A retiring Division I head coach with a career playbook, an unfinished book manuscript, a speaking-fee stream, and an estate plan that referenced "coaching materials" without a schedule. We built the IP schedule, the trust, and the licensing framework so the playbook became a manageable asset.
His estate plan referenced "coaching materials" in a single line and had no schedule attached. One institution had a residual claim in some of the playbook material under old employment paper. A publishing house had expressed interest in the manuscript. Two youth coaching organizations wanted to license the clinic video.
We built a full IP schedule across the coach's career: playbook by version and year, book manuscript, clinic and camp video, speaking materials, and personal likeness rights. We resolved the institutional residual by isolating the specific playbook sections that carried a claim and negotiating a written release covering the rest.
We formed a licensing entity, migrated the speaking-fee stream into it, drafted the publisher agreement for the book with a defined royalty and reversion structure, and drafted licensing templates for the clinic video with tiered pricing sized to the youth market.
We updated the estate plan to reference the licensing entity and the full IP schedule, and drafted a directed-trust provision so post-retirement licensing revenue could continue for his heirs on a defined mandate.
"Thirty years of coaching turned out to be a schedule of assets. Brandon wrote the schedule."
— Retired Head Coach
A coach who spends three decades refining a playbook, filming clinics, and building a speaking business rarely stops to treat those materials as a portfolio of distinct assets, each with its own ownership question, licensing opportunity, and estate-planning need. "Coaching materials" as a single line in a trust document is not a plan. It is an acknowledgment that a plan still needs to be written.
An institutional residual claim on part of a playbook does not have to threaten the whole asset if someone isolates the specific sections in dispute and negotiates a release on the rest. The publisher and licensing opportunities that surface at retirement are real revenue, but only if the underlying IP is organized enough to license in the first place.
We build IP schedules, licensing entities, and estate integration for coaches, executives, and athletes whose career materials have become real assets nobody has organized yet.
Most engagements are flat fee, quoted before the work begins — and most matters resolve without litigation. Start with a free consultation.