No. Establish the actual rights and access. The statutory capital definition addresses trust-held assets for the investor’s benefit to which the investor has unrestricted access.
Identify what the interest permits now
A possible future distribution or a share of a trust valuation is not automatically unrestricted access to those funds. Have the real arrangement and proposed contribution assessed rather than treating the whole balance as personally available.
A limited-partner interest with voting rights on policy matters is a recognized form of engagement in a regional-center structure; read the partnership agreement to confirm those rights exist. Read the trust instrument itself rather than relying on the beneficiary's summary of what the trust allows, since discretionary language controlled entirely by the trustee is very different from a fixed entitlement the beneficiary can compel. An irrevocable trust with a trustee holding sole discretion over distributions generally does not give the beneficiary unrestricted access merely because a distribution could theoretically be requested. Obtain the trustee's written consent or, better, an actual completed distribution into the beneficiary's own account before treating the funds as available capital, rather than assuming a future distribution will be timely and sufficient. Where a co-trustee or family member also holds beneficial or fiduciary interests in the same trust, document how those interests interact with any proposed contribution so the source of the specific funds contributed remains traceable to the individual investor alone.