Estate Planning in the Time of COVID-19

ESTATE PLANNING IN THE TIME OF COVID-19
A virtual event brought to you by The Jackson Laboratory

The coronavirus pandemic has served as a reminder of the importance of having a plan to protect you, your loved ones, and your favorite causes. Join Carolyn Stone, director of planned giving at The Jackson Laboratory (JAX), and Anne Katsas, Esq., owner of Port Estate Planning, LLC, for a free webinar on estate planning. Attendees will hear from experts, have the opportunity to ask questions, and receive a free estate planning tool after the webinar.

Wednesday, July 29, 2020
10:00 AM - 11:00 AM (Eastern Time)

For questions, please contact Marisa Marinelli by email (marisa.marinelli@jax.org) or by phone at (207) 288-6753.





SPEAKER BIOGRAPHIES

Anne Katsas, Esq., Owner, Port Estate Planning LLC
Anne Katsas started Port Estate Planning, LLC in early 2012. Prior to opening her firm, Anne spent twelve years working in the Private Client Group at Ropes & Gray LLP, one of Boston's premier law firms. Anne started her career at Ropes as an Associate in 1999, and became a Senior Attorney in 2007. Throughout her legal career, Anne has focused exclusively on estate planning. 

 

 

 

 

 

Carolyn Stone, Director of Planned Giving 
Carolyn Stone joined The Jackson Laboratory in December 2019 as the director of planned giving. Prior to joining JAX, Carolyn worked most recently in gift planning at Dartmouth College for two and a half years, and before that, at Harvard Medical School for seven years. She is delighted to be back at an institution dedicated to improving human health and looks forward to partnering with JAX prospects and donors on creative ways to support JAX. She is versed in bequests, beneficiary designations, life income plans and the use of non-cash assets.

Carolyn received her M.B.A from Boston University (BU), her B.A. degree from Skidmore College and has successfully completed BU’s online estate planning, retirement planning and tax planning CFP® courses. She lives in Lebanon, NH and travels between JAX’s campuses.