Lorman offers professional resources regarding COVID-19 and the 2020 Election

Show navigation

Available in:

OnDemand Course

The Hazards of Overlooked Property Interests: The Relationship Between Intellectual Property and Estate Planning

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.


Runtime: 89 minutes
Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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

Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on May 10, 2012.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

J. Noland (Jay) Franz

J. Noland (Jay) Franz

Buchalter, A Professional Corporation

  • Of counsel with Buchalter, A Professional Corporation, in the firm’s corporate, tax and estate planning practice groups in Scottsdale, Arizona, and is licensed to practice law in the states of Arizona, Colorado and Missouri
  • Certified by the State Bar of Arizona as an estate and trust specialist and has extensive experience in business and securities law, focuses his practice on trust and estate planning, probate administration, asset protection planning, business law and business succession (exit) planning, tax planning, private placements of securities, and trust and estate litigation and appeals
  • Member of a nationwide network of estate planning lawyers known as WealthCounsel; and over the years he has given numerous presentations at continuing professional education workshops and seminars on estate planning and tax-exempt organizations
  • A former trial attorney for the Securities & Exchange Commission
  • Has in-depth experience in securities law and related matters, and served for a number of years as an arbitrator for the Financial Industry Regulatory Authority (FINRA) and, prior to that, for the National Association of Securities Dealers (NASD)
  • Achieved the highest rating in the Martindale-Hubbell Law Directory, which indicates that he is recognized by members of the bar and judiciary for the highest levels of legal ability and ethical standards
  • Has been named as one of Arizona’s Finest Lawyers, having been recognized by his peers in Arizona as an attorney who has demonstrated high skill, unquestioned integrity and full commitment to the rule of law
  • Recognized by Phoenix Magazine as one of the top lawyers in the Phoenix metropolitan area and by Arizona Business Magazine as a top lawyer in estate and trust litigation
  • Member of the State Bar of Arizona, and is a Fellow of the Arizona Bar Foundation; he also is a member of the Colorado Bar Association and the Missouri Bar Association
  • J.D. degree, University of Michigan School of Law; M.B.A. degree, University of Missouri at Kansas City; B.A. degree in economics, University of Kansas
  • Can be contacted at 480-383-1800 or [email protected]
No photo available

Sandra Thompson

Buchalter

Dr. Sandra Thompson

  • Shareholder and member of Buchalter Nemer’s Corporate and Intellectual Property Practice Groups, and immediate past chair of the Intellectual Property Group
  • Experience extends into the fields of chemistry, green technology, energy law and issues, biochemistry, semiconductor materials, electronics, electronic materials and plasma physics
  • Represents clients in the fields of green technology, cleantech matters, semiconductors, electronics, chemicals and chemical intermediates, solar and solar-related technology, transportation technology, including the design and utility of parts and systems, fuel cells, hybrid and electric engine technologies, green (sustainable) chemistries, bio-based and biodegradable plastics, waste/sludge management and conversion, fibers, biotechnology, pharmaceuticals, computer software, children’s products and telecommunications
  • Her dissertation is entitled “Control of Volatile Organic Compounds with a Pulsed Corona Discharge”
  • Doctor of philosophy degree, department of chemistry, North Carolina State University; J.D. degree, Campbell University, Norman Wiggins School of Law; B.S. degree in chemistry and M.A. degree in chemistry, College of William & Mary
  • Can be contacted at 949-224-6282 or [email protected]
Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 389108
Published 2012
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!