Katz Barron Squitero Faust | Attorneys

Ana M. Veliz
Of Counsel - Estate Planning

E-mail: amv@katzbarron.com

Ana Veliz practices in estate planning and administration, including wills, revocable and irrevocable trusts, special needs planning, asset protection planning and charitable planning, as well as business succession planning. Ana also handles trust administration, probate and guardianship proceedings.

Areas of Practice:

Trusts and Estate Planning
Estate Administration and Probate Proceedings
Charitable Trusts and Foundations
Business Succession and Exit Planning
Pre-Immigration Estate and Gift Tax Planning
Counseling Non-Profit Organizations

Representative Experience:

Preparation and implementation of estate plans for individuals and families with both U.S. and foreign situs assets, including planning for minimizing income, estate, gift and generation skipping tax.
Assisting families with special needs planning, and family wealth and legacy counseling.
Estate planning for non-resident aliens and individuals contemplating U.S. residency.
Charitable planning for families, obtaining tax exempt status for the entities established and representation of the resulting private or public charities.
Representing small business owners in business succession and exit planning.

Bar Admissions:

Florida Bar, 1986
United States District Court, 1987

Education:

University of Miami School of Law, Coral Gables, Florida, J.D., 1986
Babson College, Wellesley, Massachusetts, B.S. in Business Management, 1983

Professional Associations and Community Involvement:

Wealthcounsel Advisors Forum, Founding Member
The Florida Bar, Chair of the General Practice and Small Firm Section
The Florida Bar, Member of the Real Property, Probate and Trust Law Section
Kids Hope United, Signature Event Committee
The Commonwealth Institute, member
Wealthcounsel, LLC (2004- 2008)
National Network of Estate Planning Attorneys (1999-2004)
Creative Beginnings, Inc., Director and founding member (2000-2005)
Big Brothers/Big Sisters of Greater Miami, Director (1989-1991)

Lectures and Seminars Taught:

Continuing Education for New York Life Insurance Company Agents
Financial Planning Association of Dade County: Estate Planning: Top Five Planning Myths
Frequent lecturer on topics of guardianship, estate planning and taxation, and estate administration at seminars sponsored by various insurance companies, financial planning groups, banks and charitable organizations

Languages:

Fluent in Spanish

Birth Information:

April 25, 1961, Havana, Cuba