throbber
Trademark Trial and Appeal Board Electronic Filing System. http://estta.uspto.gov
`
`ESTTA Tracking number:
`
`ESTTA788337
`
`Filing date:
`
`12/09/2016
`
`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
`BEFORE THE TRADEMARK TRIAL AND APPEAL BOARD
`
`Proceeding
`
`91210158
`
`Party
`
`Correspondence
`Address
`
`Submission
`
`Filer's Name
`
`Filer's e-mail
`
`Signature
`
`Date
`
`Attachments
`
`Defendant
`Lundy Law, LLP
`
`MANNY D POKOTILOW
`CAESAR RIVISE BERNSTEIN COHEN & POKOT
`1635 MARKET ST , SEVEN PENN CENTER 12TH FLOOR
`PHILADELPHIA, PA 19103
`UNITED STATES
`trademarks@crbcp.com, mlozada@crbcp.com
`
`Other Motions/Papers
`
`Manny D. Pokotilow
`
`Trademarks@crbcp.com, TrademarkPractice@crbcp.com, mloz-
`ada@crbcp.com, wharger@crbcp.com
`
`/s/MPokotilow
`
`12/09/2016
`
`Applicant Lundy Law LLPs Motion to Strike Portions of the Testimony Deposition
`of Ross Fishman.pdf(34139 bytes )
`Exh A.pdf(4585780 bytes )
`Exh B.pdf(2143603 bytes )
`Exh C.pdf(47954 bytes )
`
`

`

`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
`BEFORE THE TRADEMARK TRIAL AND APPEAL BOARD
`
`
`:
`
`LARRY PITT & ASSOCIATES, P.C.
`:
`
`
`
`
`
`
`
`:
`
`
`
`Opposer,
`
`
`:
`
`
`
`
`
`
`
`Opposition No. 91210158
`:
`
`
`vs.
`
`
`
`
`
`:
`
`
`
`
`
`
`
`A.S.N. 85/767,757
`:
`
`LUNDY LAW, LLP
`
`
`
`
`:
`
`
`
`
`
`
`
`
`:
`
`
`
`Applicant.
`
`
`
`:
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`APPLICANT LUNDY LAW, LLP’S MOTION TO STRIKE
`PORTIONS OF THE TESTIMONY DEPOSITION OF ROSS FISHMAN
`
`
`
`
`
`Applicant Lundy Law, LLP respectfully moves the Trademark Trial and Appeal Board
`
`
`
`(the “Board”) to strike the following portions of testimony introduced by Opposer at the
`
`December 6, 2016 testimonial deposition of Opposer’s Expert Ross Fishman:
`
`1. All references in the testimony of Ross Fishman or in Opposer’s Exhibit 2, Mr.
`
`Fishman’s Amended Expert Report, relating to whether the words REMEMBER
`
`THIS NAME functioned as a trademark.
`
`2. Opposer’s Exhibit 3 and any references thereto in the testimony of Mr. Fishman.
`
`3. All references to branding or creating brands in the testimony of Mr. Fishman.
`
`With respect to item 1 above, the testimony should be struck because it has been ruled by the
`
`Trademark Trial and Appeal Board in its Opinion of October 31, 2014 that Mr. Fishman’s
`
`qualifications, as set forth in his expert report do not qualify him to testify as an expert in
`
`trademark law. See Fn. 4, Page 5. Pursuant to 37 CFR §2.123 and TMBP Rule 533.02(b),
`
`Applicant moves to strike the foregoing Opposer’s Exhibits 2 and 3 for inadequate notice.
`
`
`
`As a preliminary matter, Applicant notes that 37 CFR § 2.123(e)(3) requires prompt
`
`filing of a Motion to Strike if a party seeks exclusion of that portion of the testimony that was not
`
`
`
`1
`
`

`

`adequately disclosed in accordance with § 2.121(e). Accordingly this motion is being filed as
`
`soon as possible after the deposition of Ross Fishman was taken on Dec. 6, 2016. Applicant also
`
`requests the opportunity to supplement this Motion with the specific lines and pages of the
`
`transcript of testimony of the deposition which should be struck when it becomes available to
`
`Applicant.
`
`I.
`
`ROSS FISHMAN IS NOT QUALIFIED TO GIVE AN OPINION WHETHER
`
`REMEMBER THIS NAME FUNCTIONS AS A TRADEMARK
`
`In the first expert report of Ross Fishman submitted by Opposer in this matter in connection with
`
`the first motion for summary judgment filed by Applicant, Applicant moved to strike all opinions
`
`by Mr. Fishman that were matters of law, including his opinions relating to the law of this case.
`
`The Board in its October 31, 2014 Opinion, stated at Fn. 4, page 5 of the opinion “The Board
`
`notes that Mr. Fishman’s qualifications, as set forth in his expert witness report, do not qualify
`
`him to testify as an expert in trademark law,…” During the deposition, Mr. Fishman testified
`
`that in his opinion REMEMBER THIS NAME did not function as trademark. Further, Opposer
`
`had marked during the deposition as Opposer’s Exhibit 2, the Amended Expert Report of Ross
`
`Fishman, attached as Exhibit A. His entire engagement according to the first paragraph on page
`
`of the report is to give his opinion whether REMEMBER THIS NAME “may be considered a
`
`trademark of a single law firm; whether the phrase as used in the specimens of use that was
`
`submitted with Lundy Law LLP’s trademark application functioned as a trademark; and whether
`
`the phrase ‘Remember this name’ is capable of functioning as a trademark.” During the
`
`deposition Mr. Fishman admitted his qualifications did not in material part change from his
`
`original report. In the Conclusion on page 13 of his report, Exhibit 2, Mr. Fishman concludes
`
`that “The phrase “Remember this name” “does not function as a trademark, it is not a brand,
`
`
`
`2
`
`

