Kyle W. Wilcox

Position: Member
115 3rd Street SE, Suite 1200
Cedar Rapids, IA 52401-1266
(319) 896-4097 direct
(319) 366-1917 fax
E-Mail: kwilcox@spmblaw.com

Kyle W. Wilcox is a member at Simmons Perrine Moyer Bergman where he is engaged primarily in the estate planning, probate, tax and general corporate and business law practice areas.

Estate Planning. Mr. Wilcox works with individuals and families to plan the disposition of their assets, both during lifetime and at death, and to accomplish the optimal estate and gift tax planning for the clients through wills, trusts and other instruments. Mr. Wilcox frequently drafts estate plans that include disclaimer and credit shelter trusts, qualified personal residence trusts (“QPRTs”), grantor retained annuity trusts (“GRATs”), irrevocable life insurance trusts (“ILITs”), intentionally defective grantor trusts (“IDGTs”), special and supplemental needs trusts, minors' trusts and premarital agreements. Mr. Wilcox is regularly involved in the analysis of issues related to lifetime gifting programs and estate and generation-skipping tax planning. In addition, Mr. Wilcox regularly prepares health care directives, healthcare powers of attorney, financial powers of attorney and beneficiary designations for life insurance and retirement plans.

Probate. To help families after the loss of a member of the family, Mr. Wilcox helps clients with the administration of trusts and estates and works to resolve trust and estate controversies.

Guardianships and Conservatorships. Mr. Wilcox assists clients in appointing conservators or guardians for minors and incompetent adults. Mr. Wilcox also counsels clients in the ongoing management of the conservatorship or guardianship, the required court reports and proceedings and other administration requirements of the conservatorship or guardianship.

Taxation. Mr. Wilcox counsels clients on the tax consequences associated with proposed business transactions and estate planning techniques. In addition, Mr. Wilcox prepares personal income and gift tax returns. Mr. Wilcox regularly prepares fiduciary income tax returns for our estate and trust clients.

General Corporate and Business Transactions. Mr. Wilcox advises businesses on issues relating to initial business structures and continuing business opportunities, including the review, negotiation and drafting of a variety of business contracts, organizational documents, shareholder agreements, buy-sell agreements and asset purchase agreements and stock purchase agreements. In addition, Mr. Wilcox has represented clients in both the sale and acquisition of stock and corporate assets.

General practice including, but not limited, to estate planning, wills, trusts, probate, taxation, income tax preparation, conservatorships and guardianships, and corporate and business law.

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.

Place of birth: Madrid, Iowa

Honors & Awards

Ranked in Chambers High Net Worth, 2017 & 2018
- Private Wealth Law, Up and Coming
AV Rating by Martindale-Hubbell®
Included in The Best Lawyers in America® list, 2013 - 2019
- 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 - 2018
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, 2008 - 2009

Memberships

Iowa State Bar Association
- Probate, Trust & Estate Planning Law Section
- Taxation Law Section
- Elder Law Section
- Tax Section Council, 2014 - 2017
- Guardianship and Conservatorship Committee, past
- Spring Tax School, Chairman 2013 - 2014
Linn County Bar Association
Iowa Academy of Trust and Estate Counsel (IATEC)
Cedar Rapids Area Estate Planning Council (CRAEPC)
- President, 2012 - 2013
- Officer and Member of the Board of Directors, 2009 - 2013

Community Involvement

Cedar Rapids Downtown Rotary
Kirkwood Community College Foundation Advisory Board
First Presbyterian Church, Cedar Rapids
- Member of the Endowment Committee
- Member of Church Session, Past
- Chairman of Endowment Committee, Past
- Member of Finance Committee, Past
Brucemore Board of Trustees, 2014 - 2016
Salvation Army Advisory Board, 2011 - 2013
100+ Who Care, Cedar Rapids Metro, Past

Presentations

"2018 Tax and Estate Planning Update," NAIFA-Eastern Iowa Membership Meeting, September 18, 2018
"The Impact of Tax Code Changes on Alimony & Your Settlement Negotiations," IAJ Criminal Defense & Family Law Trial Lawyers Conference, April 19, 2018
"Tax Cuts & Job Act of 2017," Linn County Bar Association Family Law Section, February 1, 2018
“Special Needs Trusts,” ARC of East Central Iowa, January 9, 2018
"Basics of Guardianship and Conservatorships," ARC of East Central Iowa, November 6, 2017
“Estate Planning,” Friends of India, October 1, 2017
"Estate Planning Issues for Family Law Attorneys," Linn County Family Law Committee, March 3, 2016
"Estate and Business Succession Planning for Farmers,” Farm Bureau Financial Services, February, 25, 2016
"Special Needs Planning & Medicaid," U of I Athletic Club, July 30, 2015
"Special Needs Planning presented to Aging Services," Milestones, June 25, 2015
"International Tax Issues," International Traders, Cedar Rapids, IA, February 26, 2015
"Basic Estate Planning," Kiwanis of Hiawatha, July 15, 2014
"Basic Estate Planning," Transamerica, May 21, 2014
“Pledging Assets in a Revocable Trust," Webinar, July 23, 2013
“Myers and Frye, Oh My!” Case Law Update, Iowa State Bar Association Annual Meeting, June 20, 2013
“Medicaid Eligibility and Estate Planning: the Good, the Bad, and the Ugly," University of Iowa College of Law, Probate and Trust Law CLE, September 28, 2012
"Estate Planning and Wealth Management," Guest Lecturer, University of Iowa MBA Program, November 1, 2012
“Estate Planning for the Small Business Owner," Annual Meeting of the Iowa Water Well Association, January 26, 2012
"Nuts & Bolts of Estate Planning," presented to the 2010 Nuts & Bolts ISBA CLE, October 11, 2010
"Nuts & Bolts of Estate Planning," presented to the 2009 Nuts & Bolts ISBA CLE, October 19, 2009
University of Iowa College of Law, Probate and Trust Law CLE, October 9, 2009
“Oddities and Challenges in Probate Law,” National Business Institute, June 30, 2009
“Special Needs Trusts,” hosted by Guaranty Bank & Trust Company, May 12, 2009
"Nuts & Bolts of Estate Planning," presented to the 2008 Nuts & Bolts ISBA CLE, October 20, 2008
"Disaster Related Property Issues," presented to the University of Iowa College of Law, Property Law CLE, September 26, 2008
"Floods of 2008: FEMA, SBA and Beyond," presented to the Linn County Bar Association, June 2008
"The Alternative Minimum Tax," presented to the Cedar Rapids Estate Planning Council, May 2008

Publications

"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