Evaluating Risk in Intellectual Property Due Diligence


CLE Credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)

This course will teach attorneys how to conduct a comprehensive review and analysis of Intellectual Property Assets (IPA) as part of a due diligence review. IPA are often the most valuable assets connected with a transaction or sale. Like a home inspection, intellectual property due diligence requires identifying potential hidden defects that are not immediately obvious. Participants will learn how to ask the right questions to identify IPA, create an IPA Inventory, identify and evaluate IPA risks, and provide useful feedback to clients including ongoing monitoring and follow-up due diligence.

This course is co-sponsored by the Federal Bar Association.

Key topics to be discussed:

•   How to Identify Intellectual Property Assets
•   Creating an Intellectual Property Asset Inventory
•   How to Identify and Evaluate Intellectual Property Risks
•   How to Communicate Intellectual Property Risks to Clients

Date / Time: January 14, 2019

•   10:00 am – 12:00 pm Eastern
•   9:00 am – 11:00 am Central
•   8:00 am – 10:00 am Mountain
•   7:00 am – 9:00 am Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

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Select your state to see if this class is approved for CLE credit.

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Original Broadcast Date: January 14, 2019

Jeremy Cubert, Esq. helps investors in the Life Science assess the scientific validity and commercial viability of the intellectual property assets underlying proposed investments. From a quick assessment to spot red flags that trigger a no-go decision, to in-depth evaluations of large, complicated IP portfolios, Jeremy helps investors eliminate investments that exceed their risk profile and, perhaps more importantly, enable them to recognize high-potential investments whose viability, at first glance, may not have been apparent.

Jeremy is a partner at Potomac Law Group, and a member of the firm’s Intellectual Property Practice Group. With over 20 years of experience in patent law with an emphasis in life sciences, he assists companies in all aspects of obtaining and managing their intellectual property portfolios. He has extensive experience in patent prosecution, due diligence and analysis of intellectual property portfolios and I regularly counsel clients regarding the acquisition and licensing of intellectual property assets. He regularly work directly with scientists and professionals at academic institutions, biotechnology companies, and Fortune 500 companies to develop intellectual property development and management plans.

Before joining Potomac Law Group, Jeremy was a partner with VLP Law Group, the Clinical Technology Transfer Group and in the Intellectual Property Group of Dickstein Shapiro. He also also served as a staff attorney with the Federal Trade Commission and a Technology Transfer Specialist at the National Cancer Institute (NCI) at the National Institutes of Health (NIH), where he managed the intellectual property portfolio for nine institutes at the NIH.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

Automatic MCLE Approvals
All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, WV, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

Applied MCLE Approvals
myLawCLE seeks approval via application in all other states that are not automatically approved through myLawCLE’s state accreditation. (Some states may take up to 4 weeks to send in final accreditation, however attendees will receive accreditation according to the date the class was taken—the state of VA may take up to 12 weeks.)

Accreditation on Formats: Live Video Broadcasts, “Live” Re-Broadcasts and On-Demand CLEs

Live Video Broadcasts
Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

“Live” Re-Broadcasts
“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, and LA]

On-Demand CLEs
On-demand CLE classes are available 24/7 via the myLawCLE portal. Attendance to these classes is monitored and recorded via our login process and a certificate of completion is issued upon the close of viewing the program. These CLEs can be viewed at anytime and only qualify for self-study CLE credits.

Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

myLawCLE Credit Guarantee
Additionally, on all online CLE programs application for approval will be made in all states where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their state for any reason, a full refund will be granted.

Section I. What is Intellectual Property Due Diligence?

Section II. Creating an Intellectual Property Asset Inventory

Section III. How To Identify and Evaluate Intellectual Property Risks

Section IV. How to Effectively Communicate Intellectual Property Risks to Clients