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60th Annual Heckerling Institute on Estate Planning

Comerica Bank & Trust, N.A. and Comerica Wealth Management

Our client-centric approach surrounds clients with a team of experienced specialists, each dedicated to working closely with you to provide the right solutions for your clients’ specific needs, goals and priorities delivered through the concierge-style service they deserve.

Leader In Fiduciary Solutions

Comerica continues to invest in specialty fiduciary administration areas while other providers are pulling back. We are proud to offer a range of specialty wealth solutions that few trust firms can match to support all aspects of our clients’ personal wealth journeys.

2025 Year-End Planning Guide

The Comerica Wealth Management 2025 Year-End Planning Guide offers expert insights and actionable strategies for individuals and business owners looking to maximize their financial and tax planning strategies.

Estate Settlement

Comerica offers experienced and knowledgeable professionals dedicated to settling estates and estate administration trusts, providing the level of expertise required to ensure that the wishes of the grantor are carried out in the most effective manner possible.

Charitable Trust

The charitable planning process can help clients create their personal legacy reflecting values now and in the future. While many providers focus on taxes, trusts, wills, and other complex legal issues, Comerica’s approach starts with the client’s wishes and values in mind.  (PDF download 1MB)

Special Needs Trusts 

When it comes to minors and clients with special needs, each relationship is unique. Learn about how we improve the quality of life for clients with meaningful and individualized planning.

Trust Real Estate

Real estate assets have their share of unique investment qualities that require oversight and professional management, especially in a fiduciary environment. Comerica utilizes the expertise among its team to maximize the benefits of all types of real estate assets.

Specialty Asset Management

Comerica has a dedicated team and a deep bench of experience in the fiduciary oversight and management of specialty asset holdings including closely held business interests, oil/gas/minerals, and intellectual property.

1031 Exchange

The value we bring to our clients is tax savings and access to capital. The availability of a neutral third party to hold funds helps facilitate mergers and acquisitions, resulting in fantastic opportunities for our clients to grow their business.

Meet our Heckerling conference team

To contact them directly click on their image

Nancy Guerin
CTFA, ATFA
SVP, Director, Trust & Fiduciary Sales

Comerica Trust

Andrea Bruce
CFP®
SVP, Managing Director, 
Specialty Wealth Solutions
Comerica Trust

Cameron Lindahl
VP, National Manager, Special Needs Solutions
Comerica Trust

Scott Glazer
SVP, Senior Fiduciary Strategist
Comerica Trust

Felisha A. Martin
VP, Fiduciary Strategist
Comerica Trust

Dawn Rodgers-Dexter
CTFA, CWS
VP, Fiduciary Strategist
Comerica Trust

Anna Weyl 
CTFA
SVP, Sr. Private Wealth Fiduciary Strategist
UHNW National Segment
Comerica Trust

Melissa Linn
CFP®
SVP, Senior Wealth Strategist
Comerica Wealth Management

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From personal wealth management strategies to business transition planning, our advisors and specialists are ready to partner with you in securing your financial future.

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Download a copy of the Heckerling handout

(168KB)

handout page one
(PDF, 176 KB)

Comerica Wealth Management consists of various divisions and affiliates of Comerica Bank and subsidiaries of Comerica Bank including Comerica Insurance Services, Inc. and its affiliated insurance agencies. Comerica Bank is an Equal Opportunity Lender. Securities and other non-deposit investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, Comerica Bank or any of its affiliates, and are subject to investment risks, including possible loss of the principal invested. Comerica and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.

2025 HECKERLING – COMERICA

© 2025, COMERICA BANK. ALL RIGHTS RESERVED.