Index II   RULES RELATING TO REPRESENTATION OF OTHERS BEFORE THE UNITED STATES PATENT AND TRADEMARK OFFICE

A

Address change ______ 10.11, 11.11  

Advertising ______ 10.31, 10.32 

Agents, registration of ______ 11.6 

Agreements restricting practice ______ 10.38 

Aliens ______ 11.6, 11.9 

Applicant for patent, representation of ______ 1.31, 11.10 

Attorneys, recognition of to practice in trademark cases ______ 11.14 

Attorneys, registration of to practice in patent cases ______ 11.6, 11.7 

B

Breach of trust ______ 10.23 

Business transactions or relations with client ______ 10.65 

C

Candidate for judicial office ______ 10.103 

Canons and disciplinary rules ______ 10.20  - 10.112 

Certificate of mailing ______ 1.8, 10.23 

Certification effect of signature ______ 11.18 

Circumventing a disciplinary rule, amendment ______ 10.23 

Code of Professional Responsibility ______ 10.20  - 10.112 

Coercion, Use of ______ 10.23 

Committee on Discipline ______ 10.4 

Communicating with person having adverse interest ______ 10.67 

Communications concerning practitioner’s service ______ 10.31 

Compensation for legal services ______ 10.68 

Competence ______ 10.76, 10.77 

Complaint instituting disciplinary proceedings ______ 11.34 

Concealment of material information ______ 10.23 

Conduct in proceeding before Office ______ 10.89 

Conduct prejudicial to the administration of justice ______ 10.23 

Conflict of interest ______ 10.66 

Conviction of criminal offense ______ 10.23 

D

Deceit ______ 10.23 

Decisions of the USPTO Director ______ 11.56, 11.57 

Definitions:

Affidavit ______ 10.1 

Agent ______ 11.6 

Application ______ 10.1 

Attorney or lawyer ______ 11.1 

Canon ______ 10.20 

Confidence ______ 10.57 

Differing interests ______ 10.1 

Director of Enrollment and Discipline ______ 10.1 

Disciplinary rule ______ 10.20 

Disqualified ______ 11.1 

Excessive legal fees ______ 10.36 

Excluded practitioner ______ 10.1 

Federal agency ______ 11.1 

Federal program ______ 11.1 

Giving information ______ 10.1 

Invention development services ______ 10.23 

Law firm ______ 10.1 

Legal counsel ______ 10.1 

Legal profession ______ 10.1 

Legal service ______ 10.1 

Legal system ______ 10.1 

Mandatory Disciplinary Rule ______ 11.1 

Non-practitioner ______ 10.1 

Office ______ 10.1 

Person ______ 10.1 

Practitioner ______ 10.1 

Proceeding before the Office ______ 10.1 

Professional legal corporation ______ 10.1 

Registration ______ 10.1 

Respondent ______ 11.34 

Secret ______ 10.33, 10.57 

Serious crime ______ 11.1

State ______ 10.1, 11.1 

Suspended practitioner ______ 10.1 

Tribunal ______ 10.1 

United States ______ 10.1 

Designation as registered attorney or agent ______ 10.34 

Direct contact with prospective clients ______ 10.33 

Director of Enrollment and Discipline:

Appointment ______ 11.2 

Duties ______ 11.2 

Review of decisions of OED Director ______ 11.2 

Discharge of attorney or agent by client ______ 10.40 

Disciplinary proceedings and investigations:

