Dr. Claudia Klümpen-Neusel Partner Düsseldorf +49 211 9524 8493

Experience

Dr. Claudia Klümpen-Neusel is Associate Partner and working in Private Finance and Tax. She is a member of the Private Finance department management and has many years' experience of advising private individuals, foundations and family offices.

Fields of expertise

  • Advising on national and international asset structuring; examining capital investments and equity interests from a tax point of view
  • Project-related advice on asset and business succession, asset protection and moving domicile
  • Establishing family foundations and public-benefit foundations; advising existing foundations on tax matters
  • Tax returns and retroactive taxation

Publications

Numerous publications and lectures on business and asset succession and on law governing donations and charity, including:

  • Die steuerliche Gestaltung der Nachfolge – eine hohe Kunst (Tax planning for succession – high art), in: May/Bartels (ed.), Nachfolge im Familienunternehmen (Successsion in family businesses), Bundesanzeigerverlag, Cologne 2016
  • Nachfolge im Privatvermögen – Praxistipps für die Unternehmerfamilie (Succession in private assets - practical tips for the entrepreneur family), in: May/Bartels (ed.), Nachfolge im Familienunternehmen (Succession in familiy businesses), Bundesanzeigerverlag, 2016
  • Commenting on Sec. 68 No. 5 - 8 German Fiscal Code [Abgabenordnung] in: Gesamtes Gemeinnützigkeitsrecht , Kommentar (Law governing donations and charity, commentary), Nomos Verlag, 2016
  • Rechtlicher Rahmen für Family Offices (Legal framework for family offices), in: Werkmüller (Hrsg.), Family Office Management, Finanz Colloquium Heidelberg, 3rd edition, 2016
  • Steuerliche und rechtliche Aspekte bei der Strukturierung großer Familienvermögen (Tax and legal aspects of structuring large family assets), in: Werkmüller (Hrsg.), Family Office Management, Finanz Colloquium Heidelberg, 3rd edition, 2016
  • Erbschaft- und Schenkungsteuer im Rahmen der Vermögensplanung und Unternehmensnachfolgeberatung (Inheritance and gift tax as part of wealth planning and business succession advice), in: Praktikerhandbuch Private Banking (Practitioner's Private Banking Handbook), Finanz Colloquium Heidelberg, 2013