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Product ID: 389108EAU
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The Hazards of Overlooked Property Interests: The Relationship Between Intellectual Property and Estate Planning

OnDemand Webinar (88 minutes)

Intellectual property is a hot area of the law, and businesses, along with individuals, are using intellectual property interests to start, grow and value their businesses. After the patent, trademark or copyright application is filed, most individuals and businesses think they are done with the process; however, some often overlooked interests - estate planning issues - can present significant problems in the future. A change in marital status, death and estate planning structure can all influence how intellectual property is owned, transferred and prosecuted worldwide. This OnDemand Webinar will focus on several key points of convergence between the intellectual property world and the estate planning world. Small, mid-size and large businesses, along with business owners and individuals will benefit from this presentation.


J. Noland Franz, Buchalter Nemer
Dr. Sandra Thompson, Buchalter Nemer


Overview to Categories of Intellectual Property

The Relationship Between State and Federal Interests Regarding IP and Estate Planning

Intellectual Property Ownership Interests

Alternatives for Holding Title to Such Interests

Trustee Issues

Estate and Gift Tax Valuation of Interests in IP

A Review of the Case Law That Ties Together IP and Estate Planning