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David Martin Beliveau

Probate Attorney at Waltham, MA

5.0   29 reviews
  • State Years
    Florida - FL 24 years
    Massachusetts - MA 24 years
    New Hampshire - NH 25 years
  • Licensed for 24 years
    State FL
    Acquired 1999
    Status
    Member in Good Standing No misconduct found
  • Licensed for 24 years
    State MA
    Acquired 1999
    Status
    Active No misconduct found
  • Licensed for 25 years
    State NH
    Acquired 1998
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About David

Learn David’s areas of practice.

3
Practice areas
  1. Probate
    80%
    - Identifying assets - Collecting life insurance proceeds - Securing appraisals for property - Resolving income taxes - Managing estate’s finances during probate - Preparing / filing required documents - Transferring assets to beneficiaries

    26 years

  2. Business
    10%
    - Business Succession Planning - Buy-Sell Agreements - Choice of Business Entity - Commercial Transactions - Contracts * Corporations * Limited Liability Companies * Operation of Business Entities

    26 years

  3. Tax
    10%
    - Offers in Compromise - Representation - Research -Tax Return Preparation & Review

    26 years

Attorney David Beliveau focuses his practice primarily on business law, estate & trust administration (probate), 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).

Photos and videos

Beliveau Law Group
David M. Beliveau, Esq., CPA

Location

Beliveau Law Group, LLC
2 Winter Street
#102
Waltham, MA, 02451
Beliveau Law Group, LLC
9015 Strada Stell Court
Suite 103
Naples, FL, 34104
Beliveau Law Group
56 Stiles Road
Suit 103
Salem, NH, 03079
Beliveau Law Group
61 North Street
Manchester, NH, 03104
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Reviews

