Joseph Bluestein

, Shareholder

Birmingham

jbluestein@sirote.com
p - 205.930.5123
f - 205.212.3870



205.930.5464




205.930.5237


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.

Awards & Accreditations

  • Best Lawyers in America©
  • Alabama Super Lawyers
  • AV-Preeminent, Martindale-Hubbell® Peer Review Rating™

Recognition

  • The Best Lawyers in America©
    • Employee Benefits (ERISA) Law, 1995-15
    • Corporate Law, 2015
  • Best Lawyers® 2012 Employee Benefits (ERISA) Law  "Lawyer of the Year" in Birmingham
  • Alabama Super Lawyers, 2008-15
  • AV-Preeminent, Martindale-Hubbell® Peer Review Rating
  • Best of US, Employee Benefits 

Organizations

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

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



University of South Carolina School of Law

LLB, 1965


New York University School of Law

LLM in Taxation, 1966


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

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

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