person, or (2) which a person has a bona fide intention to use in commerce…to identify and distinguish his or her goods, including a unique product, from those manufactured or sold by others and to indicate the source of the goods, even if that source is unknown. -- Lanham Act, 15 U.S.C. s. 1127 3
  • 5. Sampling of Cointreau’s Trademark and Trade Dress Registrations 5
  • 6. How to Select a Brand: Consider Trademark Strength ● Fanciful – Clorox, Kodak ● Arbitrary – Apple for computers, Ivory for soap ● Suggestive – Coppertone for sun tan lotion, Chicken of the Sea for tuna ● Descriptive – Shake N’Bake, can be protected if achieves secondary meaning 6
  • 7. Not All Terms Can be Trademarks ● Generic words -- i.e., cracker or computer when used to refer to relevant goods ● Merely descriptive words – “Buy Auto Parts” ● Geographically descriptive marks -- Hollywood, Big Apple ● Scandalous, disparaging or obscene marks ● Surnames – Smith, though can be protected if achieves secondary meaning 7
  • 8. Trade Dress • Trade dress is the “total image and overall appearance” of a product or its packaging • Includes features such as size, shape, color or color combinations, features that affect the “total visual image by which the product is presented to customers” • May be very powerful when established over a period of time in establishing “consumer recognition” regarding a product • Must be “non-functional” • Two types: o Product labeling or packaging – may be inherently distinctive and secondary meaning not required o Product design or configuration – more difficult standard to meet; must show “secondary meaning”, i.e. the purchasing public associates the trade dress with the source, can include a website 8
  • 9. Think Beyond the Mark: Domain Names ● Selecting your domain name ● What domain names to purchase ● Cybersquatting 9
  • 10. Social Media ● Selecting a brand that is also available on social media, i.e., Instagram and Twitter 10
  • 11. Going From Brand to Trademark ● Preliminary Clearance of Mark ● Seek Federal Registration ● Building a Portfolio of Marks 11
  • 12. Acquisition of Trademark Rights ● In the U.S., trademark rights are acquired through use of the mark in commerce ● Federal registration is not required ● Common law marks however do not enjoy the benefits conferred on federally registered marks ● Trademark rights can be acquired even before use through ITU applications ● Global applications? 12
  • 13. Protecting Your Brand ● Consistent and Appropriate Use ● Avoid Genericide ● Enforcement 13
  • 14. Policing and Enforcement ● Monitor Usage ● Internet Searching, Watch Services ● Cease & Desist Letter ● Legal Action ● Federal Statutes – Lanham Act ● Trademark Infringement ● False Advertising ● Remedies ● Injunctive Relief ● Damages under the Lanham Act ● Cybersquatting remedies and damages 14
  • 16. Other Legal Issues ● Forming LLCs for business ● Insurance coverage ● Advertising and promotion review ● Licensing 16

Editor's Notes

  1. A trademark is an identifier, such as a phrase, word, and/or symbol which identifies and distinguishes the source of the goods or products from those of other sources
  2. Word marks are the most common types of trademarks and can include anything from the business name, a brand name, a slogan. Can also include design marks which are logos or character designs that identify a source. There are some non-traditional trademarks such as color or sound. Examples include Tiffany’s blue and Target’s red, or NBC’s “Chimes” or AFLAC’s duck
  3. The tension between selecting a strong and distinctive mark vs. having a mark that describes the goods or services at issue
  4. For some of these marks, like surnames if they can secondary meaning, they eventually can receive trademark protection
  5. For some of these marks, like surnames if they can secondary meaning, they eventually can receive trademark protection
  6. For some of these marks, like surnames if they can secondary meaning, they eventually can receive trademark protection
  7. Portfolio of Marks – think about house marks (ie, Apple or Ford); and then the different tiers of marks – this can be iPod, Mac, or specific or regional products like Apple EarPod or iSight, or things are that are used only occasionally – like Macy’s One Day DoorBusters
  8. Registration on the Principal Register provides additional benefits, including: (i) a statutory presumption that (a) the mark is valid, (b) the registrant is the owner of the mark, and (c) the registrant has the exclusive right to use the registered mark; (ii) the registration is proof that the mark has acquired secondary meaning; (iii) the registration serves as constructive notice of a claim of ownership, eliminating any justification or defense of good faith adoption and use made by a third party after the registration date; (iv) the registrant is entitled to nationwide priority based on the filing date; (v) the registration becomes incontestable after five years on the Principal Register, creating conclusive evidence of the registrant’s exclusive right to use the mark, subject to certain statutory defenses; (vi) use of U.S. Customs to stop the import of infringing goods. With ITU applications and products that are pre-launch, think about how goods might change from concept to market. Want to register the marks where you are currently and where you may be in 5 years
  9. Use of TM v. R symbol Use of fonts or stylization to set mark apart Ensure proper use online and in social media as well Use mark as an adjective not as a noun; Famous marks that are not generics – Aspirin (for acetylsalicylic acid); Escalator (moving stairway); Zipper. Enforcement can make a difference – Xerox still has a protectible trademark as it made an effort (including full page ad in the NYT) reminding consumers
  10. Use of TM v. R symbol Use of fonts or stylization to set mark apart Ensure proper use online and in social media as well Use mark as an adjective not as a noun; Famous marks that are not generics – Aspirin (for acetylsalicylic acid); Escalator (moving stairway); Zipper. Enforcement can make a difference – Xerox still has a protectible trademark as it made an effort (including full page ad in the NYT) reminding consumers