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 16 - 20 of 20 reviews | General Knowledge

Posted by Jeanne | September 19, 2016 | Hired Attorney | Estate Planning

Estate Planning

Joe did a great job explaining the process, provided several specific scenarios that were critical for our decision making in this most important life task. From the initial consultation to our signing meeting was only three weeks! Delighted at how responsive Joe was and how quickly our documents w...ere completed. Will recommend Joe to friends and family as he was so great to work with.

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 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 Kent | August 24, 2016 | Hired Attorney | Estate Planning

Fantastic Experiance

My wife and I were recommended from our financial planner to go to Mr. Helm, and since we have recommended him several times ourselves. We went to him for our Estate planning and it went smoothly. We were well informed as to what we needed to do, and well informed of all of our options throughout the... process. We couldn't of been happier..

Posted by Sharon | August 12, 2016 | Hired Attorney | Estate Planning

Trust

I could not have been more satisfied with the service I received from Joe Helm. He assured me that this was the correct path to take for my estate and with great patience answered all of my many questions. I had some special circumstances which he helped me with and, to my great relief, offered to ...be a trustee if needed. I have every confidence in him as my estate lawyer and would recommend him (and have recommended him) to all of my 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
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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.
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