ILW.COM - the immigration portal workshops

Investor Visas Workshop
Chicago, IL: Friday, October 19, 2007 - 8:30am-5pm

Location: Swissôtel Chicago
Speakers: Lincoln Stone, Morrie R. Berez, Edward J. Carroll, Robert P. Gaffney, Adam S. Lewis And Sam Udani

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Workshop Outline Speaker bios REGISTER NOW!

This is an all-day, (8:30 am to 5 pm), comprehensive workshop. Considerable time will be devoted to back and forth and the seating is limited to the first 50 registrants to give participants ample opportunity to have their critical questions answered. Walk-in Registration Accepted. MCLE Credits Available For Many States.


Continental Breakfast and Handouts Provided
Session 1: The EB-5 category
  • Basic Eligibility
  • Thorny Issues
  • Practice Pointers
15 min. break: Refreshments provided10:30am-10:45am
Session 2: USCIS-HQ administration of the EB-5 category
  • Regional Center Designation and Amendments
  • Regional Center Oversight and Compliance
  • Case Processing Issues
Lunch Program:
Includes Lunch and Presentation
Session 3: Due Diligence Issues
  • Subscription and Partnership Agreements
  • Securities Law Requirements
  • Dual Representation and Other Risk Issues
15 min. break: Refreshments provided3:15pm-3:30pm
Session 4: Practical Advice For Clients
  • Comparing Alternative Immigration Strategies
  • Revisiting the I-829 Petition -- Removal of Condition
  • Advising on Alternative Investment Projects
  • Issues for Regional Center Entities


Lincoln Stone is certified by the State Bar of California Board of Legal Specialization as a Specialist in Immigration and Nationality Law. Following his clerkship with a federal court judge, Mr. Stone started his career in immigration law in 1987 as an attorney with the U.S. Immigration and Naturalization Service. Mr. Stone is renowned internationally as an expert in the complex area of law concerning investment immigration. He has drafted key legislation enacted by Congress. Lawyer colleagues and government officials have cited Mr. Stone’s work, and commercial litigators, the national media and the U.S. Congress’ Government Accountability Office have relied on his expertise. Mr. Stone is a frequent speaker before local, state and national bar associations. He has published numerous practitioner-focused articles in immigration law journals, and he is Editor in Chief of a new publication on investor and entrepreneur immigration. Mr. Stone has served five years as Chair of the Investor Committee of the American Immigration Lawyers Association (AILA), an association of more than 9,000 attorneys worldwide. He recently accepted an appointment to serve as a Commissioner on the Advisory Commission of the State Bar of California Board of Legal Specialization.

Morrie R. Berez currently is Chief of the USCIS Foreign Trader, Investor & Regional Center Program. His portfolio covers EB-1/2/3 immigrant workers, EB-5 immigrant investors, E-1/2 nonimmigrant traders and investors, and immigration issues relating to international commerce and trade, and Asian Pacific Economic Cooperation (APEC). Morrie started at legacy INS in 1983. Prior to INS he did special investigations for Congress through the Government Accountability Office (GAO) investigating insurance fraud by medical providers, fraud and price fixing by funeral homes and cemetaries, and government procurement fraud. He also worked at the Energy Department, investigating Electric Utilities to identify and deter illegal rate fixing and price gauging in the electric power industry. Prior to Federal Government, he was a law enforcement officer with the Multnomah County (Oregon) Sheriff's Department. Upon graduation from College Morrie served in the Peace Corps in Nigeria, West Africa for 2 years. Morrie did his graduate studies at Ohio University and Duquesne University, completing a Master's program in African Studies and Government, with a minor in linguistics. Morrie has a love of cinema, skiing, crafting pottery, ethnic foods, and intense political discourse. He is married and the father of 3. Two of his kids so far have finished college and are "off the payroll", while his 3rd child is into extreme white water kayaking, snowboarding and rock climbing and is in his final year at Montana State University in Bozeman.

