2019 PGTS Manual

2019 PGTS Manual (complete)

The 2019 PGTS Manual does not contain the revised PGTS Standards, effective January 1, 2023. Click here to see the revised standards.

2019 PGTS Manual (5mb PDF)

2019 PGTS Manual (by chapter)

Table of Contents (44kb PDF)
Chp 1 – Philosophy & Objectives (57kb PDF)
Chp 2 – Certification & Accreditation (123kb PDF)
PGTS Standards, Effective January 1, 2023
Chp 3 – Vocabulary (90kb PDF)
Chp 4 – Legal Corporations & Trustee Duties (100kb PDF)
Chp 5 – Trust Committee (75kb PDF)
Chp 6 – Marketing (868kb PDF)
Chp 7 – Estate Planning (80kb PDF)
Chp 8 – Plan Retirement & Incapacity (128kb PDF)
Chp 9 – Ownership Forms (49kb PDF)
Chp 10 – Investment & Management of Trust Assets (572kb PDF)
Chp 11 – Real Estate (210kb PDF)
Chp 12 – Wills (46kb)
Chp 13 – Revocable Trust (34kb PDF)
Chp 14 – Charitable Gift Annuities (727kb PDF)
Chp 15 – Charitable Remainder Trust
Chp 16 – Pooled Life Income Agreement (77kb PDF)
Chp 17 – Lead Trust (35kb PDF)
Chp 18 – Life Insurance (57kb PDF)
Chp 19 – Office Procedures (127kb PDF)
Chp 20 – Probate Procedures (24kb PDF)
Chp 21 – Settling the Estate (83kb PDF)
Chp 22 – Tax Reporting (56kb PDF)
Chp 23 – Valuation (56kb PDF)
Chp 24 – Policy (183kb PDF)
Chp 25 – Hazardous Waste (170kb PDF)
Appendix A – Resources (40kb PDF)
Appendix B – Forms (1mb PDF)
Appendix C – Checklists (305kb PDF)