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59th 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
We are proud to be both a pioneer and a leader in providing agnostic, flexible investment strategies to meet the growing demands of sophisticated clients with multi-generational needs. (PDF download 102KB)

2024 Year-End Planning Guide
The Comerica Wealth Management 2024 Year-End Planning Guide offers expert insights and actionable strategies for individuals and business owners looking to maximize their financial and tax planning strategies.

Benefits of Working with a Corporate Trustee
A corporate trustee like Comerica offers experienced and knowledgeable professionals who manage trusts as part of their day-to-day responsibilities, providing the level of expertise required to ensure that the wishes of the grantor are carried out in the most effective way possible.  (PDF download 79KB)

Business Transition Planning
As leaders in business transition planning, Comerica is uniquely positioned to provide deep expertise to help transition business ownership and maximize generational wealth. We see our experienced team and our services to business owners as a key differentiator for our clients.

Special Needs Trusts 
Proper financial planning for individuals with special needs can enable a comfortable lifestyle for loved ones without compromising their eligibility for government benefits.

Specialty Financing
Our experienced wealth team has decades of experience helping clients navigate high-net-worth purchases like aircrafts and yachts. See how we can help navigate the complex financing journey.  (PDF download Aircraft 80KB, Yacht 79KB)

Specialty Asset Management
Comerica’s national team is dedicated to the management of closely-held businesses, real estate, oil and gas and other specialty assets. (PDF download 1MB)

Estate Settlement for Carried Interests
Planning with carried interest can be complicated. The professionals at Comerica can help tailor strategies to individual circumstances and goals. (PDF download 507KB)

Meet our Heckerling conference team

To contact them directly click on their image


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

Comerica Trust

Richard G. Protasewich
SVP, Interim Head of Institutional Trust
Custody & Investments
Comerica Trust

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

Scott Glazer
SVP, Senior Fiduciary Strategist
Comerica Trust

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

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

Felisha A. Martin
VP, Fiduciary Strategist
Comerica Trust

Michael Selikoff 
CFP®
SVP, Senior Fiduciary Strategist
Comerica Trust

Connie M. Degler
EVP, National Director of Private Wealth
Comerica Wealth Management

Lisa R. Featherngill
CFP®
SVP, National Director, Wealth Planning

Comerica Wealth Management

Bob Buchanan
ASA, CFP®
SVP, National Practice Leader

Business Transition Planning
Comerica Wealth Management

Melissa J. Linn
CFP®
SVP, Senior Wealth Planning 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

(513KB)

handout page one (PDF, 513 KB)
handout page 2 (PDF, 513 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.