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Katya Sverdlov Esq.
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About Katya
Biography
I help people plan for and deal with incapacity and death, so their families can avoid chaos later. My firm's mission is to preserve both family harmony and family assets through thoughtful estate planning.
Our practice focuses on everything related to planning for and dealing with incapacity and death: comprehensive estate planning, special needs planning, elder law, cross-border planning, probate, guardianship, and estate litigation. In real life, these areas rarely stay separate. A family caring for an aging parent may need long-term care planning today, a guardianship tomorrow, and probate later. A parent of a child with special needs must plan for both lifetime care and inheritance. Because we work across all of these areas, we see the whole picture and plan for it.
Before law school, I spent 12 years in senior positions in investment banking and the securities industry at several top Wall Street firms. As a Chartered Financial Analyst [(CFA®)], I understand the tax, accounting, investment, and business issues that shape an estate. That background is especially valuable when a plan involves a family business, a complex portfolio, or assets in more than one country.
I have built a team of attorneys, paralegals, and client intake and operations professionals who share my commitment to our clients. We make responsiveness a priority, and our team brings broad knowledge across every area we practice, so your questions get timely, informed answers.
Our work is guided by four values:
- Honest dialogue. We speak plainly and tell you the truth, including difficult truths.
- Conflict prevention. We design plans around people and relationships, including blended families, special needs, and complex family dynamics, not just documents and tax rules.
- Continuous learning. Laws evolve and families change. We stay current so your plan does too.
- Respect. We treat every client, family member, and colleague with dignity.
I hold a Bachelor of Science in Economics from Cornell University and a Juris Doctor, magna cum laude, from Brooklyn Law School. I am admitted to practice in New York and am a member of the New York State Bar Association, including its Trusts and Estates Law Section and Elder Law Section; the New York City Bar Association; and the Brooklyn Bar Association.
Whether you are planning ahead or handling the illness or loss of someone you love, please schedule a free case evaluation to see if we are the right fit to assist you.
Estate Planning, Special Needs, Elder Law - your needs taken care of with compassion and efficiency
Practice Areas
5
Practice Areas
Business
20%
Elder Law
20%
Estate Planning
20%
Medicaid and Medicare
20%
Fees and Rates
Awards
2021 2017
Licenses
Licensed in New York for 13 years
State: New York
Acquired: 2013
No misconduct found
Licensed in New Jersey for 13 years
State: New Jersey
Acquired: 2012
No misconduct found
Location
Sverdlov Law PLLC
(877) 502-4836
Mobile
(877) 502-4836
Mobile
30 Wall Street, 8th Floor, New York, NY, 10005
sverdlovlaw.com/Gallery
Katya Sverdlov Esq.'s Reviews
Avvo Review Score
30 Client Reviews
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Showing 6 - 10 of 30 reviews
Posted by Swami | September 15, 2021 | 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 definite...
Posted by Jeff | September 07, 2021 | 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 | 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 Sima Fridman | February 17, 2021 | 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 Marilyn | February 17, 2021 | 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 es...
Katya Sverdlov Esq.'s Lawyer Endorsements
"I have known Katya since first year of law school. I firmly endorse this lawyer."
"I endorse this lawyer. She is smart, diligent, thorough and honest."
"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!"
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"Katya is very knowledgeable, attentive to details and resourceful. It was a pleasure working with her."
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Rosanna Roizin
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Experience
Honors
2018
Rising Star, SuperLawyers
2017
Rising Star, Super Lawyers
2012
Magna Cum Laude, Brooklyn Law School
Work Experience
2014 - Present
Principal, Law Offices of Katya Sverdlov
2013 - 2015
Of Counsel, NC Caller PC
2011 - 2011
Intern, Securities and Exchange Commission
2005 - 2009
Director, Financial Guaranty Insurance Company
2004 - 2005
Vice President, Bear Stearns
1999 - 2004
Vice President, Ambac
1997 - 1999
Analyst, Prudential Securities
Associations
2013 - Present
New York State Bar AssociationMember
2013 - Present
New York City Bar AssociationMember
2013 - Present
Brooklyn Bar AssociationMember
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.
Estate Planning
Ensured that her assets are passed to her family and the charity of her choice.
Education
2012
Brooklyn Law School
JD - Juris Doctor
1996
Cornell University
BA - Bachelor of Arts
Speaking Engagements
2021
The Rossdale Group
Retirement Accounts and Medicaid
2021
Lawline.com
Basics of Will Drafting in New York
2015
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
Publications
2018
Enterprising Investor
Power of Attorney: What Every Financial Adviser Should Know
2018
Sverdlov Law
Medical Marijuana for Seniors in New York
Languages
Russian
Spanish
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
I am an heir to my mother's estate in . After she passed, who is responsible for the property taxes?
25 Sep 2026
Q&A
I took my fiancé to the hospital due to seizure. We talked and he was ok. The next day he had a wound and they took me out.
24 Aug 2024
Q&A
Can medicaid recover money from an inheritance?
23 May 2018
Legal Guides
Legal Guide
Do Beneficiary Designations Override My Will in New York?
27 Sep 2026
Legal Guide
What Can I Do If My Sibling Executor Won't Pay My Inheritance in NY?
26 Sep 2026
Legal Guide
Can I Stop a Sibling From Misusing a Parent's Power of Attorney in NY?
26 Sep 2026