Business Details
Your Trusted Legal Partner for Estate Planning & Elder Law
Beliveau Law Group is a legal practice dedicated to protecting clients' interests through comprehensive legal solutions. Our team of attorneys and certified public accountants combines legal expertise with tax knowledge to address complex matters in asset protection, business law, estate planning, elder law, and real estate. With offices in Florida, Massachusetts, and New Hampshire, we serve individuals, families, and businesses across multiple jurisdictions. Our attorneys have decades of combined experience in trust law, fiduciary income taxes, and Medicaid planning. We provide strategic guidance on business formations, estate tax minimization, and probate avoidance through revocable trusts.Our integrated approach ensures clients receive coordinated legal and tax advice to minimize risks while maximizing asset preservation. We prioritize transparency in all communications, offering personalized service that aligns with each client's unique circumstances. As active members of the legal community, we stay current with evolving regulations to deliver authoritative counsel. Our commitment to excellence is demonstrated through numerous client testimonials praising our expertise in complex legal proceedings, including trust litigation and real estate transactions.
Services
Estate Planning
Elder Law
Business Law
Probate Administration
Trust Services
Real Estate Law
Asset Protection
Tax Planning
Medicaid Planning
Wills & Trusts
Highlights and features
- We offer decades of combined experience in multi-jurisdictional estate and business law
- Our team integrates legal expertise with certified public accounting knowledge
- We specialize in complex Medicaid trust formations and estate tax minimization strategies
- Our attorneys have successfully guided clients through high-stakes trust litigation cases
- We provide personalized service with a proven track record in real estate transactions
What people say
Expert testimony
Highest recommendation
Consummate professional
Honest and knowledgeable
Comfortable with attorney
Services
Estate Planning
Comprehensive estate planning services including wills, trusts, and power of attorney documents ensure your assets are distributed according to your wishes. Our attorneys create personalized strategies to protect your family's future while minimizing tax implications. We specialize in revocable and irrevocable trusts to avoid probate and preserve wealth for future generations.
Elder Law & Medicaid Trusts
Specialized elder law services focus on Medicaid planning, long-term care strategies, and asset protection. We help families navigate complex regulations to qualify for benefits while preserving family assets. Our Medicaid income-only irrevocable trusts provide critical protection against nursing home costs through proactive five-year look-back planning.
Business Law Services
Our business law practice covers entity formation, contract negotiations, and succession planning for companies across multiple states. As both attorneys and CPAs, we provide integrated legal and tax advice to minimize business taxes. We represent clients in mergers, acquisitions, and business dispute resolution while ensuring compliance with state regulations.
Probate & Trust Administration
We guide executors and trustees through complex probate proceedings and trust administration requirements. Our team handles estate tax filings, asset distribution, and guardian appointments with expertise in multi-state probate matters. We provide fiduciary income tax preparation and help resolve disputes between beneficiaries and estate administrators.
Estate Tax Planning
Specialized estate tax services include federal and state tax return preparation, gift tax strategies, and valuation guidance. We help high-net-worth clients minimize tax exposure through credit shelter trusts and generation-skipping transfer techniques. Our combined legal and accounting expertise ensures full compliance while preserving maximum asset value for beneficiaries.
People
David M. Beliveau
Attorney
Founder of Beliveau Law Group with offices in Florida, Massachusetts, and New Hampshire. Specializes in estate planning, business law, and tax matters. Former associate at prominent law firms with CPA certification in New Hampshire.
Margaret L. Cross-Beliveau
Attorney
Estate planning specialist with extensive experience in wills, trusts, and real estate transactions. Provides expert legal counsel on asset protection and Medicaid planning strategies across three states.
Mary Moy-Hart
Attorney
Real estate law expert with proven success in property transactions and closings. Offers comprehensive legal representation for residential and commercial real estate matters in multiple jurisdictions.
Questions
What legal protections exist for dementia patients' assets?
Medicaid income-only irrevocable trusts provide critical protection for dementia patients' assets from caregiver exploitation. These trusts must be established at least five years before Medicaid application to ensure eligibility while protecting family homes and savings.
Can caregivers claim property from deceased owners?
Caregivers have no automatic inheritance rights unless named in a valid will. Our attorneys help contested beneficiaries navigate probate courts to enforce rightful property claims when caregivers attempt to seize assets improperly.
How do testamentary trusts protect family assets?
Testamentary trusts protect assets by holding them in trust for surviving spouses rather than transferring outright. This structure prevents nursing home costs from depleting inheritance and avoids Medicaid estate recovery from seizing family assets.
What business structure best protects personal assets?
Limited liability companies (LLCs) and corporations provide the strongest asset protection while offering tax flexibility. Our attorneys help business owners choose optimal structures that minimize liability exposure and support long-term growth objectives.
Can stepchildren contest inheritance decisions?
Adult stepchildren generally cannot contest wills in Massachusetts unless named as beneficiaries. Our elder law attorneys help establish clear estate plans that withstand challenges while respecting blended family dynamics across multiple jurisdictions.
