Sample IP Agreements
Here we maintain a collection of sample agreements relating to intellectual property transactions. Each agreement is annotated to explain the impact of specific provisions contained in the sample agreements. Please note that these agreements are exemplary; a sample agreement included here may not be ideal for every situation. Use them at your own risk.*
You can use the sample agreements in several ways:
- Go to the IP Agreement Summaries page (Login Required) to see a brief summary of each sample agreement, and to access the sample agreements (Word format). This page is useful if you are looking for examples of specific agreements (e.g., "I am trying to craft a material transfer agreement, and I want to see an example.")
- Go to the Index of Provisions page (Login Required) to see a searchable index of agreement provisions. This page is useful if you are looking for examples of specific agreement provisions (e.g., "I am trying to craft an indemnity provision, and I want to see examples from various agreements.")
* Nothing included in the sample agreements or elsewhere on this site should be considered legal advice on the part of AIPLA or any of its members.
Location
Fort Worth, TX
Contact
Credits
Up to 495 Minutes CLE Eligible
Registration
The AIPLA Trade Secret Summit is the leading trade secret conference in the nation, with speakers from across the spectrum of private practitioners, in-house counsel, government, and academia, as well as fantastic networking opportunities.
Registration Rates
AIPLA Regular and other Member Rate: $495
AIPLA Solo/Small Firm Member Rate: $395
AIPLA In-House Counsel $399 (special form required for non-member in-house counsel)
AIPLA Junior/Government/IP Paralegal-Tech Advisor Member Rate: $199
AIPLA Student/Academic/Judicial Member Rate: $55
Non-Member Rate: $895
Agenda
Thursday, April 23
8:00 - 8:45 AM - Breakfast
8:45 - 9:00 AM - Welcome & Intros
9:00 - 10:00 AM - Trade Secrets in Texas
10:00 - 11:00 AM - Industry Panel: Trade Secrets in Financial Services
11:00 - 11:15 AM - Break
11:15 - 12:30 PM - Government Enforcement and Legislation of Noncompetes
12:30 - 1:30 PM - Lunch
1:30 - 2:30 - Trade Secrets Damages: Latest Trend of Large Verdicts Being Set Aside and Apportionment
2:30 - 3:30 PM - Texas Business Court Judges - The Role of the Business Courts in Trade Secrets Cases
3:45 - 4:45 PM - Combination Trade Secrets
Friday, April 24
8:30 - 9:00 AM - Breakfast
9:00 - 10:00 AM - How Forensics Can Make a Difference in Your Trade Secrets Litigation
10:00 - 11:00 AM - AI and Trade Secrets
11:00 - 11:15 AM - Break
11:15 - 12:15 PM - Trade Secrets Defenses: Generally Known or Readily Ascertainable
12:15 - 12:30 - Close
Download Full Agenda
Hotel Details
Sheraton Fort Worth Downtown Hotel
1701 Commerce Street
Fort Worth, Texas, USA, 76102
CLICK HERE TO RESERVE YOUR ROOM
Single/Double Standard Room Rate:
$229 per night, plus applicable taxes (currently 19.34%)
The hotel group block has closed, so please contact the hotel directly to try and book with the group: 1-888-236-2427
Cancellation Policy:
Reservations must be canceled at least 48 hours prior to arrival to avoid a cancellation fee.
Early Departure Fee:
An early departure fee equal to one (1) night’s room rate, plus applicable taxes and fees, will apply if a guest checks out prior to their confirmed departure date. To avoid this fee, guests should notify the Sheraton Fort Worth Downtown Hotel at or before check-in of any changes to their length of stay.
Important Notice:
AIPLA does not engage third-party vendors to assist with hotel reservations. All reservations should be made directly using the booking link above or by calling 1-888-236-2427. Guests should identify themselves as part of the AIPLA group when booking.
