Mr. Carolan has over twenty years of experience working with clients in designing
their estate plans, including planning for non-citizen clients and assets outside the
United States. He is currently responsible for administering trusts for a variety of high net worth clients and institutions across the United States.

Jim is also an adjunct faculty member at Thomas M. Cooley Law School where he teaches an elective course in estate planning to third year law students He has planned and managed estates or accounts from $300,000 to$150,000,000 and has been a frequent invited speaker on various estate planning, tax,business planning, and trust topics; he has given presentations throughout Southeast Michigan, Florida, and at the 2002 and 2006 Fall Collegium of the National Network of Estate Planning Attorneys.

Jim joined Comerica in May 2006, coming from another financial institution. From
1986 to 2002 he was in private law practice focused upon estate planning, business
planning, probate, and tax planning. He is a 1986 cum laude graduate of the Thomas
M. Cooley Law School after completing his undergraduate studies at Central
Michigan University. He earned the Certified Trust and Financial Advisor (CTFA)
designation in 2004, in 2007 Jim was one of 200 persons nationally awarded the
Certified Wealth Strategist (CWS®) from Cannon Financial Institute, and was licensed
as a Life Insurance Producer by the State of Michigan in 2008. Prior to attending law
school, and during law school, Jim was the Personnel and Labor Relations Director
for a large state hospital.

He is a member of the Financial and Estate Planning Council of Metropolitan Detroit,
Michigan Forum of Estate Planning Attorneys, State Bar of Michigan, Port Huron
Hospital Foundation Planned Giving Committee, and the East Side Business and
Financial Forum. He is a frequent guest speaker on estate planning topics, and has
presented national teleconferences on estate planning topics.

Jim provides comprehensive fiduciary and wealth management services to clients
using a team approach to gather the banking and wealth management services required
to fulfill client goals. Jim serves as the general relationship manager to several
Comerica clients and trust beneficiaries. He works with the two most important things
in a clients’ life, everyone they love and everything they own.

James A. Carolan, JD, CTFA, CWS®
Vice President
Trust and Estate Advisor
Comerica Wealth and Institutional Management

20180 Mack Ave
Suite 3
MC7278
Grosse Pointe Woods, MI 48236
313-886-9570
Fax: 313-886-4311
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it