Francine Lee

Ernst & Young

Francine Lee is a managing director and the Business Leader for the EY Fiduciary/Trust and 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, trust companies, law firms, family offices, private/family trust companies and professional and individual fiduciaries across the country. 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. 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 and a published author on topics impacting fiduciaries, including fiduciary leading practices, fiduciary accountings, the role of fiduciary accountings in litigation and calculation of fiduciary accounting income. • Francine has an LLM in Taxation from New York University School of Law and a JD from Western New England School of Law. She is admitted to the New York State Bar and serves on the Executive Committee of the New York State Bar Association Trust and Estate Section.

Conference Sessions

D6 – Investments Authorized By Statute: From FDIC Insurance To The Prudent Investor Act And The NEW & IMPROVED Fiduciary Income And Principal Act Rules