Chair
Whittier Trust
gcuster@whittiertrust.com

Greg E. Custer, CTFA, TEP is an Executive Vice President and Manager, Orange County, Administration in Whittier Trust’s Costa Mesa office. Greg provides client administrative services to a wide range of client profiles with a focus on the very high net worth individual. He advises clients on matters ranging from estate plans, gifting, and real estate, to various concierge services. Greg received his Bachelor of Arts degree in Business Administration and his Bachelor of Science degree in Economics from the University of Puget Sound. He is a graduate of Cannon Financial Institute’s Trust School and holds the Certified Trust and Financial Advisor (CTFA™) designation. Greg is on the board of YMCA of Orange County, Orange Sherriff’s Advisor Council is also a Director for The Tournament of Roses and has served as a chair on several committees most recently overseeing the television stations for the parade.


Since 2017, Yana Weaver has over twenty years of experience in private and public accounting experience and extensive experience in many areas of taxation. She is serving clients in manufacturing, healthcare and real estate industries providing them with entity planning support, transaction structuring, buy/sell agreements, practice entry and exit strategies, cross-border transactions and other important financial matters. Yana’s area of expertise is U.S. international taxation and compliance. She provides international taxation consulting to the firm’s foreign-owned corporate clients as well as US-resident clients doing business abroad. ana’s background includes, among other services, extensive experience in revenue recognition for tax purposes, Section 382 issues (Net Operating Losses), preparation and review of provisions for current and deferred income taxes under ASC 740 (formerly FAS 109 and FIN 48), analysis of overhead allocations for the purpose of uniform inventory capitalization rules (Section 263A), and related party transactions. Yana has an M.B.A. degree in Finance, University of California, Irvine M.S. degree in Taxation, Golden Gate University B.S. degree in Business Administration with a Finance & Banking emphasis, Russian Economic Academy.



Co-Speaker Programming Officer
Capital Group
jbrb@capgroup.com

J Barnes is a Senior Vice President and Investment Counselor for Capital Group Private Client Services. J works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.

J earned a BS in marketing from Fairleigh Dickinson University. He is a past chairman of the board of directors at Campbell Hall, an independent school in Studio City, California, is a member of the Society of Trust and Estate Practitioners, and is a member of the Advisory Council of the Financial Planning program at California Lutheran University.



Co-Speaker Programming Officer
BakerHostetler
cbrittain@bakerlaw.com

Cindy Brittain is a partner in BakerHostetler’s Trusts and Estates practice, focusing on domestic and international estate and tax planning. Cindy has deep experience in international cross-border planning, advising large global families and their wealth transfer strategies. Her experience bridges private client and cross-border corporate integration. Prior to joining BakerHostetler, Cindy was the director of Inbound Wealth Advisory and a senior fiduciary officer at an international financial institution, where she assisted clients with their cross-border strategies. She worked with the company’s Delaware office to establish foreign trusts with interposed foreign corporations. Cindy also advised on pre-immigration planning, using eligible check-the-box corporations, defective section 351 transactions and non-qualified preferred stock for cost-basis step-up.


Greg E. Custer, CTFA, TEP is an Executive Vice President and Manager, Orange County, Administration in Whittier Trust’s Costa Mesa office. Greg provides client administrative services to a wide range of client profiles with a focus on the very high net worth individual. He advises clients on matters ranging from estate plans, gifting, and real estate, to various concierge services. Greg received his Bachelor of Arts degree in Business Administration and his Bachelor of Science degree in Economics from the University of Puget Sound. He is a graduate of Cannon Financial Institute’s Trust School and holds the Certified Trust and Financial Advisor (CTFA™) designation. Greg is on the board of YMCA of Orange County, Orange Sherriff’s Advisor Council is also a Director for The Tournament of Roses and has served as a chair on several committees most recently overseeing the television stations for the parade.


Since 2017, Yana Weaver has over twenty years of experience in private and public accounting experience and extensive experience in many areas of taxation. She is serving clients in manufacturing, healthcare and real estate industries providing them with entity planning support, transaction structuring, buy/sell agreements, practice entry and exit strategies, cross-border transactions and other important financial matters. Yana’s area of expertise is U.S. international taxation and compliance. She provides international taxation consulting to the firm’s foreign-owned corporate clients as well as US-resident clients doing business abroad. ana’s background includes, among other services, extensive experience in revenue recognition for tax purposes, Section 382 issues (Net Operating Losses), preparation and review of provisions for current and deferred income taxes under ASC 740 (formerly FAS 109 and FIN 48), analysis of overhead allocations for the purpose of uniform inventory capitalization rules (Section 263A), and related party transactions. Yana has an M.B.A. degree in Finance, University of California, Irvine M.S. degree in Taxation, Golden Gate University B.S. degree in Business Administration with a Finance & Banking emphasis, Russian Economic Academy.