Thank You to Our Sponsors
Speakers
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Beck, Russell
Beck Reed Riden LLP | Founder
Russell Beck is a business, trade secrets, and employee mobility litigator, nationally recognized for his trade secrets and noncompete experience. He was invited to the Obama White House to develop guidelines for the proper use of noncompetes, and has been cited as an expert on trade secrets and noncompetes by The New York Times, The Wall Street Journal, the White House, the Treasury Department, National Public Radio, the BBC World News Service, PBS Newshour, Le Monde, and many others. -
Bernardo, Micala
Vartabedian Katz Hester Haynes | Partner
Micala is a go-to attorney for companies in all industries facing high-stakes employment litigation. Micala represents employers in a wide variety of employment litigation matters, including cases involving breach of contract and fiduciary duty claims, claims of discrimination, harassment, retaliation, and wrongful discharge, claims related to misclassification of employees and failure to pay for time worked, and claims for misappropriation of trade secrets, defamation, tortious interference and unfair competition. -
Bullard, Jerry
Texas Business Court's Eighth Division | Judge
Judge Jerry Bullard serves on the Texas Business Court’s Eighth Division, which is based in Fort Worth, Texas but covers 18 counties in North Texas. Prior to his appointment, Judge Bullard was a shareholder and attorney with Adams, Lynch & Loftin, P.C. He has over 30 years of experience in state and federal court trial and appellate litigation. During that time, in addition to handling complex commercial litigation matters, Judge Bullard routinely represented and consulted with individuals and business organizations with respect to organizational governance, policy drafting, commercial transactions, and other operational matters. -
Dearing, Lea
Berman Fink Van Horn PC | Shareholder
A Shareholder at Berman Fink Van Horn, Lea counsels companies regarding disputes that arise in every day operations. -
Elkon, Michael
Fisher & Philips LLP | Partner
Michael Elkon is a partner in the Atlanta office. He helps companies recruit talent from competitors in a legal fashion and ensures that former employees do not exploit companies' key information and relationships. -
Fink, Benjamin
Berman Fink Van Horn, P.C. | President & Shareholder
Benjamin Fink is a shareholder at Berman Fink Van Horn P.C. in Atlanta, Georgia. With more than 30 years of experience, Benjamin has built a national litigation practice representing both defendants and plaintiffs in complex, high-stakes litigation involving noncompete, trade secret, and competition-related disputes. Benjamin regularly appears in U.S. state and federal courts and arbitrations nationwide, where he has successfully tried cases, defended and obtained injunctions, prevailed on numerous motions, and obtained favorable settlements. -
Fortunato, Michael
Rubin Fortunato | Chairman and CEO
Michael Fortunato has significant experience litigating restrictive covenant and trade secret matters for broker-dealers before FINRA. He also has represented clients in trials and arbitrations under Sarbanes-Oxley, Title VII, the Age Discrimination in Employment Act, the Equal Pay Act, the Family and Medical Leave Act, the Fair Labor Standards Act, the Americans with Disabilities Act, and their state counterparts. He also has prosecuted and defended common law claims arising out of employment relationships, including wrongful termination, constructive discharge, retaliation, defamation, fraud, and breach of contract. Mike has extensive experience mediating employment-related claims and successfully obtained a defense verdict and then a plaintiff’s verdict in two unrelated jury trials under the Sarbanes-Oxley whistleblower protections. -
Gerber, Seth
Morgan, Lewis & Bockius | Partner
Seth M. Gerber is a partner with Morgan, Lewis & Bockius LLP in Century City, California. His trial practice focuses on trade secrets and non-compete litigation. Mr. Gerber has practiced extensively in both state and federal courts, and he has jury and bench trial, arbitration, and appellate experience. -
Goo, Valerie
Crowell & Moring | Partner
Valerie Goo is a nationally recognized trial lawyer in Crowell & Moring’s Los Angeles office and a member of the firm’s Management Board. With over 30 years of experience, she has successfully led high-stakes trials and managed landmark cases involving complex commercial litigation, trade secrets, trademark infringement, copyright, right of publicity, unfair competition, false advertising, consumer class action, and general business disputes. Valerie regularly represents companies in intellectual property litigation and has successfully tried cases to verdict, obtained and defended against temporary restraining orders and preliminary injunctions in trademark cases, and prevailed on summary judgment in defensive trademark cases. She also has state and federal appellate experience, including oral argument before the Ninth Circuit, and experience in trademark prosecution and enforcement. -
