Steve Gardner is a nationally recognized attorney focusing on counseling and representing clients seeking to strategically meet objectives, solve problems, and grow in the intellectual-property field.
He provides advanced counseling, representation, and assistance via
- 30+ years of varied experience
- knowledge of cutting-edge legal thinking and state-of-the-art practices
- acumen in a wide range of technologies, and
- colleagues from his firm, a firm with one of the highest-rated IP practices in the world
Mr. Gardner has worked with some of the top companies internationally on nearly every facet of intellectual property for decades, stays abreast of developments in the field, generates and suggests new and creative ideas, and provides a high degree of responsiveness.
He served as co-chair of the Kilpatrick Patent Litigation Team for a decade and has represented companies in more than 100 lawsuits in the federal courts of 15 states and in proceedings before the Patent Trial and Appeal Board, the U.S. Supreme Court, and the U.S. Court of Appeals for the Federal Circuit.
Prior to joining the firm, Mr. Gardner served as a law clerk to the Hon. Alvin A. Schall, U.S. Court of Appeals for the Federal Circuit, Washington, D.C., and to the Hon. Frank W. Bullock Jr., U.S. District Court for the Middle District of North Carolina.
His experience also includes providing advanced and strategic advice that incorporates his 25+ years of in-depth and varied experience with sophisticated companies. This includes providing innovative advice and assistance in an array of analytical and strategic projects, such as litigation management and avoidance; enterprise risk management; pre-litigation services, such as responding to threat letters and licensing invitations; license negotiations; communication with C-level executives; increasing the quality and value of patent applications; second opinions relative to litigation and patent-related advice; internal investigations; analyzing patents held by competitors; freedom to operate analysis; providing written opinions; monetization strategy advice; crafting policies and procedures; and serving as general intellectual-property counsel.
He has represented clients in a wide variety of intellectual-property transactions, such as analyzing and negotiating indemnification agreements and arrangements; engaging in intellectual-property due diligence relating to acquisitions; and negotiating agreements relative to intellectual property, such as patent licenses and software licenses.
A registered patent attorney, his experience spans the technical landscape.
Mr. Gardner has been an invited speaker on intellectual property and other topics at seminars in Atlanta, Boston, Charlotte, Chicago, Detroit, Houston, New York, Palo Alto, Philadelphia, Raleigh, San Francisco, San Jose, Seattle, and Washington, D.C., sponsored by the American Bar Association, Association of Corporate Counsel, American Intellectual Property Law Association, Duke University, Wake Forest University, Association of University Technology Managers, New York Intellectual Property Law Association, and others.
His articles on legal topics have been cited in opinions of the appellate courts of 7 states, opinions of two federal courts, 11 treatises, and 50 law journals.
Mr. Gardner is listed in The Best Lawyers in America® for Intellectual Property Law. He is listed as a top intellectual property lawyer in Chambers USA: America's Leading Lawyers for Business. He has been elected for many years to Business North Carolina magazine's "Legal Elite" List as one of the top patent attorneys in North Carolina based on a survey of all members of the North Carolina bar. He is recognized as an "IP Star" by Managing Intellectual Property magazine. Mr. Gardner is AV® rated by Martindale-Hubbell.*
Experience
Represented publicly traded bank in defending it in a patent infringement suit asserting multiple patents relating to check imaging. DataTreasury, Inc. v. Wachovia Bank, N.A. et al. (Eastern District of Texas).
Advised publicly traded energy system products company regarding trade secret protection.
Served as lead counsel for global leader in battery-related technology in patent suit involving battery separators, material science, and related technology, obtaining preliminary injunction. Celgard LLC v. LG Chemical et al. (Western District of North Carolina).
Advised start-up technology company in formation stage in relation to intellectual property.
Advised and represented leading material and product manufacturing company in the energy and materials industry in negotiations with major customer in relation to intellectual property ownership, license, and related matters.
Advised multi-national company regarding intellectual property aspects of its employment agreement.
Advised publicly traded Fortune 500 company regarding antitrust issues associated with patent rights.
Served as lead counsel for publicly traded company in the first patent suit involving open-source software, including software for interfacing with relational databases. Firestar Software, Inc. v. Red Hat, Inc. (Eastern District of Texas).
Drafted, negotiated, and revised multiple indemnification provisions, for potential indemnitors and indemnitees, in a variety of industries.
Engaged in intellectual property due diligence in relation to potential acquisition of company for international, publicly traded company.
Represented publicly traded company in relation to patent license negotiation and contracting with operating company third-party with patent rights.
Analyzed and advised publicly traded company regarding potential enforcement of its patent rights relative to major competitor's product.
Analyzed and advised major automobile manufacturer regarding competitor patent rights relating to components for combustion engines relative to client's products.
Served as lead counsel to the world's fourth-largest bank in a patent suit related to financial services, business methods, and software. Every Penny Counts, Inc. v. Wells Fargo Bank, N.A. (Middle District of Florida, U.S. Court of Appeals for the Federal Circuit).
Served as lead counsel for leading domestic furniture innovation and manufacturing company in patent suit against China-based conglomerate relating to furniture mechanisms. Ultra-Mek Inc. Man Wah (USA) (Middle District of North Carolina).
Advised and represented major Contract Research Organization (CRO) in intellectual property due diligence for potential corporate acquisition targets, including patent rights related to pharmaceutical services, software, and data science.
Served as lead counsel for SAS Institute Inc. in a patent suit involving data processing and analytics software, software tools for data analysis, and related applications. B.I. Systems LLC v. SAS Institute Inc. et al. (Eastern District of Texas).
Advised global technology company regarding strategy relative to patent infringement suit involving vibration and motion control technology.
Advised wind-power research and development company regarding intellectual property indemnity provisions and related contract negotiation.
Advised international logistics company regarding domestic and international intellectual property strategy.
Drafted contract for and advised major environmental systems manufacturer in contract negotiations with European-based vendor in relation to environmental technology.
Advised international bank doing business in the United States regarding third-party patent rights related to financial services and software.
Advised international information-technology education company regarding copyright and trademark matters.
Represented minor child of person who was killed in the 9/11 attacks on New York before the September 11 Victim Compensation Fund.
Served as lead counsel for infectious disease nucleic acid testing and screening company in a patent suit involving PCR testing of blood samples. National Genetics Institute et al. v. Talecris Biotherapeutics, Inc. (Eastern District of North Carolina).
Served on arbitration panel for major arbitration association in software-licensing dispute.
