Sverdlov Law PLLC

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Sverdlov Law PLLC Katya Sverdlov focuses her practice on estate planning, special needs planning, Medicaid planning, e Contact Katya at 917-566-8151 for a free consultation.

Katya Sverdlov focuses her practice on Medicaid planning, estate planning, special needs planning, elder law, and business succession issues. With more than a decade of experience on Wall Street and as a CFA charterholder, Katya can understand your financial and accounting issues. With the combination of legal and financial knowledge, Katya will create a plan that works best for your family and your goals.

10/19/2026

Is a sibling handling your mom’s money and keeping the rest of the family in the dark?

Families often ask us: “My brother is handling Mom’s money and won’t show the rest of us anything. What can we do?”

A good first step is to find out whether he has legal authority to act. Does he hold a power of attorney from your mother, or is he just helping informally?

An agent under a power of attorney has legal duties to the parent they act for, and an attorney can explain what an agent can and can’t do.

Before anything else, consider a family meeting to learn the facts, without assigning blame.

Our free guide covers the conversations to have with your parent, the signs of scams or undue influence, and the immediate next steps. Link in the comments. 👇

Sverdlov Law PLLC | 212.709.8112
Educational information, not legal advice.

10/16/2026

Can a parent with dementia still sign a power of attorney?

It depends. If she can still recognize people and understand the document she’s signing, the answer may be yes. A diagnosis alone doesn’t settle it.

A power of attorney also has formal signing requirements, including a notary and witnesses. If a parent no longer has the capacity to sign one, you may have to go to court to seek a guardianship.

If you suspect a scam or someone taking advantage, our free guide has the warning signs, the next steps, and who to call. Link in the comments. 👇

Sverdlov Law PLLC | 212.709.8112
Educational information, not legal advice.

10/15/2026

What do you do if your mom gave a scammer access to her computer?

Act fast.

Here are the first steps:
Disconnect the computer from the internet, and don’t use it for banking.
Put a credit freeze in place with all three credit bureaus.
Talk to your parent, report it to the police, and talk to an elder law attorney.

Our free guide has conversation starters for talking to your parent, and the immediate steps if you suspect fraud. Link in the comments. 👇

Sverdlov Law PLLC | 212.709.8112
Educational information, not legal advice.

10/14/2026

What happens if your parents can no longer make decisions and there’s no power of attorney?

Without one, family members may not have the authority to act. You may have to go to court for a guardianship, which takes time, and in the meantime paying bills can become difficult.

Talk to an elder law attorney right away to understand your options.

While you do, our free guide covers the conversations to have with a parent, the warning signs of a scam, and the immediate next steps. Link in the comments. 👇

Sverdlov Law PLLC | 212.709.8112
Educational information, not legal advice.

10/13/2026

Has your mother mentioned a new online friend she has never met in person?

Families often ask us: “My mom keeps sending money to someone she met online. Is this a scam? How do I stop it?”

If it’s someone she has never met, treat it as a possible scam.

Here’s where to start:
• Call the bank, ask for the fraud department, and ask about lowering her limits or freezing the account.
• Check whether there’s a power of attorney in place. Without one, you may not be able to act.
• Talk to your mom kindly, as a team.

Our free guide has the warning signs, the questions to ask, and the next steps. Link in the comments. 👇

Sverdlov Law PLLC | 212.709.8112
Educational information, not legal advice.

10/12/2026

How do you protect a parent’s money without taking away their independence?
It starts with having the right paperwork in place.

A call we hear often: “Why won’t my mother’s bank talk to me about her account?” Because being a child doesn’t automatically give you the authority to act. Banks generally look for a properly signed power of attorney.

Brokerage accounts can also name a power of attorney or a trusted contact the firm can reach if fraud is suspected.

The best time to set this up is now, while your parent still has the mental capacity to do so. Otherwise, you may be left without a way to step in if something goes wrong.

If something looks off in a parent’s account, there are immediate steps you can take, from having a conversation to contacting Adult Protective Services, or calling 911 in an emergency.

Our free guide walks you through the conversations to have, how urgent each sign is, and who to call. Link in the comments. 👇

Sverdlov Law PLLC | 212.709.8112
Educational information, not legal advice.

10/09/2026

Has a new caregiver, friend, or companion become very involved in your parent’s finances?

One call we often get: “My father’s girlfriend just got added to the bank account. Is that allowed?”

A new name on a bank account, brokerage account or deed is a warning sign worth taking seriously.

Start with your parent, kindly. Ask: whose idea was it? Did it feel rushed?

Whether it can be undone depends on the facts, so get an attorney’s review before the money moves permanently.

Want the conversations to have, how urgent each sign is, and the next steps? Get our free guide. Link in the comments. 👇

Sverdlov Law PLLC | 212.709.8112
Educational information, not legal advice.

10/08/2026

Will your children fight over your assets? Be honest...

“Dolly Parton’s Estate Plan: What It Teaches New Yorkers Without Kids”https://sverdlovlaw.com/dolly-partons-estate-plan-...
09/01/2026

“Dolly Parton’s Estate Plan: What It Teaches New Yorkers Without Kids”

https://sverdlovlaw.com/dolly-partons-estate-plan-and-what-it-teaches-us/

* 𝘐𝘮𝘢𝘨𝘦 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘈𝘭𝘭 𝘪𝘮𝘢𝘨𝘦𝘴 𝘧𝘦𝘢𝘵𝘶𝘳𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘦𝘮𝘢𝘪𝘭 𝘢𝘳𝘦 𝘈𝘐-𝘨𝘦𝘯𝘦𝘳𝘢𝘵𝘦𝘥 𝘧𝘰𝘳 𝘪𝘭𝘭𝘶𝘴𝘵𝘳𝘢𝘵𝘪𝘷𝘦 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘢𝘯𝘥 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘪𝘯𝘵𝘦𝘯𝘥𝘦𝘥 𝘵𝘰 𝘳𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵 𝘢𝘤𝘵𝘶𝘢𝘭 𝘱𝘩𝘰𝘵𝘰𝘨𝘳𝘢𝘱𝘩𝘴 𝘰𝘳 𝘦𝘷𝘦𝘯𝘵𝘴.

Address

30 Wall Street, 8th Floor
New York, NY
10005

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12127098112

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