Sirote > Our People > Joseph S. Bluestein

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Joseph S. Bluestein

Shareholder
Birmingham
jbluestein@sirote.com
Tel: 205.930.5123
Fax: 205.212.3870
 Assistant
Sandy Campbell
scampbell@sirote.com
205.930.5464

Joe’s practice focuses on business and tax planning issues, particularly for closely held, family-owned businesses and professional groups, such as medical practices and professional service firms. Joe has an extensive employee benefits practice and drafts retirement and welfare plans. Additionally, Joe practices in the estate planning area, succession business planning, entity formation, mergers and acquisitions and purchases and sales of businesses.

  • 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

 
  • Alabama Super Lawyers, Employee Benefits/ERISA
  • Recipient of the highest rating attainable by Martindale-Hubbell, a reflection of having achieved preeminent status in the areas of professional skill and integrity
  • Best Lawyers In America, Employee Benefits Law
  • Best of US, Employee Benefits  
  • Birmingham Bar Association
  • Alabama State Bar Association
    • Past Chairman, Section of Taxation
  • American Bar Association
    • Employee Benefits Committee of the Section of Taxation 

 

Schools

  • New York University
    LLM in Taxation, 1966
  • University of South Carolina School of Law
    LLB, 1965
  • University of Virginia
    BA, 1962

  • 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

 


 

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Sirote Legal Alert: The Changing Tax Climate - 12/10/2012

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Best Lawyers Recognizes 43 Attorneys from Sirote & Permutt as the "Best Lawyers in America" for 2013 - 11/5/2012

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Sirote's Joe Bluestein & Jay Maples Present ASCPA-Sirote Webinar - 7/30/2012

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Six Sirote Attorneys Designated "Best Lawyers of the Year" for 2012 - 11/17/2011

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Best Lawyers has selected 32 attorneys from Sirote & Permutt for recognition in The Best Lawyers in America for 2011 - 8/27/2010

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31 Sirote Attorneys Listed In Best Lawyers - 8/7/2009

31 Sirote attorneys listed in the 2010 edition of Best Lawyers Read More


Publication Recognizes 20 From Sirote As Super Lawyers - 5/19/2009

Birmingham law firm Sirote & Permutt is pleased to announce that 20 attorneys from the firm were selected for inclusion in the “2009 Super Lawyers” publication. Read More


Sirote Attorneys Named to Best Lawyers 2009 - 9/26/2008

The following attorneys with the law firm of Sirote & Permutt have been named to the 2009 edition of Best Lawyers: Read More