5.0 / 5.0
  29 customer reviews
5 Star
 
100%
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Posted by carolyn | August 17, 2022
This review is from a person who hired this attorney.
| Hired Attorney
WORKING WITH ATTY DAVID BELIVEAU
My sister and I were recommended to David B by our accountant who we think extremely highly of.. We needed someone who was familiar with Mass and FLorida Laws to handle my Mom's estate. Covid started just at that time and certainly made things difficult and also slowed things down David handled everything so well and while we needed to be patient because of covid he kept us in the loop during the whole process If we had a question he always responded within 12 hours. His fees were also very fair. We would use him again in a minute and certainly recommend anyone that needed his services. It is nice to know there are Attys that care, that are fair and get the job done. We would highly recommend him.
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Posted by anonymous | August 7, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Highly recommend Beliveau Law Group
I worked primarily with Margaret and she did a great job helping me with a relatively complicated estate plan. Margaret is very knowledgeable about the legal matters and also sensitive to the personal side of my unique issues. The Beliveau's offered a competitive fixed rate for the estate plan (much appreciated) and they are very responsive to questions. Estate planning is never easy, but Margaret broke it down into doable steps and made it manageable. I'm grateful for her help.
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Posted by Barbara | July 25, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Excellent help with Estate Planning
I needed to totally redo all my outdated docs - will, advanced directive, etc., as well as set up a family trust. Beliveau Law did an amazing job of pulling everything together and going over it very methodically with me. I felt very comfortable with the entire process. I would highly recommend for any estate planning needs.
Posted by Jack | November 22, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning and Administration
The Beliveau Team (David Beliveau, Margaret Cross-Beliveau and Mary Hart) did an excellent job in administrating the estate of my late father-in-law. They were very helpful to us in navigating the legal aspects of executing the estate.
Posted by Ann | November 16, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Positive experience with Attorney Beliveau
I used David to help settle my dad's Florida estate. He was knowledgeable about the issues and gave me very specific instructions on the necessary steps to take. I found him to be patient, and professional but very approachable. I could send him questions anytime and know that I would hear back quickly. My situation was resolved in a timely manner and it was a positive experience.
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Posted by Sukh | October 28, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Very knowledgeable and thorough!
We feel lucky we found David to help us with our estate planning. His expertise in Estate & Tax law was very evident from our initial consult and made us comfortable that we're in good hands. David is very responsive to queries and takes the time to explain complicated legal matters in an easy to understand way. We're happy to recommend David to anyone as he's our go-to for any legal assistance we need in the future!
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Posted by Alan | October 18, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Estate help
David updated my will and trust. Explained and handled everything well. Very pleased with his services and would recommend him anytime.
Posted by anonymous | October 15, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Knowledgeable and professional
David prepared our will and other end of life documents. He was thorough, responded very quickly to any queries and took the time to thoroughly explain everything. His professionalism made us feel confident that we were in good hands. He followed though in a timely manner with all aspects of our issues.
Posted by anonymous | October 13, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Friendly and knowledgeable
I have worked with this law group many times and always have been very pleased with the way I am treated like a close friend yet given thorough and comprehensive information from very knowledgeable people.
Posted by Rosalind | October 13, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Fast, professional and informative
David was a pleasure to work with. He was extremely informative, concise and professional. David’s expertise of estate and probate law put me at ease when planning the execution of my estate. David put me at ease knowing that my affairs are promptly in order.
Posted by Premindra | July 21, 2015
Estate Planning
We had excellent meetings with Dave with regard to updating our Family Trust. Dave very patiently explained all the pros and cons on this matter and was very helpful in clarifying our doubts. He is highly professional, competent, knowledgeable and helpful.
Posted by Chris | February 22, 2015
Estate Planning
I found information about David and his firm on this Avvo site while I was doing some internet research, and thought it was appropriate for me to post my feedback on the site as well. It had been over 10 years since I had reviewed my estate documents and they needed to be updated. I had to find another attorney since my previous attorney had retired. David's client reviews were excellent in the areas of estate planning AND he offered a free, initial consultation, which was a requirement for me. Other pluses: licensing in MA, NH, & FL; Medicare expertise; multiple office locations. At the initial consultation, David presented a good overall picture of the process, including some cost saving options. Trustworthiness, subject matter expertise, thoroughness, organization, excellent communication and follow-up, and attention to detail are extremely important to me, and David met my expectations. All my questions were answered at my face-to-face meetings, or through email follow-ups, and I never felt rushed at the in-person meetings. I have confidence in David's knowledge and his personal desire to stay up to date with the ever changing legal environment and believe he is a trustworthy practitioner. I sleep better at night knowing my affairs are now 'in order', and I trust David will be able to provide me with the legal advice/support I may require in the future.
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Posted by Gabe | July 16, 2013
Estate Planning
David was recommended to me by a mutual friend and I was immediately impressed by his knowledge of estate planning law. He took the time to explain our options and was very honest, even steering us away from the most expensive option as it did not provide the best value at this point in our lives. David and his team provided us with a Will, Living Will, Healthcare Proxy, Power of Attorney, and HIPAA privacy documents. We would recommend David without hesitation.
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Posted by John | September 5, 2012
Thanks to David Beliveau
My world changed dramatically on Labor Day, 2006, when my father passed away. He was the sole logical heir to any and all of my assets had I died before him. David Beliveau worked smoothly and patiently with me to draw up an estate plan for me. The firm also emphasized to me the importance of a durable power of attorney, designation of a health care surrogate, and a living will, none of which I had for myself prior to my father's death. By answering a few of the firm's carefully specified questions, I was able to give them the information that they needed to draft those documents. The firm was very good at identifying in early discussions those areas that required more detail than I had realized and in raising those issues so that I could quickly obtain more information about them. When in 2012 it came time for me to retire and change my residence from Massachusetts to Florida, I asked the firm to make necessary and appropriate revisions to all of those documents so that the revised versions would be legal in Florida. There were also a few substantive changes needed because circumstances had changed since 2006. And it took them only a couple of weeks to complete a set of revised documents for me to review. As before, the firm had understood my intentions very well and had created documents that clearly laid out the legal specification of those intentions.
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Posted by Ming | August 27, 2012
Competent, professional, friendly
The Beliveau Law Group helped me and my husband with our estate planning. The attorneys were professional and friendly. They took time to understand our needs and wishes, and provided useful advice. The legal documents were all of excellent quality. We were very happy with the firm's work and would recommend it to our friends.
Posted by Peter Murphy | November 22, 2011
Trust & Estate Planning
I cannot say enough good things about David. When my wife and I decided to get serious about our estate planning, David was the attorney we chose to work with. He took a great interest in making sure we understood all of our options in terms of creating our wills, powers of attorney, and health care directives. His knowledge in all areas of estate planning impressed us immensely. After our initial consultation with David, my wife and I felt 100% comfortable with our decision to hire David. We now have peace of mind when we think of how our assets will be passed on according to our wishes. I have a financial advisory business and only think of David when I have clients who need to complete their estate planning.
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Posted by Bruce | November 21, 2011
Estate Planning
Recent events in the family motivated my wife and I to revisit what would happen if one or both of us passed on, or became incapacitated. We are nearing retirement and felt it was time to put things in order to protect property and earnings. To this end our financial advisor highly recommended David Beliveau. After an initial consultation my wife and I hired David for our estate planning. Looking back we were quite naïve when it came to probate courts, state inheritance and tax laws. David explained everything to us, laying out the benefits and drawbacks of each option. David covered sensitive topics in a way that made us feel comfortable and did not overwhelm us with “legalese.” In a short time we had established a trust and will, and now feel secure that our children will receive an inheritance according to our wishes. My wife and I strongly recommend David Beliveau for estate planning, and feel well armed to meet any future legal issues with the Beliveau Law Group. Bruce B., NH.
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Posted by G.G. | November 17, 2011
Trust work and licensed in MA, NH and FL
David did trust work for our family, and I was happy with his knowledge, judgement and interest in crafting appropriate docs for our circumstances. He is licensed in MA, NH and FL which was also a benefit to us because we own real estate in all three states. His law firm also has an active real estate practice.
Posted by Judy | November 16, 2011
Highly Recommended
We used Attorney David Beliveau as our Estate Attorney to set up family Trusts. He patiently took the time to listen, explain, make suggestions and prepare the appropriate Trust documents. He and his staff were pleasant, thorough and accommodating. He was just as greatly knowledgeable and helpful with legal corporate questions we had. We wouldn’t hesitate to recommend Attorney Beliveau to family and friends.
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Posted by jeff | November 11, 2011
Highly recommend David Beliveau
I've been working with David for 5 years now. He has been there whenever I need legal advice, and has gone above and beyond in helping me.
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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check

