Want to Build a Better Trust? Start With These Clauses. I love what’s being shared in the original post. But I’d add two more clauses — and refine one that’s already mentioned — if you want your trust to actually serve your legacy the way it should. First, let’s address this one: 👉 Mandatory annual mental evaluations for the trustee? That’s a high-friction clause. If you’re going to include something like that, I’d much rather see it triggered by an event — say, if a beneficiary raises a credible concern about capacity. No need to create unnecessary friction or conflict in normal trust administration. Now — here are two advanced clauses I teach my Protégé members when we dive deep into trust planning: 🔒 Bloodline Provision. If you want assets to stay within your family line — this clause is critical. It protects trust assets from being classified as marital property — meaning they can’t be lost in a divorce. If multi-generational wealth is your goal — this bel...