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IP for Entrepreneurs
September 17, 2013

K.	
  Lance	
  Anderson	
  
Of	
  Counsel	
  
andersonl@gtlaw.com	
  	
  
Direct:	
  512.320.7226	
  
Direct	
  Fax:	
  512.233.0831	
  
	
  	
  

	
  

GREENBERG	
  TRAURIG,	
  LLP	
  |	
  ATTORNEYS	
  AT	
  LAW	
  |	
  WWW.GTLAW.COM	
  
©2013	
  Greenberg	
  Traurig,	
  LLP.	
  All	
  rights	
  reserved.	
  
K. Lance Anderson
EDUCATION	
  
	
  	
  
J.D.,	
  Texas	
  Tech	
  University	
  School	
  of	
  Law,	
  2000	
  	
  
M.S.,	
  Crop	
  Science,	
  Texas	
  Tech	
  University,	
  2000	
  	
  
B.S.,	
  Entomology,	
  Texas	
  Tech	
  University,	
  1997	
  
	
  	
  
PROFESSIONAL	
  	
  
	
  	
  
Of	
  Counsel;	
  Greenberg	
  Traurig,	
  LLP	
  (Aus]n,	
  Texas)	
  
Registered	
  Patent	
  A_orney	
  
	
  	
  
Former	
  Vice	
  President,	
  Intellectual	
  Property	
  and	
  Associate	
  General	
  Counsel,	
  Emergent	
  
Technologies	
  Inc.	
  (2006-­‐2012).	
  
	
  	
  
Former	
  Managing	
  Director,	
  Office	
  of	
  Technology	
  Transfer	
  and	
  Intellectual	
  Property,	
  Texas	
  
Tech	
  University;	
  Texas	
  Tech	
  University	
  Health	
  Sciences	
  Center	
  (2003-­‐2006);	
  Licensing	
  
Specialist	
  (2000-­‐2003).	
  
	
  	
  
Texas	
  Bar:	
  2000;	
  USPTO	
  :	
  2006	
  

Greenberg	
  Traurig,	
  LLP	
  |	
  gtlaw.com	
  

IP	
  for	
  Entrepreneurs	
  –	
  September	
  17,	
  2013	
  
Disclaimer
The	
  informa,on	
  provided	
  in	
  this	
  presenta,on	
  
is	
  for	
  discussion	
  and	
  exemplary	
  purposes	
  only	
  
and	
  does	
  not	
  cons,tute	
  legal	
  advice	
  or	
  create	
  
any	
  a8orney-­‐client	
  rela,onship.	
  

Greenberg	
  Traurig,	
  LLP	
  |	
  gtlaw.com	
  

IP	
  for	
  Entrepreneurs	
  –	
  September	
  17,	
  2013	
  
Intellectual Property…
>  ….means	
  any	
  and	
  all	
  Sofware,	
  technology,	
  materials,	
  or	
  

informa]on,	
  including	
  without	
  limita]on	
  inven]ons	
  
(whether	
  patentable	
  or	
  not),	
  improvements,	
  trade	
  secrets,	
  
proprietary	
  informa]on,	
  know-­‐how,	
  databases	
  and	
  data	
  
collec]ons,	
  inven]on	
  disclosures,	
  technical	
  data	
  and	
  
customer	
  lists,	
  customer	
  contact	
  informa]on,	
  customer	
  
correspondence	
  and	
  customer	
  licensing	
  and	
  purchasing	
  
histories,	
  sofware,	
  product	
  designs,	
  business	
  plans,	
  
product	
  roadmaps,	
  works	
  of	
  authorship,	
  and	
  
documenta]on	
  rela]ng	
  to	
  any	
  of	
  the	
  foregoing.*	
  

>  *recent	
  Asset	
  Purchase	
  Agreement	
  for	
  two	
  pending	
  patent	
  applica]ons	
  +	
  know-­‐how,	
  
trademarks	
  and	
  exis]ng	
  business	
  

Greenberg	
  Traurig,	
  LLP	
  |	
  gtlaw.com	
  

IP	
  for	
  Entrepreneurs	
  –	
  September	
  17,	
  2013	
  
Intellectual Property

Greenberg	
  Traurig,	
  LLP	
  |	
  gtlaw.com	
  

IP	
  for	
  Entrepreneurs	
  –	
  September	
  17,	
  2013	
  
Intellectual Property
>  Consider	
  ALL	
  Intellectual	
  Property	
  Rights	
  
–  Patents	
  	
  
–  Trade	
  Secrets	
  
–  Trademarks	
  
–  Copyrights	
  
–  Other??	
  

