Attorney David M. Beliveau
Beliveau Law Group
Experience: 17 Years
Area Served: Greater Boston, Massachusetts
391 Totten Pond Road
Waltham, MA, 02451
I focus my practice on asset protection, business law, civil litigation, estate planning, estate & trust administration, Medicaid, real estate, and taxation. I have 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. I invite you to contact me directly.
Areas of Practice
Verification- Supreme Judicial Court of Massachusetts
- Last verified: 2/18/2014
- Current status is Active
- This attorney has no record of public discipline.
- This attorney has certified that he or she is covered by professional liability insurance.
University of Miami School of Law, J.D., 1998
University of Notre Dame, B.A., 1993
New Hampshire, 1998
Massachusetts Society of Certified Public Accountants
New Hampshire Society of Certified Public Accountants
About David Beliveau
Prior to forming the Beliveau Law Group, LLC, Attorney Beliveau was an Associate of the Probate, Trust and Estate Planning Group at the law firm of Brecher, Wyner, Simons, Fox & Bolan, LLP in Newton, MA (2003-2005), the Estate & Trust Administration Department Manager (2002-2003) and the Estate Planning Department Manager (2000-2002) at the law firm of Cushing & Dolan, P.C. in Boston, MA, and an Associate at the law firm of William H. Kelley, P.A. in Manchester, NH (1998-2000). He is a Certified Public Accountant (CPA) in the State of New Hampshire where he worked for the international accounting firm of Ernst & Young, LLP (1993-1995).
Attorney Beliveau is a member of the Bars of Massachusetts (1999), New Hampshire (1998), and Florida (1999). He is a graduate of the University of Miami School of Law, Cum Laude (1998), and the University of Notre Dame (BBA Accounting; Computer Applications) (1993).
Honors and Awards
- Avvo 10.0, 2012
- Super Lawyer, 2011
- Massachusetts Rising Star, 2005 -2010
Attorney David Beliveau has affirmed the following reviews are authentic.
"The Beliveau Law Group helped me and my husband with our estate planning. The attorneys were professional and friendly. They took time to understand our needs and wishes, and provided useful advice. The legal documents were all of excellent quality. We were very happy with the firm's work and would recommend it to our friends"
"I cannot say enough good things about David. When my wife and I decided to get serious about our estate planning, David was the attorney we chose to work with. He took a great interest in making sure we understood all of our options in terms of creating our wills, powers of attorney, and health care directives. His knowledge in all areas of estate planning impressed us immensely. After our initial consultation with David, my wife and I felt 100% comfortable with our decision to hire David. We now have peace of mind when we think of how our assets will be passed on according to our wishes. I have a financial advisory business and only think of David when I have clients who need to complete their 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 naÃ¯ve 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 â€œlegalese.â€ 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."
Legal Questions & Answers
Attorney Beliveau represents both individuals and businesses. He has clients in Florida, Massachusetts, and New Hampshire.