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Hans Christian Blum

Hans Christian Blum

Partner
Rechtsanwalt | Fachanwalt für Erbrecht (Certified lawyer for inheritance law) | Global Co-Head of Private Clients Group, CMS | Head of Private Clients Group, CMS Germany

CMS Hasche Sigle
Schoettlestraße 8
70597 Stuttgart
Germany
CMS Hasche Sigle
Kranhaus 1
Im Zollhafen 18
50678 Cologne
Germany
Languages English, German, French

Hans Christian Blum advises entrepreneurs and high-net-worth individuals. His clients primarily aim at protecting and preserving family businesses/family assets as well as keeping peace in the family. In this context, they particularly appreciate Hans Christian’s empathic advisory work and his focus on jointly developing individual solutions for each family in question. As a long-standing and valued strategic partner, he often acts as a process manager or family officer. He guides families through the individual steps of business continuity plans, asset structuring (particularly setting up family pools) and long-term succession planning.

During and after the sale of family businesses, Hans Christian advises entrepreneurial families on their strategic repositioning, for example when setting up either their own physical or virtual family office, and he helps them prevent typical mistakes often made after selling a company.

Hans Christian advises on German as well as cross-border asset and corporate succession planning, matrimonial property regimes and corporate investment management. In individual cases, he also executes wills and acts for heirs, persons entitled to a statutory share as well as for executors in inheritance disputes. Alongside drawing up wills, contracts of inheritance, marriage contracts or advising on making gifts, he furthermore focuses on the establishment of private and corporate foundations in Germany or abroad.

Hans Christian joined CMS in 2000. He heads the Institute for Inheritance Law of Deutsches Anwaltsinstitut e.V. (German Lawyers’ Institute) and has been teaching at a number of renowned universities and institutions in Germany such as Duale Hochschule Stuttgart (university combining academic studies with work experience, EBS Business School, Stuttgart Bar Association or Württembergische Verwaltungs- und Wirtschaftsakademie (academy for administrative and business studies. Apart from regularly publishing articles on succession planning, he is the co-publisher of the “Erben + Vermögen” journal and co-authored part of the section on the right to a statutory share in a leading German online commentary as well as guides on family businesses, entrepreneurial families and statutory share legislation. Hans Christian is also a popular speaker on his areas of expertise.

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“He sees the big picture and focuses on the long-term questions for the family. He does not overwhelm the client. They can see the problem and the solution and make a decision.”

Chambers HNW, 2019

"Christian Blum focuses his practice on advising and representing individuals on asset management, family governance and succession planning with sources affirming that he is ‘outstanding for litigation’".

Who's Who Legal, 2019

"He combines strong client service with very good technical skills."

Chambers HNW, 2018

"His expertise is very good and the client experience he provides is very good, by taking up the needs of the client and finding a programme which suits their personal and professional situation"

Chambers HNW, 2018

"Christian Blum gains recognition from international sources for his impressive expertise in the field. He is frequently engaged in handling matters involving asset structuring, succession planning and related contracts."

Who's Who Legal, 2018

Oft empfohlen bei Erbschaftsteuer, Nachfolge

JUVE Steuermarkt, Dezember 2017

"preeminent expertise and personal advice" (client)

JUVE German Commercial Law Firms 2017 (GCLF)

"Recommended"

JUVE German Commercial Law Firms 2016 (GCLF)

Education

  • 2002: 39th Academy of American and International Law in Dallas, Texas

  • Trainee lawyer in Frankfurt

  • Law studies at the University of Mainz

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Memberships

  • Head of the Institute for Inheritance Law of Deutsches Anwaltsinstitut e.v. (DAI)

  • Society of Trust and Estate Practitioners (STEP)

  • 2008 - 2012: Chairman of the Stuttgart Bar Associations‘ examination board that certifies lawyers as inheritance law specialists

  • 2008 - 2011: Society of Inheritance law committee of the German Chamber of Lawyers (Bundesrechtsanwaltskammer)

  • Former president of Wirtschaftsjunioren Stuttgart (association of young business leaders and entrepreneurs)

