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Kyle W. Wilcox

Kyle W. Wilcox Member

Contact Information

(319) 896-4097 (319) 366-1917 kwilcox@spmblaw.com Cedar Rapids, IA
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Caila Petrie Legal Assistant

(319) 896-4129 cpetrie@spmblaw.com

Practice Area

Bar Admissions

  • State of Iowa, 2007

Education

  • University of Iowa College of Law, JD, with distinction, 2003
    • Member, Iowa Law Review
    • Recipient, ALI Medal for Excellence in Bankruptcy Studies
    • Student Law Clerk to Judge Paul J. Kilburg, U.S. Bankruptcy Court for the Northern District of Iowa
  • University of Northern Iowa, BA, magna cum laude, 1999
    • Business Administration

Kyle Wilcox counsels individuals with matters relating to estate planning, probate and tax law. He helps families plan the disposition of their assets, both during lifetime and at death, and to accomplish the most optimal estate and gift tax plan. Mr. Wilcox assists clients with the administration of trusts and with the probate of estates at death. He understands tax consequences associated with business transactions and estate planning as he prepares personal and fiduciary (trust and estate) income tax returns.

Prior to joining Simmons Perrine Moyer Bergman in 2006, Mr. Wilcox was an associate in the corporate and business law practice group of Hellmuth & Johnson, PLLC, in Minneapolis, Minnesota.
  • Ranked in Chambers High Net Worth, 2017 & 2018
    • Private Wealth Law, Up and Coming
  • AV Rating by Martindale-Hubbell®
  • Named the Best Lawyers® "Lawyer of the Year Listing" in Cedar Rapids, 2020
    • Business Organizations (including LLCs and Partnerships)
  • Included in the Best Lawyers in America® list, 2020
    • Business Organizations (including LLCs and Partnerships), Closely Held Companies and Family Businesses Law, Elder Law, Tax Law, Trusts and Estates
  • Included in Great Plains Super Lawyers list, 2017-2019
  • Included in Great Plains Super Lawyer Rising Star list, 2014
  • Corridor Business Journal’s Forty Under 40, 2012
  • Cedar Rapids Area Chamber of Commerce's Leadership for Five Seasons Participant Graduate, 2009

Publications

  • "Planning for long-term nursing home care," The Cedar Rapids Gazette, June 2019
  • "Why you need a will: Resolve to put your affairs in order this year," The Cedar Rapids Gazette, January 2019
  • "Congress Offers Tax Relief to Flood-Affected Businesses," Edge Business Magazine, February 2009
  • "Pension Protection Act Impacts Nonprofits and Charitable Giving," Edge Business Magazine, November 2007
  • "Leveraging the LLC in Business Succession Planning," Edge Business Magazine, March 2007
  • "Shedding Light on the Iowa Capital Gains Deduction," Edge Business Magazine, August 2008

2019 Presentations

  • "Medicaid and Long-Term Care Planning," Iowa State Bar Association CLE Webinar, 4/17/19
  • "Special Needs Trusts," ARC of East Central Iowa, 2/20/19

2018 Presentations

  • "Basics of Qualified Business Income Tax Deduction," Iowa State Bar Association's 2018 Bloethe Tax School, 12/6/18
  • "2018 Tax and Estate Planning Update," NAIFA-Eastern Iowa Membership Meeting, 9/18/18
  • "The Impact of Tax Code Changes on Alimony & Your Settlement Negotiations," IAJ Criminal Defense & Family Law Trial Lawyers Conference, 4/19/18
  • "Tax Cuts & Job Act of 2017," Linn County Bar Association Family Law Section, 2/1/18
  • “Special Needs Trusts,” ARC of East Central Iowa, 1/9/18

2017 Presentations

  • "Basics of Guardianship and Conservatorships," ARC of East Central Iowa, 11/6/17
  • “Estate Planning,” Friends of India, 10/1/17

2016 Presentations

  • "Estate Planning Issues for Family Law Attorneys," Linn County Family Law Committee, 3/3/16
  • "Estate and Business Succession Planning for Farmers,” Farm Bureau Financial Services, 2/25/16

2015 Presentations

  • "Special Needs Planning & Medicaid," U of I Athletic Club, 7/30/15
  • "Special Needs Planning presented to Aging Services," Milestones, 6/25/15
  • "International Tax Issues," International Traders, Cedar Rapids, IA, 2/26/15

2014 Presentations

  • "Basic Estate Planning," Kiwanis of Hiawatha, 7/15/14
  • "Basic Estate Planning," Transamerica, 5/21/14

2013 Presentations

  • “Pledging Assets in a Revocable Trust," Webinar, 7/23/13
  • “Myers and Frye, Oh My!” Case Law Update, Iowa State Bar Association Annual Meeting, 6/20/13

2012 Presentations

  • “Medicaid Eligibility and Estate Planning: the Good, the Bad, and the Ugly," University of Iowa College of Law, Probate and Trust Law CLE, 9/28/12
  • "Estate Planning and Wealth Management," Guest Lecturer, University of Iowa MBA Program, 11/1/12
  • “Estate Planning for the Small Business Owner," Annual Meeting of the Iowa Water Well Association, 1/26/12

2010 Presentation

  • "Nuts & Bolts of Estate Planning," presented to the 2010 Nuts & Bolts ISBA CLE, 10/11/10

2009 Presentations

  • "Nuts & Bolts of Estate Planning," presented to the 2009 Nuts & Bolts ISBA CLE, 10/19/09
  • University of Iowa College of Law, Probate and Trust Law CLE, 10/9/09
  • “Oddities and Challenges in Probate Law,” National Business Institute, 6/30/09
  • “Special Needs Trusts,” hosted by Guaranty Bank & Trust Company, 5/12/09