`

`consumers would not identify the phrase with any particular company or law firm.” Not only
`
`does the report lack any qualifications of a trademark expert, it also lacks any qualifications in
`
`branding. It also lacks any qualifications of Mr. Fishman to know what consumers think.
`
`Accordingly, there is no basis in the report for the conclusion of the report. Accordingly, at a
`
`minimum the Conclusion should be struck and since the entire purpose of Mr. Fishman’s report
`
`is to give the conclusion, it is respectfully submitted that the entire report should be struck.
`
`2.
`
`OPPOSER’S EXHIBIT 3 AND ANY REFERENCES THERETO SHOULD BE
`
`STRICKEN FROM THE RECORD
`
`Exhibit 3, a copy of which is attached as Exhibit B, was discussed by Mr. Fishman and
`
`introduced by Opposer at the testimonial deposition of Mr. Fishman. The document was never
`
`produced by Opposer during the discovery period and it was not in the Amended Report of Mr.
`
`Fishman. However, under Federal Rule of Civil Procedure 26(a)(2)(B) “The report [of an
`
`expert] must contain; (i) a complete statement of all opinions the witness will express and the
`
`basis and reasons for them; (ii) the facts or data considered by the witness in forming them”. In
`
`this case, the Amended Expert Report of Ross Fishman did not contain the contents of Exhibit 3.
`
`In addition, Opposer had never shown the documents in Exhibit 3 to Applicant prior to the
`
`testimonial deposition of Mr. Fishman. Nor were the exhibits mentioned in the Pretrial
`
`Disclosure Statement of Opposer, attached hereto as Exhibit C. In Wonderbread 5 v. Patrick
`
`Gilles a/k/a Wonderbread 5 and/or Wonderbread Five, 115 USPQ2d 1296, 2015 TTAB LEXIS
`
`261 *3, (TTAB 2015) the petitioner moved to strike the entirety of the deposition of the
`
`respondent. The motion to strike was based in part upon the fact that Respondent failed to
`
`specify in his pretrial disclosures a general summary or list of the types of documents and things
`
`which he intended to introduce as exhibits as required under Trademark Rule 2.121(e), 37 C.F.R.
`
`
`
`3
`
`

`

`§ 2.121(e). In this respect the Rule requires “a general summary or list of the types of documents
`
`and things which may be introduced as exhibits during the testimony of the witness.”
`
`The Board then stated (at *3):
`
`In the event improper or inadequate pretrial disclosures are served, Trademark Rule
`
`2.123(e)(3), 37 C.F.R. § 2.123(e)(3), provides in relevant part:
`
`A motion to strike the testimony of a witness for lack of proper or adequate pretrial
`
`disclosure may seek exclusion of the entire testimony, when there was no pretrial
`
`disclosure, or may seek exclusion of that portion of the testimony that was not adequately
`
`disclosed in accordance with § 2.121(e).
`
`To determine whether the Board should grant a motion to strike testimony the Board then stated
`
`in Wonderbread:
`
`The Board, depending on the circumstances presented, considers the following five factor
`
`test: 1) the surprise to the party against whom the evidence would be offered; 2) the
`
`ability of that party to cure the surprise; 3) the extent to which allowing the testimony
`
`would disrupt the trial; 4) the importance of the evidence; and 5) the nondisclosing
`
`party's explanation for its failure to disclose the evidence.
`
`The answer to part 1 of the five part test is that Applicant had never seen these document before
`
`they were introduced by the Opposer at the deposition of its expert witness Ross Fishman. As to
`
`part 2 of the five factor test, Applicant cannot cure the surprise of seeing these documents for the
`
`first time and not being able to evaluate them, to determine their genesis and properly cross-
`
`examine the witness. Allowing the testimony related to the documents in Exhibit 3 would
`
`require a possible rewriting by Applicant’s Expert Harlan Schillinger of his expert report,
`
`retaking the deposition of Ross Fishman, and, putting off the trial for more than a month to
`
`
`
`4
`
`

`

`accommodate the parties and their counsel’s schedules. As to part 4, the importance of the
`
`evidence, it is not known at this time without an expensive study whether any of the
`
`advertisements or articles containing the word “remember this name” were even used, whether
`
`the words “remember this name” were used as a trademark, and, if used as a trademark whether
`
`the use(s) were prior to that of Applicant. With respect to part 5 of the five factor test, “the
`
`nondisclosing party's explanation for its failure to disclose the evidence,” Applicant does not yet
`
`have a copy of the transcript. As best Applicant’s counsel recalls what Mr. Fishman said at the
`
`deposition, something said in the report of Harlan Schillinger, Applicant’s Expert, triggered Mr
`
`Fishman’s search for uses of the words “remember this name” by others. In light of the above
`
`facts, Applicant will be unduly prejudiced if Opposer’s Exhibit 3 is not struck from the record as
`
`are all of the statements made by Ross Fishman relevant to the exhibit.
`
`3. ALL REFERENCES OF ROSS FISHMAN TO BRANDING, HIS
`
`EXPERIENCE WITH BRANDING OR CREATING BRANDS SHOULD BE
`
`STRUCK FROM THE TESTIMONY OF ROSS FISHMAN
`
`During the deposition Mr. Fishman testified to experience he had with respect to branding and
`
`creating advertisements for law firms. As can be seen from a review of Mr. Fishman’s Expert
`
`Report, attached as Exhibit A, he had never set forth as a qualification any experience with
`
`branding. As set forth above, under Federal Rule of Civil Procedure 26(a)(2)(B) “The report [of
`
`an expert] must contain; (i) a complete statement of all opinions the witness will express and the
`
`basis and reasons for them; (ii) the facts or data considered by the witness in forming them”. In
`
`this case, the Amended Expert Report of Ross Fishman did not contain the basis of his
`
`qualifications to make any statement with respect to brands or branding. Accordingly, having
`
`failed to inform in the Amended Expert Report any qualifications to express an opinion on
`
`
`
`5
`
`

