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CÔTE SAINT-LUC · EB-5 FIELD GUIDE

Which continuing costs should be planned after the EB-5 investment is made?

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THE DIRECT ANSWER

Review the actual project’s ongoing charges and the expected professional and government costs of later immigration steps. Ask what reporting support is included and what services require a separate engagement. Neither the capital contribution nor an initial legal fee should automatically be assumed to cover every later task.

Budget the continuing case without assuming a capital return

Confirm current official filing fees when relevant and request clear professional scopes. Keep commercial repayment expectations separate from the cash needed to prepare the later filing. Contractual rights may exist, but immigration rules do not guarantee that capital returns in time to pay household or case expenses.

Maintain enough accessible resources for the obligations actually identified. Budgets for this stage are usually built on an assumption that reads as prudence: that the capital will have returned, or at least that a distribution will arrive, before the later work has to be paid for. Contractual rights to repayment and immigration requirements run on separate clocks, and the second does not wait for the first.

Plan the later filing as though no distribution arrives, and treat any that does as relief rather than as the plan. Ask each adviser, in writing, which later tasks their current engagement covers and which would be a new instruction — preparing the removal-of-conditions filing is commonly the latter — and confirm official fees at the time each step is taken rather than from a figure quoted at the outset.