Attorney at Law
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. Katya, Chartered Financial Analyst (CFA®), can understand the tax problems, accounting issues, investment portfolios and general business matters of her clients.
Katya holds a BS in Economics from Cornell… read more University and a JD from Brooklyn Law School.
Law Offices of Katya Sverdlov
Sep 2017 - Present
Advise clients on asset protection, special needs planning, business succession issues and estate matters. Prepares wills, trusts, and advance directives. Prepares and files probate and administration petitions and engages in estate litigation. Assist clients with obtaining Medicaid eligibility for long term care needs. Advises and assists clients with adult guardianship petitions.
N.C. Caller P.C.
Sep 2017 - Sep 2017
Advise clients on estate matters, with the dual focus on minimizing state and federal estate taxes and achieving Medicaid eligibility. Practice includes preparing wills, grantor trusts, non-grantor trusts, life insurance trusts, post-nuptual agreements, “Crummey” letters, assignments and advance directives. Advise trustees and trust beneficiaries in on-going trust administration.
Financial Guaranty Insurance Company
Apr 2005 - Jul 2009
Progressed from Vice President of underwriting division through Vice Presidency of portfolio risk management group to Director of the division remediating problem transactions. Managed and trained a group of analysts to ensure proper analysis and surveillance of a $70 billion portfolio of structured finance transactions. Involved in several remediation efforts. Negotiated documents.
Jul 2004 - Sep 2005
Managed the underwriting process for several structured finance transactions, including structuring, negotiating with rating agencies, marketing, and reviewing legal documentation. Developed a cashflow model for HELOCs.
Ambac Financial Group
Aug 1999 - Sep 2004
Managed over 100 mortgage deal closings. Analyzed mortgage collateral, negotiated with issuers and investment bankers, worked with internal and external counsel to ensure appropriate documentation. Wrote internal underwriting packages and presented to credit committees for approval. Developed customer relationships.