David Martin Beliveau

David Martin Beliveau

5.0
Rating: 9.6

Licensed for 27 years

Probate Lawyer at Waltham, MA
Practice Areas: Probate, Tax, Business

2 Winter Street, #102, Waltham, MA

About David

Biography

Practice Areas

3

Practice Areas

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

27 years

80%
Business 10%

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

27 years

10%
Tax 10%

- Offers in Compromise - Representation - Research -Tax Return Preparation & Review

27 years

10%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes


Payment Methods

  • Cash
  • Check

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Licenses

Licensed in Florida for 26 years

State: Florida

Acquired: 1999

Member in Good Standing

No misconduct found

Licensed in Massachusetts for 26 years

State: Massachusetts

Acquired: 1999

Active

No misconduct found

Licensed in New Hampshire for 27 years

State: New Hampshire

Acquired: 1998

Active

No misconduct found

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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David Martin Beliveau's Reviews

Avvo Review Score

5.0 /5.0

29 Client Reviews

5 star (29)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by carolyn | August 17, 2022 | Hired Attorney

This review is from a person who hired this 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 e...verything 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.

Posted by anonymous | August 7, 2022 | Hired Attorney

This review is from a person who hired this 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.

Posted by Barbara | July 25, 2022 | Hired Attorney

This review is from a person who hired this 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 | Hired Attorney

This review is from a person who hired this 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 | Hired Attorney

This review is from a person who hired this 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 qu...ickly. My situation was resolved in a timely manner and it was a positive experience.

See All Client Reviews

David Martin Beliveau's Lawyer Endorsements

Endorse David
Herbert Ira Ellis headshot
Herbert Ellis

Unknown lawyer | Dec 11

Relationship: Other

"I endorse this lawyer."

Mario Musil headshot
Mario Musil

Estate planning lawyer | 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."

Christian K. Lassen II headshot
Christian Lassen

Unknown lawyer | Dec 19

Relationship: Fellow lawyer in community

"I endorse this lawyer."

View All Endorsements

No Endorsement Data Available Yet
This attorney hasn't created any attorney endorsements recently on Avvo.

Experience

Rating:  9.6 (Superb)

Honors

2022

Super Lawyer, Super Lawyers

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, SuperLawyers

2013

Super Lawyer, Massachusetts Super Lawyers

2012

Super Lawyer, Massachusetts Super Lawyers

2011

Preeminent 5.0 out of 5, Martindale-Hubbell

2011

Massachusetts Super Lawyer, SuperLawyers

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

Massachusetts Rising Star, Law & Politics Magazine

Work Experience

2003 - 2005

Associate, Brecher, Wyner, Simons, Fox & Bolan, LLP

2000 - 2003

Manager, Cushing & Dolan, PC

1998 - 2000

Associate, William H. Kelley, PA

1993 - 1995

Staff Auditor, Ernst & Young, LLP

Associations

2011 - 2018

Boston Estate Planning Council

Sample of Legal Cases

Probate Case

See More Legal Cases

Education

1998

University of Miami School of Law

JD - Juris Doctor

1993

University of Notre Dame

Business Administration

Speaking Engagements

2012

Tax Roundtable

Tax Review

2012

Estate Planning Presentation

Estate Planning

2011

Estate, Medicaid, and Tax Law Changes Estate, Medicaid, and Tax Law Changes

2011

Estate Planning Strategies

Estate Planning and Tax Law

Publications

2012

New Hampshire Bar News Medicaid planning

2011

Massachusetts Lawyers Weekly Estate Planning Strategies

Languages

English

Activity

Avvo Rating

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