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Publications

  • Beitrag "Asset Protection für Start-up'ler", starting-up.de, Januar 2019

  • Mitherausgeber: Fachzeitschrift Erben und Vermögen, NWB Verlag

  • Beitrag "Folgewirkungen des Zuzugs in die Schweiz – eine Checkliste aus der Praxis" in Erbschaftsratgeber Deutchland-Schweiz, 2018

  • Gastbeitrag "Deutsches Transparenzregister hat Folgen" in Österreichischem Recht-Extrajournal, Januar 2018

  • Zitate zum Transparenzregister in Handelsblatt 13.11.2017 und Manager Magazin 12/2017

  • Beitrag "Das neue Transparenzregister" Legal Tribune Online, 2.11.2017

  • Zitate in "Richtig loslassen", Profits Sparkassen-Finanzgruppe, September 2017

  • Beitrag "Stiftungsrechtlicher Standortvergleich D-CH-AT-FL", Stiftung & Sponsoring August 2017

  • Article "Succession: Courage not Contract Clauses" Die News Juli 2017

  • Quotes in "Renaissance in Family Foundations" Stuttgarter Zeitung, June 2017

  • Quotes in "How to secure your life's work in the long term" Unternehmensjurist 3/2017

  • Articles "Brexit and its consequences - What family-owned companies should do" NTV April 2017

  • Commentary on sections 2311 - 2314 German Civil Code in the C.H. Beck Großkommentar

  • Commentary on "Handbuch Bankvertrieb", September 2015

  • Quotes, articles, incl.: Handelsblatt, DIE ZEIT, Focus Money, DIE WELT, Financial Times Deutschland, Börsen-Zeitung, Platow Brief; ParisBerlin, finest.finance, Börse-Online, NTV, IHK-Magazin, VDI-Nachrichten, Züricher Sonntagszeitung, Unternehmensjurist

  • Commentary on §§ 2311 - 2314 German Civil Code in the C.H.Beck Großkommentar (date of publication 2016)

  • Article "Wohin mit der Kunst", JUS 2015

  • Contribution in "Handbook on Family-Owned Companies and Entrepreneurial Families", July 2016

  • Article "Decision of the Federal Constitutional Court on inheritance tax law" Elitebrief 12/2014

  • Article "A modern approach to structuring foundations for estate planning" Elitebrief 10/2014

  • Article "Consequences of moving to Switzerland" Erbschaftsratgeber Deutschland-Schweiz 2014

  • Article "How to control family assets" Elitebrief 1/2014

  • Cited in "Administering assets for foundations" Fondszeitung August 2013

  • Artikel „Familienvermögen schützen“ IUS-Stuttgarter Zeitung, 23.03.2013

  • Cited in Handelsblatt "Foundations on the lookout for new investment concepts", 13.03.2013

  • Buchbeitrag „Familienstrategien nach dem Verkauf“ in Unternehmensverkauf, C.H. Beck-Verlag Nov. 2012

  • Zitat in „Erbschaftsteuer erhitzt die Gemüter“ PlatowOnline, 26.10.2012

  • Zitate in „Deutscher Steuerwahn; Geld Retten“ Focus Money, Oktober 2012

  • Interview „Politik nimmt Unternehmer und Reiche ins Visier“ in Platow-Brief 10.09.2012

  • Zitat in „Verkaufsschlager Mittelstand“ Financial Times Deutschland 21.06.2012; Bayerische Staatszeitung 06.07.2012; Staatsanzeiger Baden-Württemberg vom 06.07.2012

  • Zitat in "Family Offices helfen Stiftungen bei ihrer Finanzierung", DIE STIFTUNG 2012

  • Aufsatz „Haftung des Testamentsvollstreckers für die Nachsteuer“, ZEV 2012, 92

  • Article "From entrepreneur to man of private means, a challenge for the family", Börsen-Zeitung, May 2012

  • Stiftungen als Instrument der Nachfolgeplanung, Financial Times, 29. November 2011

