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E-2 Professional Treaty-Investor Non Immigrant Visas

Training 8: E-2 Professional Treaty-Investor Non Immigrant Visas

In this one day training we will explore the complex legal framework of E-2 Professional Treaty-Investor Non Immigrant Visas. We will be researching and strategizing actual cases, as well as preparing the forms and assembling the supporting documents together.

8:00 am – 8:15 am Welcome, Introduction and Goals

8:15 am- 9:45 am: E-2 Professional Treaty-Investor Non Immigrant Visas

  • Overview and Executive Summary of the program
  • Political considerations
  • Investors, Managers and Executives
  • Sponsors and enterprises in the United States and abroad
  • Job descriptions & organizational charts
  • Department of Labor prevailing wages and certifications
  • Business Plans
  • USCIS and Embassy requirements
  • How to manage changes of employment and employee terminations
  • Dual representation and ethical dilemmas

9:45 am – 10:00 am MORNING BREAK

10:00 am – 12:00 pm Substantive and Procedural Law of the E-2 Treaty-Investor program

Change of status in the U.S vs. visa processing in the Embassy

  • Kurzban
  • INA
  • FAM
  • USCIS website
  • Department of Labor website
  • US Embassy website

12:00 pm – 1:00 pm LUNCH BREAK

1:00 pm – 3:00 pm: Needs Assessments, Legal Fees and Contracts

  • Legal Ethics – Model Rule 1.5: Appropriate Fees for Legal Services in Business Immigration Law
  • Lead Generation, Lead Conversion and Client Fulfillment
  • Questionnaire and Document Review

3:00 pm – 3:15 pm AFTERNOON BREAK

3:15 pm – 5:15 pm Preparing and Filing for E-2 Status or Visa

  • Preparing and Printing forms – I-129 and E supplement
  • Assembly and Attorney Cover Letter
  • Request for Evidence, Approvals, Denials and Appeals

5:15 pm – 5:30 pm: Implementing the new practice area

  • American Immigration Lawyers Association
  • Coaching/Mentoring

5:30 pm Conclusion of Program

 

 

 

 

Since 2004, Pro Forma has provided 3 day intensive trainings focusing on both performance and technical competency in the field of immigration law and practice management. With over 20 qualified units of CLE and 4 hours of coaching/mentoring/support, Pro Forma’s 3 day intensives provide a “hands on” approach whereby attendees can actually prepare the petitions, briefs and supporting documents after learning the substantive law and procedural rules.

In response to many inquiries about our online offerings, Pro Forma has developed these shorter, low-cost intensives that attorneys can attend remotely and still obtain the mentoring and coaching that is critical to learning a new practice area.

You will have a video tutorial guiding you through the materials and assignments. We will agree on a schedule for you to submit your assignments and for us to provide you with one hour of feedback via video and live consultation. In this way you can create a flexible schedule to complete the training. This training must be completed in 60 days from the day you receive the training materials. After the 60 days you will have to contract with Mark C. Daly on an hourly basis for review and discussion of your assignments.

Pro Forma has a great passion for training attorneys in immigration law. It is well documented that complaints against attorneys arise from either performance or technical competency issues. According to the Florida Bar:

Law schools do not graduate competent practicing lawyers. Instead, law schools graduate persons with ‘technical competency,’ i.e., graduates who have mastered substantive legal principles and know ‘how to think like a lawyer.’ These skills, however, are only half of the ‘competency equation,’ which is equal parts technical substantive skills (‘technical competency’) and the ability to bring those skills to bear for the benefit of and to the satisfaction of a client (‘performance competency’).

It is this performance competency, the ability to communicate adequately with a client and then timely perform services so that reasonable client expectations are met, which is missing from too many lawyers’ erudition as demonstrated by Florida Bar disciplinary statistics. The Florida Bar News, March 1, 2002.

 Please review our Immigration Law and Practice Management offerings and contact me with any questions or to sign up for a remote intensive.

Mark C. Daly, President of Pro Forma Immigration Attorneys:

We designed a comprehensive, remote online training for lawyers and paralegals who need to work on a flexible schedule. You will receive video instructions and prepare actual cases. You will then consult with me for an hour remotely to review your work and receive feedback and coaching.

These training require an average commitment of 8 hours over the course of one day to complete the course. These trainings are not lectures: You will prepare complete cases during the training with a video tutorial guiding you through the materials and assignments. We will agree on a schedule for you to submit your assignments and for us to provide you with feedback via video and live consultation. In this way you can create a flexible schedule to complete the training. This training must be completed in 60 days from the day you receive the training materials. After the 60 days you will have to contract with us on an hourly basis for review and discussion of your assignments.

 

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Office Location
  • Denver Home Office
    1624 Market Street
    Suite 202
    Denver, Colorado 80202-1518
    Phone: 303-481-3494
    Fax: 303-593-9175
  • "This immigration law course was great – I got 3 days of personal instruction on the law and how to prepare everything with a ton of sample documents. I think the coaching package after the training was a huge value because he was available to meet with me online and help me issue spot and strategize new cases. My first case paid for the training."  -VBS, Attorney, Atlanta GA