Amendment of pleadings ______ 11.45 

Answer to complaint ______ 11.36 

Appeal to the USPTO Director ______ 11.55 

Burden of proof ______ 11.49 

Certificate of mailing ______ 1.8 

Committee on Discipline ______ 11.23 

Complaint ______ 11.34 

Contested case ______ 11.38 

Deliberations of Committee on Discipline ______ 10.4 

Discovery in Disciplinary Proceedings ______ 11.52 

Duties of disciplined or resigned practitioner ______ 11.58 

Exclusion on consent ______ 11.27 

Filing papers after complaint filed ______ 11.41 

Hearing officer ______ 11.39 

Hearings ______ 11.44 

Incapacitated practitioners ______ 11.28 

Initial decision of hearing officer ______ 11.54 

Instituting disciplinary proceeding ______ 11.32 

Investigations of violations of disciplinary rules ______ 11.22 

Post hearing memorandum ______ 11.53 

Reciprocal discipline ______ 11.24 

Reciprocal transfer ______ 11.29 

Reinstatement of suspended or excluded practitioner ______ 11.60 

Representative for OED Director/respondent ______ 11.40 

Review of decision denying reinstatement of practitioner ______ 11.2 

Review of interlocutory orders by hearing officer ______ 11.39 

Savings clause ______ 11.61 

Service of complaint ______ 11.35

Service of papers ______ 11.42 

Settlement of complaint ______ 11.26 

Warnings ______ 11.21 

Disciplinary rule violation

Disclosure of ______ 10.23, 10.24, 10.84, 10.85 

Discourteous conduct ______ 10.89 

Discovery in disciplinary proceedings:

Deliberations of committee on discipline ______ 10.4 

Depositions ______ 11.51 

Discovery ______ 11.52 

Evidence ______ 11.50

Motions filed with hearing officer ______ 11.43 

Division of legal fees ______ 10.37 

Duress, use of ______ 10.23 

Duty to make counsel available ______ 10.30 

E

Employment:

Acceptance ______ 10.39 

Failure to carry out contract ______ 10.84 

Refusing employment ______ 10.62, 10.63, 10.66 

Withdrawal from employment ______ 10.40, 10.63, 10.66 

Excessive legal fees ______ 10.36 

F

Failure to disclose material fact with regard to registration ______ 10.22 

Failure to notify client ______ 10.23 

False accusations ______ 10.23 

False statements concerning officials ______ 10.102 

Favors, improperly bestowing ______ 10.23 

Fees:

Annual practitioner maintenance fee:

Registered attorney or agent ______ 1.21 (a)(7), 11.8 (d)

Individual granted limited recognition ______ 1.21 (a)(8)

Delinquency ______ 1.21(a)(9)(i) 

Petition to review decision of Director of Enrollment and Discipline ______ 1.21(a)(5) 

Registration for admission to examination ______ 1.21(a)(1) 

Registration to practice ______ 1.21(a)(2) 

Reinstatement ______ 1.21(a)(9)(ii) 

Firm name, use of ______ 10.35 

Fitness to practice before the Office ______ 10.23 

Foreigners ______ 11.6,  11.9,  11.14 

Former Patent and Trademark Office employees ______ 10.23, 11.7, 11.10 

Fraud or inequitable conduct ______ 10.23, 10.85 

Frivolous complaint ______ 10.23 

Funds of client, preserving identity of ______ 10.112 

G

Gift, improperly bestowing ______ 10.23 

Government employees, registration of to practice in patent cases ______ 11.10 

I

Illegal conduct involving moral turpitude ______ 10.23 

Illegal fees for services ______ 10.36 

Improper alteration of patent application ______ 10.23 

Improper execution of oath or declaration ______ 10.23 

Improper influence ______ 10.23 

Improper signature ______ 10.23 

Improperly bestowing thing of value ______ 10.23 

Incompetence ______ 10.77, 10.78 

Indecent statement, making of. ______ 10.23 

Independent professional judgment, exercise of ______ 10.61, 10.62, 10.66, 10.68 

Individual unqualified in respect to character, education, etc. ______ 10.22, 11.7  

Influence by others than client ______ 10.68 

Information precluding registration, failure to disclose ______ 10.22 

Integrity and competence of the legal profession, maintaining of ______ 10.22 

Interest in litigation or proceeding before Office, acquiring of ______ 10.64 

J

Joint venture ______ 10.23 

Judicial office, candidate for ______ 10.103 

L

Legal fees:

