About

A Trusted Legal Resource for the People and Families of Miami

For more than 25 years, our Miami law firm has been a trusted legal resource to people and families throughout South Florida. We focus on Estate Planning and protection of assets.

With years of experience in Miami courts, attorney Ana M. Veliz applies her extensive knowledge of the local legal system to provide a high level of legal service to her clients. She provides trusted legal counsel and representation with a focus on personal communication.

Ana M. Veliz is the sole shareholder of Veliz Law and concentrates her practice in the areas of Wills and Trusts, Asset Protection, Business Succession, Business Formation, Probate and Trust administration..

If you have any questions, are in need of advice or are in need of support, contact Ana M. Veliz at Veliz Law.

Experience

  • Preparation and implementation of estate plans for individuals including Will Based as well as Trust Based plans.
  • Experience in representing small business owners in business succession and exit planning.
  • Experience in assisting families with special needs planning, family wealth and legacy counseling.
  • Charitable Planning for families, obtaining tax exempt status for the entities established and representation of the resulting private or public charities.
  • Experience in representing clients in Probate, the legal process of transferring assets from a deceased person to heirs or beneficiaries.

Areas Of Practice

  • Estate Planning
  • Business Succession Planning
  • Asset Protection
  • Estate Administration and Probate Proceedings
  • Business Succession and Exit Planning
  • Special Needs Planning
  • Charitable Trusts and Foundations

Published Works

  • Planning for Incapacity, Smart Business/South Florida, April, 2010
  • A Value Based Estate Plan, Smart Business/South Florida, April, 2009
  • Estate Planning For Parents, South Florida Parenting Magazine, May, 2003

Class Seminars

  • Estate Planning: Top Five Planning Myths, Financial Planning Association of Dade County, 2008
  • Frequent lecturer on topics of guardianship, estate planning and taxation, and estate administration, various insurance companies, financial planning groups, banks and charitable organizations
  • Continuing Education, New York Life Insurance Company Agents

Professional Associations & Memberships

  • The Advisors Forum, Founding Member
  • Wealthcounsel, LLC
  • The Florida Bar,¬†Past Chair of the General Practice and Small Firm Section
  • The Florida Bar, member of the Real Property, Probate and Trust Law Section
  • 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

Education & Languages

University of Miami School of Law, Coral Gables, Florida
J.D.- 1986

  • Babson College, Wellesley, Massachusetts, United State of America
    • B.S.- ¬†1983
    • Major: Business Management
  • Languages:
    • English
    • Spanish
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