Greenberg	
  Traurig,	
  LLP	
  |	
  gtlaw.com	
  

IP	
  for	
  Entrepreneurs	
  –	
  September	
  17,	
  2013	
  
Intellectual Property
>  Other	
  Intellectual	
  Property	
  rights???	
  
–  “Web	
  2.0”	
  Assets	
  
–  Open	
  Source	
  sofware	
  (©)	
  
–  Branding	
  and	
  trade	
  dress	
  (™)	
  
–  Design	
  Patents	
  
–  Licenses	
  
–  Alliances/Collabora]on/Exper]se	
  

Greenberg	
  Traurig,	
  LLP	
  |	
  gtlaw.com	
  

IP	
  for	
  Entrepreneurs	
  –	
  September	
  17,	
  2013	
  
Intellectual Property - Strategy
>  Consider	
  your	
  business	
  
–  Understand	
  your	
  compe]]on;	
  differen]ate	
  
–  Trade	
  Secrets	
  and	
  Patents	
  
–  Designing	
  transac]ons	
  to	
  retain	
  secrets;	
  or	
  to	
  convey	
  in	
  
safe	
  manner	
  
–  Extend	
  obliga]on	
  of	
  confiden]ality	
  perpetually	
  
–  Careful	
  documenta]on	
  and	
  management	
  	
  
§  Internally	
  and	
  externally	
  

Greenberg	
  Traurig,	
  LLP	
  |	
  gtlaw.com	
  

IP	
  for	
  Entrepreneurs	
  –	
  September	
  17,	
  2013	
  
Intellectual Property – Questions to Answer
>  Checklist	
  (see	
  handout):	
  
–  What	
  is	
  of	
  value?	
  
–  What	
  is	
  covered	
  by	
  IP?	
  
–  Do	
  we	
  own	
  it?	
  
–  Are	
  we	
  infringing?	
  
–  How	
  do	
  we	
  compare	
  with	
  compe]]on?	
  
–  Any	
  claims	
  against	
  us?	
  	
  In	
  the	
  future?	
  What	
  about	
  
challenges/opposi]on?	
  
–  America	
  Invents	
  Act	
  –	
  does	
  it	
  affect	
  us?	
  
	
  