`

`branding, Mr. Fishman should not be able to express any opinion in his report or in the
`
`testimonial deposition about branding. For the same reasons that the five part test is applicable
`
`to exclude Opposer’s Exhibit 3, the testimony concerning brands or branding should be
`
`excluded. Also the Pretrial Disclosure Statement of Opposer also stated that Mr. Fishman would
`
`be discussing “Generic or descriptive use of REMEMBER THIS NAME in the context of
`
`advertising. There was nothing said in the Pretrial Disclosure Statement about branding.
`
`4. CONCLUSION
`
`In light of the foregoing, it is respectfully submitted that the Trademark Trial and Appeal Board
`
`(the “Board”) should strike the following portions of testimony introduced by Opposer at the
`
`December 6, 2016 testimonial deposition of Opposer’s Expert Ross Fishman:
`
`1. All references in the testimony of Ross Fishman or in Opposer’s Exhibit 2, Mr.
`
`Fishman’s Amended Expert Report, relating to whether the words REMEMBER
`
`THIS NAME functioned as a trademark.
`
`2. Opposer’s Exhibit 3 and any references thereto in the testimony of Mr. Fishman.
`
`3. All references to branding or creating brands in the testimony of Mr. Fishman.
`
` Respectfully submitted,
`
`
`
` CAESAR RIVISE, PC
`
`
`
`By: /s/ MPokotilow
`
`
`
`
`
`
`
` Manny D. Pokotilow
` 1635 Market Street
` 12th Floor - Seven Penn Center
` Philadelphia, PA 19103-2212
`
`
`
`Dated: December 9, 2016
`
`
`
`
`
`
`
`
`
` Attorneys for Applicant Lundy Law, LLP
`
`6
`
`
`
`
`
`

`

`CERTIFICATE OF MAILING
`
`
`
`
`
`The undersigned hereby certifies that the within APPLICANT LUNDY LAW, LLP’S
`MOTION TO STRIKE is being electronically filed with the Trademark Trial and Appeal Board,
`via the Electronic System for Trademark Trial and Appeals (ESTTA) on December 9, 2016.
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`/s/ MPokotilow
`Manny Pokotilow
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`CERTIFICATE OF SERVICE
`
`
`The undersigned hereby certifies that on December 9, 2016, the within APPLICANT
`LUNDY LAW, LLP’S MOTION TO SRIKE is being served upon Opposer, via email and First
`Class Mail in an envelope addressed to:
`
`
`Jacqueline Lesser
`Baker & Hostetler LLP
`Cira Centre – 12th Floor
`2929 Arch Street
`Philadelphia, PA 19104-2891
`
`
`
`
`
`
`
`
`
`
`
`
`
`/s/ MPokotilow
`Manny Pokotilow
`
`
`
`
`
`
`
`7
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`

`

`Exhibit A
`
`

`

`
`IN THE llNl'l'l‘Cli H'I'W'I‘IIZS I’A'l‘IGN'I‘ AND 'I'RAI'H'IIV ARK ()F'li‘lffli‘.
`HICIi‘OIUtZ 'l‘l-llt‘. 'I'RAIHCMARK TRIM... AND Al’l’lilAL BOAR!)
`
`LARRY l"|'l'"l" 8:. ASStL'L)(."lA'l‘lIiS. P13.
`
`{,flpposer,
`
`‘v‘.
`
`LUN DY l..AW. l..l.l’
`
`Applieant
`
`Opposition No. ()lilltllfili
`
`AMENDICEEXPICR'I‘ lflflflflufigli‘ RUSH li‘lHl-IMAN
`
`1.
`
`Assignment:
`
`t have [teen engaged by the t')pposer. Larry Pitt die Associate-s. Pi... to offer my opinion regarding;
`use rifting phrase. “Henmmlier this name." whieh is the subject Urtt lI‘I-ldeittm'it applieat‘ien Oi"
`Lundy Law l.t..l’. under Apple. No. 85/767757. and whether this phrase may be considered a
`trademark ol'a single law firm; whether the phrase as used in the specimens of use that were
`submitted with laindy Law |.| P‘s trademark applieation i‘enetiornal as a trademarlu and whether
`the phrase “Reaieml-ier this name" is capable of time-timing as a tradentm‘k. This opinion revises
`my earlier sni‘nnission in View of the Board‘s deeisionoi'tlletolier31.2014 and the Amended
`Notice of“(.')]3rn'isition tiled on November 13.2014, and Answer filed on leteeemlier 2. 20 till.
`
`My (tpiuions set t'erth below are based on my esperienee as a marketing: eonsuilant for law firms.
`my evaluation ot'the documents provided to me. wliieli are noted in Seetion V. and documents in
`my possession.
`i reserve the right to update and supplen‘tent my report if additional n‘iaterials are
`provided to me during, this proeeetzling.
`
`ti.
`
`Professional Qtuilii‘ieatians
`
`I
`
`'1 wenty-l'iw years as a full-time law l'irnt nuirttetion pl‘oiessiontti. litttttttitrd RUSH l'iia'ittttittt
`Marketing. lmr. (now d/lu‘a tl‘islnnan Maritetiiut. Inc.) in IOUS. As (Stilt) ot'l’isinnan
`Marketing. loo” 1 help law t‘inns develop differentiation strategies and ereative nuii'lmtiee=
`eninpnipns. This includes marketing. planning: branding. differentiation and positioning;
`praeiiee-pJ-onp netrketing: and the development ol'eollateral materials inelutlinn. Lap.
`:nlrertisine. websites. lu'eelnires. em.
`
`\v. Luitdy Law. l,1.t’
`Larry Pitt (9:. Associates, l".(.j?,
`(Itpraztsition No:
`‘5)
`l
`'.1 l (l t fill
`(.tpposer‘s tisliihii TIP
`
`

