In today’s fast-evolving financial services landscape, trust and estate planning is no longer a niche offering but a core component of wealth advisory services. With high-net-worth individuals (HNWIs) and affluent families increasingly seeking structured, legally compliant strategies for legacy preservation, banking professionals must be equipped with deep interdisciplinary knowledge. Addressing this crucial need, Pideya Learning Academy proudly presents its intensive training course, “Trust and Estate Planning for Banking Professionals”, designed to elevate the capabilities of professionals involved in private banking, wealth management, compliance, and fiduciary services.
Globally, the demand for estate planning expertise has reached new heights. According to the 2024 Knight Frank Wealth Report, global wealth is set to grow by 36% over the next five years, with more than $90 trillion in intergenerational wealth expected to be transferred by 2045. Simultaneously, the rise of digital assets, complex family structures, and cross-border mobility has amplified the demand for customized, forward-looking estate planning solutions within banking environments. This course prepares professionals to meet these demands with precision, insight, and ethical responsibility.
Participants in this course will gain not just technical understanding, but also the ability to confidently advise clients on trust structuring, estate planning, taxation, and regulatory compliance. Embedded within the learning experience are key highlights that reflect the depth and breadth of this specialized domain:
Gain technical insight into trust structures, including revocable, irrevocable, discretionary, and charitable trusts, and their application in both personal and business wealth scenarios.
Understand global estate planning challenges such as forced heirship laws, cross-border probate complexities, and expatriation risks impacting modern families.
Learn fiduciary roles, trustee responsibilities, and governance protocols within banking frameworks to ensure compliant and ethical administration of trusts.
Explore liquidity planning, gifting strategies, and digital asset integration to support comprehensive estate preservation across traditional and emerging asset classes.
Decode inheritance, gift, and capital gains tax considerations, enabling participants to minimize exposure and maximize client value through strategic estate structuring.
Navigate global compliance requirements, including FATCA, CRS, AML, and KYC, as they relate to trust administration and estate planning services.
Develop client-centric communication strategies to guide sensitive conversations on legacy, succession, and wealth transfer with professionalism and empathy.
The training places a strong emphasis on transforming participants into well-rounded advisors who can balance legal understanding, financial structuring, and interpersonal skills. With expert instruction and real-world scenarios, participants will be empowered to serve a more consultative role in their institutions, helping clients navigate the intricacies of legacy planning with clarity and confidence.
As part of Pideya Learning Academy’s commitment to delivering transformative learning experiences, this course is carefully curated to meet the specific needs of banking professionals working in high-net-worth and cross-jurisdictional contexts. The learning pathway integrates a multidisciplinary approach—covering estate law, fiduciary responsibility, tax planning, and regulatory compliance—without relying on physical simulations or casework, making it both accessible and impactful in a remote or institutional training format.
Ultimately, “Trust and Estate Planning for Banking Professionals” by Pideya Learning Academy is a strategic investment in professional development. It not only enhances individual capability but also strengthens institutional offerings in wealth continuity, risk reduction, and client retention—key drivers of success in a competitive banking environment.

Key Takeaways:

• Gain technical insight into trust structures, including revocable, irrevocable, discretionary, and charitable trusts, and their application in both personal and business wealth scenarios.
• Understand global estate planning challenges such as forced heirship laws, cross-border probate complexities, and expatriation risks impacting modern families.
• Learn fiduciary roles, trustee responsibilities, and governance protocols within banking frameworks to ensure compliant and ethical administration of trusts.
• Explore liquidity planning, gifting strategies, and digital asset integration to support comprehensive estate preservation across traditional and emerging asset classes.
• Decode inheritance, gift, and capital gains tax considerations, enabling participants to minimize exposure and maximize client value through strategic estate structuring.
• Navigate global compliance requirements, including FATCA, CRS, AML, and KYC, as they relate to trust administration and estate planning services.
• Develop client-centric communication strategies to guide sensitive conversations on legacy, succession, and wealth transfer with professionalism and empathy.

• Gain technical insight into trust structures, including revocable, irrevocable, discretionary, and charitable trusts, and their application in both personal and business wealth scenarios.
• Understand global estate planning challenges such as forced heirship laws, cross-border probate complexities, and expatriation risks impacting modern families.
• Learn fiduciary roles, trustee responsibilities, and governance protocols within banking frameworks to ensure compliant and ethical administration of trusts.
• Explore liquidity planning, gifting strategies, and digital asset integration to support comprehensive estate preservation across traditional and emerging asset classes.
• Decode inheritance, gift, and capital gains tax considerations, enabling participants to minimize exposure and maximize client value through strategic estate structuring.
• Navigate global compliance requirements, including FATCA, CRS, AML, and KYC, as they relate to trust administration and estate planning services.
• Develop client-centric communication strategies to guide sensitive conversations on legacy, succession, and wealth transfer with professionalism and empathy.