Skip to main content

Katya Sverdlov

Estate planning Attorney at New York, NY

4.9   28 reviews
  • State Years
    New York - NY 10 years
    New Jersey - NJ 11 years
  • Licensed for 10 years
    State NY
    Acquired 2013
    Status
    Due to Register within 30 Days of Birthday No misconduct found
  • Licensed for 11 years
    State NJ
    Acquired 2012
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Katya

Learn Katya’s areas of practice.

Prior to law school, Katya spent twelve years working for several top Wall Street financial companies. Her experience includes senior positions in investment banking and securities industries, giving Katya a unique ability to deal with complicated financial matters. Katya, Chartered Financial Analyst (CFA®), can understand the tax problems, accounting issues, investment portfolios and general business matters of her clients.

 

Katya founded her law firm in order to provide her clients with more personal attention in resolving their legal matters in a timely and efficient way. Katya believes that one can enjoy life more fully when one’s affairs are in order, the assets are protected and one’s family is taken care of.  Katya enjoys helping seniors and their loved ones in planning for long term care, quality of life, autonomy, and asset preservation. 

 

Katya holds a Bachelors of Science degree in Economics from Cornell University. She earned her Juris Doctor from the Brooklyn Law School, graduating Magna Cum Laude. She is admitted to practice in the State of New York and State of New Jersey. Katya is a member of the New York State Bar Association, New York City Bar Association, Brooklyn Bar Association, Trusts and Estates Law Section of New York State Bar Association, and the Elder Law Section of New York State Bar Association.

