Francine Lee

Francine Lee

Ernst & Young

Francine Lee is a Senior Manager and the Business Leader for EY’s Fiduciary/Trust & Estate Accounting Services (“FTEAS”) team. FTEAS is a national practice with a team of over 30 professionals focused exclusively on the preparation of fiduciary/court accountings for banks, law firms, family offices, professional and individual fiduciaries across the country. FTEAS prepares over 2,000 accountings per year -everything from small special-needs trusts to billion-dollar-plus trusts and estates that may be the subject of complex litigation.

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 including BMO’s multi-family office CTC/myCFO, HSBC Private Bank, Goldman Sachs Family Office, Prudential Securities and Lehman Brothers. Francine began her career as a tax attorney in private practice focusing on income and estate tax planning.

Francine is a frequent speaker at industry conferences on fiduciary accountings, calculating fiduciary accounting income and fiduciary leading practices.

Francine holds a Master of Laws in Taxation from New York University School of Law and Juris Doctor from Western New England School of Law. She is admitted to the New York State Bar

Conference Sessions

C3 - Pitfalls To Avoid When Preparing Fiduciary Accountings Under The New Uniform Fiduciary Income And Principal Act And Understanding DNI
D6 – Investments Authorized By Statute: From FDIC Insurance To The Prudent Investor Act And The NEW & IMPROVED Fiduciary Income And Principal Act Rules