Resume

AVVO RATING 9.8 (Superb)

Work Experience

  • Associate
  • Brecher, Wyner, Simons, Fox & Bolan, LLP
  • 2003 - 2005
  • Manager
  • Cushing & Dolan, PC
  • 2000 - 2003
  • Associate
  • William H. Kelley, PA
  • 1998 - 2000
  • Staff Auditor
  • Ernst & Young, LLP
  • 1993 - 1995
View all work experience

Education

  • University of Miami School of Law
  • JD - Juris Doctor
  • 1998
  • University of Notre Dame
  • Business Administration
  • 1993

Sample of Legal Cases

  • Probate Case

Associations

  • Boston Estate Planning Council
  • 2011 - 2018

Languages Spoken

  • English

Honors and Awards

  • Super Lawyer
  • Super Lawyers
  • 2022
  • Super Lawyer
  • SuperLawyers
  • 2021
  • Super Lawyer
  • SuperLawyers
  • 2020
  • Super Lawyer
  • SuperLawyers
  • 2019
  • Super Lawyer
  • SuperLawyers
  • 2018
  • Super Lawyer
  • SuperLawyers
  • 2017
  • Super Lawyer
  • SuperLawyers
  • 2016
  • Super Lawyer
  • SuperLawyers
  • 2015
  • Super Lawyer
  • SuperLawyers
  • 2014
  • Super Lawyer
  • Massachusetts Super Lawyers
  • 2013
  • Super Lawyer
  • Massachusetts Super Lawyers
  • 2012
  • Preeminent 5.0 out of 5
  • Martindale-Hubbell
  • 2011
  • Massachusetts Super Lawyer
  • SuperLawyers
  • 2011
  • Massachusetts Rising Star
  • Law & Politics Magazine
  • 2010
  • Massachusetts Rising Star
  • Law & Politics Magazine
  • 2009
  • Massachusetts Rising Star
  • Law & Politics Magazine
  • 2008
  • Massachusetts Rising Star
  • Law & Politics Magazine
  • 2007
  • Massachusetts Rising Star
  • Law & Politics Magazine
  • 2006
  • Massachusetts Rising Star
  • Law & Politics Magazine
  • 2005
View all awards

Publications

  • Massachusetts Lawyers Weekly
  • Estate Planning Strategies
  • 2011

Speaking Engagements

  • Tax Roundtable
  • Tax Review
  • 2012
  • Estate Planning Presentation
  • Estate Planning
  • 2012
  • Estate Planning Strategies
  • Estate Planning and Tax Law
  • 2011
View all speaking engagements

Attorney endorsements

Received (3)
Given (0)
Endorse David
Unknown Attorney | Dec 11
Relationship: Other
"I endorse this lawyer."
Estate planning Attorney | Jul 18
Relationship: Fellow lawyer in community
"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."
Unknown Attorney | Dec 19
Relationship: Fellow lawyer in community
"I endorse this lawyer."
This attorney hasn't created any attorney endorsements recently on Avvo.