# @edwardcollins_upleveled on Instagram

- **Type:** Video
- **Original URL:** https://www.instagram.com/p/DK2Z5ioxEJI
- **Gondola URL:** https://gondola.cc/posts/35104079-edwardcollins-upleveled-instagram
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/2caa17075c.jpg
- **Posted:** 2025-06-13T17:56:06.000+00:00
- **Account Owner:** Edward Collins | Money Lawyer & Wealth Strategist (@edwardcollins_upleveled) — https://gondola.cc/edwardcollins_upleveled

## Caption

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 belongs in your trust. 

💸 Incentive Provision. 

Here’s the reality: we want to create responsible heirs — not entitled trust fund babies. 

That’s why I build clauses into my own trusts (and those I design for clients) that reward real-world contribution: 

✅ Dollar-for-dollar matching — for earned income outside the trust. 

✅ Hourly wage credit — for charitable work or volunteer service. 

You’re giving beneficiaries access to wealth — but earned access, aligned with values you care about. 

Bottom line: 

Trusts are one of the most powerful wealth tools you’ll ever use. 

But they’re also one of the most misunderstood — and poorly designed — when people rely on templates instead of strategy. 

If you want a trust that actually aligns with your values — and protects your family for generations to come — you need to design it on purpose. 

👇 Got questions? 

Drop them in the comments and I’ll start answering them for you. 

Credit: 
[the.hive.law] 

 SF0703

## Stats

- **Views:** 32
- **Likes:** 157
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## Credits

These are the roles credited on Gondola. Credits may be incomplete.
A brand, account owner, or featured person is not necessarily the creator.

| Name | Username | Profile | Role |
| --- | --- | --- | --- |
| Edward Collins | Money Lawyer & Wealth Strategist | @edwardcollins_upleveled | https://gondola.cc/edwardcollins_upleveled | Talent |
| Hector Garcia | @Hector_FilmSchool | https://gondola.cc/Hector_FilmSchool | Content Producer |

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