Katya Sverdlov Attorney Profile on UpCounsel
Katya Sverdlov

Katya Sverdlov

Attorney at Law

Brooklyn
New York
Licensed in
NY
Brooklyn Law
School
About
Katya's law practice focuses on estate planning, asset protection, probate, and adult guardianship. 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. 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.
5
Years
experience

Practice Areas

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Work History

Law Offices of Katya Sverdlov

Principal

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.

Sep 2017 - Present

N.C. Caller P.C.

Of Counsel

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.

Sep 2017 - Sep 2017

Financial Guaranty Insurance Company

Director

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.

Apr 2005 - Jul 2009

Bear Stearns

Vice President

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.

Jul 2004 - Sep 2005

Ambac Financial Group

Vice President

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.

Aug 1999 - Sep 2004

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