ross epstein-lunch & learn presentation september 23, 2016
TRANSCRIPT
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Development and Managementof an
IP Portfolio
.Ross A. Epstein
TechLaw LLPLunch and Learn
UCI Innovation CenterSeptember 23, 2016
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Why Me?
Ross Epstein, Managing Partner, TechLaw LLP, a unique IP and Business Boutique
Five Years in Business Litigation in San Diego
Nine Years as Telecom Entrepreneur in Eastern Europe
Provide Advice and Counsel on All Aspects of IP and Transactional Matters
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Agenda
What is IP?
Developing an IP Portfolio
Managing an IP Portfolio
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CONVERTINFORMATION
TOADVANTAGE
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What is an Intellectual Property Right?
PatentsTrademarksCopyrightsTrade Secrets
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What is a Patent?
The right to exclude, not to use
For 20 years
An Intangible Asset
A tool for defining markets
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What is Patentable?
Compositions of MatterDevicesProcesses (especially
manufacturing)Improvements
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Examples
New Molecule for Clearing AirNew Abdominal Exercise
MachineNew Way of Manufacturing
MicrochipsBetter Way Of Regulating
Resistance on Ab Machine
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Trademarks
Protects use of a mark on goods or services in commerce
Difference Between ® and TM or SM
Any word, symbol, color, sound, packaging
Scope of rights defined by breadth of description
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Examples
Word MarkWord Plus DesignLogo onlySound
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Copyrights
Any work of authorship fixed in tangible form
Life plus 70 years for people – Current Rule- Different rules apply to publications before 1977
Music, art, film, sculpture, architecture, hull designs, software, books, dance
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ExamplesPhoto of a SunsetComputer codeLyrics for a SongMelody for the SongCombination of Lyrics and Song
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Trade Secrets
Any information, which gives a business advantage, for which reasonable measures have been taken to keep it secret, and is not generally known
Private remedy in State Court only
Can last indefinitely
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ExamplesCompilationsFormulasDevicesPatternsIdeasProcesses
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Developing an IP Portfolio
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Developing an IP Culture
IP awareness – EducationProcesses and ProceduresIncentive ProgramsBest Practices in LabsSecrecy/Confidentiality
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Trade Secret Protection
Internal controls needed to prove up trade secret status
Treat as secretEmployee handbook and
agreements Common law right so no filing
opportunity
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Patent Protection Procedures
Determine an invention worth protecting
Prior art searchingProvisional vs. Non-Provisional
Application
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Copyright Protection Procedures
Mark your copyrighted materials*File a copyright applicationWithout a Registration, cannot
enforce in the US
*Development and Management of an IP Portfolio © 2016
Ross Epstein
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Trademark Protection Procedures
Name business, product or serviceDetermine if eligible for
trademark protectionMark your marks – TM or ®File a trademark application – Use
or Intent to Use
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Managing an IP Portfolio
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Technical Considerations
International RightsCost of Maintaining/Prosecuting
both US and ForeignDirection of Technology (Patents)Branding strategies (Trademarks)
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IP Business StrategiesCompetitive AdvantageCross-licensingEntry & Development of Export MarketsLicensing RoyaltiesTax AdvantagesForeign ManufactureBasis for Enterprise ValuationM&A Opportunities
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Summary
Developing an IP Portfolio Requires an Understanding of What IP Assets are and How They Benefit the Business
Managing an IP Portfolio Is How a Business Generates Value From its IP Portfolio
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Thank You
www.techlawllp.com
TechLaw LLP6265 Greenwich Drive, Suite 201San Diego, CA 92122
Tel. (888) 989-8529 ext. 88Fax (858) 430-3482