J Barnes is a Senior Vice President and Investment Counselor for Capital Group Private Client Services. J works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.

J earned a BS in marketing from Fairleigh Dickinson University. He is a past chairman of the board of directors at Campbell Hall, an independent school in Studio City, California, is a member of the Society of Trust and Estate Practitioners, and is a member of the Advisory Council of the Financial Planning program at California Lutheran University.

Cindy Brittain is a partner in BakerHostetler’s Trusts and Estates practice, focusing on domestic and international estate and tax planning. Cindy has deep experience in international cross-border planning, advising large global families and their wealth transfer strategies. Her experience bridges private client and cross-border corporate integration. Prior to joining BakerHostetler, Cindy was the director of Inbound Wealth Advisory and a senior fiduciary officer at an international financial institution, where she assisted clients with their cross-border strategies. She worked with the company’s Delaware office to establish foreign trusts with interposed foreign corporations. Cindy also advised on pre-immigration planning, using eligible check-the-box corporations, defective section 351 transactions and non-qualified preferred stock for cost-basis step-up.

Anna Fedosova-Caldera, MBA, CTFA, is a Vice President and a Senior Trust Officer at US Bank, Private Wealth Management. Anna provides services to the Private Wealth management clients, with an emphasis on sophisticated wealth and tax planning, fiduciary services and trust administration for families, businesses, business owners, charities and endowments. As a member of a comprehensive wealth management team in Orange County, California, Anna focuses on building lasting client relationships, partnerships and thoughtful collaboration. In particular, Anna identifies needs for advanced planning and coordinates the execution with external and internal partners.

Prior to joining US Bank, Anna was a Vice President and a Senior Trust Officer at Wells Fargo Bank, Wealth Management division, managing an impressive portfolio of clients and handling complex trust administration with emphasis on legal and tax research as well as sophisticated and advanced estate planning. Anna has 15 years of experience in trust administration and fiduciary services after starting her career at Frist Bank, Wealth Management group as a Trust Officer and Relationship Manager.

Anna graduated from Moscow University (MGU) with a B.A. in Science, Moscow University of Economics, and Statistics and Information (MESI) with a Master’s Degree in Finance (MSF), and University of California Irvine, the Paul Merage School of Business with an M.B.A.

Anna is a Certified Trust and Financial Advisor (CTFA) and is a Registered Trust and Estate Practitioner (TEP). She is a member of the Orange County Estate Planning Council and the Society of Trust and Estate Practitioners (STEP). Anna serves on a board of STEP OC as International Ambassador. Complementing her professional and international background, Anna speaks fluent Russian and German.

As one of the project managers for BARG, John Kirsten is responsible for overseeing and managing the Southern California office. He brings significant experience to the company, spending over thirty years in financial restructuring and management consulting with distressed businesses, representing company management, equity investors and lenders. John’s recent engagements have been primarily involved with Rents & Profits Receiverships and Post-Judgement Receiverships.



Business Development Officer
US Bank
anna.caldera@usbank.com

Anna Fedosova-Caldera, CTFA, MBA, TEP is a Vice President and a Senior Trust Officer at US Bank, Private Wealth Management. Anna provides services to the Private Wealth management clients, with an emphasis on sophisticated wealth and tax planning, fiduciary services and trust administration for families, businesses, business owners, charities and endowments. As a member of a comprehensive wealth management team in Orange County, California, Anna focuses on building lasting client relationships, partnerships and thoughtful collaboration. In particular, Anna identifies needs for advanced planning and coordinates the execution with external and internal partners.

Prior to joining US Bank, Anna was a Vice President and a Senior Trust Officer at Wells Fargo Bank, Wealth Management division, managing an impressive portfolio of clients and handling complex trust administration with emphasis on legal and tax research as well as sophisticated and advanced estate planning. Anna has 15 years of experience in trust administration and fiduciary services after starting her career at Frist Bank, Wealth Management group as a Trust Officer and Relationship Manager.

