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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).
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Chat withState: Florida
Acquired: 1999
No misconduct found
State: Massachusetts
Acquired: 1999
No misconduct found
State: New Hampshire
Acquired: 1998
No misconduct found
2 Winter Street, #102, Waltham, MA, 02451
9015 Strada Stell Court, Suite 103, Naples, FL, 34104
56 Stiles Road, Suit 103, Salem, NH, 03079
61 North Street, Manchester, NH, 03104
Showing 1 - 5 of 29 client reviews from Avvo
Posted by carolyn | August 17, 2022 | Hired Attorney
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...
Posted by anonymous | August 7, 2022 | Hired Attorney
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 ...
Posted by Barbara | July 25, 2022 | Hired Attorney
I needed to totally redo all my outdated docs - will, advanced directive, etc., as well as set up a family trust.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...
Posted by Jack | November 22, 2021 | Hired Attorney
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
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...
"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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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
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
2011 - 2018
Boston Estate Planning Council
1998
JD - Juris Doctor
1993
Business Administration
2012
Tax Review
2012
Estate Planning
2011
2011
Estate Planning and Tax Law
2012
2011
2011
English
Legal Answers
Legal Guides
Any tax advantages of multi member LLC over single member LLC?
14 Jun 2012
Can my husband take me off as beneficiary of his retirement account?
13 May 2012
Are unemployment benefits considered earned income?
14 Jan 2012