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

1. Recognizing A Business’s Intellectual Property Needs& Other IP Info for Business Law Attorneys Presentation for UI College of Law Third-Year Law Students Boise, Idaho October 7, 2010 Elizabeth Herbst Schierman schierman@dykaslaw.com Patent Attorney (208) 345-1122 Dykas & Shaver, LLP Twitter: @EHSchierman

2. Background Degrees: B.S.Ch.E.; J.D. Work Background: Higher Ed Tech Transfer; Industry R&D; U.S. Courts for Idaho; Private Practice IP Practitioner Practice Areas: Prosecution: Patents; Trademarks; Copyrights Litigation: Internet / Domain Name; Infringement

3. IP101 – What is IP? Patents: New, Nonobvious, & Useful Inventions Trademarks & Trade Dress: Anything indicating source, origin, or sponsorship of a good or service Copyrights: Original works of authorship in tangible form

4. IP101 – Patent Practitioners Patent Practitioners: Patent Attorneys – Pass State Bar & Patent Bar Patent Agents – Pass Patent Bar Do not practice patent law if not registered with the USPTO

5. IP101 – Patenting Process Patent Search Patent Application Preparation & Filing Utility: Provisional Nonprovisional Design Foreign: PCT (Patent Cooperation Treaty) Individual Foreign Countries

6. IP101 – Patenting Process (cont.) Patent Application Prosecution Patent Examiner evaluates patent application Patent Examiner issues Office Action 3-6 months to file Response to Office Action Repeat…indefinitely? Allowance & Issuance of Patent or Abandonment Maintenance Fees Expiration

7. IP101 – Trademark Reg. Process Trademark Search Federal Marks State Marks Common law Marks Domain Names Business Names Trademark Application Preparation & Submission: Federal or State In Use or Intent-to-Use

8. IP101 – Trademark Reg. Process (cont.) Trademark Application Prosecution Trademark Examining Attorney evaluates application Examining Attorney Issues Office Action 6 Months to File Response to Office Action Published for Opposition Registered Principal Register Supplemental Register Declarations of Use / Incontestability Abandonment?

9. IP101 – Copyright Reg. Process Select Correct Form - Copyright.Gov Complete Form Submit Form & Pay Fee $35-$65 Registration

10. IP Litigation 101 – Patent Infringement Jurisdiction: Federal Question Standard: Practicing each and every element, literally or by doctrine of equivalents, of at least one claim of the patent Local Patent Rules Claim Construction – Markman Hearing

11. IP Litigation 101 – Patent Infringement (cont.) Patent Owners: Have a Patent to Assert Evaluate Accused Product / Claim Chart Cease & Desist? Sue for Infringement Accused Infringers Evaluate Infringement Allegations Search for Invalidating Prior Art Search for Errors in the Patent or Prosecution File Decl. Action Seeking Determination of No Infringement / Invalidity / Unenforceability

12. IP Litigation 101 – Trademark Infringement / Dilution Jurisdiction: Federal or State No Registration Required Common Issues: Does the plaintiff have a trademark? Who is senior user? What is the scope of rights? Is there likelihood of confusion?

13. IP Litigation 101 – Copyright Infringement Jurisdiction: Federal Registration Required Common Issues: Damages: Statutory Damages Available? Willfulness

14. Spotting Your Client’s IP Issues – Identifying Their IP Patents: Brand New Products Improvements to Known Products Machinery Processes ? Software ?

15. Spotting Your Client’s IP Issues – Identifying Their IP (cont.) Trademarks: Business Name Product Name Logo Slogan Product design or business design

16. Spotting Your Client’s IP Issues – Identifying Their IP (cont.) Copyrights: Packaging Website Advertising Guides / Information Publications Logo

17. Spotting Your Client’s IP Issues – Ownership of IP Employees vs. Independent Contractors Employment Contracts Invention Disclosure Forms Inventor Notebooks Non-disclosure / Non-compete / Assignment Agreements Transfer of Ownership: Control Issues Tax Issues

18. Spotting Your Client’s IP Issues – Development Patents: Product Development: Patent Clearance Search Avoid Infringement Patent Novelty Search Evaluate Potential for Acquiring a Patent Identification of Correct Inventorship Patent Application Filed Before Marketing, Public Use or other Public Disclosure Correct Patent Marking

19. Spotting Your Client’s IP Issues – Development Trademarks: New Business Name New Product Name New Logo New Domain Name Trademark Clearance Search Avoid Infringement Trademark Registerability Search Evaluate Potential for Acquiring a TM Registration Correct Trademark Marking

20. Spotting Your Client’s IP Issues – Development Copyrights: Ownership! Who ACTUALLY made the work? Relationship of the worker to the business? Registration within 3 months of publication

21. Spotting Your Client’s IP Issues – IP Transactions Patents: Infringement Insurance Transfers of Ownership – Particularities Assignment Indemnification or Warranty in Case of Infringement Allegations Before Buying Patent Rights: Evaluation & History of Patent Licensing Ownership of Modifications/Improvements

22. Spotting Your Client’s IP Issues – IP Transactions Trademarks: Infringement Insurance Ownership Determinations – Particularities Assignment Indemnification or Warranty in Case of Infringement Allegations Before Buying Rights: Evaluation & History of Mark Licensing Right to Quality Control Standards for Use of Mark

23. Spotting Your Client’s IP Issues – IP Transactions Copyrights Ownership Determinations – Particularities Assignment Indemnification or Warranty in Case of Infringement Allegations Ownership Determination Moral Rights May Not Transfer Licensing Spell Out Rights Licensed Limitations on Use: When/Where/How/What Limitations on Modification: (e.g., No Reverse Engineering) Ownership of Modifications/Improvements

24. QUESTIONS???? Elizabeth Herbst Schierman schierman@dykaslaw.com Patent Attorney e@dykaslaw.com Dykas & Shaver, LLP (208) 345-1122 Twitter: @EHSchierman LinkedIn: http://www.linkedin.com/in/idahopatentattorney Firm Profile: http://www.dykaslaw.com/professionals/schierman/