Hall, Dawn
FTI Consulting | Senior Managing Director
Dawn Hall is a Senior Managing Director in the Dispute Advisory Services (“DAS”) practice within the Forensic & Litigation Consulting segment at FTI Consulting and is the co-leader of the Intellectual Property practice. She is based in New York. -
Klapow, Mark
Crowell & Moring LLP | Partner
Mark A. Klapow is a partner in the firm's Litigation Group. He litigates complex commercial and intellectual property disputes, including trade secrets cases. Mark has represented Fortune 500 companies including Alcoa, AT&T, Caterpillar, Dow, Ericsson, ExxonMobil, Intel, Lenovo, Molson Coors, and Western Union in federal and state courts across the country. -
Lui, Cathy
Orrick Herrington & Sutcliffe | Litigation Partner
Cathy Lui is a litigation partner at Orrick Herrington & Sutcliffe and she is based in the San Francisco office. Cathy primarily specializes in trade secrets litigation and her practice crosses all industries and sectors including tech, life sciences, retail, and financial services, among others. Cathy also engages in complex commercial litigation including employee mobility, false advertising, and other commercial disputes. Her matters are often high-profile and industry changing. For her achievements, Legal500 has repeatedly recognized her as a “Next Gen Lawyer” in Trade Secrets and the National Asian Pacific American Bar Association honored Cathy as a 2019 Best Lawyer Under 40. Cathy is also very involved in her community and with DEI initiatives. She previously served as Orrick’s hiring partner for San Francisco, was a Fellow with the Leadership Council on Legal Diversity, and a former co-chair of the Judiciary Committee for the Asian American Bar Association of the Greater Bay Area. -
Lunney, Glynn
Texas A&M School of Law | University Distinguished Professor
Professor Lunney is a University Distinguished Professor at Texas A&M School of Law. He focuses on IP Law. -
Marsh, John
Bailey Cavalieri LLC | Member
As the Co-Chair of the Firm’s Business Litigation Practice Group, John’s commercial litigation practice concentrates on trade secrets and the enforcement of restrictive covenants throughout the United States. John has been consistently recognized by Best Lawyers of America for Intellectual Property Litigation, including Lawyer of the Year in Columbus in 2022 and 2024. -
McKinley, Christopher
Coblentz Patch Duffy & Bass LLP | Special Counsel
Christopher McKinley focuses his practice on commercial litigation with an emphasis on intellectual property law, including litigating high-value patent and trade secret disputes. Chris litigates cases in various forums, including U.S. district courts, the Patent Trial and Appeal Board (PTAB), the International Trade Commission (ITC), and abroad. Chris also assists clients in developing and managing patent portfolios and providing counsel in intellectual property related transactions. -
Myers, Monty
Eureka Software Solutions, Inc. | Founder & CEO
Monty Myers is one of the top software and technology experts in the country. As the founder/CEO of Eureka Software Solutions Inc. based in Austin, Texas, he and his team have delivered numerous successful software products and solutions into the commercial marketplace for a wide range of industries over the last 40+ years. For the last 20 years, Mr. Myers has also served as an expert witness in hundreds of trade secret and IP-focused software and technology disputes for both plaintiffs and defendants ranging from Global conglomerates, Fortune 500 companies, and notable startups. Through this experience, Mr. Myers has accumulated hundreds of hours of testifying experience before juries, judges, arbitrators, and opposing counsel providing him with unique, hard-to-develop insights and perspectives. -
Ostroff, Eric
Meland Budwick, P.A. | Managing Partner
Eric Ostroff is the managing partner of Meland Budwick, P.A., where he chairs the firm’s Trade Secrets and IP Department. He is a Chambers-ranked lawyer who focuses his practice on business litigation and trade-secret litigation. He has extensive experience representing both companies and individuals in these matters, across a variety of industries. Eric is a trial lawyer who has tried a number of bench and jury trials dealing with trade secrets and business litigation issues. Eric earned his JD, summa cum laude, from the University of Miami School of Law, where he currently teaches Trade Secrets Law. -
Pelletier, Dean A.
