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 96 - 100 of 118 reviews

Posted by anonymous | February 01, 2017 | Hired Attorney | Estate Planning

Review of Estate Planning Attorney

We met with Attorney Helm for estate planning. We found him to be knowledgeable and very helpful with areas that were unfamiliar to us. We would definitely recommend Attorney Helm to our friends and family if they desired an Estate Attorney.

Posted by Carol and Robert | January 31, 2017 | Hired Attorney | Estate Planning

Competent & Professional

Attorney Helm made our estate planning experience a breeze. He is extremely knowledgable, pleasant, thorough, and efficient. We walked away with an organized binder of documents, including health care directives and MOA designation, all of which will make it easy for us and our trustee(s). This is... the guy to hire!

Posted by Julie | January 30, 2017 | Hired Attorney | Estate Planning

Wonderful To Work With

Atty. Helm prepared all my estate documents including trusts, will, POAs living will, etc. He and his staff were very kind and understanding; he answered all my questions and concerns and could not have made this process any easier. I highly recommend Atty. Helm!

Posted by Kim | January 30, 2017 | Hired Attorney | Estate Planning

Professional & Personable with Godly Foundation

My husband and I hired Joseph H. Helm, Jr. to assist us with estate planning. We wanted to protect our assets for our children and also appoint someone that we trusted to help manage our estate until our children were mature enough to take on this responsibility. He is very thorough and covers even... POA healthcare in the event that one of us cannot make our own healthcare decisions. The binder he provided will be of help to us and our children as a reference tool. He also provided wallet cards on how to designate future financial accounts and to direct EMS in the case that we are unresponsive. We recommend Joe Helm as he is a Christian and offers a great value for the services we received.

Posted by Gail | January 30, 2017 | Hired Attorney | Estate Planning

Mr. Helm was very conscientious in setting up our trust

Setting up a trust can be overwhelming, but Joe Helm made it quite easy. I used the word ‘conscientious’ in the title because he is thorough, careful, and vigilant. He even went above and beyond in meeting with my insurance agent to make sure my beneficiaries were set up correctly.

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