Trust or Foundation: Which Is Better for Tax Purposes? (Should You Set One Up?)
Channel: Esquire Group
Date: 2022-08-31

Trust or Foundation: Which Is Better for Tax Purposes? (Should You Set One Up?)

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In today's video, I discuss whether it is better to set up a trust or foundation for tax purposes. Many high net worth individuals wonder which option is better for them, and it's important to learn about the differences between both to make the best choice.

Before we start, it’s beneficial to have a working knowledge of how trusts and foundations operate. You might find the following videos beneficial:

Introduction to Trusts: https://www.youtube.com/watch?v=0AWSeEX69Ak&t=0s
Introduction to Foundations: https://www.youtube.com/watch?v=-iUlZLHyb68&t=0s
Discretionary vs. Fixed Interest Trusts: Which is Better: https://www.youtube.com/watch?v=XJfZ-GXOI6c&t=0s

Thanks for watching! If you found this video to be helpful and informative, feel free to leave a like rating and a comment below, and also subscribe to our channel for more videos like you just watched.

Website: https://esquiregroup.com

About Jimmy Sexton:

Hi! I am Jimmy Sexton, LL.M. - Founder & CEO of Esquire Group. I founded Esquire Group with the objective of helping and inspiring wealthy families, investors, entrepreneurs, and high-level executives obtain and gain control over and protect their wealth, via strategic wealth planning.

Connect with me on LinkedIn: https://www.linkedin.com/in/jimmysextonllm/

Disclaimer:

This video is prepared for educational purposes only. This video is not legal, tax or any other type of advice. Each individuals’ circumstances are different, you should seek legal and/or tax advice to address your specific situation and any questions you may have.