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Roger S. Helman

Estate planning Attorney at Hancock, MI

5.0   3 reviews

also known as Roger S. Helman, J.D., CFP, KEWEENAW ESTATE PLANNING, PLC

  • Licensed for 29 years
    State MI
    Acquired 1994
    Status
    Active in Good Standing No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Roger

Learn Roger’s areas of practice.

3
Practice areas
  1. Estate planning
    85%
    My objective is to educate the client so that they can make an informed decision regarding these critically important and often ignored or over-simplified issues. This is my primary area of concentration, and I am genuinely concerned about my clients and their estate planning endeavors.

    30 years, 651 cases

  2. Real estate
    10%
    Buying or selling a home can be a difficult and confusing process. It is compounded by the fact that it typically involves a substantial amount of money. Standard purchase agreements do not cover everything, and there are also money saving strategies available, particularly to sellers, that brokers do not offer. My goal is to provide my client with the peace of mind that everything will be handled properly and timely, with their best interests in mind.

    30 years, 132 cases

  3. Probate
    5%
    My goal is to handle all probate administration matters in an efficient and timely manner. Often these issues do not receive the attention that they deserve, and, as a result, take much longer than necessary. I make every effort to close an estate quickly, while providing guidance to the personal representative (executor) every step of the way.

    30 years, 63 cases

Location

Keweenaw Estate Planning, PLC
216 Quincy Street
Hancock, MI, 49930

Reviews

5.0 / 5.0
  3 customer reviews
5 Star
 
100%
4 Star
 
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Posted by Peggy | June 2, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Roger S. Helman
Roger Helman recently helped my husband and I establish wills, general and medical POA's and a family trust. His exerience and expertise in estate planning were evident. He was very accessible for answering questions and completed these legal documents for us in a reasonable amount of time.
Posted by Brent | May 19, 2010
Review for Roger Helman
Roger is competent, prompt, and easy to work with. We have been extremely satisfied with the quality of his legal services.
Posted by Jean | April 27, 2010
Roger S. Helman
Both my husband and I were pleased with the information provided by Roger Helman in response to a need to revise a previous trust. He not only responded to our concerns but also pointed out areas that we had not questioned before. This was extremely helpful.

Cost

Rates
  • Hourly Rates $ 250-250 per hour
Payment methods
Check

Resume

AVVO RATING 6.8 (Good)

Work Experience

  • Principal
  • Keweenaw Estate Planning, PLC
  • 2015 - Present
  • Principal
  • Law Office of Roger S. Helman, Esq., PLC
  • 1996 - 2015
  • Associate
  • Drolet Freeman Preston & Cotton PC
  • 1994 - 1996
  • Law Clerk
  • Drolet Freeman Preston & Cotton PC
  • 1991 - 1994
  • Assistant Manager
  • Old Kent Bank & Trust Company
  • 1989 - 1991
View all work experience

Education

  • College for Financial Planning
  • CFP Program
  • 2001
  • University of Detroit Mercy School of Law
  • JD - Juris Doctor
  • 1994
  • University of Michigan
  • BA - Bachelor of Arts
  • 1989

Associations

  • Portage Health Foundation
  • Director
  • 2008 - 2015
  • Keweenaw Community Foundation
  • Professional Advisor
  • 1999 - 2010

Languages Spoken

  • English

Speaking Engagements

  • October "Lunch and Learn"
  • Estate Planning
  • 2010
  • Michigan Technological University
  • Business Law
  • 2010
  • Finlandia University
  • Personal Financial Planning
  • 2009

Attorney endorsements

Received (1)
Given (0)
Endorse Roger
Trusts Attorney | Oct 13
Relationship: Worked together on matter
"I endorse this lawyer."
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Avvo Contributions

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Hancock Estate planning Lawyer Roger S. Helman
Roger S. Helman
Estate planning Attorney
Hancock, MI
Licensed for 29 years