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 111 - 115 of 118 reviews

Posted by Jeff | September 18, 2016 | Hired Attorney | Estate Planning

Knowledgeable attorney with and excellent personal approach to estate planning

Joe takes the time to understand your situation and advise you on the best path forward to manage your estate. He is engaged and attentive to your needs as he shares with you the pros and cons of each aspect of estate planning. He is a master at understanding the law and relates that back to you to... build the best plan to deliver on your goals. Once you have established a path forward Joe and his team are very thorough in delivering and explaining each component of the estate plan. All of which is done very efficiently. What is most appealing to me is the manner with which Joe approaches your situation. He is an active listener that understands his role in helping you to meet your estate planning goals. I highly recommend Joe for your estate planning needs.

Posted by Annie | September 15, 2016 | Hired Attorney

painless planning

Attorney Helm was organized, thorough, candid and clear. He gave us the time we needed and answered all our questions. He was personable and honest and his rates were very fair. Highly recommended.

Posted by Ben & Pat B. | September 08, 2016 | Hired Attorney | Estate Planning

Estate Planning

Joseph Helm made the preparation of an estate plan very simple and straightforward. We had put off preparing a plan for years, but after meeting with Joseph Helm the task was completed in no time and was painless. I would highly recommend his services.

Posted by David | August 30, 2016 | Hired Attorney | Estate Planning

Joseph H. Helm Jr.

Estate planning is new territory for me. Mr. Helm was informative, personal, knowledgeable, and patient. In plain terms he made it painless for me while he was completely thorough. I would not hesitate to recommend him for his services.

Posted by Jennifer | August 29, 2016 | Hired Attorney | Estate Planning

Completely Assured

My husband and I hired Attorney Joe Helm to assist us with estate planning. We were given clear directions and forms that we completed at home. We then met with Mr. Helm in person at his office to complete and sign the paperwork. The entire process was easier and less time consuming than we'd anti...cipated. He and his staff handle matters in an extremely timely and effective manner. He is easy to get ahold of and prompt in his responses. We are without doubt that he is the most trustworthy, prepared, skilled, efficient, and professional attorney that we could have hired. We have 100% assurance that our affairs are in order. We hold Joe Helm in the highest regard and have confidently recommended him to family and friends.

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