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SHEFFORD · EB-5 FIELD GUIDE

Who in a Shefford investor’s family is included in an EB-5 case?

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THE DIRECT ANSWER

A spouse and unmarried children under twenty-one may be included as derivatives. Age is measured under the applicable rules, so a child close to the limit needs specific advice early.

Ages and timing interact in ways that matter

Derivative status covers the spouse and unmarried children under twenty-one, and the practical difficulty is that EB-5 processes are long. A child who is nineteen when the plan begins may be older than the limit by the time it concludes, and the way age is calculated in immigrant categories is technical enough to warrant an early, specific answer rather than a general reassurance. Plan around it rather than hoping. It is also worth being clear about what conditional permanent residence means for the family in practice: it is permanent residence subject to conditions for two years, with its own maintenance obligations, and the conditions are removed for the family through the principal’s I-829 petition.

Hypothetical example: a custom-orthotics manufacturer plans an EB-5 case with a spouse and a child approaching twenty-one. Start with a family timeline that marks the child's birthday, petition milestones, visa availability considerations and the documents each derivative will need. The first review should clarify who qualifies as a spouse or child under the relevant rules and whether a separate strategy is needed for an older child. It should also protect the core investment evidence from being scattered among family accounts. A family cannot fix an age issue by treating all dependants as automatically covered; dates and legal relationships must be checked early.