Edward J. Carroll is a graduate of S.U.N.Y.-Binghamton (B.A. 1966) and Brooklyn Law School (J.D. 1969) and was admitted to the Bar in N.Y.S. in 1969 and in Vermont in 1974. Articles authored by Mr. Carroll have appeared in publications of the American Immigration Lawyers Association, the American Bar Association, the Vermont Bar Association and in Canadian publications. Mr. Carroll has served the American Immigration Lawyers Association as a member of the Permanent Immigration Policy Committee, the Investor (EB-5) Committee and the Border Security Issues Committee, the Admissions & Interior Enforcement Committee and as Co-Chair of the Liaison Committee to the Vermont Service Center. He has also been liaison to CIS, CBP and DOL offices in Vermont for AILA's New England Chapter. He was Vice-Chair, of the ABA Immigration Law Committee, General Practice Section, 1994 - 2001. Mr. Carroll is a frequent presenter on U.S. immigration law to legal and business groups in the U.S. and Canada and at AILA conferences. He has taught immigration law to INS employees at the Vermont Service Center. He has been a commentator for radio and television on immigration issues. Mr. Carroll is listed in Best Lawyers in America.

Robert P. Gaffney received his Juris Doctor Degree from University of California, Hastings College of the Law in 1980. Mr. Gaffney is certified by the California State Bar Association as a Specialist in Immigration and Nationality Law. He is the Founder and senior attorney for the Law Offices of Robert P. Gaffney in San Francisco.

Adam S. Lewis is a member of the firm's Corporate Practice Area. He represents and advises clients in a broad range of general corporate and corporate transactional matters, including mergers and acquisitions, finance and other corporate transactions. In addition, Mr. Lewis advises private equity firms in both mezzanine debt and private equity investments. Mr. Lewis' practice involves representing public and private companies in a variety of transactions and financings. He has expertise in structuring, negotiating, documenting and closing all forms of corporate financings and transactions. Also, Mr. Lewis' experience involves the formation of corporations, partnerships, LLCs and private equity funds. Mr. Lewis also counsels clients with respect to issues involving taxes, real estate, intellectual property, software licensing, litigation and securities laws.

Sam Udani has spoken before many bar associations throughout the country on labor certification and law practice management. In 1992, he co-founded Adnet Advertising Agency Inc, a company specializing in labor certification advertising and was involved with that company through 2000. In 1999, he acquired ILW.COM (which was founded in 1995), and propelled it into the leading immigration law publisher online. He is the publisher of ILW.COM's Immigration Daily which now reaches 15,000 subscribers every weekday. He has authored articles on labor certification in AILA Monthly Mailing, Bender's Immigration Bulletin, and Immigration Daily.

The Hotel:
Swissotel Chicago
323 East Wacker Drive, Chicago IL 60601
Tel:312 565 0565

From Midway Airport (12 miles): Head north from South Cicero Avenue, and proceed for two miles. Turn right onto I-55 N. Take the US-43 N exit. Bear left at South Lake Shore Drive. Bear right onto the Randolph Street ramp to I-290. Turn left onto the ramp to Wacker Drive. Bear left and head toward East Wacker Drive. Bear right at East Upper Wacker Drive.

From O'Hare International Airport (18 miles): Head west from the terminal, and bear left at International Terminal. Take the I-190 East ramp for two miles. Bear right at I-90 East, and proceed for about five miles. Bear left onto the Express Lanes ramp to Armitage Avenue. Merge onto I-90 Express Lane / I-94 Express Lane. Take the East Ohio Street exit, and continue for one mile. Continue on West Ohio Street. Turn right at North La Salle Boulevard. Turn left at West Upper Wacker Drive. Continue on East Upper Wacker Drive.

Material included in the registration price is Immigration Options For Investors and Entrepreneurs Edited by Lincoln Stone

Cancellation/Return/Shipping Policy
Workshop Package $999 
Chicago, IL: October 19, 2007 - 8:30am to 5pm.
Includes continental breakfast, sit-down lunch & coffee breaks.
Registration $999

Register Now!

If you prefer to sign up by mail or fax click here for the order form

Disclaimer: participation in this workshop does not create an attorney-client relationship with the speakers