Estate Planning for Intellectual Property: Key strategies for managing and transferring IP assets

Brendan Bybee | Stone Bybee & Associates, PLLC

Brendan Bybee, a native of Las Vegas with deep roots in Nevada, is a Partner with Stone Bybee & Associates, an estate and business planning law group serving clients in Nevada and throughout the United States. Brendan’s practice has been primarily focused on the area of trusts and estates since he was first licensed in 2011.

Brendan graduated with honors from the J. Reuben Clark Law School at Brigham Young University where he also served on the editorial board of the BYU Journal of Public Law. While earning his law degree, Brendan also completed requirements to graduate with his Master of Public Administration from the Marriott School of Management.

Brendan enjoys assisting clients in creating and implementing plans that help them control and protect their property during their lifetime, prepare for disability or death, and transfer their property to loved ones without unnecessary litigation or taxation. Brendan helps business owners organize their interests for asset protection and business succession through the strategic use of trusts and corporate entities. He also helps families employ strategies that fulfill their charitable intentions, promote family harmony, and provide for minors and children with special needs in the event of tragedy.

When not at work, Brendan likes to spend time with his wife and their four kids trying new recipes in the kitchen, tending the yard, or playing a few games.

Chaz Hales

Chaz Hales focuses on intellectual property litigation, including patents, trademarks, trade secrets and copyright issues. He has in-depth knowledge of emerging technologies, including blockchain.

Chaz works with clients on the prosecution and litigation of patents, trademarks and copyright. He offers significant experience with issues involving cryptocurrencies, blockchain, and distributed ledger technology. In addition to his legal career, Chaz serves as an adjunct lecturer at the Viterbi School of Engineering located at the University of Southern California, where he teaches a course that explores emerging blockchain technology. Chaz previously worked as a Systems Engineer for Boeing Satellite Systems in California.

I. Various types of relevant IP assets | 1:00pm – 1:30pm

II. Tax and transfer consideration for IP assets | 1:30pm – 2:00pm

Break | 2:00pm – 2:10pm

III. IP ownership structures for business and estate planning | 2:10pm – 2:40pm

IV. Unique planning challenges and strategies for IP assets | 2:40pm – 3:10pm