Client Reviews of David M. Beliveau

The Key to Victory

David Beliveau’s expert testimony on trust law and Florida fiduciary law was the key to a trial victory for my client.  I represented a Massachusetts trustee who was administering a Florida trust.  The lifetime beneficiary of that trust filed suit against my client who was a highly regarded trust attorney.  The case was complicated as it covered myriad aspects of Massachusetts and Florida trust law.  As the case headed towards trial, I realized that I would need an expert witness to testify on trust law and fiduciary law.  Attorney Beliveau’s testimony at trial was clear, concise and informative.  His ability to testify knowledgeably and confidently was the key to victory after a seven day superior court trial and having the claims against my client dismissed.  I would highly recommend Attorney Beliveau to any attorney in need of an expert witness on trust law or Florida fiduciary law

~Leonard A. Frisoli, Esq.

David Beliveau

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.

~Chris, an estate planning client

Estate Planning

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.  ~Gabe, estate planning client.

Strategic Estate Planning Attorney

“David has been a trusted estate planning advisor to our family for years. We appreciate his strategic counsel, attention to detail, responsiveness, and ability to explain complex laws in laymen’s terms so that we can make the best decisions for our family. We highly recommend David and his team, particularly for more complicated estate situations that require strategic planners with an in-depth knowledge of the law, a wealth of past experience, and a strong commitment to client service.”   — Daniel and Christine Antonellis

I cannot say enough good things

“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. ” – Peter Murphy, Estate Planning

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 naive 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.” – Bruce, Estate Planning

We’d recommend to family and friends

“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 with legal corporate questions we had. We wouldn’t hesitate to recommend Attorney Beliveau to family and friends.” – Judy, Estate Planning

Trust work and licensed in MA, NH and FL

“David did trust work for our family, and I was happy with his knowledge, judgement and interest in crafting appropriate docs for our circumstances. He is licensed in MA, NH and FL which was also a benefit to us because we own real estate in all three states. His law firm also has an active real estate practice. ” – G.G. Trusts

Trusted legal advice

“I’ve been working with David for 5 years now. He has been there whenever I need legal advice, and has gone above and beyond in helping me.” – Jeff, Landlord Tenant Client

Tremendous in managing estate affairs between MA and FL

“Attorney Beliveau was a tremendous help when my mother took ill down in Florida and could not manage her own affairs. He walked me through the steps and provided documents for me to legally handle her affairs in two states, including protecting her assets. He and his staff were polite and efficient in their work.” – Bob Bedford, MA, Estate Planning

Knowledgeable, thorough, patient, and personable

“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 pleased with David’s professionalism and helpful nature. ” – Elizabeth, Estate Planning

Makes Estate Planning Simple

“David was most valuable in assisting me with initial preparation, and update, of my Estate Plan. In addition, his staff was able to advise me on a small matter employment matter. Throughout, they were responsive to my needs and schedule, and provided me with significant peace of mind” – Tom, Estate Planning client

Highly Recommended

“I am a real estate investor, divorced father, as well as a business owner, and have hired many attorney’s through the years to handle various legal issues. In my experience, most attorney have been overpriced, unresponsive, and less than concise with their advice. I am extremely cynical when it comes to the legal profession and can honestly say that Attorney Beliveau ranks as one of the most honesty, trustworthy, and knowledgeable in his field. His background is extensive and the resources and people that he surrounds himself with make his practice an invaluable asset to my business. Attorney Beliveau and his office have worked with me on my estate planning, real estate dealings, and various issues that have presented themselves and needed immediate attention. I highly recommend Attorney Beliveau and have recommended him to many clients, friends, and family.” – Louis DV, Estate Planning client

Wouldn’t hesitate at all to employ his services

“I had a Revocable Trust and Will written up by David Beliveau Law Group in 2007 and a subsequent amendent to the document in 2011. David was very helpful, taking time to explain the contents of the statements and implications. I wouldn’t hesitate at all to employ his services again in any future legal matters.” – John A. Salem, NH

The Only Attorney You Will Ever Need

“Attorney Beliveau came highly recommended and we quickly came to understand why. Having no experience with the difficult situation we were in, Attorney Beliveau was patient in explaining the process we were to go through, thorough in evaluating several different scenarios, and realistic about the outcome of our case. He was responsive, straightforward and rational in a very difficult time. He went above and beyond to find the answers we needed and to obtain the results we were looking for. Beliveau is aggressive and assertive in the courtroom, yet stands out for his personable style, his calm demeanor and steady hand in emotionally charged situations, and his ability to never lose sight of his client’s best interest. We felt nothing but confident in Attorney Beliveau’s representation and were extremely pleased with the work that he did, and the results that he achieved. He is an exceptionally skilled attorney and we would recommend his services to anyone in need of legal representation.” – MaryEllen Thomas Salem NH, a Family Law client

Great Attorney for Wills and Trusts

“David Beliveau did a great job on our wills and trusts. He helped make a complex process easily understandable and walked us through each step of the process. My wife and I are both attorneys and we had plenty of questions and changes; David answered every question and handled all of our changes skillfully. We would be happy to work with David again.” – Craig, a Wills client

Trustworthy, Knowledgeable, Informative, and Sincere

“David is definitely an expert in his area of estate planning as well as family law related to prenupts especially. A friend recommended David to me for a prenupt, and he was extremely thorough, and shared a wealth of knowledge with me during the process. He was reasonable when it came to price, and was upfront about the cost. David also helped me set up an LLC business, and gave me advice on that after it was set up. Again, he is an expert and gave me the pros and cons for each type of business I was interested in setting up, and let me make the best decision based on my needs. He was very fair again with regard to his fee. David also is helping me with some estate planning currently, and already had done a will for me a few years ago to meet my needs at the time without much cost. He has a good network for other attorneys with other services, and has helped me in emergencies by contacting them directly and putting me in touch with others that were outside of his expertise. I am very glad I know David, and will always use his services whenever I need them and always recommend him to anyone who wants a good reliable lawyer that they can actually trust and depend on.” – Estate Planning client

As thorough as they come, and very responsive.

“Mr. Beliveau is as thorough as they come, and is very responsive to clients’ needs. He and his team have been outstanding to work with, and have made our estate planning easy to understand, while simultaneously delivering the necessary level of complexity for a well-designed plan. He is collaborative with other specialists in such planning, and the ability to consult with tax experts in his firm is a major plus.” –  Jim, a Estate Planning client