  • Cited in "The fight for illegal funds", Handelsblatt, 16.08.2011

  • Cited in "Tax treaty is lawful", Handelsblatt, 15.08.2011

  • Essay "Access by foreign foundations owing to German ordre public", IStR 2011, 475

  • Ausländische Nachfolgelösungen im Fokus deutschen Rechts, DER SCHWEIZER TREUHÄNDER 2011, p. 538

  • Eine Immobilie ist kein Wert wie jeder andere, StZWirtschaft kompakt 2011

  • Die Schweiz setzt auf sorgfältige Nachlassplanung, StZWirtschaft kompakt 2011

  • Liechtensteinische Stiftung – Unwirksamkeit Zuwendungen an die Begünstigten, ErbR 2011, p. 41

  • Beitrag "Vertrauen bei der Nachlassplanung", finest.finance, Januar 2011

  • Grenzüberschreitende Familienvermögen, finest.finance, November 2010

  • "Selbstanzeige ist dringend geboten", boerse-express.com, 4. November 2010

  • Interview zur Steuerverhandlungen zwischen Deutschland und der Schweiz, in Financial Times Deutschland, 3. November 2010

  • Aufsatz "Liechtensteinische Stiftung – Unwirksamkeit von Zuwendungen an die Begünstigten", Private 22 2010

  • Beitrag "Notfallvorsorge für Familie und Familienvermögen", finest.finance September 2010

  • Aufsatz "Die weisungsgebundene Liechtensteinische Stiftung, ein Vertrag zu Gunsten Dritter?, LJZ 28 2010

  • Beiträge "Erbrechtliche Klageverfahren", C.H. Beck-Online, seit Juni 2010

  • Beitrag "Letzte Chance zur Neuordnung der Nachfolgeplanung?", Ibiza-Heute, Mai/Juni 2010

  • Buchbeitrag in "Handbuch Pflichtteilsrecht", C.H. Beck-Verlag April 2010

  • Beitrag "Wirksame Errichtung und Rechtsfolgen einer Stiftung liechtensteinischen Rechts", ZEV 2010, p. 269

  • Zitate "Erben müssen sich beeilen", Platow Brief, Mai 2010

  • Beitrag "Fehltritte Vermeiden", Form + Werkzeug, Heft 2 2010, p. 16

  • Beitrag "Liechtensteinische Stiftung – Schenkung zugunsten Dritter auf den Todesfall?", Private Heft 2 2010, p. 26

  • Beitrag "Deutsch-Französischer Ehegüterstand", ParisBerlin März 2010

  • Beitrag "Rechtliche Notfallvorsorge für das Familienvermögen", Platow Brief vom 19. Februar 2010

  • Zitate in Züricher Sonntagszeitung, vom 07. Februar 2010

  • Article on "Update on advance health care directives and lasting power of attorney", Unternehmerbrief from the Union for Small and Medium-sized Companies (UMU), November 2009

  • Quotes in "Hope for a reform on top of this reform", DIE WELT, 13 November 2009

  • Interview on inheritance tax exemptions "Future lines of conflict", Financial Times Deutschland, 5 August 2009

  • Article on "Update on advance health care directives and lasting power of attorney", Unternehmerbrief from the Union for Small and Medium-sized Companies (UMU), November 2009

  • Article on "New inheritance tax law will slow down the economy but also offer greater latitude and benefits", Staatsanzeiger Baden-Württemberg, 12 June 2009

  • Article "Inheritance tax – opportunities and risks for entrepreneurs", Karlsruhe Chamber of Industry and Commerce, June 2009

  • Quotes in "Preserving your life achievements – corporate foundations" DIE ZEIT, 28 May 2009

  • Quotes in "Tax reform horrifies company successors", Handelsblatt 25 March 2009

  • Paper "Liechtenstein's new law on foundations: civil and tax law classification following the reform", ZEV 2009, 171

  • Article "Company heirs: reducing tax liability by planning ahead", VDI-Nachrichten, 24/04/2009

  • Quotes in "Tax reform horrifies company successors", Handelsblatt 25 March 2009

