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Trademarks: Building Value for Your Clients and Yourself

(188 Ratings)

Produced on: October 13, 2016

Course Format On Demand Audio

Taught by


Course Description

Time 60 minutes
Difficulty Intermediate

Do you or your clients have a company name or slogan that you consider valuable?  Do you want to protect that company name or slogan? This course, led by attorney Roman Basi, addresses best practices for seeking a trademark. He discusses what an initial search for similar trademarks can tell you and what it looks like, including a review of an actual full Trademark search conducted by his own office. In addition, he reviews an actual application filed by his office and, in doing so, provides a real-life example of how to apply for a trademark.  

Learning Objectives: 

  1. Identify the elements necessary to determine if you can register for a trademark
  2. Understand the differences between a service mark and a utility mark
  3. Recognize what evidence is needed to support applications for both
  4. Grasp the time frames that can be involved prior to final approval
  5. Appreciate the expiration periods for the different types of trademarks
  6. Comprehend how to enforce an approved trademark
  7. File and pursue an opposition to a previously filed trademark


Roman Basi

The Center for Financial, Legal & Tax Planning, Inc.

Roman Basi graduated from Millikin University in 1997 with a Bachelor’s of Science Degree. In addition, Roman holds a Master’s in Business Administration and Juris Doctor from Southern Illinois University. Roman is a licensed Attorney in the states of Illinois, Missouri and Florida. Roman is a licensed Real Estate Broker in the State of Illinois. Roman is also a licensed Title Insurance Agent with Attorney Title Guaranty in Illinois. He is currently working towards obtaining his CPA license.

Roman has been published in the following trade journals:

   * Illinois State Bar Association - Section on Federal Taxation

   * Productivity

   * Agency Sales

   * Industrial Distribution

   * Supply House Times

   * Distributor Link

   * I.D.A. Management Journal

Roman is a member of the following organizations:

   * Illinois Bar Association

   * Federal Taxation Section Council

   * Florida Bar Association

   * National Association of Realtors

   * Illinois Association of Realtors

   * Egyptian Board of Realtors

   * Marion Chamber of Commerce

   * Marion Main Street


Andrew B.

Great speaker and materials!

Julie G.

Thank you for the information. It is very helpful for a non Trademark practitioner who is trying to increase offerings.

Patrick K.

Very well put together and presented.

Karen M R.

very knowledgeable practical advice

Edward M.

really good lecture

John D.

Presenter gave very good overview of Trademark law and process.

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