Joseph H. Helm

Joseph H. Helm

also known as Joe Helm

5.0
Rating: 8.6

Licensed for 42 years

Trusts Lawyer at Menomonee Falls, WI
Practice Areas: Trusts, Estate Planning, Wills & Living Wills

N88 W16783 Main St, Menomonee Falls, WI

About Joseph

Biography

Practice Areas

3

Practice Areas

Trusts 50%

Revocable Living Trusts, Irrevocable Trusts, Life Insurance Trusts, Charitable Trusts

42 years

50%
Estate Planning 30%

Elder Law, Wills Trusts, Guardianship

42 years

30%
Wills and Living Wills 20%

Wills, Advance Directives, Financial Power of Attorney, Healthcare Power of Attorney

42 years

20%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Wisconsin for 42 years

State: Wisconsin

Acquired: 1983

Good Standing

No misconduct found

Licensed in Illinois for 41 years

State: Illinois

Acquired: 1984

Retired

No misconduct found

Licensed in Indiana for 42 years

State: Indiana

Acquired: 1983

Retired

No misconduct found

Location

Mclario, Helm & Bertling, Sc

N88 W16783 Main St, Menomonee Falls, WI, 53051

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Joseph H. Helm's Reviews

Avvo Review Score

5.0 /5.0

118 Client Reviews

5 star (116) 4 star (2)
3 star (0)
2 star (0)
1 star (0)

Posted by Alan | May 3, 2021 | Hired Attorney

This review is from a person who hired this attorney.

Joe Helm

Joe was highly recommended to us by 2 different parties. We weren’t disappointed,as he made everything pretty easy. He set up our Living will/ trust and I think it should be easy for the family if my wife or I or both of us should pass away. I wouldn’t hesitate to recommend him to family or friends. ...

Posted by anonymous | March 15, 2021 | Hired Attorney

This review is from a person who hired this attorney.

Trust Joe

Joe did a great job explaining and setting up a trust for my family. He made it easy to understand.

Posted by Patrick and Patricia | March 4, 2021 | Hired Attorney

This review is from a person who hired this attorney.

Excellent Estate Planning Attorney

Attorney Joe Helm had drawn up our living will 20 years ago when our children were small. Now it is 2021 and our needs have changed. We have once again chosen Attorney Helm to now set up our family trust. He made the process very easy and in the end we have a trust account that is organized and easy... to understand for ourselves and our grown children. We have complete trust and confidence in Attorney Helm. With that said we have referred other family members to him. Thank you Joe!

Posted by Dave Br. | January 28, 2021 | Hired Attorney

This review is from a person who hired this attorney.

Joe is the estate planning to hire!

Joe was excellent to work with regarding our family estate planning. Everything was set-up in an simple to follow process. Joe was very kind, personable and took time to answer every question and concern we had. What really stood out was Joe's integrity and compassion.

Posted by Michael | January 21, 2021 | Hired Attorney

This review is from a person who hired this attorney.

Consumate Estate Planning Professional

My wife and I met with Attorney Helm just before the Thanksgiving holiday to discuss estate planning & our interest in a trust. He came highly recommended from from a trusted advisor and we were not disappointed. Attorney Helm's knowledge & expertise in estate planning was quickly evident. He spen...t the time to really understand our families financial situation and future goals and quickly responded to any questions that we had. We now have the peace of mind knowing that an expert in the field of estate planning helped us create a document that captures our wishes and ensures that our heirs are taken care of. We highly recommend attorney Helm and are thankful that we were referred to him!

See All Client Reviews

Joseph H. Helm's Lawyer Endorsements

Endorse Joseph
Alan L Spiegel Jr. headshot
Alan Spiegel

Trusts lawyer | Apr 06

Relationship: Fellow lawyer in community

"I endorse Joe. He is an extremely competent lawyer who practices with integrity."

Jaymes Fenton headshot
Jaymes Fenton

Unknown lawyer | Apr 05

Relationship: Fellow lawyer in community

"Atty. Helm is an expert in Estate Planning. His years of experience ensure quality preparation of the trusts and wills he creates for his clients. I endorse this lawyer."

View All Endorsements
David E. Wells headshot
David Wells

Probate lawyer

Jeff Hughes headshot
Jeff Hughes

Family lawyer

Michael L. Bertling headshot
Michael Bertling

Personal injury lawyer

Jaymes Fenton headshot
Jaymes Fenton

Criminal defense lawyer

Alan L Spiegel Jr. headshot
Alan Spiegel

Family lawyer

Experience

Rating:  8.6 (Excellent)

Honors

2021

Distinguished, Martindale-Hubbell

2020

Distinguished, Martindale-Hubbell

2020

Client Champion Award, Martindale-Hubbell

2019

Peer Review Rated, Martindale-Hubbell

2018

Distinguished, Martindale-Hubbell

2017

Client Rating, Martindale-Hubbell

2016

Peer Review Rated, Martindale-Hubbell

2016

Client Rating, Martindale-Hubbell

Work Experience

1983 - Present

Partner, Mclario, Helm & Bertling, Sc

Associations

1983 - Present

State Bar of Wisconsin

Member

2015 - 2018

Village of Menomonee Falls, WI

President

1984 - 2018

Illinois State Bar Association

Member

1983 - 2018

Indiana State Bar

Member

Education

1983

Valparaiso University School of Law

JD - Juris Doctor

1980

Bob Jones University

BA - Bachelor of Arts

N/A

University of Wisconsin, Eau Claire

N/A

University of Wisconsin, Oshkosh

Speaking Engagements

2017

Numerous conference annually

Estate Planning

Publications

1990

Wisconsin Lawyer ADR: An Alternative for Settling Civil Disputes

1983

Valparaiso University Law Review Editor

1982

Valparaiso University Law Review Editor

Languages

English

Spanish

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution