This program will review the basics of will drafting in New York, starting with collecting the right information from your client and spotting issues they have not anticipated, by preparing a will that covers multiple contingencies. In addition, the program will discuss other important estate planning documents such as health care proxies, powers of attorney, and other legal instruments your client should consider using.
Presented by Katya Sverdlov, Esq., this program will benefit newly admitted attorneys and those who want to add estate planning to their practice.
Katya Sverdlov, CFA, Esq. practices estate planning, special needs planning, asset protection, long term care planning, guardianship, and probate and estate administration.
Prior to law school, Katya spent twelve years working for several 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.
In her free time, Katya spends time with her dog, husband, and two children. She is also a Co-Founder / CEO of a JelikaLite, a startup developing a medical device designed to reduce symptoms in children on the autism spectrum. She is an avid hiker.
Bar Admissions:New York