Joseph H. Helm

Joseph H. Helm

also known as Joe Helm

5.0
Rating: 8.5

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

43 years

50%
Estate Planning 30%

Elder Law, Wills Trusts, Guardianship

43 years

30%
Wills and Living Wills 20%

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

43 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 42 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

Filter Avvo Reviews (118) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 46 - 50 of 50 reviews | Trusts

Posted by Darrell | February 22, 2017 | Hired Attorney | Trusts

Made it easy!

We were recommended to contact this firm to do a family trust and we were not disappointed! Joseph Helm explained everything very well and easy so we could understand what was all involved without being a lawyer ourselves. We only had to visit the office twice and had a little homework to get all inf...ormation needed. We now have all our information in one trust and all entities have been informed of the trust. Would highly recommend this service! Friendly and helpful from administrative staff to Joseph. Thanks

Posted by Gary and Linda | February 13, 2017 | Hired Attorney | Trusts

trust

We would highly recommend Joseph Helm to anyone needing to have a trust/will prepared. He listened carefully to our needs and concerns and had clear answers into how to best handle our situation.

Posted by Raynard | December 14, 2016 | Hired Attorney | Trusts

Estate planning review of Attorney Joseph H. Helm Jr.

My wife and I attended an Estate planning seminar facilitated by Attorney Helm. He explained the aspects of Estate planning, Trusts, Wills and living wills that were very understandable for a novice as it relates to these areas. Based on the information provided my wife and I felt very comfortable hi...ring Attorney Helm and proceeding with an estate plan for our family. He explained the process in a very understandable manner and guided us through the process of gathering all of the information necessary to complete the estate plan. We know the plan we completed covers our family in the event a catastrophic event were to occur to me or my wife. The cost for the Estate plan was straight forward and reasonable. The process was seamless with appointments scheduled to accommodate our schedules. Additionally, Attorney Helm was extremely personable and made sure we were comfortable with all of the aspects of the Estate planning process. We highly recommend Attorney Helm for all Estate planning needs.

Posted by Rick and Bonnie | September 30, 2016 | Hired Attorney | Trusts

Living Trust

Attorney Helm acted in a professional manner, but at the same time was very personable and caring during the time that was spent with him. My wife and I hired Attorney Helm to prepare a Living Trust for our Estate planning. He was knowledgeable and took the time to answer our questions in 'layman's' ...terms instead of legal language. We felt completely at ease and comfortable the way we were treated by not only Attorney Helm, but also other personnel within this law firm. We were extremely satisfied in all aspects of our treatment. Without reservation, we would (and have already) recommended Attorney Helm to others.

Posted by Sharon | August 12, 2016 | Hired Attorney | Trusts

Trust

I could not have been more satisfied with the service I received from Joe Helm. He assured me that this was the correct path to take for my estate and with great patience answered all of my many questions. I had some special circumstances which he helped me with and, to my great relief, offered to ...be a trustee if needed. I have every confidence in him as my estate lawyer and would recommend him (and have recommended him) to all of my friends and family.

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:  8.5 (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

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  • 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.
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