Pelletier Law, LLC | Founder
Dean is the founder of Pelletier Law, LLC, an intellectual property law firm in Chicago, IL. He has been working with IP for more than 30 years. His practice focuses on leveraging patents and trade secrets. -
Plassio, Patrick
O'Melvany | Counsel
With a practice including complex commercial disputes of all sorts and a focus on intellectual property and technology-related matters, Patrick Plassio adeptly translates and communicates complicated legal and factual issues to his clients, opposing parties, and courts. Offering key strategic insights and experience in trade secrets, and recognized by The Legal 500 US for his work on those matters, Patrick litigates in state and federal courts across the country, with extensive pretrial and trial experience and successes. -
Pooley, James
James Pooley PLC | Founder
James Pooley is one of the world’s foremost experts in trade secret law and management. His legal treatise, “Trade Secrets,” updated semi-annually, is the leading lawyer’s desk reference on the subject. His latest business book is “Secrets: Managing Information Assets in the Age of Cyberespionage” (Verus Press, 2015). -
Powitzky Steely, Rachel
Foley & Lardner LLP | Partner
Rachel Powitzky Steely is a leading female trial lawyer in Texas. Rachel has been recognized as one of the top 50 female lawyers in Texas, selected as a Houston elite 100 lawyer and was named a top 20 female trial lawyer by Texas Lawyer Magazine, the only trade secret/employment attorney to receive the honor. Rachel’s trial experience includes employment, commercial, corporate and insurance matters. She has won multimillion dollar verdicts and defended companies against claims exceeding 100 million dollars. -
Pullin, Tamara
First Command Financial Services | Associate General Counsel
Tamara Pullin serves as Associate General Counsel at First Command Financial Services, Inc. since September 2021. Prior experience includes working as an Attorney at McDonald Sanders, P.C. from June 2020 to January 2022, focusing on business litigation and employment matters predominantly in federal courts. Tamara held the position of AVP Senior Compliance Manager and Fair Banking Officer at Midfirst Bank from July 2011 to August 2017, where responsibilities included executing regulatory compliance programs and overseeing bank litigation. Previous roles as Associate Attorney at McAfee & Taft, Gardere Wynne Sewell LLP, and Norton Rose Fulbright concentrated on complex commercial litigation. Tamara earned a Juris Doctorate from the University of Oklahoma College of Law and a Bachelor's degree in Journalism from the University of Oklahoma. -
Rubio, Grace
Rubio Digital Forensics, LLC | Founder
Graciela “Grace” Rubio started Rubio Digital Forensics, LLC in December 2018, after having worked at Protegga LLC for nearly nine years. After earning her Bachelor of Science degree in Electrical and Computer Engineering from Worcester Polytechnic Institute, Ms. Rubio began her career in January 2010 as a computer forensic investigator. In addition to over nineteen years of experience in operating systems and application support, networking and hardware support, and systems programming, Ms. Rubio’s in-depth knowledge of computer systems, electronic data, quality control systems, and reverse engineering has provided the strong foundation needed for a career in digital forensics. -
Southwick, Stephanie
Burford Capital | Director
Stephanie Southwick is a Director with responsibility for originating new business with law firms and companies as part of Burford’s US commercial investment team. -
Stagner, Brian
Texas Business Court for the Eighth Division | Judge
Judge Brian Stagner serves on the Texas Business Court for the Eighth Division, located in Fort Worth, Texas. Before his appointment to the bench, Judge Stagner practiced law for 27 years at Kelly Hart & Hallman LLP, where he served as partner and co-chair of the firm’s Litigation Practice Group. During this time, he handled complex business litigation in more than 40 states, representing clients on both sides of the docket. His practice included corporate governance disputes, unfair business practices, e-commerce, insurance coverage, taxation, consumer class actions, and intellectual property matters. Judge Stagner has been listed in The Best Lawyers in America® annually since 2010. -
