Lunch & Learn: “Planning With Rentals: Easing Out Without Easing Up”

Noon - 1 p.m. • July 19 • Sioux City

Whether planning to sell your rental property or transfer to family members, easing out can be complicated.  Please join us as Kyle Irvin, Senior Vice President, Security National Bank, reviews the best options to transfer your property and how best to protect and invest the proceeds.  A complimentary lunch will be served.  

How To Register

RSVP by calling (712) 277-6511 or filling out the following form. The event is free, but space is limited. So sign up today!

About the Speaker

 

Kyle IrvinKyle Irvin is the Senior Vice President of Wealth Management for Security National Bank. 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 Vice President of Wealth Management, 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.