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Katya Sverdlov

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Avvo Rating9.4
  • New York, NY
  • Licensed for 7 years
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About Katya

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.

Practice areas

OtherTrustsElder lawWills and living willsEstate planning
  1. Estate planning: 20%

  2. Wills and living wills: 20%

  3. Elder law: 20%

  4. Trusts: 20%

  1. Guardianship: 10%

  2. Probate: 10%

Languages spoken

Russian, Spanish

Contact

30 Wall Street, Suite 811
address map

Law Offices of Katya Sverdlov

30 Wall Street, Suite 811
New York, NY, 10005

Resume

License
StateStatusAcquiredUpdated
NYCurrently registered 201312/06/2019
NJActive201207/24/2015
We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal answers117
Legal guides0
Awards
Award nameGrantorDate granted
Rising StarSuperLawyers2018
Rising StarSuper Lawyers2017
Magna Cum LaudeBrooklyn Law School2012
Work Experience
TitleCompany nameDuration
PrincipalLaw Offices of Katya Sverdlov2014 - Present
Of CounselNC Caller PC2013 - 2015
InternSecurities and Exchange Commission2011 - 2011
DirectorFinancial Guaranty Insurance Company2005 - 2009
Vice PresidentBear Stearns2004 - 2005
Vice PresidentAmbac1999 - 2004
AnalystPrudential Securities1997 - 1999
Associations
Association namePosition nameDuration
New York State Bar AssociationMember2013 - Present
New York City Bar AssociationMember2013 - Present
Brooklyn Bar AssociationMember2013 - Present
Publications
Publication nameTitleDate
Enterprising InvestorPower of Attorney: What Every Financial Adviser Should Know2018
Sverdlov LawMedical Marijuana for Seniors in New York2018
Education
School nameDegreeGraduated
Brooklyn Law SchoolJD - Juris Doctor2012
Cornell UniversityBA - Bachelor of Arts1996
Speaking Engagements
Conference nameTitleDate
Windsor Terrace Library - Medicaid Planning and Elder LawMedicaid Planning2015
CIBC Women's NetworkEstate Planning 1012015
Brooklyn Lifelong Learning - Estate Planning 101Estate Planning2015
Legal cases
Case nameOutcome
Restored Medicaid to an elderly clientTransferred money in a proper manner and restored her home care and other services.
ProbateSuccessfully obtained testamentary letters and concluded probate.
Medicaid Planning for an elderly coupleCouple can live in an apartment until their death, they can receive Medicaid. After their death, apartment will be passed to heirs.
Estate PlanningEnsured that her assets are passed to her family and the charity of her choice.

Reviews

(19)
5 Star
89%
4 Star
11%
3 Star
0%
2 Star
0%
1 Star
0%
Review Katya Sverdlov

Highly recommend

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

Very thorough and responsive to questions.

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

THE WINNER IS MS. KATYA SVERDLOV, ESQ.!!

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

Outstanding

Posted by

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.
This review is from a potential client who consulted with this attorney.
Consulted attorney

Very knowledgeable, compassionate and professional.

Posted by

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.
This review is from a potential client who consulted with this attorney.
Consulted attorney

Pleasant and Professional

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

Excellent attorney and adviser!

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

Elaine Malvasi

Posted by

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 !!!(
This review is from a person who hired this attorney.
Hired attorney

I got lucky

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

Estate Planning Documents

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney
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Attorney endorsements

(10)
Are you an attorney? Endorse this lawyer

Irene Gabo, Personal injury Attorney on Nov 1, 2017
Relationship: Worked together on matter

I endorse this lawyer. She is smart, diligent, thorough and honest.

Abraham Weisel, Real estate 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, Real estate 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, Estate planning 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 13, 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

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, Business 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, Employment and labor Attorney on Sep 20, 2015
Relationship: Worked together on matter

Katya is very knowledgeable, attentive to details and resourceful. It was a pleasure working with her.