Joseph S. Bluestein

Joseph S. Bluestein: Attorney with Sirote & Permutt, P.C.
  • Shareholder at Sirote & Permutt, P.C. (109 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
    Client Reviews
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Biography

Named in Tthe Best Lawyers in America, Joe’s practice focuses on business, tax planning, 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, assists clients with respect to cafeteria plans, group life insurance plans, self-insured medical plan and non-qualified deferred compensation plans, such as rabbi trusts, secular trusts, and severance pay plans. An Mid-South Super Lawyer and the Best Lawyers 2012 Employee Benefits (ERISA) Law Lawyer of the Year in Birmingham. He is a member of the Birmingham Bar Association, past Chairman of the Alabama State Bar Association Section of the Taxation and a member of the American Bar Association and its section of Taxation and the Employee Benefits Committee.

Awards & Accreditations

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

Professional Profile

Recognition

•The Best Lawyers in America
•Employee Benefits (ERISA) Law, 1995-2019
•Corporate Law, 2016-2019
•Best Lawyers, Employee Benefits (ERISA) Law Lawyer of the Year in Birmingham, 2012
•Mid-South Super Lawyers, Employee Benefits, 2008-2017
•AV-Preeminent, Martindale-Hubbell Peer Review Rating
•Best of US, Employee Benefits

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 plans, group life insurance plans, 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 accomplish 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

Cumberland School of Law
Former lecturer in deferred compensation
Lecturer on employee benefit topics
Liaison Program on Employee Plans between IRS and the ABA
Chairman, 1990
Southern Employee Benefit Conference

Speeches & 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 - 8/17/2015
Sirote & Permutt Announces 28 Attorneys Selected As Alabama Super Lawyers 2015 - 5/27/2015
Sirote & Permutt Attorneys Included in The Best Lawyers in America for 2015 - 8/19/2014
Sirote & Permutt Announces 28 Attorneys Selected As Alabama Super Lawyers 2014 - 4/28/2014
Best Lawyers Recognizes 46 Sirote Attorneys as the Best Lawyers in America for 2014 - 8/16/2013
Sirote & Permutt Announces 30 Attorneys Selected as Alabama Super Lawyers 2013 - 6/14/2013
Sirote Legal Alert: The Changing Tax Climate - 12/10/2012
Best Lawyers Recognizes 43 Attorneys from Sirote & Permutt as the Best Lawyers in America for 2013 - 11/5/2012
Sirote’s Joe Bluestein & Jay Maples Present ASCPA-Sirote Webinar - 7/30/2012
Six Sirote Attorneys Designated Best Lawyers of the Year for 2012 - 11/17/2011
Best Lawyers has selected 32 attorneys from Sirote & Permutt for recognition in The Best Lawyers in America for 2011 - 8/27/2010
31 Sirote Attorneys Listed In Best Lawyers - 8/7/2009
Publication Recognizes 20 From Sirote As Super Lawyers - 5/19/2009
Sirote Attorneys Named to Best Lawyers 2009 - 9/26/2008

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:
University of South Carolina, LL.B., 1965; New York University, LL.M. in Taxation, 1966
Year of First admission:
1965
Admission:
1965, South Carolina; 1966, Alabama
Memberships:

Organizations

•Birmingham Bar Association
•Alabama State Bar Association
•Past Chairman, Section of Taxation
•American Bar Association
•Employee Benefits Committee of the Section of Taxation

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.

Client Reviews

This attorney does not have client reviews.
Disclaimer

Birmingham, Alabama

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