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|FL||Member in Good Standing||1999||01/29/2017|
|NH||Authorized to practice law||1998||09/13/2010|
|Award name||Grantor||Date granted|
|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|
|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|
|Association name||Position name||Duration|
|Boston Estate Planning Council||N/A||2011 - Present|
|See all legal cases|
|New Hampshire Bar News||Medicaid planning||2012|
|New Hampshire Bar Association||Understanding Multi-State Estate Planning: New Hampshire, Massachusetts, and Florida||2011|
|Massachusetts Lawyers Weekly||Estate Planning Strategies||2011|
|University of Miami School of Law||Law||JD - Juris Doctor||1998|
|University of Notre Dame||Accounting||Business Administration||1993|
|Tax Roundtable||Tax Review||2012|
|Estate Planning Presentation||Estate Planning||2012|
|Estate, Medicaid, and Tax Law Changes||Estate, Medicaid, and Tax Law Changes||2011|
|Estate Planning Strategies||Estate Planning and Tax Law||2011|
Posted by Premindra
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
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.
Posted by Gabe
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.
Mario Musil, DUI and DWI Attorney
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.