Anna graduated from Moscow University (MGU) with a B.A. in Science, Moscow University of Economics, and Statistics and Information (MESI) with a Master’s Degree in Finance (MSF), and University of California Irvine, the Paul Merage School of Business with an M.B.A.

Anna is a Certified Trust and Financial Advisor (CTFA) and is a Registered Trust and Estate Practitioner (TEP). She is a member of the Orange County Estate Planning Council and the Society of Trust and Estate Practitioners (STEP). Anna serves on a board of STEP OC as International Ambassador. Complementing her professional and international background, Anna speaks fluent Russian and German.



Business Development Officer
HearthStone Private Wealth Mgmt.
paul@hearthstoneinc.com

Paul Hynes is a Certified Financial Planner (CFP®) professional and financial advisor with more than 35 years of experience. Paul is the founder, President and CEO of HearthStone|Private Wealth Management, a fee-only investment management and financial planning firm with offices in Irvine, Temecula, and San Diego.

A native Bostonian and graduate of the University of Virginia, Paul spent the first 22 years of his career with a large Wall Street investment firm. He’s led HearthStone since 2006.

Paul is a member of Society of Trust & Estate Practitioners (STEP), National Association of Personal Financial Planners (NAPFA), Financial Planning Association (FPA), Professional Fiduciary Association of Ca. (PFAC), as well as several Bar Associations and Estate Planning Councils.

Paul is the founder of two other organizations: Senior Safe & Sound – a non-profit entity dedicated to educating and protecting seniors from financial abuse and exploitation; and Women on the Mark – an educational program that introduces women to firearms and firearms safety.



Member at Large
Primiani, Stevens, Cruz & Punim
kcruz@pscplaw.com

Kelly Cruz is an estate planning attorney based in Orange County, California with more than fourteen years of experience working with high net worth families and individuals. Kelly is a Partner and Director of Strategic Planning for Aspiriant, a national independent RIA with more than $12 billion of assets under management. Kelly also represents clients throughout California, including Orange County, Los Angeles, and San Francisco, as a Partner of her law firm, Primiani, Stevens, Cruz & Punim. Kelly has extensive experience serving affluent families and corporate executives with assets ranging from $5 million to $1 billion. Her work includes traditional trusts and wills, sophisticated wealth transfer techniques, real property transfers, business succession planning, philanthropy planning, valuation issues pertaining to wealth transfer planning, and federal gift tax returns. In her role at Aspiriant, Kelly works closely with client service teams to help clients make sound financial decisions by providing context and offering estate planning solutions that integrate estate planning, investments, taxes, cash flow, and family goals.

Kelly earned a B.A. in Psychology from the University of California, Irvine (go Anteaters!), graduating cum laude and a member of Phi Beta Kappa. She then went on to earn her J.D. from Pepperdine University School of Law. She is a member of the California Bar Association, the State Bar of California, and STEP-Orange County.



Member at Large
Jeffrey M. Verdon Law Group
craig@jmblaw.com

Craig S. Redler is of counsel with the Jeffrey M. Verdon Law group, LLP in Newport Beach. He has held positions with Amicorp in its offices in Auckland New Zealand and Miami Florida, and Southpac Trust International, Inc. with offices in the Cook Islands and Tauranga New Zealand. His responsibilities included serving as the Trustee for off-shore trusts and assisting clients and their advisors with designing and implementing structures for their high net worth clients.

Redler was an original shareholder of the Law Offices of Redler & Seigel, P.C., an estate planning, tax planning and trust administration law firm serving the St. Louis metropolitan area. Prior to forming this firm, he was a litigation associate with Goffstein, Raskas, Pomerantz, Kraus & Sherman, L.L.C. in St. Louis.

Redler has also served as a Legislative Assistant to the Honorable Richard A. Gephardt, Majority Leader, U.S. House of Representatives, and was a Systems Engineer for EDS/GM in Detroit Michigan. He was also a talk-radio host in both St. Louis and New Zealand.

He earned his B.S./B.A degree from the University of Missouri, Columbia and his J.D. degree from Washington University in St. Louis.


Anna Fedosova-Caldera, CTFA, MBA, TEP is a Vice President and a Senior Trust Officer at US Bank, Private Wealth Management. Anna provides services to the Private Wealth management clients, with an emphasis on sophisticated wealth and tax planning, fiduciary services and trust administration for families, businesses, business owners, charities and endowments. As a member of a comprehensive wealth management team in Orange County, California, Anna focuses on building lasting client relationships, partnerships and thoughtful collaboration. In particular, Anna identifies needs for advanced planning and coordinates the execution with external and internal partners.

