Pub. 7 2017 Issue 1

9 ISSUE 1. 2017 The Advisors’ Trust Company ® Zia Trust, Inc. • We administer the trust • We use your client’s investment advisor • Old fashioned “face-to-face” service. We’re accessible! • We manage closely held business trusts, specialty assets, special needs trusts, court settlements, conservatorships We partner with community banks 602.633.7999 www.ziatrust.com 11811 N Tatum Blvd, Suite 1062, Phoenix, AZ 85028 Kathy Moriarity, CFTA®, CFP®, LF, NCG Vice President & Senior Trust Officer Zia Trust can serve as trustee, personal representative, or agent for your clients New Associate Members Vantage Strategic Consulting DeConcini McDonald Yetwin & Lacy, P.C. The Special Assets Attorneys, PLLC