Intellectual Property Valuation for Trust & Estate Attorneys

Scott Weingust
Scott Weingust
Stout

Scott Weingust is the leader of Stout’s Intellectual Property Valuation practice. Scott has more than 26 years of experience providing consulting services to corporations, law firms, universities, and investment firms primarily in the areas of intellectual property (IP) valuation, damages, monetization, and management.

Matthew Vold
Matthew Vold
Stout

Matthew Vold is a Director in Stout’s Intellectual Property practice. He has over 19 years of experience providing consulting services to clients in the areas of intellectual property valuation and disputes, business valuation, complex commercial disputes, and transfer pricing.

On-Demand: March 21, 2023

Intellectual Property Valuation for Trust & Estate Attorneys

$195.00 1.5 hour CLE

MCLE Credit Information:

Select Your State Below to View CLE Credit Information

Can't Decide Which CLE Program?

Access All
Federal Bar Association Programs
Co-Sponsored by myLawCLE
Only $395yr

Annual Subscription includes access to:
  • 500+ Live CLE Webinars
  • National Hot Legal Topics
  • New Laws and Regulations
  • State Specific Programs
  • All Formats: Live, Replay, & On-Demand
Subscribe Today
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Program Summary

This presentation will identify the different types of intellectual property (IP) assets that are typically relevant to trust and estate issues and why IP valuation is relevant to trust & estate professionals. It will identify high profile examples supporting the importance of IP valuation for trusts & estates. We will introduce various fundamental issues relevant to all IP valuation exercises and how they are typically addressed in a trust & estate context. The presentation will identify and explain the three traditional IP valuation approaches and we will provide examples of interesting issues we have faced when performing valuations of IP for trust & estate purposes.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Type of intellectual property assets and why their valuation is relevant for trust & estate professionals
  • Identification of the fundamental valuations that must be addressed in all intellectual property valuation exercises
  • Description of the three traditional intellectual property valuation approaches
  • Interesting examples of intellectual property issues we have faced in a trust & estate context

Date: March 21, 2023

Closed-captioning available

Speakers

Scott Weingust_Stout_FedBarScott Weingust | Stout

Scott Weingust is the leader of Stout’s Intellectual Property Valuation practice. Scott has more than 26 years of experience providing consulting services to corporations, law firms, universities, and investment firms primarily in the areas of intellectual property (IP) valuation, damages, monetization, and management. His practice focuses on patents, trademarks, copyrights, trade secrets, the right of publicity (i.e., name, image, and likeness), software, domain names, and other intangible assets.

Scott has provided testimony as a damages and valuation expert in IP-related litigation including having offered opinions in Federal District Court. Scott has valued IP and other intangible assets for a variety of purposes including: transactions (licensing, purchase/sale, joint ventures, mergers and acquisitions), tax strategy and compliance (related-party transactions, trust & estate issues), corporate strategic decision-making, use of intellectual property to attract capital (debt and equity financing), financial reporting, regulatory compliance (Stark Law, Anti-Kickback Statute), and bankruptcy, among others. He has been directly involved in IP licensing negotiations and has developed many dynamic IP pricing/valuation models for corporate licensing activities and investment decisions. Scott is currently an adjunct professor at DePaul University’s College of Law where he teaches a course on IP valuation.

 

Matthew Vold_Stout_FedBarMatthew Vold | Stout

Matthew Vold is a Director in Stout’s Intellectual Property practice. He has over 19 years of experience providing consulting services to clients in the areas of intellectual property valuation and disputes, business valuation, complex commercial disputes, and transfer pricing. Matthew has valued patents, trademarks, copyrights, and other intangible assets for a variety of transactions, including mergers and acquisitions, licensing, and joint ventures, as well as for transfer pricing and estate tax issues.

He has also performed business and legal entity valuation for public and private companies for purposes of supporting various tax and financial reporting requirements. In addition, Matthew has provided dispute resolution services in matters related to patent, copyright, trademark, and trade dress infringement; trade secret misappropriation; breach of contract; transfer pricing; accounting malpractice; bankruptcy; and Section 337 intellectual property matters before the U.S. International Trade Commission.

Agenda

I. Introduction of Intellectual Property Valuation for Trust & Estate Professionals | 1:00pm – 1:30pm

  1. Types of Intellectual Property Assets
  2. Why Trust & Estate Professionals Should Care About Intellectual Property Valuation

II. Intellectual Property Valuation Fundamentals | 1:30pm – 2:00pm

Break | 2:00pm – 2:10pm

III. Common Intellectual Property Valuation Approaches | 2:10pm – 2:25pm

IV. Examples of Interesting Intellectual Property Valuation Issues We Have Faced | 2:25pm – 2:40pm