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 1 - 5 of 5 reviews | Compassion

Posted by Chet | January 06, 2021 | Hired Attorney | Estate Planning

Highly recomended!!!

We reached out to Atty Helm for a long over due estate plan. Joe Helm and his team made the process easy, comfortable and understandable every step of the way. We felt a bit embarrassed/intimidated because we procrastinated on getting this done. Joe Helm couldn't have been kinder or more patient thr...ough the entire process. It was a small price to pay for the peace of mind knowing our estate will transition smoothly to our beneficiaries! I'm confident this is one of the best decisions we have ever made! Thank you Joe Helm!

Posted by Cheri | November 05, 2019 | Hired Attorney | Estate Planning

Estate Plannin

The service I received from Attorney Joseph Helm was exceptional. I contacted his firm three years ago to discuss my estate . Due to the process of divorce I had to delay the completion of the estate trust. Post divorce I contacted his office. They held on to all the information we previously discuss... and completed the process without hesitation. I appreciate the service and compassion in completing the documents. Every detail was explained and presented professionally.

Posted by walter and Nancy | December 22, 2017 | Hired Attorney | Estate Planning

Living Trust

Joe was very thorough in explaining options to us and helping us organize our trust, including a special needs trust spiget in our trust. He presented us with a very well organized binder which put all all information at our fingertips. He is also an amiable person who communicates genuine concern ...for his client with no pressure.

Posted by Jeff Hughes | April 10, 2017 | Hired Attorney | Estate Planning

Joe did our family's estate plan--thank you!

I hired Attorney Joe Helm to do our family's estate plan. He and his staff were wonderful and easy to work with. He asked all the right questions and got right to the heart of what we needed for our future protection. His pricing was fair--and very competitive. I am also a lawyer and have some ...knowledge on the "inner workings" of law firms. I chose Joe among the hundreds of other options because he is trustworthy and has a great reputation among other lawyers who know when good when they see it. And, in our community, Joe is very involved and really cares about families and our city. He gives tirelessly to others. I would recommend Joe to everyone I know without reservation.

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.

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.
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