Mister Watts
I consulted more than three separate attorneys on what I could and could not do in terms of writing for games, including one who knows the field inside and out. And that's the best response I can give you.
Thanks.
I have a license agreement with Judges Guild to use some of their IP for my own work. I wanted a lawyer to look it over because it the first contract of that type I ever signed and I wanted to make sure it said what what Bob Bledsaw Jr. and I agreed to verbally.
A lawyer friend of mine had a recommendation for me and I arranged for an appointment. As part of setting this up I submitted the agreement and some other stuff to get him up to speed.
The day of appointment arrived. The guy was knowledgable, friendly and eager to help me except he obviously was approaching this from the standpoint of maximizing my rights and minimizing my exposure to lawsuits. While he meant well, if I blindly followed his suggestions it would have scuttled the deal with Bob Bledsaw Jr.
Without getting into the nuts and bolts of it, it was about using the maps and placenames of the Wilderlands for X% of royalties. Additional details was about how I was to pay and report the royalties.
I thanked him for his diligence and explained in plain english exactly what the agreement was about. I asked him.
1) Does the contract clearly state what was agreed to?
2) Does the contract obligated me to anything further other than what I agreed to?
His answer to #1 was yes, and the answer to #2 was no.
During the course of the conversation I had to explain the Open Game License, the d20 System Reference Document, and how I was distributing the material before he got a clear picture of what I was doing. He found it unusual as in his experience people tend to want to hold on as tightly as possible to their IP. I pointed out that Bob Blesdaw Jr. was doing this license as a favor for work I had done. Normally a publisher at my level would get to do what I wanted to do with an established IP. So I am taking advantage of an opportunity to do something that I never thought I would be able to do.
Second, using the d20 SRD saves me a boat load of time in development and allows me to tap into an an existing audience looking for support for their favorite RPG. So it only fair to "compensate" by releasing any rules I created as open content. If I didn't want to do this I would take Option #5 in John's post.
Once I laid this out for the lawyer, he went "OK that unusual but I can see it working. As long as you hold up the contract and work with the IP holder on any questions it should work out."
That what you face with your situation. What we do is a niche of a niche. You have to formulate what it is you want to do. Ask the same two questions I did. And above all TEACH the lawyer about the Open Game License and the details of the RPG hobby and Traveller. Then he can properly advise you of any pitfalls.
At our level, the United States civil legal system is not a game of gotcha. It about enforcing agreements between two parties in form of contracts and licenses. The Open Game License license is clear about what permissions is being granted and what your obligations are. In addition we are well into the second DECADE of people publishing under the OGL and there are numerous examples from which to draw from including for Traveller itself.
Again if you don't inform your lawyer of all this, then their advice will be useless to your situation.
EDIT: I see you come to a resolution to some of your questions. I hope my response proves useful in a general sense.