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

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

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

Showing 1 - 5 of 6 reviews | Trusts

Posted by Barbara | July 26, 2022 | Hired Attorney | Trusts

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I needed to totally redo all my outdated docs - will, advanced directive, etc., as well as set up a family trust.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 Premindra | July 23, 2015 | Trusts

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 Bruce | November 21, 2011 | Trusts

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.

Posted by Judy | November 16, 2011 | Trusts

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 wit...h legal corporate questions we had. We wouldn’t hesitate to recommend Attorney Beliveau to family and friends.

Posted by Elizabeth | November 10, 2011 | Trusts

Review of David M. Beliveau

I found David to be knowledgeable, thorough, patient, and personable when he handled estate planning for me. He went through the pros and cons of various options related to trusts and other estate planning issues so I was able to make good decisions in light of various complex choices. I was please...d with David's professionalism and helpful nature.

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."

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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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  • Experience & background Years licensed, work experience, education
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