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Common U.S. and Foreign Trademark Docketing Mistakes and How to - PowerPoint PPT Presentation

Common U.S. and Foreign Trademark Docketing Mistakes and How to Avoid Them Common U.S. and Foreign Trademark Docketing Mistakes and How to Avoid Them Presenters: o Ann McCrackin, President, Black Hills IP, LLC o Patti Giuliano, Trademark


  1. Common U.S. and Foreign Trademark Docketing Mistakes and How to Avoid Them

  2. Common U.S. and Foreign Trademark Docketing Mistakes and How to Avoid Them • Presenters: o Ann McCrackin, President, Black Hills IP, LLC o Patti Giuliano, Trademark Paralegal, Schwegman Lundberg & Woessner, P.A. o Shelley Cape, Quality Control Manager, Black Hills IP, LLC

  3. Wh What t is is a a tr trad ademar emark? Qu Quick ick Revie iew • A word, name, phrase or symbol used to identify the source or origin of a good or service provided through commerce Ø Trademark vs. Service Mark Ø Patents protect the product or method itself

  4. U.S. Registration Proce cess and Related Dock cketing • Docket Actions After Filing o 3-6 month status check o Foreign filing priority date Ø 6 months for TMs Ø Timing of Reminders Ø Securing instructions for foreign filing

  5. U.S. Registration Proce cess and Related Dock cketing Docketing Tips: Ø Be sure you are docketing the correct matter type to be sure the 6 month deadline is generated Ø Secure instructions as soon as possible, but no later than 3 days in advance of foreign filing deadline Ø Keep the deadline active even if some filings have been ordered

  6. U.S. Registration Proce cess and Related Dock cketing • Docket Actions After Office Action o Early Response Deadline/Priority Office Action Ø Two Months versus Six Months o Request for Reconsideration Date Ø In response to Final Office Action o Notice of Appeal Date o Appeal Brief Deadline

  7. U.S. Registration Proce cess and Related Dock cketing Docketing Tips: Ø Always docket the full six months as well as any priority opportunities Ø File Request for Reconsideration as early as possible in order to secure feedback from Examiner prior to deadline for Notice of Appeal Ø Carefully docket of appeal brief and subsequent deadlines

  8. U.S. Registration Proce cess and Related Dock cketing • Docket Actions After Office Action Ø Responding to Office Action May Include • Divisional • Separates Classes • Not the same thing as a patent divisional • Parent versus Child

  9. U.S. Registration Proce cess and Related Dock cketing Docketing Tips: Ø The child application will receive a new serial number, but it will not be assigned immediately Ø All the dates carry to the child application so be sure all deadlines and proper status checks are on your docket Ø Confirm accuracy of the USPTO record for both applications

  10. U.S. Registration Proce cess and Related Dock cketing • Docket Actions after Notice of Allowance o If application is ITU, then Applicant Files Ø Statement of Use • Specimen in use before filing Statement of Use Ø Extension Request for filing Statement of Use • Specimen in use before expiration of Extension Request Ø Filing Extension Request with Statement of Use • If specimen is rejected, you still have time to put new specimen into use

  11. U.S. Registration Proce cess and Related Dock cketing Docketing Tip: Ø Keep the extension deadline open if you file a Statement of Use before the deadline Ø Take precautions if your docket system treats the Statement of Use and Extension of Time as one item.

  12. Foreign Registration Proce cess and Related Dock cketing • Maintaining Foreign Registrations o Rehabilitation Fees and Special Country Requirements o Oppositions and Cancellation Actions o Renewal Fees o EU or CTM Registration Ø Singular registration Ø No contact with individual countries

  13. Foreign Registration Proce cess and Related Dock cketing Docketing Tips: Ø Watch for unique country requirements Ø Give yourself adequate time to gather any needed information in the event of special country documentation requirements .

  14. Foreign Registration Proce cess and Related Dock cketing • Use Not Required to Obtain Foreign Protection o Registration Can Issue without Proof of Use but Can Become Vulnerable Ø Vulnerability timeline differs depending on country • 3 years or 5 years Ø Soft Use Deadlines • Importance • Does docketing launch off filing date or registration date

  15. Misce cellaneous U.S. and Foreign Dock cketing • Miscellaneous Docket Actions During Life of TM o U.S. Watch Services Ø How to docket o Foreign Watch Notices Ø When to docket o Opposition or Cancellation Ø When do I open a matter o Foreign and U.S. Maintenance Actions Ø Grace Period available for most deadlines

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