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Probate Section CLE - Fiduciary Accountings

  • Thursday, November 09, 2017
  • 12:00 PM - 1:30 PM
  • Ernst & Young, 200 Clarendon St, Boston, MA


Registration is closed

MPA CLE: Probate Section

Date and Time: Thursday, November 9, 2017 at 12:00 pm

Location: Ernst & Young LLP, 200 Clarendon Street, 23rdFloor

Subject Matter: Fiduciary Accountings

Speaker: Gina Krueger, Senior Manager, Fiduciary Trust & Estate Accounting Services Francine Lee, Senior Manager, Fiduciary Trust & Estate Accounting Services

Speaker bio:

Gina Krueger has over 20 years of experience in preparing and reviewing fiduciary accountings for trusts, estates, conservatorships and guardianships in various state formats servicing family offices, law firms, banks and other institutions. Gina has in-depth knowledge of trust and estate concepts as well as strong technical expertise in fiduciary accounting matters and oversees the firm's large-volume electronic data download process that streamlines the data entry process for accountings.

Gina earned a Bachelor of Arts degree in Political Science with a Concentration in Legal Studies from Regis College, Weston, Massachusetts.

Francine Lee focuses on the development of go to marketing strategies and managing relationships with institutional wealth management clients, family offices and law firms. She brings 30 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 EMO's, CTCtm/CFO, 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, closely-held businesses, executive compensation and international taxation.

Francine is a published author in her field of practice. 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. She is admitted to the New York State Bar.

Refreshments will be served: Lunch, drinks and dessert.

Please note that you must register by November 2, 2017 to attend this event.  Names of those attending will be submitted to security prior to the event. Please bring your identification with you to check in with security.



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