Tilley, Doug
Braun Hagey & Borden | Partner
Doug Tilley is a Partner at Braun Hagey & Borden, a nationally recognized litigation boutique with offices in San Francisco and New York. Doug represents plaintiffs and defendants in high-stakes commercial disputes, including trade secret, employee mobility, fiduciary duty, contract, fraud, and intellectual property matters. He has substantial jury trial and arbitral hearing experience, and always crafts litigation strategies with that audience in mind. Doug also helps clients proactively minimize risk by advising on employment issues, intellectual property strategies, regulatory interpretation, and corporate governance. -
Tishler, Sarah
Beck Reed Riden LLP | Partner
Sarah Tishler is a partner at Beck Reed Riden LLP, a nationally-recognized boutique litigation firm based in Boston, Massachusetts. Sarah’s practice is concentrated on trade secret and restrictive covenant advising and litigation, employee mobility, and commercial litigation. Sarah has won successful outcomes for clients on both sides of these disputes in all stages of litigation, including the preliminary injunction stage, jury trials, and mediation. Sarah has also counseled clients on the identification and protection of trade secrets, and the enforceability of noncompetes and other restrictive covenants. Sarah was named by the Legal 500 in 2023 and 2024 in the area of Trade Secrets, and by Best Lawyers in 2026 as Ones to Watch for Commercial Litigation. -
Vaughn, Jim
iDiscovery Solutions | Managing Director
James D. Vaughn, a Managing Director of iDiscovery Solutions (iDS), is a court-recognized expert who has given testimony in nearly 70 cases involving topics such as evidence preservation, documentation of events, and computer forensic methodologies and procedures. In addition to being an EnCase Certified Examiner (EnCE), Mr. Vaughn is certified by the International Association of Computer Investigative Specialists (IACIS) as a Certified Forensic Computer Examiner (CFCE). -
Weibust, Erik
Epstein Becker & Green, P.C. | Partner
Erik Weibust is a Partner in the Boston office of Epstein Becker & Green, P.C., where he is Vice Chair of the firm’s Trade Secret & Employee Mobility practice group. Many of the world’s leading pharmaceutical, biotech, medical device, technology, financial services, staffing, and insurance companies look to Erik for thoughtful and practical advice concerning how best to protect their trade secrets and customer relationships from misappropriation by former employees, ex-business partners, competitors, and hostile actors in the United States and abroad, and to avoid liability when hiring from competitors. When necessary, clients rely on Erik for aggressive representation in litigation, where he has won substantial victories in court and at the negotiating table, including broad-reaching injunctive relief and multimillion-dollar payouts, in trade secret misappropriation, unfair competition, and breach of restrictive covenant cases. -
Weil, Michael D.
Morgan, Lewis & Bockius, LLP | Partner
Michael Weil represents employers in a wide range of employment disputes, with a focus on class and representative actions asserting multimillion dollars in damages and high stakes noncompete, employee mobility, and trade secrets matters arising from a variety of industries, including life sciences, technology, retail, and financial services, throughout the United States. -
Whitehill, Bill
Texas Business Court First Division, Dallas | Judge
Bill Whitehill is an inaugural Judge of the Texas Business Court First Division, Dallas. He came to the Court from Condon Tobin Sladek Thornton Nerenberg PLLC, where he was a member and led the firm’s Appellate Section. Before joining the Business Court, Bill served as a Justice on the Texas Fifth District Court of Appeals, where he authored over 600 substantive opinions.
