Increasingly, financial professionals counsel clients have valuable, but intangible, intellectual property assets. These assets, such as patents, trademarks or copyrights, can add significantly to a client's bottom line, but each behaves and is valued very differently.
To help clients maximize and protect their intellectual properties (IP), financial professionals need a strong working knowledge of each IP type and function, as well as the origins of each IP's value and how to help measure that value.
Publication Date: September 2019
Topics Covered
- Becoming IP Conversant: Knowing the key characteristics, purposes and differences between:
Patents, Trade names, Trademarks, Domain names, Trade dress, Copyrights, Trade secrets
- Recognizing How IP Becomes Valuable
(Using, Registering, Controlling Quality, Licensing, Defending)
- Valuing IP: Knowing how when you assess affects IP value and Reviewing Valuation Methods
Learning Objectives
- Distinguish between the different forms of intellectual property and understand how each functions
- Recognize how the IP family relates
- Identify how each IP is protected and enforce
- Identify how IP becomes valuable
- Recognize and review methods to Value IP
- Recognize the source of each IP's value and review how that value begins and is protected
- Identify the various methods of IP valuation, when those methods are used and how they produce different results
- Identify examples of IP
- Describe a descriptive trademark
- Identify legal reasons for licensing IP
- Describe valuation methods and the data needed
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Business Law (2 hours)
Program Prerequisites
None
Advance Preparation
None
Instructor
Paul C. Jorgensen
Paul has over 25 years of legal practice and business experience. Paul founded and currently heads The Jorgensen Law Firm PLLC, a Washington D.C. intellectual property and contract law firm. Prior to this, Paul was intellectual property and contract counsel at Patton Boggs LLP, Senior Intellectual Property Counsel at Choice Hotels International, Inc., and an associate with Venable, Baetjer, Howard & Civiletti. Through this experience, Paul has helped individual, organization and corporate clients with their domestic and international trademark, copyright, trade name, trade secret and domain name matters, and has designed and negotiated hundreds of successful contracts and licenses.
Paul teaches several different courses to lawyers and non-lawyers aimed at demystifying legal structures and writing. He teaches regularly at the Dubai Chamber of Commerce, the American Law Institute CLE, myLawCLE, Georgetown University, Georgetown University Law Center, the International Trademark Association, Rossdale CLE, Strafford Publications and numerous other professional groups.