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Katya Sverdlov
About Katya
Biography
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
6
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in New York for 12 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
Law Offices of Katya Sverdlov
30 Wall Street, Suite 811, New York, NY, 10005
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Katya Sverdlov's Reviews
Avvo Review Score
28 Client Reviews
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Practice Areas
Showing 1 - 2 of 2 reviews | Character & Conduct
Posted by Inna | November 13, 2017 | Hired Attorney | Trusts
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...
Posted by Daniel | September 21, 2015 | Hired Attorney
For Estate Planning, Trusts, Wills & Elder Law Look No Further
Katya Sverdlov is setting the industry standard so high that the most attorneys in her field should be trying to match and follow. Her pre-retainer investigation is broad and thorough, and her introductory explanation is comprehensive and detailed. You get an exhaustive list of your options and a wel...
Katya Sverdlov'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."
Daniel Miller
Guardianship lawyer
Sofiya Nozhnik
Guardianship lawyer
Daniel Timins
Estate planning lawyer
Rosanna Roizin
Elder law lawyer
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 Answers
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
Q&A
My sister is on Medicaid and she will be getting a small inheritance what she be allowed to keep this money being that she's on?
22 May 2018