  • Article "Inheriting property abroad", Deluxe Mallorca, March 2009

  • Article "Heirs get money back", Stuttgart Zeitung, 9 March 2009

  • Paper "Partnership under the Civil Code can be entered in land register", BB 2009, 400

  • Contribution in book on international inheritance law in "Advice on estate planning", Stollfuß Verlag, June 2008

  • Paper "Importance of the premiums paid into a life insurance policy for supplementing compulsory portions", ZEV 2008, 146

  • "Broader scope for estate planning", CMS Special Report Estate Planning and Succession, 2008

  • "Foreign assets and inheritance", CMS Special Report Estate planning and succession, 2008

  • Book "Compulsory portion law strategies for the legal practitioner", Boorberg Verlag, April 2007

  • Book "Inheritance law strategies for the legal practitioner", Boorberg Verlag, April 2007

  • Paper "Changes to the Professional Code of Conduct for lawyers in specialist fields", RAK Kammerreport November 2006

  • Paper "How to set up your own foundation", CMS Special Report Estate Planning and Succession, October 2006

  • Article "Well thought-out succession planning is the key", Handelsblatt of 28.06.2006

  • Paper "A practical guide to international estate planning", ErbR 2006, p. 9

  • Paper "Life assurance in the law of succession", FF 2005, 210

  • Paper "International estate planning", CMS Special Report Estate Planning and Succession, October 2005

  • Paper "The introduction of the European enforcement instrument", CMS-Report XI, September 2005

  • Contribution to book on the law of succession "Anwaltsrecht II", 3rd. edition, Boorberg Verlag, autumn 2005

  • Paper "European Commission Green Paper on International Law of Succession", ZErb 2005, 170

  • Paper "The Frauenkirche in Dresden and inheritance law", CMS-Report X, March 2005

  • Paper "Estate planning: estate planning and corporate succession", ZfR 2005, 52

  • Paper "Calculating the claim to the supplement to the compulsory portion in the case of gifts made subject to the right of use/ discussion of Federal Court of Justice decision of 16.07.2003, case no.: IV ZR 73/93", FF 2005, 19

  • Paper "Calculating the claim to the supplement to the compulsory portion taking account of lifetime gifts" FF 2004, 111

  • Author for international inheritance and inheritance-tax law for website "www.erbrecht-ratgeber.de" since 2004

  • Paper "EC Regulation on Jurisdiction and the Enforcement of Judgments", CMS Report 07/2003

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Lectures list

  • „Familienpool, Lösungen in der Nachfolgeplanung“, Stuttgart, März 2019

  • „Familienvermögen 2019“, Moderation der Expertenkonferenz, Frankfurt, November 2018

  • „Stiftung & Unternehmen”, FAZ Konferenz, Frankfurt, September 2018

  • „Aktuelles zur Strukturierung von Familienvermögen und zur Vermögensnachfolge“, Frankfurt, September 2018

  • „Kunst Sammeln und Bewahren“, Berlin, September 2018

  • Tagungsleitung „7. PLATOW Family Office“, Kongress, Königstein, August 2018

  • „Langfristige Testamentsvollstreckung im deutschen Recht“, STEP Innsbruck, März 2018

  • „Bestandsaufnahme Gurlitt – der NS-Kunstraub und die Folgen“, Bonn, Januar 2018

  • "Patchworkfamilie", VEPD Kongress Wiesbaden, November 2017

  • „Familienvermögen 2018“, Moderation der Expertenkonferenz, Frankfurt, November 2017

  • "Aktuelle Entwicklungen der Unternehmens- und Vermögensnachfolge", FinFor Frankfurt, September 2017

  • Tagungsleitung „6. PLATOW Family Office“, Kongress, Königstein, Juni 2017

  • "Nachfolgeplanung und gesetzliche Rahmenbedingungen im Wandel", Köln, Mai 2017

  • Tagungsleitung „5. PLATOW Family Office“, Kongress, Königstein, Juni 2016

  • "Risikomanagement und neue Möglichkeiten bei der Nachlassplanung", Dortmund, Juni 2016