Served as outside intellectual property counsel for multiple small and mid-size company relative to all aspects of intellectual property – patents, trademarks, copyrights, trade secrets, etc.
Engage in patent due diligence for company seeking to acquire another in the manufacturing field.
Advised pharmaceutical research and development company in relation to trademark matters.
Engaged in patent due diligence for European-based company acquiring Swiss-based software company.
Served as lead counsel for leading open-source software company in patent suit involving document management software. Open Text S.A. v. Alfresco Software et al. (Eastern District of Virginia), after successful motion to transfer, Open Text S.A. v. Alfresco Software et al. (Northern District of California).
Represented, as court-appointed attorney, person indicted for criminal conspiracy in federal court.
Counseled financial services company in preparing petition for inter partes review against patent in the e-commerce and financial services field.
Advised multiple companies regarding strategy and approach to intellectual property indemnification, from both the indemnitor and indemnitee sides.
Aided public research university in obtaining patent rights in the genetics field.
Represented major telecommunications company in patent cross-license negotiations with competitor.
Advised Fortune 50 company regarding trade secret protection relative to software innovations.
Represented international logistics company regarding software copyright registrations.
Served as strategic advisor to major software development company in relation to intellectual property.
Advised Fortune 100 company regarding contract provisions in granting vendor access to trade secrets while protecting those secrets, legally and practically.
Represented and advised multiple companies in responding to third-party subpoenas from competitors or others in a patent suit when our client might be an eventual target.
Served as lead counsel for Fortune 250 company and one of the largest banks in the United States in a patent suit involving e-commerce, electronic token, and related technology. Abridge Technology LLC v. BB&T Corp. (Eastern District of Texas).
Served as outside general intellectual property counsel for European-based online fashion and home furnishings company.
Advised European-based online consumer products company relative to patent clearance.
Engaged in intellectual property due diligence related to potential acquisition of a sporting goods company.
Provided advice to Fortune 100 company regarding the increasing number of invention disclosures and consequent patent applications.
Analyzed iterations of GNU's General Public License and other free and open-source (FOSS) licenses relative to intellectual property terms for clients.
Provided advice to Fortune 50 company regarding increasing the value of its issued patents during the application process.
Served as outside general patent counsel for Fortune 100 company, advising on a variety of issues, including indemnification, patent protection, third-party risk, enforcement, and threat letters.
Provided advice regarding trade secret protection and management to Fortune 50 company.
Represented a Fortune 50 company in a declaratory-judgment patent action involving open-source software, a component of the Linux operating system. Red Hat, Inc. v. Bedrock Computer Technologies LLC (Eastern District of Texas).
Provided advice regarding potential trade secret misappropriation by former employees to Fortune 100 company.
Responded to letter alleging infringement of software patent rights on behalf of Fortune 50 company.
Provided advice to Fortune 250 company regarding its trade secret protection policies and procedures.
Served as counsel for leading bank in inter partes review proceeding relating to software patent rights.
Served as lead counsel for technology research and development company in patent suit related to management of images in internet systems. Fotomedia Technologies LLC v. MySpace et al. (District of Delaware).
Served as counsel for company advocating patent quality in amicus brief before the U.S. Court of Appeals for the Federal Circuit regarding scope of inter partes review proceedings.
Represented leading food manufacturing company in relation to letters asserting patent rights.
Served as outside general intellectual property counsel for supply chain management company.
Represented one of the world's largest banks in seeking patent rights for a financial services innovation.
Advised leading semiconductor manufacturing company in relation to patent rights.
Advised and represented company in the pharmaceutical industry regarding buy-side intellectual property analysis and due-diligence in acquisitions.
Advised Contract Research Organization (CRO) on intellectual property strategy.
Served as counsel on behalf of Banner Pharmacaps in a patent suit against Perrigo. Banner filed the complaint alleging that, by making, using, offering for sale and selling its film-enrobed unitary-core tablets, each defendant infringed Banner's patent. The parties entered a settlement agreement to resolve the case prior to trial. Banner Pharmacaps Inc. v. Perrigo Co. (Middle District of North Carolina).
Advised international logistics and supply chain company regarding copyright matters.
Served as lead counsel for Fortune 50 company in a patent suit involving open-source software and relational databases. Datatern LLC v. Red Hat, Inc. (Eastern District of Texas).
Advised medical devices company on preparing itself for sale in relation to its intellectual property.
Served as lead counsel for major automotive company in patent dispute regarding automotive manufacturing systems and related technology. Gaiski v. DaimlerChrysler Motors Corp. (Eastern District of Missouri).
Served as lead counsel for major healthcare software and services company in patent dispute relating to software systems. Disc Link v. Misys PLC (Eastern District of Texas).
Represented public national research university in patent applications and prosecution involving a variety of technologies, including nanotech, tools, sensors, circuits, electronics, software, and other technologies.
Represented start-up media technology company in patent application and prosecution matters.
Advised publicly traded financial services company relative to protection of source code.
Served as lead counsel for innovative domestic and Japanese manufacturing technology companies in patent declaratory judgment action relating to textile manufacturing systems. Essex Inc. et al. v. Card-Monroe Corp. (Middle District of North Carolina).
Advised and aided one of the largest financial services companies relative to establishing a program for patent protection and related matters.
Represented Silicon Valley-based high tech company before the U.S. Patent & Trademark Office in major patent applications and prosecution effort relative to innovations in the software algorithm, social networking, search, e-commerce, and video fields.
Represented financial services company in a patent suit relating to call centers, software, automated voice response, and similar technology.
Advised high tech client regarding bankruptcy issues associated with intellectual property licensing.
Served as lead counsel on behalf of Mrs. Smith's Bakeries, a subsidiary of Flowers Foods, a leading producer of packaged bakery foods, in a patent suit by Gardner Pie Co., an Ohio producer of bakery foods. The technology at issue related to baked goods manufacturing systems. We filed a motion to dismiss in the Ohio district court and contemporaneously filed a declaratory judgment action in federal court in Georgia. The decision on the motion to dismiss was appealed to the U.S. Court of Appeals for the Federal Circuit, but the parties settled the case before oral argument. Gardner Pie Co. v. Mrs. Smith's Bakeries, Inc. (Northern District of Ohio).
Represented Reisenweaver Communications Inc. in a patent action seeking a declaratory judgment that a patent owned by Econo-Comm Inc. was invalid and not infringed by Reisenweaver. Reisenweaver Commc'ns, Inc. v. Econo-Comm, Inc. (Middle District of North Carolina).