Greenberg	
  Traurig,	
  LLP	
  |	
  gtlaw.com	
  

IP	
  for	
  Entrepreneurs	
  –	
  September	
  17,	
  2013	
  
Thank you

Greenberg	
  Traurig,	
  LLP	
  |	
  gtlaw.com	
  

IP	
  for	
  Entrepreneurs	
  –	
  September	
  17,	
  2013	
  

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IP for Entrepreneurs

  • 1. IP for Entrepreneurs September 17, 2013 K.  Lance  Anderson   Of  Counsel   andersonl@gtlaw.com     Direct:  512.320.7226   Direct  Fax:  512.233.0831         GREENBERG  TRAURIG,  LLP  |  ATTORNEYS  AT  LAW  |  WWW.GTLAW.COM   ©2013  Greenberg  Traurig,  LLP.  All  rights  reserved.  
  • 2. K. Lance Anderson EDUCATION       J.D.,  Texas  Tech  University  School  of  Law,  2000     M.S.,  Crop  Science,  Texas  Tech  University,  2000     B.S.,  Entomology,  Texas  Tech  University,  1997       PROFESSIONAL         Of  Counsel;  Greenberg  Traurig,  LLP  (Aus]n,  Texas)   Registered  Patent  A_orney       Former  Vice  President,  Intellectual  Property  and  Associate  General  Counsel,  Emergent   Technologies  Inc.  (2006-­‐2012).       Former  Managing  Director,  Office  of  Technology  Transfer  and  Intellectual  Property,  Texas   Tech  University;  Texas  Tech  University  Health  Sciences  Center  (2003-­‐2006);  Licensing   Specialist  (2000-­‐2003).       Texas  Bar:  2000;  USPTO  :  2006   Greenberg  Traurig,  LLP  |  gtlaw.com   IP  for  Entrepreneurs  –  September  17,  2013  
  • 3. Disclaimer The  informa,on  provided  in  this  presenta,on   is  for  discussion  and  exemplary  purposes  only   and  does  not  cons,tute  legal  advice  or  create   any  a8orney-­‐client  rela,onship.   Greenberg  Traurig,  LLP  |  gtlaw.com   IP  for  Entrepreneurs  –  September  17,  2013  
  • 4. Intellectual Property… >  ….means  any  and  all  Sofware,  technology,  materials,  or   informa]on,  including  without  limita]on  inven]ons   (whether  patentable  or  not),  improvements,  trade  secrets,   proprietary  informa]on,  know-­‐how,  databases  and  data   collec]ons,  inven]on  disclosures,  technical  data  and   customer  lists,  customer  contact  informa]on,  customer   correspondence  and  customer  licensing  and  purchasing   histories,  sofware,  product  designs,  business  plans,   product  roadmaps,  works  of  authorship,  and   documenta]on  rela]ng  to  any  of  the  foregoing.*   >  *recent  Asset  Purchase  Agreement  for  two  pending  patent  applica]ons  +  know-­‐how,   trademarks  and  exis]ng  business   Greenberg  Traurig,  LLP  |  gtlaw.com   IP  for  Entrepreneurs  –  September  17,  2013  
  • 5. Intellectual Property Greenberg  Traurig,  LLP  |  gtlaw.com   IP  for  Entrepreneurs  –  September  17,  2013  
  • 6. Intellectual Property >  Consider  ALL  Intellectual  Property  Rights   –  Patents     –  Trade  Secrets   –  Trademarks   –  Copyrights   –  Other??   Greenberg  Traurig,  LLP  |  gtlaw.com   IP  for  Entrepreneurs  –  September  17,  2013  
  • 7. Intellectual Property >  Other  Intellectual  Property  rights???   –  “Web  2.0”  Assets   –  Open  Source  sofware  (©)   –  Branding  and  trade  dress  (™)   –  Design  Patents   –  Licenses   –  Alliances/Collabora]on/Exper]se   Greenberg  Traurig,  LLP  |  gtlaw.com   IP  for  Entrepreneurs  –  September  17,  2013  
  • 8. Intellectual Property - Strategy >  Consider  your  business   –  Understand  your  compe]]on;  differen]ate   –  Trade  Secrets  and  Patents   –  Designing  transac]ons  to  retain  secrets;  or  to  convey  in   safe  manner   –  Extend  obliga]on  of  confiden]ality  perpetually   –  Careful  documenta]on  and  management     §  Internally  and  externally   Greenberg  Traurig,  LLP  |  gtlaw.com   IP  for  Entrepreneurs  –  September  17,  2013  
  • 9. Intellectual Property – Questions to Answer >  Checklist  (see  handout):   –  What  is  of  value?   –  What  is  covered  by  IP?   –  Do  we  own  it?   –  Are  we  infringing?   –  How  do  we  compare  with  compe]]on?   –  Any  claims  against  us?    In  the  future?  What  about   challenges/opposi]on?   –  America  Invents  Act  –  does  it  affect  us?     Greenberg  Traurig,  LLP  |  gtlaw.com   IP  for  Entrepreneurs  –  September  17,  2013  
  • 10. Thank you Greenberg  Traurig,  LLP  |  gtlaw.com   IP  for  Entrepreneurs  –  September  17,  2013