  • "Professionalisierung und Haftungsvermeidung bei Stiftungen", Düsseldorf, April 2016

  • "EU-ErbVO Auswirkungen auf die deutsch-schweizerische Nachlassplanung", Ascona, September 2015

  • "Not- und Nachfolgeplanung - Aktuelle Trends und Entwicklungen –" Frankfurt, July 2015

  • "Internationale Nachlassplanung", Vienna, June 2015 Tagungsleitung „4. PLATOW Family Office“, Kongress, Königstein, June 2015

  • "Stiftungsrecht: Handlungs- und Gestaltungsmöglichkeiten sowie deren Grenzen", Cologne, March 2015

  • "Risikovermeidung und Gestaltungsmöglichkeiten im Umfeld anhaltender Niedrigzinsen", Stifungs-Round-Table, Frankfurt, February 2015

  • "Handlungsoptionen im Umgang mit Minderheitsgesellschaftern", Villingen-Schwenningen, February 2015

  • "Auswirkungen der Entscheidung des BVerfG vom 17.12.2014 auf Familienunternehmen", Cologne, January 2015

  • "US/EU Cross Border Estate Planning" STEP, New York, September 2014

  • "International estate planning" treuhand suisse, Zurich, August 2014

  • Chair at "3. Platow Family Office", Congress, Königstein, July 2014

  • "Implications of EU inheritance law regulation on the practice for estate planning: national and international" 2. Private Banking Trends, Frankfurt, May 2014

  • "The new EU inheritance law regulation and its implications", Stuttgart, February 2014

  • "The changing face of foundations through the ages", Oldenburg, September 2013

  • Chair at "2. Platowforum Family Office“, Kongress, Königstein, August 2013

  • "How to legally secure and optimise the tax aspects of corporate succession and estate planning", Frankfurt, Hamburg, Stuttgart, July 2013

  • "The EU Succession Regulation", Hamburg, April 2013

  • "Foundations in the area of tension of low interest rates", podium discussion, Hamburg, February 2013

  • "EU Succession Regulation, Zurich, 22 November 2012

  • "How corporate succession can succeed", Böblingen Chamber of Industry and Commerce, October 2012

  • "Estate planning", Leipzig, June 2012

  • "Estate planning to protect SMEs", Stuttgart, February 2012

  • "Emergency measures for the family, the company and assets", Stuttgart, July 2011

  • "Emergency measures for companies and entrepreneurs" Mittelstandstag, Friedrichshafen, September 2010

  • "Estate planning", Öhringen, February 2010

  • "Asset protection and emergency measures", Niedereschach, December 2009

  • "New developments in inheritance law", Hanover/Heidelberg, June 2009

  • "The new inheritance law – opportunities and risks", Stuttgart, March / April 2009

  • The implications of the inheritance tax reform on estate planning, Stuttgart, February 2009

  • "How do I plan for my company to be transferred?", Fulda, November 2008

  • "Estate planning and succession for SMEs – a German and Swiss perspective", Schweizerisch-Deutscher Wirtschaftsclub Baden-Württemberg, Stuttgart, September 2008

  • "Tripwires in executing wills", Akademie für Finanzmanagement AG, Stuttgart, February 2008

  • "Corporate succession: to act or not to act? Current developments", Stuttgart, September 2007

  • "Making lifetime gifts – when, if not now?", Akademie für Finanzmanagement AG, Stuttgart, February 2007

  • "Planning for succession – legal aspects of corporate succession", Hochschule Esslingen, May 2007

  • "Planning for succession!", Stuttgart, April 2006

  • "Legal and tax frame conditions of non-profit organisations", Frankfurt / Main, November 2005

  • "Stumbling blocks in international inheritance and inheritance tax law", Schaffhausen / Switzerland, 2005, 2006, 2007

  • "Tax optimisation and estate planning", Junior Chamber Stuttgart/ Economics Ministry Baden-Württemberg, Stuttgart 2005

  • "Legal and tax aspects of company transfer", Academy of Further Education Hohenheim, Kirchheim Teck, June 2005