Served as counsel on behalf of Lotus Technologies in a lawsuit regarding allegations of patent infringement related to hearing aid technology. The matter was settled on confidential terms. Hear-Wear Techs., LLC v. Lotus Techs., LLC (Eastern District of Texas).
Aided public research university in obtaining patent rights in the computer processor field.
Served as lead counsel for Fortune 250 company and one of the largest banks in the United States in a patent suit involving payment systems and software. AutoScribe Corp. v. Branch Banking & Trust Co. (Western District of North Carolina).
Analyzed multiple software patents for potential purchase for Fortune 100 companies and others.
Advised Fortune 100 company regarding interpretation of complex patent licensing agreements.
Advised Fortune 250 company regarding patent license and indemnification relative to vendor contracts for e-commerce systems.
Advised Fortune 500 company regarding third-party patents relating to check imaging.
Advised Fortune 250 company regarding indemnification provisions in contract with major vendor.
Served as lead counsel for two Japanese manufacturing companies and their U.S. distributor in patent litigation against a global carpet-manufacturing equipment company. The technology at issue related to carpet manufacturing systems. A settlement favorable to the client was achieved, on confidential terms.
Advised Fortune Global 500 company regarding patent rights related to heavy construction equipment.
Served as lead counsel for global leader in crop protection products in patent suit related to chemical products. Arysta LifeScience North America, LLC v. Albaugh, Inc. (Eastern District of North Carolina).
Engaged in intellectual property due diligence relative to potential acquisition for European-based, international consumer-goods company of a consumer goods company.
Represented multiple companies throughout the United States relative to third-party subpoenas in district court and International Trade Commission proceedings.
Advised China-based, global Fortune 250 company regarding patent licensing, contract scope, and related matters.
Represented one of the largest banks in the United States in a patent infringement action involving software and checking imaging. Datatreasury Corp v. M&T Bank (Eastern District of Texas).
Analyzed and advised major healthcare company regarding patent rights held by competitor relating to healthcare software, business analytics, and predictive analysis.
Represented medical device company in patent suits regarding medical devices. Medical Solutions Inc., v. C Change Surgical LLC (District of DC). Successfully moved to dismiss the case, seeking venue in North Carolina. C Change Surgical LLC v. Medical Solutions, Inc. (Middle District of North Carolina).
Advised Fortune 500 computer systems and network company regarding trademark matters relative to a significant competitor.
Advised New York-based financial services company regarding intellectual property strategy relative to financial services patents, trademarks, copyrights, and other intellectual property.
Represented paper and wood products manufacturing company in seeking patent rights associated with paper, pulp, and fiber processing.
Advised major power research and development group relative to third-party patent rights and licensing associated with electronics and hardware.
Advised major chemical research and development company regarding third-party patent rights related to chemical products.
Served as Federal Circuit judge in mock appellate argument in case involving a dispute between competitors related to patent rights on chemical compositions.
Represented textile manufacturing company in relation to trademark rights.
Advised public-traded food products manufacturer and seller regarding letters received from third-party patent holders in various technical fields, including e-commerce, textiles, and food products.
Served as counsel representing Banner Pharmacaps Inc. in a lawsuit alleging that by filing a New Drug Application (NDA) with the United States Food and Drug Administration, the defendants infringed Banner’s patent. Banner Pharmacaps Inc. v. Ranbaxy Labs. Ltd. (Middle District of North Carolina).
Represented university-related start-up in relation to manufacturing, automotive, and related technology.
Advised branded pharmaceutical company regarding third-party patent rights and contract scope.
Represented furniture manufacturer in pursuing patent rights in the furniture field.
Advised technology company regarding scope of semiconductor and optics patents of third-parties.
Represented major genetic-testing laboratory in patent suit related to genetic testing. Esoterix Generic Laboratories LLC v. Life Technologies Corp., et al. (Middle District of North Carolina).
Served as counsel to automotive electronics company regarding patent rights in the electronic circuits field.
Served as counsel to semiconductor research and development company relative to electronic circuits technology.
Advised major software development company regarding indemnification provisions and negotiations with customers regarding intellectual property indemnification and warranties.
Served as counsel to financial services company in preparing petition for inter partes review of software patent.
Served as counsel to construction equipment company in preparing petition for inter partes review against patent in the construction equipment field.
Advised European-based conglomerate regarding software licensing contracts.
Served as counsel for document software company relative to trademark rights and applications.
Advised chemicals company with second opinion regarding its pending patent dispute in relation to chemical compositions.
Provided opinion of counsel to one of the largest banks in the U.S. in relation to patents on communications technology.
Served as local counsel for adidas International Marketing B.V. in a patent infringement action filed by Akeva L.L.C. The complaint sought damages and injunctive relief for adidas's alleged infringement of two patents owned by Akeva. Discovery in the case was completed. The parties submitted briefs regarding claim construction and filed motions for summary judgment. After the District Court issued its ruling on claim construction and Akeva conceded non-infringement, the Court entered a final order and judgment finding that adidas did not infringe any of the claims of the patents asserted by Akeva. The Federal Circuit issued an opinion affirming the District Court's entry of summary judgment in favor of adidas. Akeva L.L.C. v. adidas Salomon AG (Middle District of North Carolina).
Advised music publishing company relative to copyright and contract rights in the music industry.
Served as lead counsel in the Southern District of Illinois on behalf of JELD-WEN, Inc., a leading developer and manufacturer of windows and doors, in a case in which Edge Seal Technologies, Inc. (n/k/a INTIGRAL, Inc.), a window manufacturer, accused JELD-WEN of infringing its patent related to methods of manufacturing insulated glass units. The case settled early in discovery. Edge Seal Techs., Inc. v. Jeld-Wen, Inc. (Southern District of Illinois).
Served as counsel on behalf of a manufacturer of orthopedic apparatus in a patent infringement matter brought by its competitor company involving ankle braces.
Served as lead counsel on behalf of technology company in a suit to recover patent rights in the hands of a licensee who failed to make payments. After proceedings in District Court and in bankruptcy proceedings, a settlement favorable to Dotcast was facilitated, including recovery of the patent rights. Dotcast, Inc. v. Movie Gallery, Inc., et al. (Northern District of Georgia).
Provided analysis and advice to a Fortune 500 company regarding patent rights related to consumer products and footwear.
Analyzed patent rights of major automotive manufacturer relating to engine technology and provided advice to competitor automotive manufacturer regarding scope and invalidity of those rights.
Represented European-based construction equipment manufacturer in relation to subpoena in an International Trade Commission (ITC) proceeding.
Assisted Fortune 50 retailer in procuring U.S. and international patents on consumer goods and designs.
Advised and assisted aviation equipment manufacturer in negotiations for key SaaS contract.
Advised education technology company regarding intellectual property right claims of employees.
Advised mobile computing technology company on domestic and international intellectual property strategy.
Aided mobile computing technology company in procuring U.S. and international patent rights relating to software and computer hardware systems.
Advised Contract Research Organization (CRO) regarding software patent rights relating to clinical trials.
Represented a furniture manufacturer in a furniture patent suit filed against the company in the Middle District of North Carolina. We also assisted in a related suit that went to trial in Mississippi. Shortly after a successful result in the Mississippi trial, the North Carolina action settled.
Served as lead counsel on behalf of three parties, Allscripts LLC (f/k/a Misys Healthcare Systems), Payerpath Inc. and Sudaco Inc. in an action for patent infringement pending in the Middle District of Florida. The technology at issue related to an internet facilitated billing, data processing and communications system. During mediation, we successfully negotiated a favorable settlement with the plaintiff, and it subsequently dismissed its claims with prejudice. Billingnetwork Patent, Inc. v. Misys Healthcare Sys., LLC (Middle District of Florida).
Served as counsel on behalf of one of the largest apparel companies in the world and obtained a U.S. patent for apparel packaging that was infringed by a competitor and its customers, several national retailers. Prior to issuance of the patent, we notified the competitor that it would be infringing the patent when it issued. We filed suit in federal court in the Middle District of North Carolina on the day the patent issued. The case settled relatively quickly, resulting in the competitor removing thousands of infringing packages from store shelves across the country and a payment to our client to help cover the costs for enforcing the patent.
Aided Contract Research Organization (CRO) in procuring patent rights relating to analytics, computer modeling, and clinical trials.
Aided client in obtaining U.S. and international patent rights on packaging designs.
Served as lead counsel for Fortune 50 company in a patent suit involving Object-Relational Manger (ORM), relational database, and object-oriented system technology. Software Tree LLC v. Red Hat, Inc. (Eastern District of Texas).
Counsel for one of the largest banks in the U.S. in a patent suit involving electronic commerce, mobile communication, and texting in N5 Technologies LLC v. BB&T Corp. et al. (Eastern District of Virginia).
Advised Fortune 100 company relative to amicus briefs filed before the U.S. Supreme Court and the U.S. Court of Appeals for the Federal Circuit.
Advised investment group of major financial services institution regarding pending patent infringement suits in the pharmaceutical industry.
Advised Fortune 500 company regarding its potential indemnification obligations relative to its customer.
Advised Fortune 500 company regarding vendor’s copyright-infringement allegation relative to business systems.
Analyzed software license between licensee Fortune 250 company and major vendor involving electronic commerce, advising licensee.
Represented leading logistics company relative to copyright registrations.
Aided leading privately held company in establishing a patent application program.
Advised multiple companies relative to document retention in relation to intellectual property matters.
Represented pharmaceutical company in patent suit involving pharmaceuticals and a New Drug Application in Banner Pharmacaps Inc. v. Ranbaxy Laboratories Ltd., et al. (Middle District of North Carolina).
Aided multiple companies in establishing patent and trademark monitoring systems and procedures.
Served as outside general intellectual property counsel for growth stage technology company.
Served as general outside intellectual property counsel for Silicon Valley-based, publicly traded high tech company focusing on software and electronics.
Analyzed competitors’ patents relating to control software for publicly traded high tech company.
Analyzed Silicon Valley-based client's patent portfolio to determine areas for reform in patent application process relative to increasing value of portfolio.
Represented and advised major door and window manufacturing company in trademark matters, both in the United States and worldwide.
Counseled international manufacturing company in relation to intellectual property due diligence for multiple companies it considered acquiring, with relevant patent rights primarily in the product, mechanical, and chemical composition fields.
Engaged in intellectual property due diligence for the potential buyer in potential acquisition of target companies in the mechanical and chemical products area.
Provided multiple written opinions of counsel relating to chemical, electronic, and mechanical products used in manufacturing.
Served as lead counsel for open-source software company in patent suit involving document management software. Ingeniador, LLC v. Alfresco Software et al. (District of Puerto Rico).
Represented major company in seeking patent rights in the chemical, mechanical, and electronic area, both United States and worldwide.
Represented major manufacturer in joint development agreement relating to chemical products.
Represented national research university in relation to potential licensing or sale of patent rights relating to internet communications.
Advised and represented major supply chain management company in relation to trademark monitoring.
Counsel for company focused on patent quality in inter partes review of software-related patent.
Advised leading semiconductor manufacturing company in relation to intellectual property and indemnification provisions in contracts with major customers.
Advised publicly traded corporation in relation to indemnification and intellectual property provisions relating to self-driving automobiles.
Represented many companies in negotiating patent license agreements in a wide variety of technology areas, including software, genetics, electronics, chemical compositions, medical devices, mechanical products, automotive, e-commerce, financial services, consumer products, and others.
Advised many companies in relation to indemnification provisions in supply, vendor, sales, and other contracts relating to a wide range of technologies, including software, genetics, electronics, chemical compositions, medical devices, mechanical products, automotive, e-commerce, financial services, consumer products, and others.
Engaged in due diligence for Fortune 500 company in relation to potential acquisition of third-party patent portfolios relating to software.
Advised publicly traded energy systems company regarding potential enforcement of patent rights.
Served as lead counsel for a global leader in battery-related technology in patent suit involving battery separators. Celgard LLC v. Sumitomo Chemical Co. (Western District of North Carolina).
Represented Financial Services Roundtable in an amicus brief filed before the U.S. Court of Appeals for the Federal Circuit relating to standards for divided infringement.
Served as lead counsel for leading domestic furniture innovation and manufacturing company in patent suit against China-based companies and U.S. seller relating to furniture mechanisms. Ultra-Mek Inc. v. United Furniture, Man Wah Holdings, et al. (Middle District of North Carolina).
Engaged in patent due diligence for Fortune 500 company relative to potential acquisition of another company in the electronics field.
Served as lead counsel for Apex Tool Group LLC and Sears in a patent suit involving tools. Main Hastings LLC v. Sears Holdings Corp. et al. (Eastern District of Texas).
Analyzed patent rights of major automobile manufacturer relating to engines and advise it regarding potential assertion of those rights.
Served as counsel to a sporting goods company in a patent suit involving hunting products. Hunters Specialties, Inc. v. The Sportsman's Guide Inc. (Northern District of Iowa).