`

`1 held two iii-house t'tnn'ltetiini positions - l’nhlie l'tclnlions Monoger :ind Mttrltetitng.
`Director ol‘Silt‘lnnttorney Winston 8i Stt'ttwn. 19‘.l(}»l‘J‘)r-‘l; tttlti Client Service tnnl
`Mnritetin; l’tn'tner ol‘t'fol‘liclti Ulltflauretti e i‘itll'l'ifi
`i99x-‘l- l 997.
`
`l"inhrnnn Murltelii‘tg (li‘M') hits erenteil marketing; cttmptiitgtts [in over l5“ law firms.
`
`l have presented otter Rot} inorltct'itngatrttininn int-iiitgi‘itiiis l'or lawyers tnnl t'tntt'ltotcrs
`worldwide, for n wide range ol’grottos, "l'hese it'tchtde. e.i__r,.: (l) individual low firms like
`Jones Day and ('jiihstni Dunn (it: Crrtteher‘. (2) l‘tillilllltti‘ stole itnd locttl her :tssocintions like
`the Amerienn Bur Assoeintion (Atari)~ Wisconsin liinr Assoeintion, and (Tliiconn Bur
`Assoeintiou (EBA): {Ll} low-reinted orgnoimtions like the Lentil lvlnrketiug, Associtnion
`(livid). Associntion ol‘ Lentil Administrators (ALA). nod College til” inn-v Practice
`Management: («-1) lawyer groups like the litigation Counsel ()irihlt‘itll'ittti (loci/t],
`l’ederntion oi' Helense nod (jfiii-iiiit'iitt: Counsel (li‘lTXiKIU. nod l‘ei'lerutioo c'il’Reigulntory
`(.L'onosei (1“(1'.)l-t(,fi); (‘5') ioternntiotntl low lirn‘t networks lilte Meritnst l..,owyers Associnted
`Worldwide ll.../-\W). nnd loteriutlitmol [sewers Network (Heel); end ((1) various
`itttertnitionnl orgamimtions like The Asin-l"nciiie l‘h'tjtl'essitjnn-tl Services Manltctirng,
`Assoeintion (Al‘HM/t). and Asian Prtnluetivitv (Thetntizotion (APO).
`
`li‘M enmpoigns have; received dozens ol‘ lirstnpittee ll't‘ipi‘lifl'S from the 35ii0~lhcniiit3f
`intertnttiointl Lentil Mnrlteling Association (or "LA/1A." throterly NAl.‘l-‘MA. the Notionol
`Asstiieintion ol'Lntv Firm Mothering). for o wide rouge ot‘oreotive nun-[toting continuities
`and categories, 'litese include the LMA‘s optional Best ot’i-T-I'iow nword live ol' the ten
`times ever presented; no other lirtn or agency lots ever received it more then once. in loot,
`the Rent ol' Show luvm'd \vztn created in i906 Specifically so that our entry in the LMNS
`“Your Honor Awni'ds" would win one it'ttttti '|‘Jt'i'f.t: insteenl tJi-licttl‘i)‘ :‘tli (Jilin: itniivititntl
`trophies tit the notional eonlereoee. Additit‘nntl honors include:
`
`o
`
`lo 19%. our Service (inoraunee etunnnign received one oi‘lne. int-ignzaine's ten
`inititntnl iVilll'iiCtiillH NitIHICI'h awards [in "hriilit'ntt tlitti stitccessi‘itl" It't:t]'lx't:lint;.
`o Recipient ol'tt lnrernseleetetl LMA 1098 l..il‘etinte Achievement Award.
`o One oi" Your lentil nun'lteters selected for induction into the I..MA‘s itnnttnn'nl I‘ioll
`oi home
`
`in Selected (ti; o liollow ot‘tite College ol'lntw l‘rnctice Mitotigemcnti
`it; My nrtiele, "A Personal lliszrn'y (tl‘ [saw Mnrltcling" received the Ali/Vs 2006
`"Silver liitlne Award.“ for one ol‘tite hest :n‘ticles written thin your in Line Pints/tire
`(at‘ltH‘it-i’jflii'lfi't.”i/ Itiniinzitte.
`
`I
`
`(rented whnt we helieve to he the lentil I'JI‘ulilttsion's lit‘st:
`r1
`(,"mnpnter Lynne. l'tn' Ut't‘iclt.
`{a
`liHHnllninL-d :nlvorlisiln;~ lin' Sterne. Kesnler‘ (Tittldslein (Q: lion Wild“
`it Total Quality hrlzntnnenwnt ('I'QM) initiative. l‘or Winston i'e. Htrnwn
`o
`li‘irtn-‘wide crossusellinn ornitrntn for El l'lilljtil' law firm. t'or Winston tilt. Hti'nwn.
`r:
`(‘omhioed tow sclnnil rect'uituni/Innrltclinn cmnpninn. For iicrtWiek (51'. West.
`
`I Written htnnireds ol‘hylined urtieles. including six reinilnr ettltnttnn.
`
`“F
`
`

