2021 Potential Estate Tax Changes and More
With the changes in Presidential Administration it is likely that we will see new tax policy coming from Washington.
Hear from our professionals Kyle Irvin and Anthony Lamb as they discuss changes that may be coming to the following:
- Estate Tax
- Social Security
Kyle and Anthony will also discuss strategies for how to reduce your taxable estate.
Click to Watch On-Demand Seminar:
(On-demand video is best viewed in Google Chrome or Microsoft Edge.)
About the Speakers
Kyle Irvin is the Vice President and Senior Trust Counsel for Security National Bank’s Wealth Management Division. Kyle joined the Bank at the beginning of 2020 following a successful career as an attorney at the Corbett Anderson Law Firm in Sioux City where he practiced for 15 years primarily in the areas of estate planning, probate and trust administration, corporations and real estate. Kyle has spoken at over 25 seminars for attorneys and CPAs across the region during his career and has successfully handled cases in both the Iowa Supreme Court and Nebraska Supreme Court.
Kyle is on the Board Directors for the Iowa Academy of Trust and Estate Counsel (IATEC) and is a Fellow with the American College of Trust and Estate Counsel (ACTEC). Kyle is a past president of the Iowa State Bar Association’s Probate and Trust Section and the Siouxland Estate Planning Council. As Senior Trust Council and Trust Officer, Kyle utilizes his legal knowledge to help his clients reach their goals.
Kyle knows at Security National Bank everything matters and that is why he emphasizes collaborative work with families and other professionals to achieve a positive legacy transition for clients through all stages of life. In his spare time he enjoys hiking in the National Parks with his wife and daughters and serving as an adjunct instructor at Briar Cliff University, South Dakota State University, and the University of South Dakota School of Law.
Anthony Lamb is a Personal Trust Manager and Trust Officer for Security National Bank’s Wealth Management Division. Tony joined the Bank in January of 2021 following a successful career as partner at the Klass Law Firm, LLP in Sioux City where he practiced law for the past 7 years primarily focusing in the areas of estate planning, probate and trust administration, corporations, real estate/land use, and employment matters, including litigation related to those areas of practice.
Lamb holds his Juris Doctorate from the University of South Dakota College of Law, graduating with honors and an undergraduate degree in criminal justice from Grandview College. He is a member of the Iowa, Nebraska, and South Dakota Bar Associations and is a member of the Iowa Academy of Trust and Estate Counsel (IATEC). During law school, he was a member of the Trial Team and Moot Court Board, which earned him membership in The Order of the Barristers — a national honor society for exceptional skill in trial advocacy, oral advocacy and brief writing. He also co-authored several articles related to ERISA, one of which was cited in a brief to the United States Supreme Court.
Lamb has been named a Super Lawyers Great Plains Rising Star from 2017 through 2020. This accolade is given to no more than 2.5% of lawyers in the state. The determination is made following independent nomination, research, and peer evaluation.
Outside of work, Lamb has been involved in the community by serving as the President of the Siouxland Estate Planning Council, as Vice-Chair for the Sergeant Bluff Planning and Zoning Commission, and as Finance Chair of his Church’s Admin Council. Lamb enjoys spending time with his family, traveling, and using his pilot’s license whenever time and weather allow.