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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#0A2F41">Thanks, Sam, for your detailed response. I am actually already trying to find out if my client\u2019s people have job descriptions so that I can ascertain whether
the works were created in the scope of their employment. But since they are being sponsored to enable them to keep doing what they were doing before the sponsor got involved, even without a job description, I think the answer might be yes.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#0A2F41"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#0A2F41">But also, as you say, it appears that the group did bring their own IP to the table, using the name for their podcasts before the sponsor got involved. And if
that\u2019s the case, then absent an assignment of the trademark, the members of the group would still own it.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#0A2F41"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">Jessica R. Friedman</span><span style="font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">Attorney at Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">300 East 59 Street, Ste. 2406<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">New York, NY 10022</span><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">Phone: 212-220-0900</span><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">Cell: 917-647-1884</span><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">E-mail:</span><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:blue"> <u><a href="mailto:jrfriedman@litproplaw.com" title="mailto:jrfriedman@litproplaw.com"><span style="color:#0563C1">jrfriedman@litproplaw.com</span></a></u></span><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">URL: </span><u><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:blue"><a href="http://www.literarypropertylaw.com" title="http://www.literarypropertylaw.com"><span style="color:#0563C1">www.literarypropertylaw.com</span></a></span></u><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#003366"> </span><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#0A2F41"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="color:black">From:
</span></b><span style="color:black">E-trademarks <e-trademarks-bounces@oppedahl-lists.com> on behalf of Sam Castree via E-trademarks <e-trademarks@oppedahl-lists.com><br>
<b>Date: </b>Thursday, November 14, 2024 at 4:49</span><span style="font-family:"Arial",sans-serif;color:black">\u202f</span><span style="color:black">PM<br>
<b>To: </b>For trademark practitioners. This is not for laypersons to seek legal advice. <e-trademarks@oppedahl-lists.com><br>
<b>Cc: </b>Sam Castree <sam@castreelaw.com><br>
<b>Subject: </b>Re: [E-trademarks] Proper applicant when client is under Model A fiscal sponsorship<o:p></o:p></span></p>
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<p class="MsoNormal"><span class="gmaildefault"><span style="font-family:"Times New Roman",serif">Dear Jessica,</span></span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span class="gmaildefault"><span style="font-family:"Times New Roman",serif">These are just my off-the-cuff thoughts, but I don't see anything wrong with the sponsor being the applicant. The podcasters clearly seem to be employees of the
sponsor, and so are presumably acting as agents of the sponsor in creating the podcast. As such, those same employees can be the ones who are ensuring the quality of the goods and services on behalf of the sponsor, and so the sponsor owns the mark.</span></span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span class="gmaildefault"><span style="font-family:"Times New Roman",serif">That said, I also don't see a problem with the client group bringing their own IP to the table, so to speak. The "group" is not a separate busienss entity as
such, but the clients as individuals can jointly own a mark and then continue using that mark while being under the aegis of the sponsor for financial and administrative purposes. Although, that gets harder to support if the podcast only began after the client
group got hooked up with the sponsor. </span></span><span style="font-family:"Times New Roman",serif">Related question, would the podcasts themselves be considered works made for hire under copyright law? Would the sponsor think so?<span class="gmaildefault">
That might help to inform the answer, perhaps.</span></span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span class="gmaildefault"><span style="font-family:"Times New Roman",serif">I suspect that a lot of this might turn on the contract between the sponsor and the client group, the timing of when the podcast started
<i>viz à viz</i> the client group beginning to work with the sponsor, and maybe even </span></span><span style="font-family:"Times New Roman",serif">the relevant jurisdiction's labor laws<span class="gmaildefault">. But, again, just spitballing. I look forward
to hearing from others with better ideas. It's certainly an interesting bit of puzzle.<o:p></o:p></span></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#222222">Cheers,</span><span style="font-size:13.5pt;font-family:"Tahoma",sans-serif;color:#222222"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#222222"> </span><span style="font-size:13.5pt;font-family:"Tahoma",sans-serif;color:#222222"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#FF6600">Sam Castree, III</span><span style="font-size:13.5pt;font-family:"Tahoma",sans-serif;color:#222222"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Tahoma",sans-serif;color:#222222"><o:p> </o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Times New Roman",serif;color:#FF6600">Sam Castree Law, LLC</span></i><span style="font-size:13.5pt;font-family:"Times New Roman",serif;color:#222222"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Times New Roman",serif;color:#FF6600">3421 W. Elm St.</span></i><span style="font-family:"Times New Roman",serif;color:#222222"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Times New Roman",serif;color:#FF6600">McHenry, IL 60050</span></i><span style="font-family:"Times New Roman",serif;color:#222222"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Times New Roman",serif;color:#FF6600">(815) 344-6300</span></i><span style="font-family:"Times New Roman",serif;color:#222222"><o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Thu, Nov 14, 2024 at 2:53<span style="font-family:"Arial",sans-serif">\u202f</span>PM Jessica R. Friedman via E-trademarks <<a href="mailto:e-trademarks@oppedahl-lists.com">e-trademarks@oppedahl-lists.com</a>> wrote:<o:p></o:p></p>
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<span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:windowtext">I represent a group that produces podcasts under a Model A fiscal sponsorship and wants to register its name. A fiscal sponsor is a nonprofit organization that provides fiduciary
oversight, financial management, and other administrative services to charitable start-up operations.
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<span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:windowtext">Under Model A, the group being sponsored becomes part of the sponsor company; it doesn\u2019t form its own corporate entity. So, the two people who work for my client\u2019s group receive
salaries on a W-2 from the sponsor entity, and the sponsor has to sign all contracts that the group wants to enter into. But the sponsor entity has no input into or right of approval over the podcast content or any other aspect of the actual podcast services.
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<span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:windowtext">Who is the proper trademark applicant: the sponsor entity or the individual members of the group? It seems to me that as long as the members of the group are employees of the sponsor,
the sponsor entity has to be the trademark applicant, but since the sponsor itself has nothing to do with the quality of the podcasts, this just seems wrong.
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<span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:windowtext">Has anyone had experience with this situation, or does anyone else have any thoughts?</span><o:p></o:p></li></ul>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">Jessica R. Friedman</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">Attorney at Law</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">New York, NY 10022</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">Phone: 212-220-0900</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">Cell: 917-647-1884</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">E-mail:</span><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:blue"> <u><a href="mailto:jrfriedman@litproplaw.com" target="_blank" title="mailto:jrfriedman@litproplaw.com"><span style="color:#0563C1">jrfriedman@litproplaw.com</span></a></u></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#003366">URL: </span><u><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:blue"><a href="http://www.literarypropertylaw.com" target="_blank" title="http://www.literarypropertylaw.com"><span style="color:#0563C1">www.literarypropertylaw.com</span></a></span></u><o:p></o:p></p>
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