Joseph S. Bluestein

Joseph S. Bluestein: Attorney with Sirote & Permutt, P.C. AV stamp icon
  • Shareholder at Sirote & Permutt, P.C. (112 Attorneys)
  • 2311 Highland Avenue South, P.O. Box 55727, Birmingham, AL 35205
    View Joseph S. Bluestein's office location
  • Peer Reviews

    5.0/5.0
  • Profile Visibility [ i ]
Attorney Awards

Biography

Named in The Best Lawyers in America , Joe's practice focuses on business, tax, and succession planning issues, particularly for closely held, family-owned businesses and professional medical and legal practices. Joe has an extensive employee benefits practice and drafts retirement and welfare plans, assisting clients with respect to cafeteria plans, group life insurance plans, self-insured medical plans, and non-qualified deferred compensation plans, such as rabbi trusts, secular trusts, and severance pay plans. Joe is a Mid-South Super Lawyer and the Best Lawyers Employee Benefits (ERISA) Law Lawyer of the Year in Birmingham for 2012. He is a member of the Birmingham Bar Association, past chairman of the Alabama State Bar's Section of Taxation, and a member of the American Bar Association and its Section of Taxation and the Employee Benefits Committee.

Why did you become an attorney?

I felt law was a respected profession.

What is the best part of your job?

The people I work with, our clients, other lawyers, and our staff.

Who has inspired you in your career?

My senior law partners Karl Friedman, Ed Friend, and Jack Held have been my role models. They, along with others, have taught me to respect others, to be a good listener, and to solve problems.

What do you like most about the practice of law?

The appreciation of my clients and the relationships I have built.

Awards and Accreditations

The Best Lawyers in America
•AV-Preeminent Martindale-Hubbell Peer Review Rating
•Mid-South Super Lawyers

Recognition

The Best Lawyers in America

•Corporate Law (2016-2019)
•Employee Benefits (ERISA) Law (1995-2019)
Best Lawyers Employee Benefits (ERISA) Law Lawyer of the Year in Birmingham (2012)
•AV Preeminent Martindale-Hubbell Peer Review Rating

•Mid-South Super Lawyers, Employee Benefits (2008-2017)

Thought Leadership

•Represents clients in the qualified retirement plan area, which includes legal work for profit sharing plans, money purchase pension plans, defined benefit pension plans, target benefit pension plans, ESOPs, 401(k) plans and union negotiated retirement plans

•Represents clients in all types of ERISA matters

•Counsels businesses in connection with corporate, legal and financial problems

•Negotiates and structures sales and purchases of businesses

•Analyzes and forms entities to acquire and operate businesses

•Assists clients with respect to employee welfare plans, such as cafeteria, group life insurance and self-insured medical plans, VEBAs and disability insurance programs

•Estate planning for numerous professionals and business clients, including advising clients in planning their estates and insurance to accompilsh personal goals and minimize estate taxes

•Advises clients with regard to non-qualified deferred compensation plans, such as rabbi trusts, secular trusts, severance pay plans, stock option plans and a variety of similar compensation programs

Outside the Office

•Rabbi Grafman Endowment Fund Leadership
•Past President
•Board Member
•Lecturer on employee benefit topics
•Liaison Program on Employee Plans between IRS and the ABA
•Former Chairman (1990)
•Samford University's Cumberland School of Law
•Former Lecturer, Deferred Compensation
•Southern Employee Benefit Conference
•YMCA of Greater Birmingham
•Board of Directors
•Board of Trustees

Speeches and Publications

•Author, Tearin' It Up at the Talladega Half Marathon, Sirote Supports, September 2012

News

•Sirote & Permutt Announces 47 Attorneys Selected as The Best Lawyers in America for 2016
•Sirote & Permutt Announces 28 Attorneys Selected As Alabama Super Lawyers 2015
•Sirote & Permutt Attorneys Included in The Best Lawyers in America for 2015
•Sirote & Permutt Announces 28 Attorneys Selected As Alabama Super Lawyers 2014
•Best Lawyers Recognizes 46 Sirote Attorneys as the Best Lawyers in America for 2014
•Sirote & Permutt Announces 30 Attorneys Selected as Alabama Super Lawyers 2013
•Sirote Legal Alert: The Changing Tax Climate
•Best Lawyers Recognizes 43 Attorneys from Sirote & Permutt as the Best Lawyers in America for 2013
•Sirote's Joe Bluestein & Jay Maples Present ASCPA-Sirote Webinar
•Six Sirote Attorneys Designated Best Lawyers of the Year for 2012
•Best Lawyers has selected 32 attorneys from Sirote & Permutt for recognition in The Best Lawyers in America for 2011
•31 Sirote Attorneys Listed In Best Lawyers
•Publication Recognizes 20 From Sirote As Super Lawyers
•Sirote Attorneys Named to Best Lawyers 2009

Areas of Practice (5)

  • Health Care
  • Tax
  • Employee Benefits & ERISA
  • Estate Planning & Administration
  • Business & Succession Planning

Education & Credentials

Contact Information:
205-930-5123  Phone
205.212.3870  Fax
www.sirote.com
University Attended:
University of Virginia, B.A., 1962
Law School Attended:
New York University, LL.M., Taxation, 1966; University of South Carolina, LL.B., 1965
Year of First Admission:
1965
Admission:
1965, South Carolina; 1966, Alabama
Memberships:

Organizations

•Alabama State Bar
•Former Chair, Section of Taxation
•American Bar Association
•Employee Benefits Committee of the Section of Taxation
•Birmingham Bar Association

Birth Information:
Charleston, South Carolina, May 24, 1940
ISLN:
908962448

Peer Reviews

  • 5.0/5.0
  • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.

*Peer Reviews provided before April 15, 2008 are not displayed.

Birmingham, Alabama

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