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Published By Katya Sverdlov

Trusts

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When does a Trust need to pay New York State income taxes?

By Katya Sverdlov on May 5, 2015
Posted in Trusts

Resident Trust: In general, a Trust is considered a Resident Trust and the Trustee must file New York State…

Continue Reading When does a Trust need to pay New York State income taxes?

The battle for the estate of an elderly heiress and the wrong lessons for estate planning

By Katya Sverdlov on March 29, 2015
Posted in Trusts

A book (and soon to be a movie) Empty Mansions tells a story about Huguette Clark, a reclusive heiress to…

Continue Reading The battle for the estate of an elderly heiress and the wrong lessons for estate planning

Self-settled trusts may not provide asset protection.

By Katya Sverdlov on March 13, 2015
Posted in Trusts

Another warning for anyone thinking of using self-settled trusts. A Utah court recently decided that Utah state law should apply…

Continue Reading Self-settled trusts may not provide asset protection.

Trusts will be the only solution if the “Step Up” in basis is eliminated

By Katya Sverdlov on February 5, 2015
Posted in Trusts

Earlier I wrote a post about what is the step up that President Obama wants to eliminate. Currently, the step…

Continue Reading Trusts will be the only solution if the “Step Up” in basis is eliminated

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Top Ten Reasons Why You Might Want a Trust

By Katya Sverdlov on January 30, 2015
Posted in Trusts

The federal estate tax threshold for an individual is currently $5.43MM (and double that for most married couples). The New…

Continue Reading Top Ten Reasons Why You Might Want a Trust

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Photo of Katya SverdlovKatya SverdlovAttorney

Katya founded her law firm in order to provide her clients with more personal attention in resolving their legal matters in a timely and efficient…

Katya founded her 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.

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Katya founded her 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.

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