Division of ______ 10.37 

Failure to pay ______ 10.40 

Sharing of ______ 10.48 

Legal system, assistance in improving the ______ 10.100 

Letterheads, use of ______ 10.35 

Limited recognition to practice in patent matters ______ 11.9 

M

Malpractice, limiting client’s liability ______ 10.78 

Materially false statements in application for registration ______ 10.22 

Misappropriation of funds ______ 10.23 

Misconduct ______ 10.23 

Misrepresentations ______ 10.22, 10.23 

Multiple employment ______ 10.66 

N

Neglecting legal matters ______ 10.77 

Non-practitioner, formation of partnership with ______ 10.49 

O

Oath requirement ______ 11.8 

Officials, contact with ______ 10.93 

P

Petitions:

Reinstatement ______ 11.60 

Review of final decision of USPTO Director ______ 11.57 

Review decision of Director of Enrollment and Discipline ______ 11.2 

Suspension of rules ______ 10.170

Preserve secrets and confidence of client ______ 10.56, 10.57 

Professional impropriety, avoiding appearance of ______ 10.110, 10.111 

Promise of advantage, offer of ______ 10.23 

Property of client ______ 10.112 

Proprietary interest in subject matter ______ 10.64 

Publication in Official Gazette ______ 10.11 

R

Recognition to practice before the Patent and Trademark Office:

Agents ______ 11.5 11.6  11.7, 11.14 

Aliens ______ 11.6, 11.7, 11.14  

Attorneys ______ 11.5, 11.6, 11.7, 11.14 

Change of address, requirement to notify Director ______ 10.11, 11.11  

Examination for registration in patent cases ______ 11.7 

Examination fees ______ 1.21,   11.7 

Foreigners ______ 11.6,   11.9, 11.14 

Former Patent and Trademark Office employees ______ 10.23, 11.7, 11.10  

Government employees ______ 10.23, 11.10  

Limited recognition in patent cases ______ 11.9 

Non-lawyers, recognition in trademark cases ______ 11.14 

Recognition for representation ______ 1.34, 11.14 

Refusal to recognize practitioner ______ 11.15 

Register of attorneys and agents in patent cases ______ 11.5

Registration fee ______ 1.21 

Registration number ______ 1.34 

Removal of attorneys and agents from the register ______ 10.11 

Representation by registered attorney or agent in patent cases ______ 1.31 

Requirements for registration ______ 11.7 

Review of Director’s decision refusing registration ______ 11.2 

Trademark cases ______ 11.14 

Unauthorized representation by an agent ______ 10.31, 11.10  

Records, property and funds of client, maintaining of ______ 10.112 

Reinstatement after removal from the register ______ 10.11 

Reinstatement of excluded or suspended practitioner ______ 11.60 

Representing client within bounds of the law ______ 10.85 

S

Scandalous statements, making of ______ 10.23 

Secrets and confidence, preservation of clients ______ 10.56, 10.57 

Settlement of claims of clients ______ 10.67 

Sharing legal fees ______ 10.48 

Signature and certificate of practitioner ______ 11.18 

Solicitation ______ 10.32, 10.33 

Statement concerning officials, making false ______ 10.102 

Suspension of practitioner ______ 10.23 

Based on conviction of a serious crime ______ 11.25 

Rules ______ 11.3 

T

Threats of criminal prosecution ______ 10.88 

Threats, use of ______ 10.23 

U

Unauthorized practice ______ 10.23, 10.31, 10.46, 10.47 

Undignified conduct ______ 10.89 

V

Violating duty of candor and good faith ______ 10.23 

Violation of disciplinary rule, misconduct ______ 10.23 

W

Withdrawal from employment ______ 10.40 

Witnesses ______ 10.63, 10.92 

Z

Zealously representing the client ______ 10.83, 10.84 

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