Ms Anna Fedosova-Caldera
TEP
Membership category: Full Member
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'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.
4100 Newport Place,
Suite 900
Newport Beach
CA
92660
United States of America
Suite 900
Newport Beach
CA
92660
United States of America
Practice Areas:
Charity formation/administration, Civil-law planning (incl foundations), Contentious trusts and estates, Estate planning/administration, Family business, Family office, Insurance, Tax, Trust planning/administration, Wills and probate
- Profession:
- Estate Planner / Trustee/Fiduciary / Trust Officer / Wealth Management / Client Relations/Marketing/Sales
- Firm:
- US Bank
- Branch/Chapter:
- STEP Orange County
- Committees:
- Orange County Branch Committee
- Special Interest Groups:
-
International Client
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