Kyle W. Wilcox is a member at Simmons Perrine Moyer Bergman PLC where he is engaged primarily in the estate planning, probate, tax and general corporate and business law areas. 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.
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.
Mr. Wilcox earned his Juris Doctor, with distinction, from the University of Iowa College of Law in December, 2003. At Iowa, Mr. Wilcox was a member of the Iowa Law Review and received the American Law Institute’s Medal for Excellence in Bankruptcy Studies. Also, while in law school, Mr. Wilcox served as a student law clerk for the Honorable Judge Paul. J. Kilburg in the U.S. Bankruptcy Court for the Northern District of Iowa. Mr. Wilcox received his B.A., magna cum laude, in 1999 from the University of Northern Iowa, where he majored in Business Administration.
General practice including, but not limited, to
Estate Planning, Wills, Trusts, Probate, Taxation, Income Tax Preparation, Conservatorships and Guardianships, and Corporate and Business Law.
Publications and Presentations
“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
Shedding Light on the Iowa Capital Gains Deduction, Edge Business Magazine, August 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
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
Place of Birth
Friday, October 25, 2013
Eight SPMB Attorneys Honored for Pro Bono Contributions Matthew J. Brandes, Phil Brooks, Phil A. Burian, Paul Gamez, Larry Gutz, Mike McDonough, Kyle W. Wilcox, and Susan H. Willey have been recognized by the Iowa State Bar Association (ISBA) for donating hours of legal assistance through Iowa’s volunteer lawyer projects and other pro bono activities. The Pro Bono Honor Roll includes attorneys who reported from July 2012 – June 2013 that they had closed one or more pro bono referral cases. In addition to taking cases, many attorneys provide valuable assistance to the legal services community by talking with clients, training and research, serving as mediators and as support to the court.
Friday, August 16, 2013
ROBERTS AND STONE NAMED BEST LAWYERS® 2014
Two new attorneys selected and 19 make a reappearance on Best Lawyers in America®.
Simmons Perrine Moyer Bergman PLC (SPMB) attorneys Mark Roberts and Roger Stone were recently named to the Best Lawyers® 2014 Cedar Rapids "Lawyer of the Year.” (Copyright 2013 by Woodward/White, Inc., of Aiken, SC). Mr. Roberts is being recognized for his work in Cedar Rapids Litigation - Construction and Mr. Stone for Cedar Rapids Construction Law.
In addition to the local recognition, Christine Conover and Mark Roberts were newly selected by their peers for inclusion in The Best Lawyers in America® 2014 (Copyright 2012 by Woodward/White, Inc., of Aiken, SC). Ms. Conover was selected in the field of Medical Malpractice Law – Defendants and Mr. Roberts in the fields of Construction Law and Litigation – Construction.
19 additional SPMB attorneys had previously been selected to The Best Lawyers in America® and will reappear in the 2014 edition: