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 11 - 15 of 52 reviews | Practice Area Knowledge

Posted by Melanie Johnson | May 30, 2020 | Hired Attorney | Estate Planning

A fantastic legal resource!

Attorney Helm was an invaluable resource when we were setting up our estate plan! He was incredibly personable, knowledgeable and provided valuable information to help with our decision making, based on his years of experience. I would highly recommend him and would not hesitate to seek his services ...again should the situation arise in the future.

Posted by Brewer | March 19, 2020 | Hired Attorney | Estate Planning

Estate Planning

It was excellent working with a lawyer who specifically works on wills and trusts in our estate planning. We have done this before and did not receive anywhere near the same professionalism. We left with great understanding and a well organized notebook containing our Estate Plans and procedures for... our children to follow in the event of our death.

Posted by Steve | March 17, 2020 | Hired Attorney | Estate Planning

Excellent Estate Planning

Atty. Helm did an excellent job in helping us with estate planning, setting up a family trust. He is very professional, knowledgeable, and personable. I highly recommend him.

Posted by Dave Grant | March 08, 2020 | Hired Attorney | Estate Planning

Great Experience

We have used this law firm several times and most recently for our estate planning. We were happy with the way we were treated, the professionalism of the firm and the timely manner in which everything got done. Attorney Helm took the time to explain everything to us in terms that we understood. A...s returning clients, we received a 'family' price. We highly recommend McLario, Helm, Bertling & Spiegel.

Posted by Greg | January 29, 2020 | Hired Attorney | Estate Planning

Extremely happy with the estate plan Joe prepared for us!

My wife and I are happy with Joe Helm's services in preparing our estate plan. From our first meeting with him where he clearly described our options and the process. He clearly explained details in every day language and answered all our questions. The law office was easy to work with, convenient to... us as we live in Menomonee Falls. During the final signing of our estate plan documents, Joe again all of our remaining questions and clearly explained the contents of our plan and how to use the documents in the future.

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
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  • 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