trademarks 101 - how to protect your brand

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Page 1: Trademarks 101 - How to Protect Your Brand

TRADEMARKS 101:Protecting Your Brand

Co-Sponsored by SmartUp® & General Assembly®

Presented By Andrei D. Tsygankov, Esq.Entrepreneur & Attorney-At-Law

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About Me• B.S. in Management from Georgia Tech• J.D. from Georgia State University College of Law• Current:

• Co-Founder and COO of SmartUp®

• Partner at Founders Legal™ (Bekiares Eliezer LLP)

• Former:• Managing Director & In-House Counsel for a group of companies that

focused on Export Management & Distribution of goods internationally

Page 3: Trademarks 101 - How to Protect Your Brand

How This Presentation May Help You

• We will explain:

• What Trademarks (and Servicemarks) are and how to use them

• How a Federal Registration [ ® ] help your brand and your company

• Registration process and common problems• What to do if someone infringes on your Trademark?

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What is a Trademark?

Identifier of Source

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What is a Trademark?• For Consumers:• Creates an association between a Product or Service and its provider • Assurance of Quality

• For Sellers/Providers of Products or Services:• Identifies that a Product or Service is provided by YOU, and ONLY

YOU• Creator of Goodwill for your company

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2 Important Functions of a Trademark

1.Protect Consumers

2.Protect Sellers of Goods and Services

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Common Law Trademark Rights

• Using a Name, Logo, Slogan, etc. in your line of business• Adding “TM” (for Goods) to your mark to claim your

Trademark• Adding an “SM” (for Services) to your mark to claim your

Servicemark• For Example• MYBRAND™ or MYBRANDSM

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What Is Federal Trademark Registration?

• Protects a Mark (a “Brand”) under Federal Law (Lanham Act)• Gives rights and protections for your Mark

nationwide• Administered by the United States Patent and

Trademark Office (USPTO)

Page 9: Trademarks 101 - How to Protect Your Brand

What Is The Benefit Of Federal Registration?

• Registering your mark gives you the EXCLUSIVE right to use that Mark in your field

• A Federal registration gives you great tools to ENFORCE your exclusive rights to the Mark throughout the United States

Page 10: Trademarks 101 - How to Protect Your Brand

What Is The Benefit Of Federal Registration?

If you obtain a Federal Trademark Registration on your Mark(s):

Everyone else using that Mark after your registration, does so

AT THEIR OWN RISK

Page 11: Trademarks 101 - How to Protect Your Brand

2 Main Categories of Trademarks

Trademark (for Goods)

Servicemark (for Services)

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What Can Be Trademarked?

Unique Things Associated With Your Brand

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What can be Trademarked?

WordmarkSloganName

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What can be Trademarked?

Logomark Combined

Word/Logomark

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What can be Trademarked?

Packaging

Design

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What can be Trademarked?

Colors

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What can be Trademarked?

Trade DressColors + Design + Layout

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What can be Trademarked?

Sounds Scents

Page 31: Trademarks 101 - How to Protect Your Brand

What can be Trademarked?

• Name • Logo• Slogan• Packaging• Design

• Colors• Trade Dress• Sound• Scent

Page 32: Trademarks 101 - How to Protect Your Brand

The Trademark Process

• Selecting your Mark(s)• Clearance & Conflict Search• Researching Appropriate Classes and Sub-Classes• Filing Application and Obtaining Registration• Using your Mark Correctly After Registration• Enforcing Your Mark

Page 33: Trademarks 101 - How to Protect Your Brand

Selecting Your Mark

Generic Descriptive Suggestive Arbitrary Fanciful

Spectrum of Distinctiveness

STRONGWEAK

Page 34: Trademarks 101 - How to Protect Your Brand

Selecting Your Mark

• Can the Mark be Registered?• GENERIC?

• SIMILAR MARK ALREADY REGISTERED?

Page 35: Trademarks 101 - How to Protect Your Brand

Selecting Your Mark

• Can the Mark be Registered?• MERELY DESCRIPTIVE? • By Product, Service, or Geography?

• DECEPTIVELY GEOGRAPHICALLY MIS-DESCRIPTIVE?

Page 36: Trademarks 101 - How to Protect Your Brand

Selecting Your Mark

• Risk of 3rd Party Action?

• Risk of Protest, Opposition or Cease & Desist • Infringement Lawsuit

Page 37: Trademarks 101 - How to Protect Your Brand

Selecting Your Mark

• Strength of Mark?• Will I be able to use my Mark Exclusively?• To what extent will I be able to prevent others

from using it?• Will the Mark help to increase the value of my

brand and my company?

Page 38: Trademarks 101 - How to Protect Your Brand

Searching For Conflicts

• USPTO• Trademark Electronic Search System (TESS)

• Search Engines• Google, Bing, Yahoo, etc.

• Search for names that are SIMILAR to yours!