  • "Legal aspects of corporate succession", NewCome, Stuttgart, December 2004

  • Lecturer at the Stuttgart Chamber of Lawyers for training on "Structuring inheritance law contracts in legal practice" since 2004

  • "Legal and tax concerns when setting up a business", European Centre for the Music Industry, Stuttgart, November 2003

  • "Legal aspects of corporate succession", NewCome, Stuttgart December 2002

  • Lecturer at the Württemberg Verwaltungs- und Wirtschaftsakademie (University of Cooperative Education) for civil, commercial and corporate law, 2001 - 2006

Training events of lawyers

  • "Advanced qualification course in executing wills" Deutsches Anwaltsinstitut (DAI), Munich, November 2014

  • "Update on executing a will" Deutsches Anwaltsinstitut (DAI), Bochum, September 2014

  • "Corporate succession – problem areas in corporate, inheritance and tax law" with Prof. Heckschen, Dresden, September 2014

  • Chair "6th annual workshop on inheritance law" Deutsches Anwaltsinstitut (DAI), Hamburg, May 2014

  • "An interdisciplinary approach to corporate succession" Deutsches Anwaltsinstitut (DAI), Hamburg, May 2014

  • "German-Swiss succession" St. Gallen International Succession Law Day, University of St.Gallen, Zurich, 7 November 2013

  • "Update on executing a will", Deutsches Anwaltsinstitut (DAI), Duesseldorf, November 2013

  • "Corporate succession – problem areas in corporate, interrogations and tax law" with Prof. Heckschen, Dresden, June 2013

  • "Advanced qualification course in executing wills" Deutsches Anwaltsinstitut (DAI), Bochum, November 2012

  • "German-Swiss succession", St. Gallen International Succession Law Day, University of St.Gallen, Zurich, 20 November 2012

  • "Advanced qualification course in executing wills", Deutsches Anwaltsinstitut (DAI), Bochum, November 2012

  • "The right to a compulsory share and executing a will", EBS Universität für Wirtschaft und Recht, Oestrich-Winkel, September 2012

  • "Update on executing a will", Deutsches Anwaltsinstitut (DAI), Frankfurt, September 2012

  • "Update on executing a will", Deutsches Anwaltsinstitut (DAI), Duesseldorf, November 2011

  • "Advanced qualification course in executing wills", Deutsches Anwaltsinstitut (DAI), Bochum, October 2011

  • "Update on executing a will", Deutsches Anwaltsinstitut (DAI), Bochum, September 2011

  • "Advanced qualification course in executing wills", Deutsches Anwaltsinstitut (DAI), Bochum, November 2010

  • "Update on the right to a compulsory share, taking the inheritance law reform into account", Deutsches Anwaltsinstitut (DAI), Frankfurt/Duesseldorf, February 2010

  • "Legal services when executing a will", Deutsches Anwaltsinstitut (DAI), Berlin, November 2009

  • "Advanced qualification course in executing wills" Deutsches Anwaltsinstitut (DAI), Bochum, October 2009

  • "Executing wills: a guide for the legal practitioner; FAQs and common cases", Deutsches Anwaltsinstitut (DAI), Duesseldorf/ Kiel, November 2007

  • Course "The compulsory portion in legal practice ", Training institute of the Chamber of Lawyers Stuttgart, October 2007

  • Course "The practical application of inheritance law – the supplement to the compulsory portion", Training institute of the Chamber of Lawyers Stuttgart, Aalen, 4 May 2007

  • Course "The probate court procedure Focus: "Collecting evidence on (lack of) ability to make a will", Notarakademie Baden-Württemberg, Stuttgart, 14 February 2007

  • Course "The practical application of inheritance law – the supplement to the compulsory portion", Training institute of the Chamber of Lawyers Stuttgart, November 2006

  • Course "The compulsory portion in legal practice; FAQs and common cases", Deutsches Anwaltsinstitut (DAI), Düsseldorf/Kiel, May 2006

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18/06/2019
An­nu­al Re­view 2018 – 2019