Represented Fortune 500 high tech company in patent analysis and negotiations with one of its primary competitors relative to a potential cross-license.
Analyzed and advise major automobile manufacturer regarding patent rights relating to automotive electronics and responding to allegations of patent owner.
Advised Fortune 1000 company regarding food technology.
Analyzed patent rights relating to diagnostic healthcare.
Provided formal opinion of counsel relative to non-infringement and invalidity of e-commerce related patent rights.
Represented and advised internet retailer regarding third-party patent rights associated with natural language searching, text-based search, and related internet functionality.
Represented European-based international company in dispute with a third-party regarding ethernet and networking patent rights.
Analyzed patents related to construction equipment in providing advice to one of the largest construction equipment manufacturers in the world.
Advised Fortune 1000 company regarding patent landscape relative to its market.
Served as lead counsel for major enterprise software company in a patent suit involving e-commerce, software, and network servers in Ingeniador, LLC v. BMC Software, Inc. (Eastern District of Texas).
Advised Fortune 1000 company regarding potential patent protection of manufacturing method.
Advised Fortune 250 company regarding third-party patent rights related to cybersecurity, software, and data transmission.
Aided international logistics company in obtaining U.S. and international patent rights in relation to software innovations.
Served as lead counsel for multiple indemnitees of Fortune 50 software development company in tendered cases.
Advised Fortune 250 company regarding copyright allegations of a third-party.
Advised start-up company regarding third-party patent rights in the consumer-products field.
Served as lead counsel for European-based online fashion and home furnishings company in a patent suit involving software and e-commerce. Speed Track Inc. v. Redcats USA LP (North District of California).
Represented European-based international company in dispute with a third-party regarding natural language search technology.
Advised major furniture manufacturing company regarding trademark matters.
Represented and advised sporting goods company relative to third-party patent rights related to shoes.
Provided advice regarding the scope of patent license agreement that acquired company previously entered with competitor.
Analyzed and provided advice regarding patent portfolio relating to digital medicine.
Advised Fortune 250 company regarding third-party patent rights related to secure transactions, software, and transaction processing.
Advised Fortune 500 software development and services company in intellectual property due diligence relating to potential acquisition of software company.
Counseled and represented international logistics company in relation to securing U.S. and international trademark rights.
Represented a Fortune 50 company in an Intervention action in a patent case seeking a declaration relative to open-source software, the Linux Kernel. Red Hat, Inc. v. Bedrock Computer Technologies LLC (Eastern District of Texas).
Advised food products company regarding patent strategy for protecting its innovations.
Represented and advised multiple companies in responding to third-party subpoenas that related to sensitive technology or trade secrets of the company.
Counseled and represented international logistics company regarding internet domain names.
Counseled Fortune 50 software development company regarding indemnification obligations, scope, procedure, and practice relative to intellectual property.
Represented Fortune 1000 company at U.S. Patent & Trademark Office regarding design patent rights.
Advised Fortune 250 company regarding potential trade secret misappropriation by an employee.
Served as counsel for a sporting goods company in a trademark dispute involving sporting goods in Ardisam Inc. v. The Sportsman's Guide, Inc. (District of Minnesota).
Represented Fortune 500 high tech company in extended patent-license negotiations relative to patents relating to electronics, communications, and similar technology.
Advised Fortune 250 company regarding third-party patents related to financial transactions and software.
Strategic advisor regarding intellectual property to international logistics and supply chain company.
Managed patent infringement indemnification of multiple parties simultaneously in patent infringement suits for a Fortune 50 company.
Advised publicly traded company regarding potential trade secret misappropriation by departing employees and hiring company's inducement of misappropriation.
Served as lead counsel for one of the largest banks in the United States in a patent suit involving electronic commerce and mobile devices in EMG Technology, LLC v. Branch Banking & Trust Co. (Eastern District of Texas).
Advised Fortune 1000 company regarding third-party patents of major competitors related to manufacturing methods and ornamental designs.
Engaged in due diligence relative to potential acquisition of internet retailer for international company.
Advised Fortune 500 company in relation to issues related to intellectual property in acquisition of company and interfacing with the acquired company's shareholders.
Represented leading furniture manufacturing company in patent suit involving furniture technology. GFI, Inc. v. Bassett Furniture Industries et al. (Middle District of North Carolina).
Served as outside general intellectual property counsel for major door and window manufacturing and sales company.
Represented logistics company in responding to letters regarding invitations to license patents.
Counseled European-based, international company regarding potential intellectual property strategy relative to its innovations in the consumer products field.
Served as lead counsel for publicly traded company in a patent suit involving application servers, business processes software, open-source software, and related technology. BPMS LLC v. Red Hat, Inc. (Northern District of Texas, Dallas Division).
Provided written opinions to Silicon Valley-based medical device company regarding third-party patents relating to spinal and other medical devices.
Provided advice to publicly traded telecommunications company regarding third-party patent rights relating to telecommunications equipment, tracking software and hardware, and related technology.
Provided advice to pharmaceutical company regarding contract terms relating to intellectual property.
Advised major publicly traded company regarding enterprise risk management and intellectual property risk management.
Advised growth oriented software development company regarding competitive intelligence regarding patent rights.
Advised graphic novel publisher relative to copyright and trademark.
Counseled communications services company regarding third-party patents relating to wireless telecommunications.
Advised major automobile manufacturing company regarding software licensing.
Aided publicly traded apparel and footwear company regarding patent rights in the fields of shoes, apparel, and related goods.
Advised publicly traded, New York-based financial services company relative to letter received from owner of patents relating to payment systems.
Represented sporting goods manufacturer in patent suit relating to sports equipment. Practice Partners, Inc. v. Franklin Sports (Middle District of North Carolina).
Represented film industry technology company in contract negotiations with film commissions, governmental entities, and others relating to film and movies.
Advised chemical product research and manufacturing company regarding third-party patent rights relating to chemical compositions.
Counseled major textile company regarding third-party patent rights in textile field.
Part of team representing specialty chemicals and equipment company in patent dispute. Chemfree Corporation v. McClure (Northern District of Georgia).
Provided opinions of counsel to publicly traded semi-conductor research and development company in relation to multiple patents relating to semiconductors and associated circuits.
Represented medical devices company regarding patent rights relating to orthopedics.
Advised start-up technology company regarding patent rights in the financial services field.
Served in the role of Federal Circuit Judge in multiple moot court proceedings in preparing other attorneys for arguments before the U.S. Court of Appeals for the Federal Circuit relative to appeals from district court and Patent Trial and Appeal Board matters.