Prior to joining US Bank, Anna was a Vice President and a Senior Trust Officer at Wells Fargo Bank, Wealth Management division, managing an impressive portfolio of clients and handling complex trust administration with emphasis on legal and tax research as well as sophisticated and advanced estate planning. Anna has 15 years of experience in trust administration and fiduciary services after starting her career at Frist Bank, Wealth Management group as a Trust Officer and Relationship Manager.

Anna graduated from Moscow University (MGU) with a B.A. in Science, Moscow University of Economics, and Statistics and Information (MESI) with a Master’s Degree in Finance (MSF), and University of California Irvine, the Paul Merage School of Business with an M.B.A.

Anna is a Certified Trust and Financial Advisor (CTFA) and is a Registered Trust and Estate Practitioner (TEP). She is a member of the Orange County Estate Planning Council and the Society of Trust and Estate Practitioners (STEP). Anna serves on a board of STEP OC as International Ambassador. Complementing her professional and international background, Anna speaks fluent Russian and German.


Paul Hynes is a Certified Financial Planner (CFP®) professional and financial advisor with more than 35 years of experience. Paul is the founder, President and CEO of HearthStone|Private Wealth Management, a fee-only investment management and financial planning firm with offices in Irvine, Temecula, and San Diego.

A native Bostonian and graduate of the University of Virginia, Paul spent the first 22 years of his career with a large Wall Street investment firm. He’s led HearthStone since 2006.

Paul is a member of Society of Trust & Estate Practitioners (STEP), National Association of Personal Financial Planners (NAPFA), Financial Planning Association (FPA), Professional Fiduciary Association of Ca. (PFAC), as well as several Bar Associations and Estate Planning Councils.

Paul is the founder of two other organizations: Senior Safe & Sound – a non-profit entity dedicated to educating and protecting seniors from financial abuse and exploitation; and Women on the Mark – an educational program that introduces women to firearms and firearms safety.


Kelly Cruz is an estate planning attorney based in Orange County, California with more than fourteen years of experience working with high net worth families and individuals. Kelly is a Partner and Director of Strategic Planning for Aspiriant, a national independent RIA with more than $12 billion of assets under management. Kelly also represents clients throughout California, including Orange County, Los Angeles, and San Francisco, as a Partner of her law firm, Primiani, Stevens, Cruz & Punim. Kelly has extensive experience serving affluent families and corporate executives with assets ranging from $5 million to $1 billion. Her work includes traditional trusts and wills, sophisticated wealth transfer techniques, real property transfers, business succession planning, philanthropy planning, valuation issues pertaining to wealth transfer planning, and federal gift tax returns. In her role at Aspiriant, Kelly works closely with client service teams to help clients make sound financial decisions by providing context and offering estate planning solutions that integrate estate planning, investments, taxes, cash flow, and family goals.

Kelly earned a B.A. in Psychology from the University of California, Irvine (go Anteaters!), graduating cum laude and a member of Phi Beta Kappa. She then went on to earn her J.D. from Pepperdine University School of Law. She is a member of the California Bar Association, the State Bar of California, and STEP-Orange County.


Craig S. Redler is of counsel with the Jeffrey M. Verdon Law group, LLP in Newport Beach. He has held positions with Amicorp in its offices in Auckland New Zealand and Miami Florida, and Southpac Trust International, Inc. with offices in the Cook Islands and Tauranga New Zealand. His responsibilities included serving as the Trustee for off-shore trusts and assisting clients and their advisors with designing and implementing structures for their high net worth clients.

Redler was an original shareholder of the Law Offices of Redler & Seigel, P.C., an estate planning, tax planning and trust administration law firm serving the St. Louis metropolitan area. Prior to forming this firm, he was a litigation associate with Goffstein, Raskas, Pomerantz, Kraus & Sherman, L.L.C. in St. Louis.

Redler has also served as a Legislative Assistant to the Honorable Richard A. Gephardt, Majority Leader, U.S. House of Representatives, and was a Systems Engineer for EDS/GM in Detroit Michigan. He was also a talk-radio host in both St. Louis and New Zealand.

He earned his B.S./B.A degree from the University of Missouri, Columbia and his J.D. degree from Washington University in St. Louis.


STEP ORANGE COUNTY
administrator@stepoc.org
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