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David Martin Beliveau

David Martin Beliveau

Practice areas:

Estate Planning, Business, Tax, Real Estate, Litigation, Elder Law, Probate

About Me

Waltham, MA, Salem, NH, and Naples, FL lawyer, Attorney Beliveau focuses his practice on asset protection, business law, civil litigation, elder & Medicaid law, estate planning, estate & trust administration (probate), real estate, and taxation. He has experience with buy-sell agreements, corporations, Charitable Lead Trusts (CLTs), Charitable Remainder Trusts (CRTs), Family Limited Partnerships (FLPs), Grantor Retained Annuity Trusts (GRATs), irrevocable trusts, Limited Liability Companies (LLCs), Medicaid applications, Medicaid irrevocable income only trusts, private foundations, Qualified Personal Residence Trusts (QPRTs), revocable trusts, and wills. Attorney Beliveau has lectured to both individuals and professionals regarding the same. He counsels clients in connection with choice of business entity decisions and business operations. Attorney Beliveau is a title insurance agent in both Massachusetts and New Hampshire for Commonwealth Land Title Insurance Company. He represents lenders in connection with real estate closings. Attorney Beliveau also represents buyers and sellers in connection with such closings. He has experience representing fiduciaries in civil litigation cases as well as individuals and businesses with tax matters before the Internal Revenue Service (IRS).

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Photos and Videos

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Practice Areas

Licensed since 1998

  1. Estate Planning: 30%
    17 years
  2. Business: 20%
    17 years
  3. Probate: 10%
    17 years
  4. Elder Law: 10%
    17 years
  5. Other: 30%
  6. More 

Payment

Fees:

Free Consultation (30 minutes)

Payment Types:

Cash, Check

Attorney Endorsements

3 total 

  • Herbert Ira Ellis

    I endorse this lawyer.

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    Herbert Ellis Personal Injury Attorney
    Relationship: Other

  • Mario Musil

    I endorse this lawyer. Mr. Beliveau is an excellent attorney of choice for those with complex estate issues. David is well versed in the law and can provide sound representation, especially to clients seeking multi-state solutions.

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    Mario Musil Criminal Defense Attorney
    Relationship: Fellow lawyer in community

Contact Info

Beliveau Law Group, LLC

391 Totten Pond Road
Suite 301
Waltham, MA, 02451

Beliveau Law Group, LLC

4100 Corporate Square
Suite 156
Naples, FL, 34104-0847

Beliveau Law Group

56 Stiles Road
Suit 103
Salem, NH, 03079

Beliveau Law Group

61 North Street
Manchester, NH, 03104

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Resume

License
StateStatusAcquiredUpdated
FLMember in Good Standing199905/07/2015
MAActive199904/17/2015
NHAuthorized to practice law199809/13/2010

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Preeminent 5.0 out of 5Martindale-Hubbell2011
Massachusetts Super LawyerSuperLawyers2011
Massachusetts Rising StarLaw & Politics Magazine2010
Massachusetts Rising StarLaw & Politics Magazine2009
Massachusetts Rising StarLaw & Politics Magazine2008
Massachusetts Rising StarLaw & Politics Magazine2007
Massachusetts Rising StarLaw & Politics Magazine2006
Massachusetts Rising StarLaw & Politics Magazine2005

Work Experience
TitleCompany NameDuration
AssociateBrecher, Wyner, Simons, Fox & Bolan, LLP2003 - 2005
ManagerCushing & Dolan, PC2000 - 2003
AssociateWilliam H. Kelley, PA1998 - 2000
Staff AuditorErnst & Young, LLP1993 - 1995

Associations
Association NamePosition NameDuration
Boston Estate Planning CouncilN/A2011 - Present

Legal Cases
Case NameOutcome
Probate CaseN/A

See all Legal Cases 

Publications
Publication NameTitleDate
New Hampshire Bar NewsMedicaid planning2012
New Hampshire Bar AssociationUnderstanding Multi-State Estate Planning: New Hampshire, Massachusetts, and Florida2011
Massachusetts Lawyers WeeklyEstate Planning Strategies2011

Education
School NameMajorDegreeGraduated
University of Miami School of LawLawJD - Juris Doctor1998
University of Notre DameAccountingBusiness Administration1993

Speaking Engagements
Conference NameTitleDate
Tax RoundtableTax Review2012
Estate Planning PresentationEstate Planning2012
Estate, Medicaid, and Tax Law ChangesEstate, Medicaid, and Tax Law Changes2011
Estate Planning StrategiesEstate Planning and Tax Law2011