Analyzed patent pooling efforts and related contract provisions for Fortune 100 company relative to software technology.
Counseled communications company regarding patent and trademark matters relating to video communications and security.
Advised major financial services company relative to inter partes review petitions.
Served as lead counsel for major enterprise software company in a patent suit involving software and internet technology in Dashboard Computing LLC v. BMC Software, Inc. (Eastern District of Texas).
Advised Fortune 1000 company regarding patent protection for food-related inventions.
Provided analysis and counseling regarding international patenting effort for Fortune 1000 company.
Advised major, privately held furniture-manufacturing company regarding third-party patent rights relating to furniture.
Served as counsel for one of the largest banks in the United States in a patent suit involving software, electronic-commerce transactions, and short message service (SMS) in First-Class Monitoring, LLC v. Branch Banking and Trust Company (Eastern District of Texas).
Analyzed third-party patent rights and associated issues for Fortune 500 company relating to healthcare diagnostics, blood testing, genetic testing, cancer screening, and related matters.
Engaged in intellectual property due diligence relative to potential acquisition of sporting goods company for international company.
Represented and advised international internet retailer regarding a dispute with a third-party regarding patent rights relating to e-commerce and business methods.
Engaged in intellectual property due diligence for major healthcare company related to potential acquisition of digital healthcare company.
Advised major automobile manufacturer regarding competitor patent on vehicle components.
Represented and advised international clothing and apparel designer and retailer regarding third-party patent rights related to clothing and apparel.
Provided advice regarding patent dispute involving cancer screening, genetics, and related diagnostic systems and processes.
Counsel for Tessera, Inc., Qualcomm, Inc., and Amberwave Systems Corp. before U.S. Supreme Court for amicus brief relative to the obviousness standard in KSR International Co. v. Teleflex, Inc.
Served as lead counsel for pool products manufacturer in patent suit with competitor relating to automatic pool cleaners. Zodiac Pool Care v. Hayward Industries, et al (Southern District of Florida).
Advised educational software company regarding various intellectual property matters, including licensing, employee relations relative to intellectual property, and other matters.
Provided written opinion of counsel to New York-based financial services company relating to e-commerce technology.
Advised automotive parts manufacturing company regarding scope and design around relative to third-party patent rights for automotive parts.
Represented joint-venture in patent application and prosecution related to robotics and vehicles.
Analyzed and advised Silicon Valley-based publicly traded company regarding multiple wireless telecommunications patents held by third-parties.
Represented European-based online retailer in a patent suit involving software, hyperlinks, and e-commerce. Select Retrieval LLC v. Redcats USA LP (District of Delaware).
Analyzed third-party patent rights relating to genetic testing and cancer.
Negotiated potential contract with major research university on behalf of Fortune 500 company regarding patent rights related to genetics and healthcare.
Advised Fortune 500 software development company in potential acquisition of large patent portfolio.
Engaged in intellectual property due diligence for major healthcare company related to potential acquisition of technology-focused company.
Engaged in freedom-to-operate research, analysis, and advice for major automobile manufacturer regarding its new vehicular mechanical and electrical components.
Provided advice regarding intellectual property relationship with major research university.
Advised start-up media technology company relative to copyright issues.
Advised innovative growth company regarding patent issues in the optics field.
Represented start-up internet services company relative to patent rights for innovations.
Engaged in patent due diligence for Silicon Valley-based medical devices company in relation to its potential acquisition of multiple other medical devices companies.
Represented pharmaceutical products company in patent suit relating to gelatin capsules and related technology. Banner Pharmacaps Inc. v. Perrigo Co. (Middle District of North Carolina).
Represented and advised major logistics company regarding trademark matters.
Served as lead counsel for publicly traded bank in patent dispute relating to financial document management and software. Mirror Imaging LLC v. BB&T et al. (Eastern District of Texas).
Served in the role of Federal District Court Judge in multiple moot court proceedings in preparing other attorneys for arguments before various U.S. District Courts.
Represented bicycle manufacturing company in patent suit regarding bicycle components and related technology. Bell Sports Inc. v. Specialized Bicycle Inc. (Middle District of North Carolina).
Represented start-up medical devices company relative to intellectual property for medical devices.
Advised Silicon Valley-based semiconductor design and development company in evaluating third-party patent rights relating to semiconductor, chip-scale packaging, and related technology.
Counseled Fortune 250 company regarding third-party patent rights related to data analysis, automated teller machines, and computer hardware.
Represented start-up internet business company relative to patent application and prosecution efforts for innovations relating to e-commerce and similar technologies.
Advised Fortune 250 company regarding third-party patent rights related to software, form management, and document servers.
Represented manufacturing client in negotiations with research university regarding technology transfer.
Represented medical device company in patent suit involving medical devices, orthopedics products, and related technology. Medical Specialties Inc. v. Smith & Nephew Inc. (Western District of North Carolina).
Advised and aided publicly traded financial services company in responding to communication from third-party patent owners.
Advised publicly traded healthcare client in intellectual property due diligence relative to potential acquisition of company.
Lead trial counsel as court-appointed attorney for man accused of criminal conspiracy in federal court and facing mandatory life sentence without possibility of parole if convinced, trying the case to a not guilty verdict in a two week trial.
Served as outside general patent counsel for publicly traded national food products company.
Provided advice regarding record- and document-retention relative to material relating to intellectual property to Fortune 100 company.
Represented start-up technology company relative to patent infringement allegation received by letter relative to computer software and hardware systems in the restaurant and food service industry.
Represented research and development company in dispute with former employee regarding inventions and contractual obligations.
Served as counsel to sporting goods company in patent suit involving seating products. B & R Plastics Inc. v. The Sportsman's Guide (District of Colorado).
Advised start-up company regarding patent rights in the mobile device field.
Represented Mack Trucks Inc. in a patent suit relating to engine control systems. TAS Distributing Co v. Mack Trucks Inc. (Central District of Illinois).
Counseled the world's fourth-largest bank in a patent suit related to payment systems. Autoscribe Corp. and Pollin Patent Licensing LLC v. Wells Fargo Bank, N.A. (Eastern District of Virginia); Autoscribe Corp. and Pollin Patent Licensing LLC v. Wells Fargo Bank, N.A. (Southern District of Iowa).
Represented and advised Fortune 500 high tech company relative to patent analysis and freedom-to-operate relative to patent rights relating to electronics, software, communications, and similar technology.
Analyzed and advised regarding third-party patent rights relating to communications equipment for Fortune 1000 company.
Engaged in patent due diligence for Fortune 500 company relative to potential acquisition of another company in communications field.
Represented Apex Tool Group LLC in a patent suit involving tools. Smooth Impact LLC v. Apex Tool Group LLC et al. (Eastern District of Texas).
Advised European-based manufacturer regarding patent-clearance procedures in the United States.
Advised high tech design software company regarding software services and license agreement with a third-party licensor.
Advised one of the largest high tech companies in the world regarding notice and comment procedures and substance relative to the U.S. Patent and Trademark Office.
Served as lead counsel for major open-source software company in patent suit involving enterprise content and document management software. Lone Star Document Management, LLC v. Alfresco Software (Eastern District of Texas).
Served as counsel to the world's fourth-largest bank in a patent suit related to document management, data processing, check imaging, and related technology. Content Extraction and Transmission LLC v. Wells Fargo Bank, N.A. (District of New Jersey, U.S. Court of Appeals for the Federal Circuit).
Represented major automobile manufacturer in responding to subpoena for documents and testimony in a patent suit relating to automotive engine parts.
Advised Fortune 100 company relative to allegation of infringement it received from major patent holder in the fields of software and electronics.
Advised Fortune 100 company regarding scope and provisions of patent license relating to e-commerce.
Reviewed Fortune 50 company's indemnification provisions and procedures and provided advice on potential adjustments.
Provided in-house educational seminars to multiple Fortune 500 high tech companies in relation to developments in patent law.
Analyzed and advised Fortune 50 company regarding patent rights relating to marketing systems.
Served as lead counsel for leading domestic furniture innovation and manufacturing company in a patent, contract, and alleged trade secrets suit brought by furniture company relating to furniture mechanisms and related matters. American Leather Operations LLC v. Ultra-Mek, Inc. (Northern District of Texas), successfully transferred, American Leather Operations LLC v. Ultra-Mek Inc. (Middle District of North Carolina).
Analyzed and advised leading home-appliance manufacturer regarding scope of its patent rights.
Advised multi-national company in relation to intellectual property aspects of supply and other agreements with multiple ones of its customers.
Represented national research university in relation to potential licensing or sale of patent rights relating to computer software.
Served as lead counsel for the world's fourth-largest bank in a patent suit related to financial services, credit cards, debits cards, and related technology. Card Verification Solutions LLC v. Wells Fargo Bank, N.A. (Northern District of Illinois).
Analyzed and advised major door and window manufacturing company regarding intellectual property rights of third-parties.
Provided advice to Fortune 100 company regarding procedures for intellectual property clearance and protection relative to new products.
Represented open-source software company in analyzing and responding to letters regarding third-party patent rights.
Counseled manufacturer regarding copyright issues associated with its designs and competitors.
Managed large trademark portfolio and continuing efforts to develop and register brands for consumer products company, both domestic and worldwide.
Aided in establishing patenting program for major privately held corporation in mechanical, chemical, and electronics areas.
Advised publicly traded financial services company relative to patent portfolio of major competitor.
Represented major door and window manufacturing company in patent applications and prosecuting applications before patent offices, domestic and international.
Managed major patent application and prosecution effort for Fortune 500 communications company.
Represented Fortune 100 company in discussions with owner of patent portfolio relating to mobile communications.
Advised Fortune 250 company regarding third-party patent rights related to FinTech.
Analyzed patent rights related to mobile communication devices and processes for Fortune 50 company.
Represented manufacturing company relating to joint development agreements.
Analyzed potential infringement of Fortune 250 company's patent rights relating to healthcare by third-parties and provided advice regarding same.
Advised major automobile manufacturer regarding potential infringement of its patent rights relating to automobile components by third-parties.
Provided advice regarding internal systems, procedures, and department structures relative to intellectual property to Fortune 50 company.
Managed major patent application and prosecution effort for publicly traded Silicon Valley high tech company relative to domestic and worldwide patent applications.
Represented high tech start-up company in patent suit involving satellite communication, television broadcast, and related technology. Broadcast Innovation LLC v . Dotcast Inc. (District of Colorado).
Counseled start-up company regarding patent rights in the software field.
Represented European-based online fashion and home goods company relative to negotiations with third-party patent owners with respect to patent rights associated with e-commerce, key-word search, payment systems, computer networks, and related matters.
Represented hunting products company in patent application and prosecution relating to archery products.
Analyzed and provided advice regarding licensing relative to patent rights related to genetic testing.
Represented one of the largest banks in the country in patent suit involving internet security, communications, e-commerce, and related technology. Stambler v. Wachovia Corp. et al. (Eastern District of Texas).
Represented major communications company in patent application and prosecution efforts for multiple applications, including in areas of electronics, circuit design, communications, e-commerce, search, mobile devices, data compression, voice-over-IP, computer networks, telephony, and related technology.
Analyzed patent dispute between competitors of our client relating to genetic testing and provided advice regarding the dispute.
Represented leading logistics company in patent application and prosecution efforts, including for technology relating to manufacturing management, software, routing systems, and related matters.
Represented Silicon Valley-based medical devices company in multiple patent application and prosecution matters relating to medical devices.
Served as counsel for one of the largest banks in the United States in a patent suit involving software and geodata in Geographic Location Innovations LLV v. BB&T Corp. (Eastern District of Texas).
Negotiated complex patent license on behalf of Fortune 500 company with competitor relating to medical devices and healthcare systems.
Analyzed and advised major automobile manufacturer regarding non-infringement and invalidity of multiple patents relating to combustion engines held by competitor.
Advised publicly traded financial services company relative to design around for patents in the payments, communications, customer interface, financial services, software, and other fields.
Represented Volvo Trucks North America, Inc., in patent suit relating to engine power system components. Bryant v. Volvo Trucks North America, Inc. (Middle District of North Carolina).
Represented manufacturing company relating to software license agreement negotiations.
Served as lead counsel for hunting products company in patent suit involving archery products. Carolina Archery Products Inc. v. Stacey Archery Sales (Middle District of North Carolina).
Advised publicly traded, New York-based financial services company regarding competitor’s patents.
Served as lead counsel for medical devices company in patent dispute involving medical devices, orthopedics products, and related technology. Medical Specialties Inc. v. Weber Orthopedic Inc. (Western District of North Carolina).
Advised major healthcare software company regarding third-party patent rights held by competitors.
Represented internet retailer in responding to letters from third-party patent holders relative to alleged infringement in e-commerce, payments, and other fields.
Served as outside general intellectual property counsel for innovative hunting products company.
