IP Institute for Paralegals. Table of Contents I. CHRONIC LOW-GRADE ANXIETY: THE STRESS OF THE BILLABLE HOUR GOAL

Transcription

1 IP Institute for Paralegals Table of Contents GENERAL SESSION I. CHRONIC LOW-GRADE ANXIETY: THE STRESS OF THE BILLABLE HOUR GOAL Edward R. Ergenzinger, PhD Raleigh CHRONIC LOW-GRADE ANXIETY: THE STRESS OF THE BILLABLE HOUR GOAL... I-1 OUTLINE... I-1 PATENT SESSION II-A. EP FILINGS DIRECT vs PCT Martin Hammler London England SPEAKERS NOTES FOR MORNING PATENT SESSION... II-A-1 EUROPEAN PATENT FILINGS: DIRECT vs. PCT... II-A-2 THE EUROPEAN PATENT SYSTEM... II-A-2 WHAT IS THE EUROPEAN PATENT CONVENTION (EPC)?... II-A-2 THE EPO AND NATIONAL OFFICES... II-A-2 EPC CONTRACTING STATES... II-A-2 TOTAL GRANTS IN 2012 BY EPC CONTRACTING STATES... II-A-4 ECONOMY EPC CONTRACTING STATES II-A-5 WHO CAN FILE AN EPA?... II-A-6 LANGUAGES OF FILING; OF PROSECUTION... II-A-6 CLAIMS... II-A-6 FILING BY REFERENCE... II-A-6 PRIORITY CLAIM... II-A-7 RESTORATION OF PRIORITY CLAIM... II-A-7 UTILISATION PROCEDURE... II-A-7 INVENTORSHIP AND RIGHT TO GRANT... II-A-7 CAUTION IS NEEDED WITH DIVISIONALS OF EURO-PCTs... II-A-8 PROCEDURE TO PUBLICATION... II-A-8 SUBSTANTIVE EXAMINATION... II-A-10 AMENDMENTS IN EXAMINATION... II-A-10 THE GRANT STAGE... II-A-11 POST-GRANT FORMALITIES... II-A-11 EURO-PCT APPLICATIONS... II-A-11 ESSENTIAL STEPS FOR EP REGIONAL PHASE ENTRY... II-A-12

2 TRANSLATIONS (PCT PUBLISHED TO NON-EPO LANGUAGE)... II-A-12 OTHER REQUIREMENTS REPRESENTATION... II-A-12 UTILISATION PROCEDURE... II-A-13 WHICH VERSION OF THE SPECIFICATION?... II-A-13 VOLUNTARY AMENDMENTS, CLAIM FEES AND THE RULE 161/162 EPC COMMUNICATIONS... II-A-13 WHICH IS A VOLUNTARY AMENDMENT COMPULSORY?... II-A-14 EUROPEAN PATEN FILINGS DIRECT VS. PCT PPT... II-A-15 II-B. THE UNITARY EUROPEAN PATENT Martin Hammler London England RECENT, UPCOMING AND PROPOSED EPO CHANGES IN PROCEDURE...II-B-1 DIVISIONAL TIME LIMITS...II-B-1 UNSEARCHED INVENTIONS: EURO-PCT APPLICATIONS: ISA=EP...II-B-2 EPO WORK PRIORITIES...II-B-3 THE EPO s CURRENT PRIORITIES IN ISSUING SEARCH ARE REPORTS...II-B-3 THE EPO PLANS TO CHANGE ITS WORK PRIORITIES...II-B-3 PROBABLE EFFECT ON PROSECUTION TIMETABLE...II-B-3 THE UNITARY EUROPEAN PATENT (UP) AND THE UNIFIED PATENT COURT (UPC)...II-B-4 LEGAL INSTRUMENTS INVOLVED...II-B-4 SOME HISTORY...II-B-4 TRANSITIONAL REGIME CAN OPT OUT OF THE NEW SYSTEM...II-B-5 SOME NEW OPTIONS...II-B-5 HOW DO THE UNITARY PATENT (UP AND UNIFIED PATENT COURT (UPC) INTERACT?...II-B-6 WHAT IS NEEDED TO GET A UNITARY PATENT?...II-B-6 US GRANT FORMALITIES...II-B-8 LEGAL EFFECT OF PATENT...II-B-8 UNITARY EFFECT...II-B-9 UNITARY EFFECT ARTICLE REGULATION...II-B-9 REVOCATION AND CONFLICTING EARLIER RIGHTS...II-B-10 ADMINISTRATION OF UNITARY PATENT...II-B-10 UNITARY PATENT PROS AND CONS...II-B-11 WHAT WILL A UNITARY PATENT COST?...II-B-12 UPC STRUCTURE...II-B-12 STYLE OF PROCEEDINGS; REPRESENTATION...II-B-13 UNIFIED PATENT COURT PROS AND CONS...II-B-13 STATUS OF RULE MAKING...II-B-14 STRATEGIC CONSIDERATIONS...II-B-14 THE OPT-OUT REGIME IS TRANSITIONAL...II-B-15 REFERENCES AND FURTHER READING...II-B-16

3 RECENT, UPCOMING AND PROPOSED EPO CHANGES IN PROCEDURE PPT...II-B-17 II-C. INTER PARTES REVIEW AND COVERED BUSINESS METHOD REVIEW Bryan Foster Winston-Salem AN OVERVIEW OF INTER PARTES REVIEW AND COVERED BUSINESS METHOD REVIEW...II-C-1 OUTLINE...II-C-1 POST-GRANT CHALLENGES AND THE AIA...II-C-2 PRE-AIA vs. POST-AIA POST-GRANT CHALLENGES...II-C-2 IPR/CBM OVERVIEW...II-C-4 IPR/CBM TIMELINE (TYPICAL)...II-C-7 GENERAL TIMELINE OF AN IPR/CBM...II-C-8 THE WEBSITE...II-C-9 COMMON MISTAKES & SUGGESTED PRACTICES...II-C-20 IP/CBM vs. LITIGATION...II-C-24 CONCLUSION...II-C-27 II-D. PATENT LAW AFTER THE AMERICA INVENTS ACT Andrew R. Shores Raleigh TRADEMARK SESSION III-A. PROTECTING BRANDS AGAINST COUNTERFEITS Laura Miller Winston-Salem AN OVERVIEW OF CIVIL REMEDIES AGAINST THE TRAFFICKING OF GOODS BEARING COUNTERFEIT TRADEMARKS AND GRAY MARKET GOODS UNDER UNITED STATES LAW... III-A-1 TABLE OF CONTENTS... III-A-1 COUNTERFEIT TRADEMARKS AND SERVICE MARKS... III-A-2 GRAY MARKET GOODS... III-A-18 TRADEMARKS: PROTECTING BRANDS AGAINST COUNTERFEITS PPT... III-A-37 WHAT IS TRADEMARK?... III-A-38 INFRINGEMENT vs. COUNTERFEITING... III-A-39 WHAT IS COUNTERFEIT?... III-A-40 GRAY MARKET GOODS... III-A-49 COUNTERFEITS vs GRAY MARKET... III-A-51 INFRINGEMENT ARISING FROM MATERIAL DIFFERENCES... III-A-52

4 FIGHTING COUNTERFEIT GOODS: PUBLIC LAWS AND PRIVATE ENFORCEMENTS... III-A-53 COUNTERFEITERS BEWARE... III-A-54 III-B. SHAPES OF THINGS: WHERE TRADEMARK, COPYRIGHTS & DESIGN PATENT RIGHTS INTERSECT Ed L. Timberlake -- Carrboro SHAPE OF THINGS: WHERE TRADEMARK, COPYRIGHT & DESIGN PATENT RIGHTS INTERSECT... III-B-1 OVERVIEW... III-B-4 DESIGN PATENTS... III-B-7 COPYRIGHTS... III-B-10 TRADEMARKS... III-B-13 DISTINCTIVENESS... III-B-16 REGISTERS... III-B-17 3 DIMENSIONS OF TRADEMARKS... III-B-19 III-C. CTM / MADRID PROTOCOL Richard T. Matthews Raleigh III-D. TM CASE UPDATE Richard T. Matthews Raleigh IP BASICS SESSION IV. PATENTS 101 Dean Powell Winston-Salem PATENTS IV-1 PRESENTATION OVERVIEW... IV-1 WHAT IS A PATENT... IV-2 SOME USES / BENEFITS OF PATENTS... IV-3 TYPES OF PATENTS AND TERM... IV-4 COMPONENT OF A PATENT... IV-5 PATENTABILITY REQUIREMENTS... IV-9 PROCESS FOR OBTAINING A PATENT... IV-12 ENFORCEMENT OF PATENTS... IV-19

5 GENERAL SESSION V. EMERGING ETHICS: REGULATING THE NEW 2.0 FRONTIER Camille Stell Cary EMERGING ETHICS: REGULATING THE NEW 2.0 FRONTIER... V-1 VIRTUAL LAW PRACTICE / UNBUNDLED SERVICES... V-3 WEBSITE... V-3 BENEFITS OF WEB MARKETING THROUGH YOUR WEBSITE... V-3 WEB VIDEO... V-3 LEGAL PODCASTING... V-3 BLOGGING... V-3 SOCIAL MEDIA... V-4 WHY BENEFITS OF SOCIAL MEDIA... V-4 ISSUES FOR LAWYERS... V-4 ISSUES FOR LAWYERS... V-4 ISSUES FOR BUSINESS OR LAW FIRMS... V-4 POLICIES SHOULD... V-4 POTENTIAL CONFLICTS / RED FLAGS... V-5 HOW TO USE SOCIAL MEDIA... V-5 TOOLS... V-5 CRISIS MANAGEMENT... V-5 WEBSITES TO MONITOR YOUR PROGRESS... V-6 EXAMPLE... V-6 ETHICS... V-6 RECENT STORIES OF INTEREST... V-6