I’m thrilled to be part of a specialty practice that provides a needed service that protects both beneficiaries and fiduciaries.

Francine Lee

EY US Fiduciary/Trust & Estate Accounting Services Managing Director

Tax attorney with a passion for building businesses and developing strong relationships. Avid skier, sailor and fitness enthusiast with a good sense of humor (former stand-up comedian).

Areas of focus

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 and is on the Executive Committee of the New York State Bar Association Trust and Estate Section. Francine is a published author and frequent public speaker.

Read Francine's latest article: The Importance of a Fiduciary Accounting

How Francine is building a better working world 

“I help trustees, executors and beneficiaries understand the responsibilities associated with being a fiduciary and how accountings can protect them, even when an accounting is not required to be filed in court.  We are embracing new technology such as direct data feeds, OCR scanning and artificial intelligence to make our process even more efficient and cost effective for our clients.

I’m focused on raising the profile of FTEAS in the market as we are the only firm with a national practice and expertise to prepare complicated accountings anywhere in the US.”

Our latest thinking

    Contact Francine