Licensed for 27 years

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

About David

Biography

Practice Areas

- 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

28 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

28 years

10%

Tax 10%

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

28 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

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Location

Beliveau Law Group, LLC

2 Winter Street, #102, Waltham, MA, 02451

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Beliveau Law Group, LLC

9015 Strada Stell Court, Suite 103, Naples, FL, 34104

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Beliveau Law Group

56 Stiles Road, Suit 103, Salem, NH, 03079

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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

Showing 1 - 1 of 1 review | Medicaid & Medicare

Posted by Chris | February 23, 2015 | Medicaid & Medicare

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 an...other 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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David Martin Beliveau's Lawyer Endorsements

Endorse David

Herbert Ellis

Unknown lawyer | Dec 11

Relationship: Other

"I endorse this lawyer."

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 Lassen

Unknown lawyer | Dec 19

Relationship: Fellow lawyer in community

"I endorse this lawyer."

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Experience

Rating: 9.6 (Superb)