David M. Beliveau

David M. Beliveau, Esq., is a business, estate planning law, probate, trust, Medicaid, real estate, and tax attorney in Waltham, Massachusetts. He helps individuals, families, fiduciaries, lenders, buyers, sellers, and business owners plan carefully and solve legal problems. His work at Beliveau Law Group, LLC includes asset protection, business formation, trust planning, estate planning, estate administration, real estate closings, and tax matters before the IRS. He brings legal and accounting knowledge to complex decisions that affect property, wealth, taxes, and future family security.

David earned his J.D., cum laude, from the University of Miami School of Law. He also earned a B.B.A. in Accounting and Computer Applications from the University of Notre Dame. He is admitted to practice law in Massachusetts, New Hampshire, and Florida. He is also a CPA in New Hampshire. This education and licensing background gives him a strong base for work involving estate plans, business entities, tax questions, fiduciary duties, and financial planning concerns.

David began his career with experience in accounting before building a broad legal practice. He worked with Ernst & Young, LLP before serving clients through law firms in New Hampshire and Massachusetts. His later roles included estate planning and estate administration management, probate and trust work, and business law matters. He has handled wills, revocable trusts, irrevocable trusts, charitable trusts, family limited partnerships, LLCs, corporations, buy-sell agreements, Medicaid applications, and real estate transactions. He has guided professionals through detailed planning topics in educational presentations and discussions.

David M. Beliveau helps clients by giving clear guidance during important financial and legal decisions. He supports families with estate planning, assists fiduciaries with trust and probate duties, and helps businesses choose proper structures and manage operations. He also represents clients in real estate closings and tax matters. His background as both an attorney and CPA allows him to address legal, tax, and practical concerns together, helping clients protect assets and move forward with confidence.

Law Office Affiliations

• Founder, Beliveau Law Group, LLC
• Member, Massachusetts Bar Association
• Member, New Hampshire Bar Association
• Member, Florida Bar

Licensed State

• Massachusetts
• New Hampshire
• Florida

Education

• University of Miami School of Law
  Juris Doctor (JD)
• University of Notre Dame
  BBA in Accounting

Awards & Badges