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 6 - 10 of 11 reviews | Responsiveness

Posted by Dave and Barb | August 22, 2017 | Hired Attorney | Estate Planning

Joseph H. Helm Estate Planning Services

Joseph Helm was very professional in handling our estate plan. He thoroughly explained all sections and presented options. He was quick to respond to our questions and delivered a valuable product for us.

Posted by Curtis | June 23, 2017 | Hired Attorney | Trusts

Living Trust Estate Plan

We hired Joe after attending a seminar he conducted on living trusts. His expertise on living trusts and his concise description of the topics covered helped us feel comfortable trusting him with our plan. We just signed all the documents and when finished were given an organizer binder with clear in...structions for us and our heirs. Joe and his staff answered our calls and emails promptly along the way and encouraged us to call anytime with questions that might come up. Genuine service.

Posted by Barry | May 16, 2017 | Hired Attorney | Wills & Living Wills

Our Will

We needed a will prior to a family trip to California. Joe and staff were able to get our signatures on all forms in just two weeks. I met with Joe for initial consulation, returned the needed information to the firm 2 days later, recieved draft docs 2 days after that, and signed all forms on signing... day. Simple. Fast. Courteous. Professional. I highly recommend him.

Posted by anonymous | April 20, 2017 | Hired Attorney | Estate Planning

Excellent Experience

Attorney Helm worked with us to develop our estate plan. We had a prior trust but relocated to Wisconsin and needed to make several changes, so we hired him to assist us. He completed the estate plan with our trust and living will sooner than we anticipated. He and his staff were very helpful and K...nowledgeable. His assistant answered all of our questions promptly. I would recommend him to others for estate planning.

Posted by Shelley | January 17, 2017 | Hired Attorney

Will and Estate Planning

Working with Attorney Helm was a pleasure. He explained this unknown process to me, and made it understandable. Right from our initial meeting, I felt comfortable asking questions about the process and how to complete the paperwork. No question was too small. The turnaround time from start to fi...nish was very good. I would highly recommend Attorney Helm.

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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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