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Intellectual Property Legal Opinions, Second Edition Intellectual Property Legal Opinions, Second Edition

Intellectual Property Legal Opinions, Second Edition

By Mark J. Thronson, Gabrielle S. Roth, Jon M. Grossman
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Overview

This practical handbook from three of the nation's leaders in the area covers all forms of IP legal opinions including patentability, infringement, validity, corporate due diligence, and litigation; the resource also includes relevant statutory and case law authority controlling certain aspects of the opinion, real-life examples and suggested solutions. By Mark J. Thronson, Gabrielle S. Roth, and Jon M. Grossman.

Legal opinions in intellectual property matters, whether they involve patents, trademarks, or copyrights, carry enormous weight in business decisions. To make sure your opinions are soundly based, solidly reasoned, and properly expressed, turn to this practical handbook from three of the nation's leaders in the area.

Intellectual Property Legal Opinions, Second Edition covers all forms of IP legal opinions including:

  • Patentability
  • Infringement
  • Validity
  • Corporate due diligence
  • Litigation
  • And more

For each type of opinion, the authors present:

  • Background information that shows the necessity and utility of such an opinion
  • Essential elements of a competent opinion
  • Relevant statutory and case law authority controlling certain aspects of the opinion
  • Real-life examples whenever possible and suggested solutions in the many areas where the courts have not resolved problems

The new Second Edition of Intellectual Property Legal Opinions includes a new chapter on patentability opinions, as well as new sections addressing patent opinion-of-counsel defense issues and patent reform legislation as it relates to willful patent infringement.

With insightful comments on legal strategy and model opinion letter clauses you can adapt to fit your needs, Intellectual Property Legal Opinions, Second Edition will earn a prominent position among your most frequently consulted references.

Note: Online subscriptions are for three-month periods.

Last Updated 09/04/2018
Product Line Wolters Kluwer Legal & Regulatory U.S.
ISBN 9780735561946
SKU 10045902-7777
Product Line Wolters Kluwer Legal & Regulatory U.S.
SKU 000000000010066261
Table of Contents

Chapter 1. INTRODUCTION TO INTELLECTUAL PROPERTY LEGAL OPINIONS

  • 1.01 Introduction
  • 1.02 Business and Legal Reasons for Obtaining Opinions
  • 1.03 Timing Considerations
  • 1.04 Types of Opinions
  • 1.05 Due Diligence for Business Transactions
  • 1.06 Exculpatory Opinions in Patent Cases
  • 1.07 Conclusion

Chapter 2. ETHICS AND PROFESSIONAL RESPONSIBILITY ISSUES

  • 2.01 Introduction
  • 2.02 Confidentiality
  • 2.03 Third-Party Opinions
  • 2.04 “Noisy” Withdrawal
  • 2.05 Conclusion

Chapter 3. PATENT INFRINGEMENT AND RIGHT-TO-USE OPINIONS

  • 3.01 Introduction—Types of Opinions
  • 3.02 The Elements of the Opinion
  • 3.03 The Materials
  • 3.04 The Subject Product or Process
  • 3.05 Applicable Legal Principles
  • 3.06 Right-to-Use Searches
  • 3.07 Other Patent Infringement Issues
  • 3.08 Sample Opinions

Chapter 4. PATENT VALIDITY OPINIONS

  • 4.01 Introduction
  • 4.02 Claim Construction
  • 4.03 Burdens on Party Challenging Patent Validity
  • 4.04 Statutory Grounds for Invalidating Patents
  • 4.05 Grounds for Challenging the Enforceability of a Patent
  • 4.06 Elements of an Effective Opinion
  • 4.07 Sample Validity Opinions

Chapter 5. PATENT SEARCHING

  • 5.01 Introduction
  • 5.02 The Elements of a Patentability Search—The Classification System
  • 5.03 Patentability—Disclosure and Prior Art
  • 5.04 Patent Databases
  • 5.05 The Search Report
  • 5.06 Assessing the Search
  • 5.07 The Validity Search
  • 5.08 Infringement Searching
  • 5.09 Assignment and Patentee Index Searches
  • 5.10 Right-to-Use Searches
  • 5.11 Collection Searches
  • 5.12 Conclusion

Chapter 6. PATENT OPINION-OF-COUNSEL DEFENSE ISSUES

  • 6.01 Introduction
  • 6.02 History
  • 6.03 The Affirmative Duty to Exercise Due Care
  • 6.04 Competency Issues
  • 6.05 Reasonable Reliance
  • 6.06 Client's Responsibility to Attorney/Opinion Giver
  • 6.07 The Attorney as Witness
  • 6.08 Waiver of Privilege
  • 6.09 Bifurcation
  • 6.10 Conclusion

Chapter 7. TRADEMARK SEARCHES AND INVESTIGATIONS

  • 7.01 Introduction
  • 7.02 Determining the Availability of a Mark
  • 7.03 Understanding the Basics Before Ordering or Conducting the Search
  • 7.04 In-House Searching
  • 7.05 Outside Search Companies
  • 7.06 Extended Investigations
  • 7.07 Conclusion

Chapter 8. TRADEMARK AVAILABILITY OPINIONS

  • 8.01 Introduction
  • 8.02 Inherently Distinctive vs. Noninherently Distinctive Marks
  • 8.03 Marks Incapable of Receiving Trademark Protection
  • 8.04 Likelihood of Confusion
  • 8.05 Federal Registrations, State Registrations, and Common Law Marks
  • 8.06 The Trademark Opinion Letter
  • 8.07 Conclusion

Chapter 9. TRADEMARK DILUTION AND INTERNET CONSIDERATIONS

  • 9.01 Introduction
  • 9.02 Dilution
  • 9.03 Trademark Infringement and Unfair Competition on the Internet
  • 9.04 Conclusion

Chapter 10. COPYRIGHT OPINIONS

  • 10.01 Introduction
  • 10.02 Duration of Copyright
  • 10.03 Ownership
  • 10.04 Infringement, Fair Use, and Innocent Infringement

Chapter 11. RESPONSES TO AUDIT INQUIRIES

  • 11.01 The Audit Inquiry Letter
  • 11.02 The ABA Policy Statement
  • 11.03 Loss Contingencies and Unasserted Claims
  • 11.04 How Much Information Should Be Provided to the Auditor?
  • 11.05 Illustrative Examples
  • 11.06 The Attorney's Professional Responsibility to Advise the Client Concerning Disclosure Obligations
  • 11.07 Informed Consent
  • 11.08 Privilege Issues
  • 11.09 Conflict Considerations
  • 11.10 Implementing the ABA Policy Statement
  • 11.11 Conclusion

Chapter 12. INTELLECTUAL PROPERTY DUE DILIGENCE FOR BUSINESS TRANSACTIONS

  • 12.01 Introduction
  • 12.02 Conducting Due Diligence—Checklists
  • 12.03 Due Diligence Procedure
  • 12.04 Due Diligence Goals
  • 12.05 Sample Checklist

Chapter 13. PATENTABILITY OPINIONS

  • 13.01 Patentability Analysis/Legal Principles
  • 13.02 Legal Framework
  • 13.03 35 U.S.C. Section 101
  • 13.04 35 U.S.C. Section 102
  • 13.05 35 U.S.C. Section 103
  • 13.06 The America Invents Act (AIA) of 2011

APPENDICES

Appendix A - PLAN AND USE OF THE MANUAL OF CLASSIFICATION

Appendix B - CHAPTER 900: PRIOR ART, CLASSIFICATION, SEARCH

Appendix C - CHAPTER 1400: CLASSIFICATION AND SEARCH

Appendix D - WITHDRAWAL WHEN SERVICES WILL BE USED TO PERPETRATE FRAUD

Appendix E - ANTICYBERSQUATTING CONSUMER PROTECTION ACT

Appendix F - UNIFORM DOMAIN NAME DISPUTE RESOLUTION POLICY

Appendix G - RULES FOR UNIFORM DOMAIN NAME DISPUTE RESOLUTION POLICY

Appendix H - WIPO ARBITRATION AND MEDIATION CENTER, ADMINISTRATIVE PANEL DECISION

Appendix I - TO PROMOTE INNOVATION: THE PROPER BALANCE OF COMPETITION AND PATENT LAW AND POLICY, A REPORT BY THE FEDERAL TRADE COMMISSION (OCTOBER 2003)

Appendix J - H.R. 2795: PATENT REFORM ACT OF 2005

Appendix K - U.S. HOUSE OF REPRESENTATIVES, SUBCOMMITTEE ON COURTS, THE INTERNET, AND INTELLECTUAL PROPERTY, OVERSIGHT HEARING ON THE COMMITTEE PRINT REGARDING PATENT QUALITY IMPROVEMENT

Appendix L - U.S. SENATE, SUBCOMMITTEE ON INTELLECTUAL PROPERTY HEARING ON PERSPECTIVES ON PATENTS

Appendix M - AN AMENDMENT IN THE NATURE OF A SUBSTITUTE TO H.R. 2795: COALITION PRINT

Appendix N - UNITED STATES HOUSE OF REPRESENTATIVES, SUBCOMMITTEE ON COURTS, THE INTERNET, AND INTELLECTUAL PROPERTY OF THE COMMITTEE ON THE JUDICIARY OVERSIGHT HEARING ON PATENT TROLLS: FACT OR FICTION?

Appendix O - FEDERAL TRADE COMMISSION STATEMENT ON AMERICAN INNOVATION AT RISK: THE CASE FOR PATENT REFORM, BEFORE THE SUBCOMMITTEE ON COURTS, THE INTERNET, AND INTELLECTUAL PROPERTY

Appendix P - H.R. 1908, PATENT REFORM ACT OF 2007 Appendix Q OVERVIEW OF THE U.S. PATENT CLASSIFICATION SYSTEM (USPC)

Appendix R - SENATE BILL 515 TO AMEND TITLE 35, UNITED STATES CODE

Appendix S - SENATE JUDICIARY COMMITTEE REPORT FOR SENATE BILL 515

Appendix T - H.R. 1249: TO AMEND TITLE 35, UNITED STATES CODE, TO PROVIDE FOR PATENT REFORM

Appendix U - S.23: TO AMEND TITLE 35, UNITED STATES CODE, TO PROVIDE FOR PATENT REFORM

Table of Cases

Table of Statutes

Index

Volumes