Katya Sverdlov
Wills, Trusts, & Probate (Transactional)
New York City, New York
Personal Introduction
Katya founded her estate planning 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. 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. In addition to her law practice, Katya has considerable involvement in the special needs / mental health New York community. Katya is on the board of IncludeNYC, connecting parents and young people with special needs with resources in the community. Katya takes a special interest in families of special needs individuals, helping them to navigate the complex world of estate planning, financial issues, and hospitals. 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.
Practice Composition
Transactional
Education
Practice Summary
Estate planning, special needs planning, probate and estate administration, guardianships, Medicaid planning, elder law, and business succession matters. Katya enjoys helping families in planning to preserve peace amongst siblings, tax planning, long-term care, quality of life, autonomy, and asset preservation.
Response Time
1 day
Awards
Superlawyers Rising Stars
Affiliations
Brooklyn Bar Association
New York City Bar Association
New York State Bar Association
Personal Interests & Charitable Work
Aside from her dedication to the practice of law, Katya is also committed to her community. Katya teaches Estate Planning 101 at the Brooklyn Lifelong Institute at Brooklyn College. She is a frequent lecturer about issues related to Asset Protection, Estate Planning, Medicaid Planning, Tax Planning, and other questions related to her areas of practice. Katya gives regular presentations to senior citizens through the Brooklyn Bar Leap organization and was a volunteer in the Kings County Housing Court. Katya is also a prolific writer of blog posts that keep both professionals and consumers abreast of changes in the law and interesting new ideas. During her time free from practice, Katya is a CEO of JelikaLite - an FDA-breakthrough transformational neuromodulation platform combining non-invasive wearable brain stimulation medical device with machine learning personalization, rapidly improving autistic children’s speech, responsiveness and socialization. In her other free time, Katya enjoys hiking, NYC theater, book club, and spending time with her husband, children, dogs and friends.
What is Overture?
Overture is an attorney-to-attorney referral network. Vetted attorneys refer matters they can’t take on to trusted colleagues and earn fee splits when they do, expanding what every attorney can offer their clients.
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