Our Attorneys

Position: Member
E-Mail kwilcox@simmonsperrine.com
115 3rd Street SE, Suite 1200
Cedar Rapids, IA 52401-1266

Phone 319-366-7641
Fax 319-366-1917
vCard

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.

Mr. Wilcox is a 2008-2009 participant in the Cedar Rapids Area Chamber of Commerce's Leadership for Five Seasons program and a member of the Iowa and Linn County Bar Associations. Mr. Wilcox represents the Cedar Rapids Area Chamber of Commerce as a member of the Cedar Rapids Grants and Programs Committee. Kyle is also actively involved in the Cedar Rapids Area Estate Planning Council.

General practice including, but not limited, to

Estate Planning, Wills, Trusts, Probate, Taxation, Income Tax Preparation, Conservatorships and Guardianships, and Corporate and Business Law.

Membership, Offices and Committee Assignments in Bar Association

• Iowa Bar Association
• Linn County Bar Association
• Member, Cedar Rapids Grants and Programs Committee (Cedar Rapids Area Chamber of Commerce Representative)
• Cedar Rapids Estate Planning Council

Publications and Presentations

• Congress Offers Tax Relief to Flood-Affected Businesses, Edge Business Magazine, February 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

Madrid, Iowa

Thursday, September 13, 2012

Kyle Wilcox Recipient of "Forty Under 40" Award

Kyle W. Wilcox has been selected as a 2012 recipient of the Corridor Business Journal's Forty Under 40 award. Each year, the Corridor Business Journal spotlights 40 of the Cedar Rapids-Iowa City Corridor's outstanding leaders who have made a significant impact in their business or community early in their careers. This year's recipients will be profiled in the Oct. 22 issue and at an Oct. 23 awards dinner. Other Simmons Perrine Moyer Bergman attorneys who have previously received the award are: Nicolas Abou-Assaly, Christine Conover, Paul Morf, David Zylstra, Tom DeBoom, and Matthew Adam.

Tuesday, August 21, 2012

Simmons Perrine Attorneys Added to Best Lawyers in America 2013
Kathleen Kleiman, Randy Scholer, Matt Brandes, and Kyle Wilcox were recently selected by their peers for inclusion in The Best Lawyers in America® 2013 (Copyright 2012 by Woodward/White, Inc., of Aiken, SC). Kathleen Kleiman and Randy Scholer were selected in the field of Corporate Law, Matt Brandes in the field of Family Law Mediation, and Kyle Wilcox in the field of Trusts and Estates. Read More >>

Tuesday, October 12, 2010

Kyle Wilcox and Susan Willey speak on estate planning issues

Kyle Wilcox and Susan Willey spoke on "Estate Planning: the Basics" at the Iowa State Bar Association's "Nuts and Bolts" conference on October 11, 2010. Unless Congress acts, the federal estate tax is repealed for 2010 followed by the reinstatement of the 2001 federal estate tax law in 2011. Many knowledgeable observers believe that Congress will ultimately pass a federal estate tax plan that follows 2009 law. Planning in this environment is a significant challenge for clients, as well as their lawyers.

Saturday, October 17, 2009

Kyle Wilcox and Susan Willey to Speak at Nuts & Bolts CLE

Kyle Wilcox and Susan Willey are scheduled to speak at the "Nuts & Bolts CLE" on Monday, October 19, 2009. Their topic will be: "Estate Planning Basics."

Saturday, October 10, 2009

Paul Morf and Kyle Wilcox Speak at Probate and Trust Seminar

On October 2, 2009, Paul Morf and Kyle Wilcox spoke at a Probate and Trust continuing legal education seminar sponsored by the University of Iowa College of Law. The titles of their presentations were:

1) New Developments in End-Of-Life Decision-Making: What Estate Planners Need to Know about IPOST, the Iowa Health Care Reform Act, and Implications for Elderly Clients in Hospitals, Nursing Homes, and Other Care Facilities; and
2) Impact of the Principal and Income Act on Estate Administration.

Paul also spoke at a "Planning for the Best" continuing legal education seminar on October 9. The title of his presentation at that seminar was: Recent Iowa Legislation of Interest to Non-Profit Organizations and Philanthropists and Their Donors.

Paul is also speaking on Post-Marital Agreements, on October 29, 2009, at a Family Law Section of the Iowa State Bar Association CLE in Des Moines.

Monday, June 08, 2009

Jason Steffens and Kyle Wilcox to Present at Probate Law Seminar

Jason Steffens and Kyle Wilcox will be among the presenters at a one-day seminar on the “Oddities and Challenges in Probate Law.” The seminar will take place on June 30 in Cedar Rapids. It is sponsored by the National Business Institute. Kyle will present on personal representative challenges and distribution of personal property. Jason will present on issues arising in probate litigation. For more information, please see the brochure.

Sunday, February 08, 2009

Edge Business Magazine Publishes Article by Kyle Wilcox on Tax Relief to Flood-Affected Businesses

The Edge Business Magazine published an article by Kyle W. Wilcox in its February 2009 issue titled "Congress Offers Tax Relief to Flood-Affected Businesses." The article discussed the employee retention tax credit and the bonus depreciation of new investment, among other issues.