`

`i";
`
`l-iylincci .‘,i|'liGi(f:§-i include. pubiicnlimm inullii'iing. Tim Nuhmml Luv-J Juui'mit
`l‘VrH'ii.’
`("Mimigu [Jungian Lilian! Timmy .hu'uri imiiliiirl, Nuiiim '5‘ Hir.$‘iili.‘,\‘.\',
`.‘a'ilr.fi.'::'.\‘.\'.
`'I‘i'i‘n/i‘r, J’i'r'ifijam'irumi' Mar/(Cum; Wm fit..'m.'fi:i'. Lii‘minii'A'
`i-i"i;'i.'ki_l«' thi. The (.i'lfmiwi
`Prim!ifir'mifl‘. Lam» (Mice: iiii'i'iirrirgismurn! .-'iu’mim'.i‘(n1'iiirm Rayburn Adi-L‘iA'NT-‘iiHA'i-‘H-N'
`.Lriwviu'x ii’l-rirkiii. r'lb'x‘l Jinn-mil, Law ildur‘lccfii'ng IE.\'c.rlichri,i:i1. ("uminririinrur Lem
`'Il'ihrmu‘, Mui‘kcn'n‘sgflir Lrniiym‘a'.
`'I'i'lii
`I'S’i'i'i-g'fi.'iimu, (,"iiiinJ‘ign A'fiii,;i.i.':irita'.\‘ Bria-i'niax'i‘
`.‘x'm-w'lru/ (juidu, (I'iifi.'rilsgrx [infill Lam! Buil'telii'r. and nmny “mm.
`o Mummy m- recurring Ctiillil‘il‘lli inciudu:
`'- AHA’S Law I’I'm;'n'i:i.' Humming “What Rll‘rlALl..Y Wm'lis" (I‘mmlhiy. 2007"
`2008)
`I AHA iv Mm! ["rui'ir‘m: A“!(..'H:J|§_"i;.’)ifl£iH, “i’ruulicu Duvclm‘miunl (Tililm:
`Nc:w Wm'lljl ni‘i.:iw Practice Mm'lmlilm" (imniilhiy. IQQQ-Iflilii)
`'- Hiiimix 1.“;ng 'i‘r'nms- “What (in: Client Sim" (:mmlhly. 19% "1993)
`I
`(L‘uqmimc mega! filling-v.9, (,Ti'flus‘nniSl "l’mm ilk: Cch Film; ()l‘ Phillip
`Muriaw. (ii(1f”(mnni|iiy, 1W 1 - l 992)
`- Mari-mini; Legit! Sari-#91453 AHA l'i'lill‘iifliil‘ly,11CWRiCllGI'(llllilllliiy.
`'- Wm Frunirlii’xu l-lundimnk, legal eiiilumnisi (qmmuriy, Willi-931)
`I
`(L'mrmmn-Lg lcgnl milumnisl. Chimin Assuuiniiun (JiiCUIIllliUI‘UU and
`industry i‘i‘iilifililifili‘lu (ramnll-ily. 1988-1900)
`
`'l'lm
`
`l‘J‘Jil-UT”)
`
`I
`
`.
`
`I
`
`I :im the Bill .i-Elllrl chairman ol'llic [Hi-Hui Marketing, Asmcimiizn'i’s i'ilhics Tilt-iii l’m'cc.
`
`[l‘igllmnn Mm‘lmiing hm; rcprumcuiciji many [liilil‘llil‘i‘jfi l'il'mfi mu! pm'a‘mml injury pl'auliuus
`(in: well :15 utlicr “i-cinil“ m' Cmmunmr-micmml pi'auliuus like (livuruc and Grimm-“ii
`across Nurlh Amuriuu. including; firms in (3.3,. Illinois, I7-‘lm'iiiu. Kentucky. Hunsew and
`\f'mmmwr. W,“
`
`I Jim :1 member ul‘llw. iliilh‘)i5 l-im', mill :1 grnciumi': ul‘ iiium'n'y Univureiily Sulmnl ul'l..uw.
`.i.l').
`llils'fi.
`
`iii.
`
`(Inmpmmmiim
`
`l have imam engiiguii liy Larry Pill Al: ASSUUiiIlGH as u ltlfiiiiiyillf‘; thpurl in liliH Uppusilion. My
`lmm‘ly rulu ii;
`.‘iiI-‘lfili. My cmnpmmniimi iii nut unnlingunl on (he. {JLIlCL‘iI‘l‘iC oi'lhis :luiicm.
`
`iV.
`
`(Times in which, during Ihc previous 4 years. 1 have Icstiliml :IS an expert at Iriui M
`by titrpnsiiiun;
`
`iii-"Wham M,
`[fin/mm I“ Huhm-h v,
`Milwaukee (bum. Wimrmnia‘li.
`
`Vi
`
`R'Iillt'i‘iuih‘ Hovivwmi
`
`( 'mmriii. u! H]. (inset: NI). “MTV-131.10 (Cil'cuil (."i‘nn'l.
`
`i i'cviirwccl the liiili‘iwiny, mulcrinih':
`
`a“
`
`("‘unipiniul in Mindy j.(Hl-’. LL!" 1L [dimly I’m cli ulsgs'm’fiHM, f’i'. (:ilSL‘ Ii: l Enuwlil Nil-ii iii
`(“‘l'rmiunmrk lnii'inigcmcm Hull“)
`
`

`

`h. Motion For a preliminary injunction in 'l‘ratlentat‘lt lnli'ineetnont Suit
`e. Response to nnition for preliminary ininneiion in 'Irailentark lnt'rinneirietn Suit
`rte Notice ol' (ilpprialtion
`o, Annwer to Notice til‘('f)pponlliolt
`t'. Lunrly Law’s; motion for Btll'l‘il‘t'tttt')"ltltltgpncnl
`g. The Board’s (Jitter ol‘ (“letoher 3 t, it) t It
`It. The Ainentletl Notiee t'il'lllppt‘mltlt'm
`i.
`linnt'ly latw‘u Answer to the Amended Notiee ol‘ Opposition
`_i.
`Luntly Law Attvei'tisirng, sulnnitteo in the Opposition proeeetlhnr, that has not been
`designator! “'l'RAl'JlF. 813CMill/COMMliilttjlALLY SIEINSI‘T‘IVlTl/A'l"l"tj)lll‘~llii‘r"53 IEYIES
`t')Nt..‘i“‘
`
`in the ()ppt‘inition proeeecjtintr
`
`to Third party mtvertiainn t‘or Rl’ilVIlfilMl'ilitR "l‘l-tlS NAMt-i amt Rti-Zh/ttiMltllR ‘1'} NH
`NlJMItlI-‘il‘t
`
`l.
`
`l.‘l.\£.'lt'l‘lplt.ttt of other :nlverliaenienta ot‘attori‘iey hillhoartl advertising, eonnttn'alne to Intittty
`Law‘a Atlvertininig.
`
`Vi.
`
`Analysis
`
`'l‘ltia analysis is set out in three parts. The first part is a “lVlartcetinp, Analynin“ on the types ot‘ law
`firm advertising. and in particular the kinds nt‘ advertising morn often used by pet-sigma! injury law
`lions. The second part nian the personal injury advertisement. and provides examples. The
`thirtl part atutlymn Lnntly law‘s atl untler thin rnln-iei
`
`a. MarketingAnalysis
`
`the marketing; o l' legal services (lifters sulnstantially according, to the types; ol‘nervieen that an:
`provitletl. l'~'ii'nu: that li'ieuu on eorporate or institutional legal uorvioou tend to have lining-term
`relationships with their CllCl'IlHi prewitlinp, ongoing legal nervieen. Marketing, for tlteae tiorvieen in
`l'oeuuerl on DUI'St‘iltttl eonnoetionu, relationship-innloin}; anti loan-term interaction. On the other
`hand lawyer}: providing perarmnl legal Horvioea for a eonnnmer-orienterl practice. aneli an
`[)CI‘HOllEll injury. l'an‘iiiy law, iti'ttt'iipt‘:itiiiii antl debtor’s bankruptey. tziopentl on a volume ot'eaaeu
`that is often generated h),- tt(lVL‘l‘llSl|ll__’_ the lion’s Services.
`
`iVlarltolitnfig. of legal] aervieen by a personal injury lirin requires an llllll‘tttlttlt ton horir.ontal marlteti
`‘l'hat la. potential elients can be from all walks ot'lil'e, with the only eoinnion tlenoi‘riinator l-ieinp,
`tho ininry that gives rise to the need for the representation Law firm names antl trtu‘le littntea‘ are
`important t‘or all lit-n15. but especially so t'or tltt‘ise representiin; plaintil'l‘n in peruonal injury
`lllttllL‘t'h who are reaehinp, out to that hroarl marketplace.
`
`'l‘he
`The nature of marketing; a pernonal injury service. involvca building i‘iaine recognition.
`objective is to create a recognized lirantl, Many elienlrt who turn to (lthQI‘llSlllg to lintt a lam-yer
`(ll‘l) thorn: who have not “Hill a lawyer liel‘ore and on: not linniliar With other tWL‘HltL‘S to ttucuh‘h‘ it
`lawyer,
`'l'liei'eliLii-e. the nilvei‘tiuiinr eainpainn prt‘ivitlos visibilin to :t lusts-rinlhrntetl market
`newnenl and in used to er *ate the pereeption olaltill amt sueeertu.
`
`M a general atlverliniin; principle. htllllt': :ulvertiaemt‘utta for goods or Services are high eoneept.
`livor_\rtl;1_\,r we nee eoi‘nntereinln that :in‘nnte in; or onlertain tin. ninth in: the. talking, tittl't‘tel
`ll‘tttl wnllttt
`
`it].
`
`

