Kyle W. Wilcox

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.

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

• "Medicaid and Long-Term Care Planning," Iowa State Bar Association CLE Webinar, April 17, 2019
• "Special Needs Trusts," ARC of East Central Iowa, February 20, 2019
• "Basics of Qualified Business Income Tax Deduction," Iowa State Bar Association's 2018 Bloethe Tax School, December 6, 2018
• "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

• "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