Location

Law Offices of Katya Sverdlov
30 Wall Street, Suite 811
New York, NY, 10005

Similar lawyers nearby

Reviews

4.9 / 5.0
  28 customer reviews
5 Star
 
93%
4 Star
 
7%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by anonymous | March 28, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Mr. Richard G. Mrs. Marie G.
The perfect choice for our Estate Planning. Katya paid attention to every detail and went above and beyond. We were educated on every aspect of Estate Planning. If you are reading this don't think you can do it on your own. Katya and her staff, especially Rochelle are quick to reply immediately to any questions. They relieve you of the burden and take care of all your needs, with extreme professionalism and confidence. We highly recommend Katya Sverdlov.
Read less
Posted by anonymous | July 7, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Client for life...
Ms. Sverdlov skillfully guided my husband and I through the process of making Wills, Health Care Proxy's and DOR's...very sensitive documents. Ms. Sverdlov was clear, informative and patient, answering our many questions about each document. Ms. Sverdlov is a skilled professional and gently guided us to make the right choices for our family. I highly recommend her!
Read less
Posted by Ricardo | May 27, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Amazing lawyer
Katya is an amazing lawyer and she was very helpful and knowledgeable for what I needed.
Posted by Swami | September 11, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Exceptionally brilliant and knowledgeable attorney
Katya Sverdlov is an exceptionally brilliant and knowledgeable attorney. She recently prepared my power of attorney, healthcare proxy, disposition of remains, family trust, last will and testament, and condo deed. I am perfectly satisfied by her works. If in future I need an attorney, I will definitely seek her advice.
Posted by Jeff | September 6, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Wonderful Experience
Katya did a wonderful job writing our will and trust. We learned a lot from her and appreciated her guidance, but never felt pushed or rushed. She goes beyond the minimum required and anticipates what is needed. Highly recommend!
Posted by Michelle | August 30, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Happy client
Katya Sverdlov is a professional, courteous, prompt, empathetic, knowledgeable, diligent and kind person. Thank you very much for your help and understanding ! Health and prosperity to you.
Posted by Marilyn | February 15, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Ms Sverdlov was very prompt and courteous in all her responses to my emails. She drafted a will and power of attorney for me along with a health care proxy and disposition of remains. She took the time to ascertain my wishes and follow them while still outlining the most efficient way to settle an estate. I found her competent, knowledgeable and interesting to talk to. I would highly recommend her law practice to others.
Read less
Posted by Sima Fridman | February 11, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Katya Sverdlov, Estate Planning Attorney
I am very appreciative my friends, who recommended me attorney Katya Sverdlov. My, Trust case was so difficult, but Katya was so patiently, so nice and very experienced qualified person, taking care of me. I am very thankful to her.
Posted by Victoria | January 10, 2021
This review is from a person who hired this attorney.
| Hired Attorney
The world needs more attorneys like Katya Sverdlov
Katya was recommended to me by many people, and my family reached out to her for help with advance directive documents and estate planning. We felt so taken care of throughout the entire process and even after (when there were changes in NY State Laws a year later, Katya promptly reached out to us and gave detailed instructions as to what to do). No one in my family has a law background and there were so many things we didn't know that we discovered during our conversations with Katya. We felt very comfortable every step on the way, as every detail was explained to us. Katya is super knowledgeable, attentive, patient, compassionate, and laser sharp. I'd recommend her in a heartbeat to anyone.
Read less
Posted by Ruslana | July 29, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Highly recommend
Katya Sverdlov is one of the hardest working and friendliest woman I have ever encountered. She never delayed more than a few hours from returning emails or phone calls. She is a very smart, skilled, knowledgeable lawyer. I have referred several of my friends to Katya for their estate planning and asset protection matters. Katya did a great job with assessing my family's legal needs and explained everything very clearly. I was unfamiliar with this process and was put at ease by how knowledgeable and thorough she was. She walked me through every step and truly made what could have been a stressful process into a smooth one. Would not have been able to do it without her. Would definitely recommend Katya Sverdlov to any family in the process of estate and Medicaid planning.
Read less
Posted by John | December 22, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Very thorough and responsive to questions.
You don't feel lost with Katya. She is knowledgeable and importantly, available and is willing to impart that knowledge both before and after the services she provides. For us she completed a will, created an irrevocable trust (house), POA, health proxies and other related documents associated with elder care. I would recommend her.
Read less
Posted by Jeffrey | December 3, 2017
This review is from a person who hired this attorney.
| Hired Attorney
THE WINNER IS MS. KATYA SVERDLOV, ESQ.!!
Ms. Katya Sverdlov, Esq., is a very informative attorney, responding to my questions with expertise. She is very knowledgeable and beyond her professionalism she is a very down to earth and a very empathetic attorney; qualities very seldom seen today. She took the time during our scheduled meeting and catered to my specific needs to what I considered to to be an all encompassing irrevocable trust as well as a all encompassing POA specifically geared towards Medicaid Asset Protection Planning. She is very thorough and was very quick to respond to my emails and phone calls. Her fee for services rendered was surprisingly quite reasonable as far as what my own personal experience has been after attending many asset protection seminars from small and large law firms. I hope this letter of recommendation gives other potential clientele to receive the same professional, empathetic, concise and thorough services she provided to me to be received by others. Without reservation Ms. Katya Sverdlov, Esq., has my highest recommendation. P.S. Best Wishes for a Happy, Healthy and Prosperous 2018.
Read less
Posted by Daniel Cortes | November 29, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Outstanding
I have never had an attorney immediately start looking at my case to see what he or she can do the way Katya did. At least not without a retainer. Although Katya could not help me, she even offered advice on what to do to have a fighting chance even if no attorney could help me. From the beginning, I felt confident in Katya even though we have never met in person.
Read less
Posted by anonymous | November 20, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Very knowledgeable, compassionate and professional.
Ms. Sverdlov responded to a question I posted regarding my rights to my biological fathers estate. She was very thorough and compassionate offering clear and honest advice on my situation. When dealing with clients going through such sensitive matters, a good "bedside" manner is extremely important. Based on my consultation, I would recommend this attorney.
Read less
Posted by Vilna | November 13, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Pleasant and Professional
Katya worked expedtiosly to prepare documents for an elderly couple I was assisting. She explained clearly and also went to them to review and finalize the documents. Very pleasant and professional attorney.
Posted by Inna | November 12, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Excellent attorney and adviser!
I hired Katya to review and revise my son's trust. The previous attorney has made several big mistakes, that could have resulted in huge financial loss for my family. Katya meticulously reviewed and revised all documents, paying attention to the tiniest details and patiently answered all my questions. Katya's background in finances and economics helped with my questions regarding future financial planing and will save me tons of money in the future. Katya is exceptionally knowledgeable and honest attorney with highest standards of professional ethics and moral. I will certainly work with her again and recommend her to all my friends and family.
Read less
Posted by Elaine | November 3, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Elaine Malvasi
We could not get answers from multiple lawyers we contacted. We were give wrong information and mislead for over a year. One call to Katya and she New exactly what needed to be done and was on top of the laws. She solved our problem and was unlike any other lawyer we have ever dealt with. A pleasure to talk to and she cares. Thank you for all your help. She is a gem !!!(
Read less
Posted by David | July 1, 2017
This review is from a person who hired this attorney.
| Hired Attorney
I got lucky
I was looking for someone, who could help me get appointed to two Estates as administrator and who was willing to do most or all communications over the phone or email due to my limited time. Well, that person is Katya Sverdlov. She was specific in exactly what she needed from me, answered all my questions including emailing me from her vacation and Made me feel like my case was never put on the back burner for a bigger or more important case. if you are looking for an attorney in her field look no further.
Read less
Posted by Pamela | March 31, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning Documents
After an initial consultation, I hired Katya to establish estate planning documents for me. The process was overwhelming to me so I appreciated Katya’s patience in explaining every document involved. Katya worked at my pace and did not rush me through the process which was very much appreciated. Katya was available to respond to the many questions I had throughout the process.
Read less
Posted by anonymous | March 25, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Amazing
Katya made the process of writing a will and creating a trust so simple! I would highly recommend her to anyone!
View less reviews

Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Principal
  • Law Offices of Katya Sverdlov
  • 2014 - Present
  • Of Counsel
  • NC Caller PC
  • 2013 - 2015
  • Intern
  • Securities and Exchange Commission
  • 2011 - 2011
  • Director
  • Financial Guaranty Insurance Company
  • 2005 - 2009
  • Vice President
  • Bear Stearns
  • 2004 - 2005
  • Vice President
  • Ambac
  • 1999 - 2004
  • Analyst
  • Prudential Securities
  • 1997 - 1999
View all work experience

Education

  • Brooklyn Law School
  • JD - Juris Doctor
  • 2012
  • Cornell University
  • BA - Bachelor of Arts
  • 1996

Sample of Legal Cases

  • Restored Medicaid to an elderly client
  • Transferred money in a proper manner and restored her home care and other services.
  • Probate
  • Successfully obtained testamentary letters and concluded probate.
  • Medicaid Planning for an elderly couple
  • Couple can live in an apartment until their death, they can receive Medicaid. After their death, apartment will be passed to heirs.
View all legal cases

Associations

  • New York State Bar Association
  • Member
  • 2013 - Present
  • New York City Bar Association
  • Member
  • 2013 - Present
  • Brooklyn Bar Association
  • Member
  • 2013 - Present

Languages Spoken

  • Russian
  • Spanish

Honors and Awards

  • Rising Star
  • SuperLawyers
  • 2018
  • Rising Star
  • Super Lawyers
  • 2017
  • Magna Cum Laude
  • Brooklyn Law School
  • 2012

Speaking Engagements

  • The Rossdale Group
  • Retirement Accounts and Medicaid
  • 2021
  • Lawline.com
  • Basics of Will Drafting in New York
  • 2021
  • Windsor Terrace Library - Medicaid Planning and Elder Law
  • Medicaid Planning
  • 2015
  • CIBC Women's Network
  • Estate Planning 101
  • 2015
  • Brooklyn Lifelong Learning - Estate Planning 101
  • Estate Planning
  • 2015
View all speaking engagements

Attorney endorsements

Received (11)
Given (4)
Endorse Katya
Estate planning Attorney | May 03
Relationship: Fellow lawyer in community
"I have known Katya since first year of law school. I firmly endorse this lawyer."
Estate planning Attorney | Nov 01
Relationship: Worked together on matter
"I endorse this lawyer. She is smart, diligent, thorough and honest."
Estate planning Attorney | Nov 01
Relationship: Fellow lawyer in community
"I have been dealing with Katya for several years now and have found her to be incredibly adept in her areas of practice. She is up-to-date, patient and very knowledgeable. A great resource to have as a peer attorney and an even better lawyer to have if you need any help whatsoever in Estate Planning, Guardianship or Probate . I highly recommend her!"
Estate planning Attorney | Nov 01
Relationship: Worked together on matter
"I have had the pleasure of knowing Katya Sverdlov for several years. Katya and I have also worked together representing clients in complicated estate planning and real estate matters. Katya is an expert in her field, highly intelligent and diligent. Her clients are lucky to have her as an advocate. In short, I highly recommend Katya as a trusted counselor in matters related to estate planning, trusts and wills."
Elder law Attorney | Nov 01
Relationship: Worked together on matter
"Katya is a fantastic attorney. She takes personal stake in each case and cares immensely for her clients. She is knowledgeable, driven, and a diligent and hard worker."
Probate Attorney | Apr 04
Relationship: Fellow lawyer in community
"Katya Sverdlov is an incredibly skilled and highly competent Probate and Estate Planning Attorney. I have relied on her expertise and insights regarding Surrogate's Court questions on multiple occasions. A great communicator with outstanding ethics."
Guardianship Attorney | Nov 13
Relationship: Worked together on matter
"Katya and I have worked together on several very complex adult guardianship matters. Katya is a very knowledgeable, diligent, and highly professional attorney. Her ability to communicate with clients in a patient manner and her deep well of compassion are a comfort to our clients during the difficult and emotional process of obtaining control over an ailing loved one’s care and financial affairs. She is a pleasure to work with, and I highly recommend her services."
Elder law Attorney | Nov 12
Relationship: Fellow lawyer in community
"I have had the pleasure of counting on Katya as a resource in discussing and navigating difficult Medicaid and Guardianship cases. She is compassionate to her clients, resourceful in figuring out the issues and goes above and beyond to provide the best legal outcome to her clients."
Estate planning Attorney | Nov 02
Relationship: Co-worker
"I endorse this lawyer. I am extremely impressed by Katya's level of professionalism, the scope of her planning and the effort she puts into her work. She takes a personal interest in her cases and follows through from top to bottom, well beyond the norm. I would highly recommend Katya to anyone looking for an attorney for estate planning, probate proceedings, administration, guardianship and elder law."
Elder law Attorney | Nov 01
Relationship: Worked together on matter
"Katya is a great estate planning lawyer. Her style personifies diligence, compassion, and patience. A great combination of traits to have when serving clients in this arena."
Estate planning Attorney | Sep 19
Relationship: Worked together on matter
"Katya is very knowledgeable, attentive to details and resourceful. It was a pleasure working with her."
View more endorsements
Guardianship
Guardianship
Estate planning