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.
Languages spoken
Russian, Spanish
State | Status | Acquired | Updated |
---|---|---|---|
NY | Currently registered | 2013 | 02/24/2022 |
NJ | Active | 2012 | 07/24/2015 |
Legal answers | 117 |
Legal guides | 0 |
Award name | Grantor | Date Granted |
---|---|---|
Rising Star | SuperLawyers | 2018 |
Rising Star | Super Lawyers | 2017 |
Magna Cum Laude | Brooklyn Law School | 2012 |
Title | Company name | Duration |
---|---|---|
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 |
Association name | Position name | Duration |
---|---|---|
New York State Bar Association | Member | 2013 - Present |
New York City Bar Association | Member | 2013 - Present |
Brooklyn Bar Association | Member | 2013 - Present |
Publication name | Title | Date |
---|---|---|
Enterprising Investor | Power of Attorney: What Every Financial Adviser Should Know | 2018 |
Sverdlov Law | Medical Marijuana for Seniors in New York | 2018 |
School name | Degree | Graduated |
---|---|---|
Brooklyn Law School | JD - Juris Doctor | 2012 |
Cornell University | BA - Bachelor of Arts | 1996 |
Conference name | Title | Date |
---|---|---|
The Rossdale Group | Retirement Accounts and Medicaid | 2021 |
Lawline.com | Basics of Will Drafting in New York | 2021 |
CIBC Women's Network | Estate Planning 101 | 2015 |
Brooklyn Lifelong Learning - Estate Planning 101 | Estate Planning | 2015 |
Windsor Terrace Library - Medicaid Planning and Elder Law | Medicaid Planning | 2015 |
Case name | Outcome |
---|---|
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. |
Estate Planning | Ensured that her assets are passed to her family and the charity of her choice. |
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May 27, 2022
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September 11, 2021
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July 29, 2019
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December 22, 2017
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December 3, 2017
Mikhail Lezhnev, Estate planning Attorney on May 3, 2021
Relationship: Fellow lawyer in community
I have known Katya since first year of law school. I firmly endorse this lawyer.
Irene Gabo, Estate planning Attorney on Nov 1, 2017
Relationship: Worked together on matter
I endorse this lawyer. She is smart, diligent, thorough and honest.
Mikhail Lezhnev, Estate planning Attorney on May 3, 2021
Relationship: Fellow lawyer in community
I have known Katya since first year of law school. I firmly endorse this lawyer.
Irene Gabo, Estate planning Attorney on Nov 1, 2017
Relationship: Worked together on matter
I endorse this lawyer. She is smart, diligent, thorough and honest.
Abraham Weisel, Estate planning Attorney on Nov 1, 2017
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!
Alfred Fuente, Estate planning Attorney on Nov 1, 2017
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.
Daniel Miller, Elder law Attorney on Nov 1, 2017
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.
Daniel Timins, Probate Attorney on Apr 4, 2017
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.
Sofiya Nozhnik, Guardianship Attorney on Nov 13, 2015
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.
Rosanna Roizin, Elder law Attorney on Nov 12, 2015
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.
Aryeh Fried, Estate planning Attorney on Nov 2, 2015
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.
Patrick Marc, Elder law Attorney on Nov 1, 2015
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.
Daniel Hymowitz, Estate planning Attorney on Sep 19, 2015
Relationship: Worked together on matter
Katya is very knowledgeable, attentive to details and resourceful. It was a pleasure working with her.