Immigrant Visas and Permanent Residency
for Spouses and Children
Training 4: Immigrant Visas and Permanent Residency for Spouses and Children
In this one day intensive you will learn how to competently prepare and file marriage based permanent residency applications for spouses and children of US citizens living in the US and abroad. A laptop computer with wireless internet capabilities is required to prepare and print the necessary online forms. We will provide each attorney with a binder containing 68 exhibits as well as electronic copies of all of the documents.
8:30 am-8:45 am: Introduction and Welcome
8:45 am – 9:45 am: Marriage Based Immigrant Visas: Overview.
We will give the executive summary on marriage based immigrant visas and review the intake forms, checklist and contracts for this type of case.
- Pro Forma Pre-FTC Intake
- Pro Forma Free Telephone Consult Intake Form
- Fiancée / IV Intake Form – Citizen
- Fiancée / IV Intake Form – Non Citizen
- AOS Family Checklist w job letter and gfm sample letter
- Pro Forma Immigrant Visa contract sample
- Pro Forma Adjustment of Status contract sample
9:45 am – 10:30 am: Legal Requirements for Marriage Based Immigrant Visas
You will use popular resources to quickly ascertain current substantive and procedural requirements for the marriage based immigrant visa for embassy processing.
- Kurzban – Permanent Residence and Immediate Relatives/Immigrant Visa Processing
- Kurzban – Preference Immigrant Categories
- Visa Bulletin
- NVC Immigrant Visa Website
- I-130 Instruction
- I-864 Instructions
- I-864EZ
- I-864 A instructions
- I-864 P Poverty Guidelines
- I-693 Medical Exam instruction sheet
10:30 am – 10:45 am: AM Break
10:45 am – 11:45 am: Preparing the Case
We roll up our sleeves and prepare actual cases for submission. We review the necessary documents and complete the mandatory USCIS forms.
- Overview of USCIS and Dept of State Websites
- Birth Certificate – US Citizen
- Birth Certificate – Non Citizen
- Marriage Certificate
- Non-Citizen Passport
- Timothy Parker Divorce
- Sally Child BC
- Shelton Child BC
- 3 Years 1040 Tax Returns w/ W-2 forms
- Three Paystubs
- Employment Verification Letter
- Proof of good faith marriage:
- Photos
- Supporting Letters
- Wills
- Lease
- Insurance – health
- Insurance – life
- Insurance – auto
- Joint Bank Accounts
- Credit/Debit Cards
- Auto registration – title
11:45 am – 12:30 pm: Presentation of the Case – Embassy
We navigate the journey through 3 separate government agencies and prepare to receive our final decision on our case.
- I-130 Form completed
- G-325a Citizen
- G-325a Non Citizen
- I-130IV letter to USCIS
- I-130 receipt original
- I_130_approval_original
- NVC IV Letter and Fee Bills
- IV NVC P3 Checklist p 1-6
- DS 230 part 1
- I-864
- I-864 ez
- IV Transmittal Letter – NVC Doc Processing
- IV NVC P4
- Immigrant Visa Binder Cover Sheet
- Immigrant Visa Refusal Letter re Domicile
- Immigrant Visa
- I-94 document retrieval with CBP
12:30 pm – 1:30 pm Lunch
1:30 pm – 2:30 pm: Presentation of the Case – USCIS Adjustment of Status
- AOS Family Checklist with GFM list and sample employment letter
- AOS Intake Form – Non Citizen
- AOS & IV Intake Form – Citizen
- RESEARCH
- Kurzban Adjustment of Status
- I-485 Instructions
- I-765 Instructions
- I-131 Instructions
- I-485 Supplement A Instructions
- I-485 Supplement A Form
- AOS I-485 Application
- I-765 Form
- I-131 Form
- Sample attachment to form I-131
- AOS Transmittal Letter to USCIS from fiancée visa entry
- AOS I-485 receipt
- AOS I-130 receipt
- AOS I-131 receipt notice
- AOS I-765 Receipt
- AOS I-485 Biometrics appointment notice
- AOS I-765 Approval notice
- AOS USCIS Appt notice and checklist
- AOS USCIS Approval notice
- AOS USCIS I-130 Approval notice
- AOS Denial Notice
3:45 pm -4:00 pm: PM Break
4:00 pm – 5:30 pm: Post Filing issues
We receive our decision and explore worst case scenarios and examples of success. We discuss managing client expectations and disappointments, requesting supervisory review and advisory opinions for cases improperly denied at embassies and appeals
- Immigrant Visa refusal letters from Embassy
- Adjustment of Status denial letters from USCIS
- Form I-290B Appeal
5:30: 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.