Nicholas D. Hulwi
Trusts and Estates
Trusts and Estates
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Nicholas Hulwi practices in the areas of estate planning and estate and gift taxation. He prepares wills, revocable trusts, powers of attorney and health care directives. Additionally, Nicholas works with his clients to minimize potential estate and gift tax exposure, often implementing strategies involving various types of irrevocable trusts (e.g., IDGTs, QPRTs, and GRATs). Nicholas also prepares and files Federal estate and gift tax returns, and Minnesota estate tax returns.Nicholas is certified to perform business valuations by the National Association of Certified Valuators and Analysts® (NACVA) as a Certified Valuation Analyst® (CVA®). NACVA’s CVA® designation is the world’s premiere valuation credential and is the only valuation credential accredited by the National Commission for Certifying Agencies® (NCAA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™), and the ANSI National Accreditation Board® (ANAB®).Nicholas has also earned his Certified Kingdom Advisor® (CKA®) designation granted by Kingdom Advisors®. Kingdom Advisors® exists to serve the public by creating a recognized and credible specialty of Christian financial, legal, and accounting professionals within the financial services industry. The CKA® designation is granted to individuals who have demonstrated themselves to be, among others, ethical, of integrity, and technically competent in their specialty. Nicholas Hulwi practices in the areas of estate planning and estate and gift taxation. He prepares wills, revocable trusts, powers of attorney and health care directives. Additionally, Nicholas works with his clients to minimize potential estate and gift tax exposure, often implementing strategies involving various types of irrevocable trusts (e.g., IDGTs, QPRTs, and GRATs). Nicholas also prepares and files Federal estate and gift tax returns, and Minnesota estate tax returns.Nicholas is certified to perform business valuations by the National Association of Certified Valuators and Analysts® (NACVA) as a Certified Valuation Analyst® (CVA®). NACVA’s CVA® designation is the world’s premiere valuation credential and is the only valuation credential accredited by the National Commission for Certifying Agencies® (NCAA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™), and the ANSI National Accreditation Board® (ANAB®).Nicholas has also earned his Certified Kingdom Advisor® (CKA®) designation granted by Kingdom Advisors®. Kingdom Advisors® exists to serve the public by creating a recognized and credible specialty of Christian financial, legal, and accounting professionals within the financial services industry. The CKA® designation is granted to individuals who have demonstrated themselves to be, among others, ethical, of integrity, and technically competent in their specialty. Nicholas Hulwi practices in the areas of estate planning and estate and gift taxation. He prepares wills, revocable trusts, powers of attorney and health care directives. Additionally, Nicholas works with his clients to minimize potential estate and gift tax exposure, often implementing strategies involving various types of irrevocable trusts (e.g., IDGTs, QPRTs, and GRATs). Nicholas also prepares and files Federal estate and gift tax returns, and Minnesota estate tax returns. Nicholas is certified to perform business valuations by the National Association of Certified Valuators and Analysts® (NACVA) as a Certified Valuation Analyst® (CVA®). NACVA’s CVA® designation is the world’s premiere valuation credential and is the only valuation credential accredited by the National Commission for Certifying Agencies® (NCAA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™), and the ANSI National Accreditation Board® (ANAB®). Nicholas has also earned his Certified Kingdom Advisor® (CKA®) designation granted by Kingdom Advisors®. Kingdom Advisors® exists to serve the public by creating a recognized and credible specialty of Christian financial, legal, and accounting professionals within the financial services industry. The CKA® designation is granted to individuals who have demonstrated themselves to be, among others, ethical, of integrity, and technically competent in their specialty.
Recognized in Best Lawyers since 2022
Debra Gomez
Nicholas D. Hulwi was instrumental in helping my family navigate a complex estate planning process. His expertise in trusts and estates, coupled with his recognition in this field, gave us confidence in his ability to handle our needs. Nicholas meticulously prepared our wills, revocable trusts, and powers of attorney, ensuring every detail was addressed with precision. He took the time to explain each document thoroughly, making the process much less intimidating. While his responsiveness was generally excellent, there were a few instances where we had to wait a bit longer than expected for follow-ups. Additionally, his fees were on the higher side, but we felt the quality of his work justified the cost. Overall, Nicholas's deep knowledge of estate and gift taxation and his personalized approach made a significant difference in securing our family's future. Highly recommended for those seeking a dedicated and skilled attorney in this practice area.