Pub. 9 2019 Issue 4

a full service business law firm In Arizona, contact: Jeffrey Ekbom 480.383.1821 or jekbom@buchalter.com Buchalter Bank and Finance attorneys represent the most dominant institutions in the bank and finance market. The firm has practiced in the bank and finance area since its inception in 1933. We work alongside your clients’ investment advisor The Advisors’ Trust Company ® Zia Trust, Inc. 602.633.7999 www.ziatrust.com 11811 N Tatum Blvd. Suite 1062, Phoenix, AZ 85028 We Partner with Community Banks • Pure Fiduciaries - we serve as trustee with no affiliation with banks or investment products. • Retain client’s trusted financial advisor. • Accessible and caring service for special needs trusts, court settlements, closely held business trusts, and more. • 13 Trust Officers including J.D., CFP ® , CTFA ® & NCG designations. • Serve accounts of all sizes. Over $100,000,000 to under $1,000,000 and everything in between.