Represented one of the 20 largest banks in the United States in a patent infringement action involving software and check imaging. Datatreasury Corp. v. BB&T Corp. (Eastern District of Texas).
Engaged in intellectual property due diligence for potential acquisitions of companies by client Silicon Valley-based medical devices company.
Represented manufacturing company in contract negotiations relative to trade secret sharing.
Represented and advised leading logistics company in trademark matters, including relative to federal registrations, oppositions, infringers, and related matters.
Served as lead counsel for leading healthcare software company in patent suit involving document management software. Document Generation Corp. v. Misys Healthcare Systems (Southern District of Illinois).
Served as outside general intellectual property counsel for major internet retailer.
Provided advice regarding contract provisions and negotiated for major automobile manufacturer regarding its customer's claim for indemnification relative to a patent suit in which the customer was sued relating to automotive electronics.
Analyzed and advised major marine systems manufacturer in relation to patent rights held by third-party relating to electronics.
Counsel for publicly traded bank in a patent suit related to e-commerce, electronic token, and related technology. Abridge Technology LLC v. Wells Fargo Bank, N.A. (Eastern District of Texas).
Represented Silicon Valley-based publicly traded company in patent application and prosecution relative to innovations in software algorithms and electronics.
Engaged in intellectual property due diligence for potential acquisitions of several companies by client in the software and electronics space.
Analyzed and advised publicly traded high tech company relative to patent portfolios of third-parties.
Provided opinions of counsel relative to non-infringement and invalidity for publicly traded Silicon Valley-based company relative to third-party patent rights of competitors.
Advised major automobile manufacturer in relation to patent rights held by competitor relating to engine systems.
Helped Fortune 50 company develop multiple written policies, practices, and procedures relative to intellectual property.
Advised leading logistics company in relation to domain-name management.
Represented high tech start-up company in patent suit involving video content distribution and related technology. Dotcast Inc. v. Movie Gallery, Inc. et al. (Northern District of Georgia).
Represented New York-based financial services company in patent application and prosecution projects relating to e-commerce, communications, business methods, mobile commerce, and related matters.
Analyzed and advised innovative medical devices company relative to third-party patent rights in the medical devices and spine fields.
Represented publicly traded national food products company in contract negotiations relating to intellectual property licenses and protection.
Served as outside general patent counsel for major healthcare software company.
Represented publicly traded financial services company in preparing petition for inter partes review relative to third-party patent relating to software and e-commerce.
Represented manufacturing company in contract negotiations relative to supply agreements.
Advised major medical device company regarding patent rights of competitor in the medical device field.
Served as outside general intellectual property counsel for Silicon Valley-based medical devices company relating to spinal technology, spine procedures, and related matters.
Served as lead counsel for the world's fourth-largest bank in a patent suit related to financial services, business methods, ATMs, and related technology. Capital Security Systems, Inc. v. Wells Fargo Bank, N.A., et al. (Eastern District of Texas).
Advised publicly traded client regarding potential legal malpractice issues associated with its former legal counsel in relation to patent rights.
Provided written opinions of counsel to Fortune 50 company relative to a variety of threat letters and third-party patent rights over a long time period relating to software and hardware systems.
Defended Klaussner Furniture Industries, one of the largest furniture manufacturers in the world, in a design patent suit brought by Natuzzi. The designs involved related to furniture. Industrie Natuzzi S.p.A. v. Klaussner Furniture Indus., Inc. (Middle District of North Carolina).
Advised Silicon Valley-based publicly traded client regarding strategies for increasing disclosures and patent applications filed.
Represented publicly traded food products company in multiple patent application and prosecution efforts relating to manufacturing equipment, tools, product design, and related matters, domestic and worldwide.
Advised leading logistics company regarding intellectual property provisions in vendor, customer, and other contracts.
Counseled Fortune 250 company regarding approaches to monitoring patent rights of its competitors and others in fields of interest.
Provided advice to Fortune 50 company regarding cutting-edge patent prosecution strategies.
Served as lead counsel for European-based online fashion and home goods company in a patent suit involving software and network-sales systems. Soverain Software LLC v. Redcats USA (Eastern District of Texas).
Provided advice to Fortune 50 company regarding enterprise intellectual property risk management.
Advised New York-based financial services company regarding third-party patents in e-commerce, payments, and related fields, providing opinions on non-infringement, invalidity, and related matters.
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Adversarial Patent Prosecution℠
Asset Creation - Prosecution & Counseling
Licensing, Transactions & Monetization
Wake Forest University J.D. (1994) with honors
University of North Carolina at Charlotte B.S. Electrical Engineering, Phi Kappa Phi, Tau Beta Pi
University of North Carolina at Charlotte M.S. Electrical Engineering
Wake Forest University M.Div.
North Carolina (1994)
U.S. Court of Appeals for the Eleventh Circuit
U.S. Court of Appeals for the Federal Circuit
U.S. Court of Appeals for the Fourth Circuit
U.S. Court of Federal Claims
U.S. District Court for the Central District of Illinois
U.S. District Court for the District of Colorado
U.S. District Court for the Eastern District of North Carolina
U.S. District Court for the Eastern District of Texas
U.S. District Court for the Middle District of North Carolina
U.S. District Court for the Western District of North Carolina
U.S. Patent and Trademark Office
U.S. Court of Appeals for the Federal Circuit - Alvin A. Schall (Aug 1995-Aug 1996)
U.S. District Court for the Middle District of North Carolina - Frank W. Bullock, Jr. (Aug 1994-Aug 1995)
Wake Forest Law Review, Editor-in-Chief (1993-1994)
ABA Intellectual Property Litigation Newsletter, Editor-in-Chief (2007-2016)
ABA Open Source Software Sub-Committee, Co-Chair (2009-2012)
The Children's Museum of Winston-Salem, Board Member (2005-2010)
UNC Charlotte, Electrical and Computer Engineering Department, Board of Advisors (2005-2013)
William G. White YMCA, Board Member (2015-2018)
Arts Board of Mt. Tabor High School, Treasurer (2015-2018)
Bethesda Center for the Homeless, Board Member (2001-2003)
Wake Forest University School of Law, Alumni Board Member
NC Bar Association Intellectual Property Section, Chair (2006-2007)
Member, Teacher, Deacon (2007-2011), Search Committee Member, South Fork Church of Christ (1992–2011 and 2013-Present)
Adjunct Professor, Wake Forest University School of Law (2000-2006)
Adjunct Professor, UNC Charlotte Graduate School (Engineering Management) (2001-2008)
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