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 52 reviews | Practice Area Knowledge

Posted by anonymous | March 15, 2021 | Hired Attorney | Trusts

Trust Joe

Joe did a great job explaining and setting up a trust for my family. He made it easy to understand.

Posted by Michael | January 22, 2021 | Hired Attorney | Estate Planning

Consumate Estate Planning Professional

My wife and I met with Attorney Helm just before the Thanksgiving holiday to discuss estate planning & our interest in a trust. He came highly recommended from from a trusted advisor and we were not disappointed. Attorney Helm's knowledge & expertise in estate planning was quickly evident. He spen...t the time to really understand our families financial situation and future goals and quickly responded to any questions that we had. We now have the peace of mind knowing that an expert in the field of estate planning helped us create a document that captures our wishes and ensures that our heirs are taken care of. We highly recommend attorney Helm and are thankful that we were referred to him!

Posted by Roger | January 15, 2021 | Hired Attorney | Estate Planning

Excellent service

We are entirely satisfied with the work Mr. Helm did fir us in making our estate plan. He told us the cost up front and what that would include. All through the process everything was well organized and clearly explained. At the signing of the legal documents he carefully walked us through what we ...were signing and how our survivors should handle them when the need arises. He provided us with a nicely organized 3-ring binder with all the steps outlined for our survivors and trustees. The entire process was professional and made convenient and easy, and we think the cost was reasonable considering the work involved.

Posted by John | November 18, 2020 | Hired Attorney | Estate Planning

Director

Joseph Helm crafted an estate plan that was thorough, yet easy to complete as Joe and his team had the outline in place for my wife and I to provide our personal information. We felt we were in secure hands. In addition to being professional, Joe was warm and patient when answering our questions. Jo...e was personally accessible and returned answers within 24 hours. The office staff is very competent. We will hire Joe when needed.

Posted by Pam | September 14, 2020 | Hired Attorney | Estate Planning

Estate planning

The estate planning process went smoothly and was much quicker than we expected. Attorney Helm was very helpful and answered all of our questions. We're really happy with the service we received and our new estate plan. Great value!

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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