Business, Estate Planning, Estate & Trust Administration, Medicaid & Tax Attorney, Waltham, Massachusetts
David M. Beliveau, Esq., CPA is the founder of the Beliveau Law Group, LLC with offices in Florida, Massachusetts, and New Hampshire. Attorney Beliveau represents both individuals and businesses. He has clients in Florida, Massachusetts, and New Hampshire.
Attorney Beliveau has been named a “Massachusetts Rising Star” by the publishers of Boston Magazine and Law and Politics Magazine. The distinction, awarded to less than five percent (5%) of all Massachusetts lawyers, was based on ballots cast by Massachusetts attorneys, asking them to identify the best lawyers, under the age of forty (40), whom they had personally observed in action.
Attorney Beliveau focuses his practice on asset protection, business law, civil litigation, estate planning, estate & trust administration, Medicaid, real estate, 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).
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).
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
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