Investments Authorized by Statute: From FDIC Insurance To The Prudent Investor Act and the NEW & IMPROVED Fiduciary Income and Principal Act Rules
Join the Los Angeles Estate Planning Council for breakfast at the Jonathan Club for our April meeting. Check-in begins at 8 a.m. and the program starts at 8:30 a.m.
Paul Bartschi and Francine Lee will be presenting: "Investments Authorized by Statute: From FDIC Insurance to the Prudent Investor Act and the NEW & IMPROVED Fiduciary Income and Principal Act Rules."
Paul Bartschi is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. Paul works closely with trust attorneys and fiduciaries in the Greater Los Angeles area, helping them better serve their clients by developing customized financial roadmaps that reflect each client's unique needs and priorities. He is skilled in anticipating critical decision points in a client's financial life, assembling the information and resources that facilitate informed analysis and cohesive tactics.
Paul began his wealth management career in 2001 at Morgan Stanley. Four years later, he moved to Merrill. He earned his undergraduate degree in Political Science from California State University, Sacramento, and his M.B.A. with a concentration in Finance from California Lutheran University. Paul is proud to be part of the Fobes "Best-in-State Wealth Management Teams" list, (published annually in January. Rankings based on data as of March 31 of prior year), 2024 and 2023 as a member of The Special Team.
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.
**Please RSVP by 4/15/2025**
