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Structuring Trademark Clearance Opinions

Assessing Search Results to Identify Infringements, Overcoming Clearance Challenges, Preparing Opinions to Reduce Legal Risks

A live 90-minute premium CLE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Tuesday, August 12, 2025

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, August 1, 2025

or call 1-800-926-7926

This CLE course will guide trademark counsel on conducting, analyzing, and using trademark searches. The panel will discuss overcoming the challenges in the trademark clearance process and outline best practices for preparing clearance opinions.

Description

Before a business adopts a mark, counsel must understand all potential infringement risks. In-house and outside counsel rely on trademark clearance searches to identify those risks. Many courts recognize reliance on trademark searches and counsel's clearance opinions as a defense to infringement claims.

Counsel must carefully analyze the results of the clearance search and assess the risk posed by using the proposed mark. Millions of dollars may ride on the analysis and decide how to proceed based on the clearance opinion.

However, the assertion of the advice-of-counsel defense may put the privilege waiver at risk. Companies and counsel should consider whether to obtain a formal written clearance opinion. If yes, the circumstances will shape what to include in the opinion letter.

Listen as our authoritative panel of trademark attorneys examines the analysis and use of the clearance report, reviews the challenges in trademark clearance, outlines steps to overcome the obstacles, and offers best practices for clearance opinions.

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Outline

  1. Analysis and use of search reports
  2. Clearance challenges and steps to overcome them
  3. Best practices for preparing clearance opinions

Benefits

The panel will review these and other key issues:

  • What factors should counsel consider when analyzing a clearance report?
  • What strategies can counsel use to overcome the challenges posed by the trademark clearance process?
  • What should be included in a trademark opinion letter?
  • How can counsel protect client confidentiality when asserting an advice-of-counsel defense?

Faculty

Gallagher, Patrick
Patrick J. Gallagher

Partner
Barnes & Thornburg

Mr. Gallagher has deep experience in trademark clearance, investigation, prosecution, as well as client counseling and...  |  Read More

Weseman, Draeke
Draeke H. Weseman

Of Counsel
Greenberg Traurig

Mr. Weseman counsels clients on the strategic development, maintenance, and enforcement of trademark rights and related...  |  Read More

Attend on August 12

Early Discount (through 08/01/25)

Cannot Attend August 12?

Early Discount (through 08/01/25)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video