How do I create a Legal Memo?

Module 02 Content

1. Purpose of Assignment: The purpose of this assignment is to understand the documentation necessary to form a corporation.Course Competency: Describe the structure of a corporation

2. INSTRUCTIONS

   Content:

   • A client, Jack Porter, has approached your supervising attorney about incorporating his small event business to protect him from liability and gain additional capital, in your state. Jack’s business is to be called Osprey Financial, Inc. The company is a financial services and wealth management firm located in your state. Jack will be the registered agent for service of process. His address (and that of the business) is 5363 Apple Valley Dr., Suite 388, Middleville, 34526. Jack will be on the Board of Directors, and will also be a shareholder together with his sister Angela Porter, and his brother, Mark Porter. Jack will own 70%, with his sister and brother each owning 15%.
   • Your supervising attorney has requested you locate the proper Articles of Incorporation forms for your state (through the secretary of state website in your state) and prepare the forms to incorporate Osprey Financial Inc.
   • Your supervising attorney has also requested you research and explain in a short memo the following information:
   • The process for forming the corporation
   • The filing fees and timeframe for the corporation to be formed
   • Potential sample bylaws or sections of bylaws that might be applicable to a financial corporation that he can discuss with Jack at their next meeting

   Format:

   • Your assignment should be formatted as a memorandum to your supervising attorney, with the completed forms attached. Your memorandum should be 1-2 pages in length, with proper formatting, spelling and grammar. You should use at least 3 primary legal sources formatted according to Bluebook Standards. For writing assistance, consider using Grammarly or submitting your written assignment to the Writing Lab prior to submitting your assignment.
   • Your memo should contain the following sections:
   • Heading or Caption
   • Facts
   • Issue(s) Presented
   • Answer to Issue
   • Reasoning or Discussion
   • Conclusion

3. RESOURCES

   • How do I create a Legal Memo?
   • Microsoft Word
   • LexisAdvance or FastCase

   Submit your completed assignment by following the directions linked below. Please check the Course Calendar for specific due dates.Save your assignment as a Microsoft Word document. (Mac users, please remember to append the “.docx” extension to the filename.) The name of the file should be your first initial and last name, followed by an underscore and the name of the assignment, and an underscore and the date. An example is shown below:Jstudent_exampleproblem_101504

Submission

Module 04 Content

1. Purpose of Assignment: The purpose of this assignment is to understand and explain the process of obtaining intellectual property protection.Course Competency: Describe types of intellectual property.

2. INSTRUCTIONS

   Content:

   • Our firm’s client, BlueMountain Inventions, LLC, has created a new invention, cellulox, a new pill that when taken daily, reduces the visibility of cellulite by 98%. The FDA has approved the pill, but BlueMountain never thought about patenting the pill. BlueMountain has decided to rebrand itself when it rolls out the new invention to the public in two months. It will be releasing a new company logo and marketing materials along with the launch. The client is very excited about its new invention, and is worried about protecting its intellectual property to ensure maximum profitability. Prepare a legal memorandum to the client on behalf of your attorney, explaining the following:
   • The process of filing a patent for the client’s new invention, cellulox, and why protection is needed
   • Conduct a patent search to learn if a patent is available for a cellulite reduction pill. The search can be conducted here: http://patft.uspto.gov/netahtml/PTO/search-adv.htm
   • The process of obtaining a trademark for the client’s new business logo and why protection is needed
   • The process of obtaining a copyright for the client’s invention’s marketing materials, and why protection is needed
   • Explain how the client can continue to protect its trade secrets moving forward after protections are in place.

   Format:

   • Your assignment should be formatted as a memorandum from your supervising attorney to the client. Your memorandum should be 2-3 pages in length, with proper formatting, spelling and grammar. You should use at least 3 primary legal sources formatted according to Bluebook Standards. For writing assistance, consider using Grammarly or submitting your written assignment to the Writing Lab prior to submitting your assignment.
   • Your memo should contain the following sections:
   • Heading or Caption
   • Facts
   • Issue(s) Presented
   • Answer to Issue
   • Reasoning or Discussion
   • Conclusion

3. RESOURCES

   • How do I create a Legal Memo?
   • Microsoft Word
   • LexisAdvance or FastCase

   Submit your completed assignment by following the directions linked below. Please check the Course Calendar for specific due dates.Save your assignment as a Microsoft Word document. (Mac users, please remember to append the “.docx” extension to the filename.) The name of the file should be your first initial and last name, followed by an underscore and the name of the assignment, and an underscore and the date. An example is shown below:Jstudent_exampleproblem_101504