Francine Lee

Francine Lee

Ernst & Young

As Business Leader for the EY Fiduciary/Trust & Estate Accounting Services (FTEAS), Francine and her team focus on the development of go-to-market strategies and managing relationships with banks, law firms and family offices. 

FTEAS is a national practice with a deep bench of professionals with extensive experience preparing complicated fiduciary/court accountings spanning decades of transactions, using multiple state formats to satisfy local jurisdiction filing requirements across the country. FTEAS prepares accountings for everything from small special-needs trust to billion-dollar-plus trusts and estates.

Francine brings over 25 years of experience creating income tax and estate planning solutions for high net worth clients and building platforms and products at industry leading organizations. She holds a Master of Laws in Taxation from New York University School of Law and Juris Doctor from Western New England School of Law, and is admitted to the New York State Bar. Francine is a published author and frequent public speaker.

Conference Sessions

Fiduciary Accounting Nightmares