Intellectual Property

Intellectual Property Inventory Checklist

• Trademarks/Service Marks
  • Registered domestic and foreign marks
  • Pending applications
  • Common law marks
    • New products/services
    • Vineyard names
    • Packaging/advertising materials
    • Advertising slogans
    • Icons, logos, graphics
    • Customer nicknames
    • Domain names
    • 800/888 numbers
  
  
• Trade Names/Corporate Names/DBAs/LLC Names
  • Registered/qualified names
  • Fictitious name filing requirements
  
  
• Copyrights
  • Registered copyrights
  • Pending applications
  • Copyright interests in artistic creations
  
  
• Trade Dress Typically found in unique, distinctive or non-functional items, or those bearing an indicator of corporate origin. Can include, without limitation:
  • Packaging
  • Point of sale display
  • Colors
  • Trade show marketing
  • Graphic design
  • Web site design
  
  
• Trade Secrets Defined as items not generally known or ascertainable by proper means, having economic value and the subject of reasonable precautions for the secrecy thereof. Not typically registrable: dependent on contractual, statutory or common law enforcement. Includes, without limitation:
  • Customer lists
  • Employee knowledge (know-how)
  • Ideas
  • Combination of elements in the public domain
  • Specially-developed customer information and sales practices
  • Negative Information (e.g., negative results of R&D)
  • Production Processes
  • Survey/Research data and conclusions
  • Software (source code, proprietary documentation)
  
  
• Patents
  • Issued domestic and foreign patents
  • Pending applications
  • Unfiled invention disclosures