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 101 - 105 of 118 reviews

Posted by Susie | January 26, 2017 | Hired Attorney | Estate Planning

Trustworthy and reasonable

Me. Helm gave a free seminar on basic estate planning techniques at WVCY in Milwaukee. He explained the options of having a will, a trust or a marital agreement. When I went to have my plan done by Mr. Helm, he and his staff were respectful and patient. Detailed information and options were given, a...nd questions were welcomed. I am very pleased with the Estate Plan that was set up for my family. God bless America and our feeedoms!

Posted by Al | January 25, 2017 | Hired Attorney | Wills & Living Wills

review of Joseph H. Helm Jr.

Went to Joseph to have will made up, he was very thorough and explained everything well.

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.

Posted by Raynard | December 14, 2016 | Hired Attorney | Estate Planning

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 Kathy | November 30, 2016 | Hired Attorney | Family

Very helpful and Knowledgeable!!

Attorney Helm's expertise in family law and estate planning provided me with a complete will and trust package that addresses all of my needs. He explained the process thoroughly, answering all my questions. I will definitely recommend him to 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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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
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