Skip to content
PILOT BUTTE · EB-5 FIELD GUIDE

Can a Pilot Butte nurse practitioner use an inheritance for a direct EB-5 investment in her own U.S. agency?

Sources checked:

THE DIRECT ANSWER

Yes, if the inheritance is documented back to the deceased's lawful accumulation, the required amount is invested at risk and sustained, and the agency itself employs ten qualifying full-time workers. Direct investments cannot count indirect jobs.

Inherited money qualifies; it still has to be traced

Nothing in the EB-5 rules disfavours an inheritance; it is one of the cleanest sources when the paperwork exists. The petition must nonetheless show two things about the money. First, that it came to her lawfully, which the will, probate and executor's accounting establish.

Second, that the estate was lawfully accumulated, which requires reaching back into the parent's finances with property records, tax returns and account statements. Adjudicators do not expect a lifetime of records, but they do expect enough to show the pattern of accumulation. On the enterprise side, a stand-alone investment carries the full job-creation burden on its own payroll: ten full-time positions filled by U.S.

citizens, permanent residents or other authorized workers, not including her or her family. A home-health agency is a labour-intensive business and can reach that number, but the plan must show the licences, the referral sources and the hiring dates. She must also engage in management, which as the owner she will.