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Searching For Conflicts

• State Trademarks Database• In GA: Georgia Secretary of State

• State Business Entity Names• In GA: Georgia Secretary of State

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Searching For Conflicts

• If Conflicts Exist:• Find a different Mark to use• Modify your Mark substantially• Propose a Co-existence Agreement to the

registrant• Purchase the conflicting Mark

Page 49: Trademarks 101 - How to Protect Your Brand

Researching Classes & Sub-Classes

• Nice Classification of Goods & Services• 45 International Classes• Each Class has many Sub-Classes

• USPTO• Trademark ID Manual (TMIDM)

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Researching Classes & Sub-Classes

• Select the International Class closest to your Mark

• Select the appropriate Sub-Classes for each Class• ONLY select the ones you are actually USING• Do NOT invent your own – use the ones listed

Page 53: Trademarks 101 - How to Protect Your Brand

Registration Process: Filing Application

• USPTO• Trademark Electronic Application System (TEAS)

• Filing Fees:• $225 per International Class (TEAS Plus

Application)

Page 54: Trademarks 101 - How to Protect Your Brand

Registration Process: Filing Application

• 2 Main Application Types• ‘In Use’ – Mark is used in ‘Interstate Commerce’

• ‘Intent to Use’ – Mark not used yet, but bona fide intent to use it exists• Once allowed, must show use within 6 months• Up to 5 extensions allowed, for a total of 3 years

Page 55: Trademarks 101 - How to Protect Your Brand

Registration Process: Timeline

• Assigned to Examiner: 3-4 Months from Filing• If no issues found, Notice of Publication 3-4

Months From Examiner Review• Registration 1-2 Months after Publication• Minimum Time to Registration: 7 Months

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Examiner Review

Compliance With RequirementsNo Conflicts

Approval of Application

Publication for Opposition

No Oppositions Filed

REGISTRATION

Application Filed

Office Action (Refusal) Non-Compliance

Application Abandoned

TTAB

Response Final Refusal

3rd Party Opposition Filed

Appeal

Applicant Wins Applicant Loses

Page 57: Trademarks 101 - How to Protect Your Brand

Post Registration Maintenance

• To keep Registered Mark AFTER Registration:

• Must file Affidavit of Use between year 5 and 6 (following registration)

• Must file Renewal every 10 years (between years 9 and 10 following registration)

Page 58: Trademarks 101 - How to Protect Your Brand

Post Registration Use

• Make sure to use the ® symbol with your Mark• Once registered, and the ‘TM’ symbol before

• Use your Mark consistently – NO changes at all to the wordmark, logo, or slogan

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Post Registration Use

• Distinguish your Mark when using with other terms:• Write the Mark using CAPITAL LETTERS, in Italics, or using a

stylized font unique to the Mark• Example• TIDE laundry detergent• Nordstrom department stores• Nike® running shoes

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Post Registration Use

• Use your Mark completely and properly• LEGO bricks, not ‘LEGO’s’

• Never use your Mark in a ‘possessive’ form• Television show on AMC, NOT ‘AMC’s Show’

• Never use your Mark as a Noun, only as an adjective that modifies it • McDonald’s hamburgers

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Post Registration Use

• Never use your Mark as an action• Searching online via GOOGLE search engine, NOT

‘Googling’

• Never use your Mark in plural form• BMW automobiles, NOT ‘BMWs’

Page 62: Trademarks 101 - How to Protect Your Brand

Why Is Proper Use Important?

Protects the strength and value of your Brand

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What Do These Have In Common?

• Aspirin• Zipper• Escalator• Heroin• Trampoline• Videotape

Genericide

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What Do These Have In Common?

• Xerox• LEGO• Band-Aid• Google

Actively FightingGenericide

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Enforcing Your Rights

• Monitor the Competition

• Monitor Federal Trademark Applications

• If someone is using your Mark or something similar to it, notify them immediately to stop (and take legal action if necessary)

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Someone Claims That I Am Infringing…

• See a professional about evaluating your case

• Review of opposing application and registration

• Negotiation with opposing party

Page 67: Trademarks 101 - How to Protect Your Brand

Things You Can Do

• Select your Mark• Do your own Conflict Search• Look into the appropriate Trademark International

Classes and Sub-Classes• Establish your ‘Date of Use’ (save the evidence)• Prepare ‘specimens’ showing your Mark in use

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Get Professional Assistance With…

• Reviewing your conflict search results• Evaluating registerability and risk of conflict with 3rd

Parties• Confirming your selection of International Classes and

Sub-Classes• Confirming appropriateness of ‘Use Date’ and specimens • Filing Application

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Get Professional Assistance With…

• Monitoring your Mark• Enforcing your rights:• Protests & Oppositions• Cease & Desist Letters• Infringement Claim Evaluations

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Common Pitfalls

• Not doing a Conflict Search• Searching for only exact matches and not considering

similar names or very big players• Claiming an incorrect date of use • Selecting the wrong International Class• Claiming too many sub-classes

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My Contact InfoAndrei Tsygankov, Esq. [email protected]@Smartup_

ATLANTA TECH VILLAGE Suite 5553423 Piedmont Road, NEAtlanta, GA 30305

To schedule a consultation with me please visit www.smartuplegal.com and click consult!