`

`tln'nnph the nl'liee rm Wednesdays asking people what (lay it is, ire. Hump Day. the prnblem
`many at thes : ads have train a marketing perspeetive is that they are net immediater asseeiated
`with the grants or serviees they are selling, and taelt the reeeanitien te matte them sueeesst'ut.
`
`Persnnal injury law firms an the ether hand are extraerdinarily direet in terms ntthe serviee they
`are marketing and the reenp‘nitinn nt'tbeir name, which distinguishes them l‘rnm ail nther firms
`that prnvide similar serviees.
`
`h.
`
`l..nndy law‘s Advertisements
`
`The law thin that nperates under the trade name “lamdy Law” has been sueeesst‘ttl iii the
`prnmntien at" its name ~--l,nndy Law tl'trnntth its marketing, strategies. The natne is simple.
`eeneise. easy tn recall, and includes an alliteration within the name The sale ennnnnn
`dent‘nninatnr amrmp, all el‘the advertising, for the firm is this simple name i- laurdy Law.
`
`Seine advertising; for latndy Law uses the general phrase “Remember this name" as a prelude tn
`the brand natne el‘ lamdy Law. that is: “Remember this name‘ latndy laws" tinwever. the lirm
`is inennsistent with the ttse nl'the phrase.
`In some :nlvertisernentst the phrase “Remember this
`name“ does net appear at all. he example in the lirm‘s l.,itiltetlln and ‘r‘t'ntTnhe nee-taunts. Alisa.
`the phrase “Reit‘retnber this name.” is generally presented as part (it"a lat-per statement. tier
`example1 the l...nntly Law Website inelnrles videns that earl with the statement. “You only have tn
`do one thing. Rentember this name, l.,.nntly Law.“ lhthlie advertising uses “lt‘titn‘eti'? Remember
`this mime."
`
`(finns'rdering bath the inennsistent use, er absence ril'nse.~ nl'the phrase “Remember this name"
`within the marketing at" Lnndy Law and the nature el‘tbe term itself". nethinp about the phrase
`brinps it antler the umbrella at" the l'irn‘i’s hrantL whieh is simply “latndy Law?" From the
`marketing perspeetive. “Remember this name” is net a trademark that sheuld give the firm any
`exelnsive use.
`
`“Remember this name“ represents the (infective: el‘the advertisement, net the identity nl‘the
`brand. The advertisement is designed tn enermratte peeple tn ltnew the brand
`“Ltutrly Law."
`The use. at the phrase ret'leets that which Lnntty Law wants to aeliieve. that viewers til‘its
`advertisements will t'tHl'tLtl'tli‘tCtt‘ l..uncity Law.
`
`"Rernember this name“ and phrases that latndy Law believes are enntparable terms. en.
`“Remember our number." are brim; used in advertisements bnth within in and nutsitle el'tbe
`lentil industry See Attaelnnent A. ‘l‘hese nsapes. Iilte that nl‘lsnndy Law. are merely tteneric
`statements that are tit-sinned tn drive the [antential elient tn the brand name 'l'liey tin nnt deserve
`trademark prnteetinn. (j‘ansnmers tln nnt recognize this Hlitlstttt‘ttl£15t'tt'itttmtlitltsWith O'N- Idill“ t”
`immunity.
`the uses that an: stun-in in this attachment are instructive ttl‘tlis ssnst'ttl “as nt‘ths
`phrase Within the titll‘liL‘Ni til'tltlt‘il‘ttey advertising.
`
`
`
`
`Iiiil7thAW.Witltltt-‘.|I.~.tit.til.”I rash tam" it!ll‘tititt‘i‘tYW-itltth-ltt!43}2.!tlit‘t.t'.tl.lit'll)“iIttttifisdttttzi
`’
`
`httpa:t/www.Mtutube.
`tilt/\K':tlt2it'?V‘=t-‘-iVl’b'i'Sieils'i“;
`.‘I
`
`

`

`The phrase “Remember this mune” as used by i.ttt'lt'i_Y Lew is desipned to drive potential eliertts
`to the Lirme an nnme. Lunigiy Lew uses “Remember this ttttttte“ ittet‘tttsislettli)’. i‘tCh‘JI'L" its
`umne, und its l-tit)lt~l.l.lNl.Wt./\W number. Neither “Remember this ititttte” nor “Remember
`this number” (its used by Istl‘t‘)’ Pitt in its own rttlvet'tisingl. or the other instrnetious to emit n firm
`is s brttnd or tritdeinttrlt
`it is simply what we call in the rutu'ketinn industry as it “enll to tie-lion."
`whieh I discuss below.
`
`On its website, Loud),r Lew suites L‘Itemtnttber this name“ t'ollowed not by the ntttne. but by the
`lion’s telephone number (l-tit‘)ti-l..l.lNl.)Y LA W). The embedded videos on thttt website stttte.
`“You only here to do one thing. Remember this ntnne. Lundy tinw.“ ‘t'he Lumiy lbw Yott‘l'ube
`Videos use “LN-ill us today!" instead ot"‘l'<etnetnber this Hittite.”
`
`l..:trry Pitt «81-. Associates. like other lsw firms uses the phrase “Remember this utunher.“ 'l'ltis
`ndvertisiinr, nlwnys and only rel‘ers to the lirrnis number
`1-388-11’1'lfl'i" LAW» Milli)” I‘tt‘t‘i‘it‘ttmi
`injury firms have it phone. number retnted to the firtth ntnne. An ettsy-vto--reinetnher tt‘:le|‘thntte
`number is so importnnt to some htwyers, that they pitrlieipnte in pr‘t'n__u'ttttis than lieertse phone
`numbers lilte l-tllttt-l lUR'l" ill 1. These innnbers tire :ts ii‘ttegi'ztl to the msrketitng, ot‘the tirin‘s
`serviees its any aspect ol‘their itc‘lvertisiuti.
`
`Just us some lnw tirms, besides [study Low. use the phrase “Remember this tunne,“ other t'irms
`use the phrsse “Remember this rurntber.“ See Attachment it. in no institnee do the pbrttses
`“Remember this mune” or “Remember this number“ euut‘use potential elients.
`‘I'beso tire
`generie phrases than stress the importance ot’n pnrtiettlztr tirtn‘s ntn'ne. or telephone number to
`eneottrnpp .‘t potentinl pltiintil‘i‘to Citii
`it when it needs the SCI'Vit‘ICH provided by the firm.
`“tternember this“ with either the word “ttztttte” or “number” is not :1 breed or trztdetttttt‘k thitt is
`eselttsive to one law firm.
`
`e.
`
`listtmples ot‘t’ersonnt Injury lisw Firm Ads
`
`i-‘tW tii'm
`Since personal injury representation is often “one ot'l" enses. the etient ot'ten ehooses :t
`bits-ed on public ndvertisiup tittd eatis tt lii'ru :tl‘ter it hits seen it pttblie nd. Personal injury law
`i'iruts use public advertising; to etipture It possible elient tit the point that they are thinltint; about
`their “eh-rim.” while the)r tu'e headed to work. riding, ti bus. wsllting down the street. An nd‘s
`htyout is very simple“ to the point. tutti hits et‘tn‘ttttott key ernnpt‘inents:
`
`t.
`
`A Headline
`
`It is generally l'itlittwetl by n sttpnestitttt to
`"I‘his grnhs the. runwunwr‘s ttttettlittu.
`call the line number. The hendline tttltts to the potentinl client who looks :tl the
`nd and says to hintseli'm “Yes. i tint injured." “Yes. I Isnl tut tteeitlent.“ “tits” 1
`should ettll this firm."
`
`2.
`
`(,‘i'ny area.
`
`This is tt'ttt‘isitiottnl test from the bettdliue -‘
`
`it most ot'ten instructs tI consumer to
`
`it“ titt”li3li'i”t:tt or prtwit‘les some other intin'mutir‘nt. there not sever-‘3'
`tt'ttttsititttttti text.
`
`lt‘ttt‘fi it"
`
`it
`
`b
`
`

