KristinaAshhasbeenwithSmith&Zuccarinisince2015. Sheisexperiencedin the development of estate plans, with a particular focus on efficient transfers ofwealthunderU.S.andWashingtonstatetransfertaxlaws. Shehasadvised on the administration of probates and trusts, including the preparation of Washingtonstateandfederalestatetaxreturns. Shealsohasexperienceina variety of cross-border issues including estate, tax, expatriation and property matters, particularly with respect to Canada.
Prior to joining Smith & Zuccarini, P.S., Kristina was an associate in the estate planning group at Stoel Rives, LLP in Seattle (2011-2014), an international US tax associate at Moodys Gartner Tax Law LLP in Calgary, Alberta (2010-2011), an associate at The Patterson Law Firm in Chicago (2006-2008), a summer associate with Sussman, Selig & Ross in Chicago (2004) and a legal intern for Kraft Foods Corporation (2003).
Lindsey Briggs joined Smith & Zuccarini in 2018. She has practiced for ten years in the areas of individual tax planning, wills, trusts and estates. Her practice has focused largely on sophisticated domestic and international tax planning for high net worth individuals, including through the formation of charitable trusts, life insurance trusts, asset protection trusts and perpetual dynasty trusts. She also has experience in international tax compliance and reporting issues, expatriation, family business succession planning and has advised on the administration of probates and trusts.
Lindsey attended Vassar College where she received a BA in English Literature. She holds a Juris Doctor (JD) from the University of Chicago Law School, where she served as Articles Editor for the Chicago Journal of International Law and as research assistant for Judge Richard A. Posner. She also holds a Master of Laws (LLM) from NYU School of Law, with a specialty in estate and gift taxation.
Prior to joining Smith & Zuccarini, P.S., Lindsey worked as in-house counsel for a legal technology startup in Seattle (2017-2018), was an associate in the Private Clients Groups at Arnold & Porter Kaye Scholer LLP (2011-2016) and Blank Rome LLP (2009-2011), both in New York City, and was an associate in the Tax Department at Debevoise & Plimpton LLP (2006-2009) in New York City.
Doug Lloyd has been with Smith & Zuccarini since 2017. Prior to that, Doug was an attorney at Davis Wright Tremaine LLP in Seattle for over a decade. With more than 15 years of experience working with high net worth clients, Doug focuses his practice on two main areas: (i) assisting clients with tax-efficient transfer of wealth as part of their estate plan and (ii) helping clients navigate the probate and trust administration process. As part of his practice, Doug regularly prepares wills, trusts, powers of attorney and other estate planning documents necessary to implement the client’s personal and tax goals. And, when a loved one dies, Doug assists executors with the administration process, including the preparation and filing of federal and state estate tax returns. Doug believes that each individual’s estate plan is unique and should address family-specific concerns while implementing an efficient tax strategy.
David Sweeney has been practicing law in King County continually since 1968. His practice is mainly in the estate planning, probate and trust area, with additional extensive experience involving real estate transactions. He has years of experience preparing wills, trust agreements of all kinds, and other estate planning documents. He is very familiar with estate and gift taxes (including tax audits), and estate and trust administration. Born in Seattle, David graduated magna cum laude from Yale University in 1963 and received his law degree (LL.B.) from Harvard Law School in 1967. Prior to joining Smith & Zuccarini, he practiced at Foster Pepper and its predecessors from 1968 to 2001
and was a partner in its estate planning department for most of that time. He has been a member of the Seattle Estate Planning Council since 1975, and a member of the East King County Estate Planning Council since 2002. David appears in Who’s Who in American Law and Who’s Who in America, and has been given an “AV Preeminent Professional Excellence” rating by Martindale Hubbell for many years by demonstrating the highest levels of professional conduct and legal ability.
Mike Zuccarini has more than 30 years’ experience practicing law on both sides of the Cascades, beginning with a major firm in downtown Spokane for ten years before moving to Seattle and the Eastside in 1989. He has extensive practical experience helping business people, professionals and other individuals arrange their affairs in a manner designed to reduce taxes, protect assets and control the transfer of wealth to succeeding generations. His formulation and implementation of business and estate planning strategies include wills and related estate planning documents; private and charitable trusts of all kinds; business startups, acquisitions, dispositions and succession plans; family limited liability companies; and the administration of probate and trust estates.
Before moving to the Pacific Northwest, Mike received training as an estate and gift tax attorney with the Internal Revenue Service and as a tax specialist in the national office of one of the large international accounting firms in Washington, D.C., providing liaison with the tax committees of Congress and the legislative, regulatory and rulings divisions of the Internal Revenue Service.
Mike holds a degree in civil engineering from Bradley University, a law degree from Cornell Law School, and an LL.M. in Taxation from the Georgetown University Law Center. In the course of his career, he has been admitted to the bars of New York, New Jersey and the District of Columbia, and is currently an active member of the Washington State Bar Association, including the sections on taxation and real property, probate and trust administration.