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 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

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 86 - 90 of 118 reviews

Posted by Kevin | March 05, 2017 | Hired Attorney | Trusts

Trust Helm With Your Trust

My wife and I worked with Mr. Helm to establish trusts. He was friendly, respectful and thorough. Our children will not have worry about taking care of things upon our deaths and this gives us comfort. One less thing to worry about. Should have done this years ago but it's done now!

Posted by Darrell | February 22, 2017 | Hired Attorney | Estate Planning

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 Jay | February 20, 2017 | Hired Attorney | Estate Planning

Outstanding Lawyer and Gentleman

Attorney Helm is extremely knowledgeable and efficient. He is very organized, which made the process of completing our estate plan very easy for us. He was helpful and patient in answering our questions. He is also cost-effective for the amount of work he had to do for our family. We highly reco...mmend Attorney Helm for anyone looking to put together a trust or estate plan.

Posted by Donald | February 17, 2017 | Hired Attorney | Estate Planning

Estate and trust planning.

Mr. Helm (Joe) treated us from the beginning as if we were a friend of the family. Having put off trust and estate planning for years, we were lucky to find a lawyer of Joe's experience to review a complex situation we were dealing with. In the end, all our concerns were put to rest with a comprehens...ive plan that offers security and peace of mind to myself and my family.

Posted by anonymous | February 15, 2017 | Hired Attorney | Estate Planning

Jackie

“Google” came to my rescue by helping me select an attorney at random in the M.F. area. It was time to revise my outdated will and after reviewing the various websites, it was my good fortune to call McLario, Helm, Bertling & Spiegel and set an appointment with Joseph H. Helm, Jr. Because of his 3...0+ years of experience in estate planning, his counsel was invaluable. I was most appreciative of his patience in answering all of my questions, concerns and setting my mind at ease to know that my wishes will be fulfilled. I especially appreciate the binder I was given at our final meeting. It not only included my estate plan, but a section simplifying the procedures my family will follow at the time I am incapacitated or at the time of my death. I highly recommend the services of a true professional – Attorney Joseph Helm, Jr.

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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