`

`u. A garmric phmsc. such as “mm cull, [Inn‘s :1!!.”“uu The unli! we win."
`I). A call [u actinn, This is an hmh'nclinn In lhu viuwur; :1 C(‘mmmncl 01-11
`30m such nH un irmu'nclim to cull lhu law firm fur :‘uul'uscntulinn. The
`call 10 action can impnri :1 higJ-l luvul ul‘m'gunuy {“ll)n;m‘l wuit! Cull
`tudzlyl“). or sound IL‘SS urgcm as. in “Iujumd‘? lluuwn'lhcr IhiH mum"
`"Injured Al Wurk? In an Acuitium'? Rumumhcr [his numhmx“
`c, A Hiugnu
`this is usually a rhyme (Le. "I‘Banlcr (jfall Haul), m' an
`aililurnticm),
`
`3.
`
`(Suntan information. “l‘hu firm mum: and number.
`
`In much irmlnnuc, the headline and the. coulqu inihl‘mnliun an: in 61056 nauticizuiun.
`Law ml is u prululypix‘ml “mi! 1:: uclinn” ML
`
`'l'hc Lundy
`
`I-Im-u :m: cxmnplcu ufllurdnpurly law firm newcnixing Hun zu'u Himilu r m the Lumly Law m1:
`
`
`
`

`

`
`
`

`

`mwmwwwwmmw
`
`MM 1h
`
`mm mm,
`
`U
`
`

`

`
`WmmgthmmmWym
`fiDD.W5w.fifl54
`“I nWMWMn-Ipmfimll
`
`
`
`
`
`‘ ~?§.,'w‘§:“~"$§§$»‘.“
`
`r.
`am? WW
`
`,
`
`' m %?1%§13E{;
`
`4% “w " "
`‘
`.‘
`'/ 'v’p‘i
`Er"
`m-fififln
`.'
`.
`fl!
`‘.
`
`
`p -‘
`
`.‘
`
`‘.
`
`'
`
`,9
`«55 w?“ "\‘r‘lfiw
`[f
`a
`r.
`..Iwe 1
`SW4
`imam»: 3w :
`
`v
`
`I!)
`
`H]
`
`

`

`the WUl‘ll “injured” grabs the potential pluintil'l'. Alter tluit. there is u
`In each advertisement
`“eull tu tietiuu“
`the potential pluintil'i' is instructed to (in snnmthing
`tu eunutet the firm, The
`advertisement g

This document is available on Docket Alarm but you must sign up to view it.


Or .

Accessing this document will incur an additional charge of $.

After purchase, you can access this document again without charge.

Accept $ Charge
throbber

Still Working On It

This document is taking longer than usual to download. This can happen if we need to contact the court directly to obtain the document and their servers are running slowly.

Give it another minute or two to complete, and then try the refresh button.

throbber

A few More Minutes ... Still Working

It can take up to 5 minutes for us to download a document if the court servers are running slowly.

Thank you for your continued patience.

This document could not be displayed.

We could not find this document within its docket. Please go back to the docket page and check the link. If that does not work, go back to the docket and refresh it to pull the newest information.

Your account does not support viewing this document.

You need a Paid Account to view this document. Click here to change your account type.

Your account does not support viewing this document.

Set your membership status to view this document.

With a Docket Alarm membership, you'll get a whole lot more, including:

  • Up-to-date information for this case.
  • Email alerts whenever there is an update.
  • Full text search for other cases.
  • Get email alerts whenever a new case matches your search.

Become a Member

One Moment Please

The filing “” is large (MB) and is being downloaded.

Please refresh this page in a few minutes to see if the filing has been downloaded. The filing will also be emailed to you when the download completes.

Your document is on its way!

If you do not receive the document in five minutes, contact support at support@docketalarm.com.

Sealed Document

We are unable to display this document, it may be under a court ordered seal.

If you have proper credentials to access the file, you may proceed directly to the court's system using your government issued username and password.


Access Government Site

We are redirecting you
to a mobile optimized page.





Document Unreadable or Corrupt

Refresh this Document
Go to the Docket

We are unable to display this document.

Refresh this Document
Go to the Docket