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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
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I needed to totally redo all my outdated docs - will, advanced directive, etc., as well as set up a family trust.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...
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...
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...
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...
"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