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Sponsored by the Elder Law Section of the Delaware State Bar Association and the Southern Delaware Estate Planning Council

3.0 Hours CLE credit for Delaware and Pennsylvania Attorneys

Course Materials

CLE is a HYBRID CLE.  You may register for this event as a live participant or by Zoom.  Even if you register as a live participant, you will receive a Zoom link by email immediately which you may disregard if not attending by Zoom. (Check spam folders if you do not.) If you are going to attend the live session, you will report to the venue and check in.  Only live attendees will receive live CLE credits after 12/31/2021.




Deirdre A. McCartney, Esquire

Sergovic Carmean Weidman McCartney & Owens P.A.

8:30 a.m. – 9:00 a.m.


9:00 a.m. – 9:15 a.m.


9:15 a.m. – 10:15 a.m.

The SECURE Act and the Qualified Disability Trust

William W. Erhart, Esquire

Estate & Elder Law Services

10:15 a.m. – 11:15 a.m.

Social Security Retirement and Other SSA benefits that you have never heard of ?

John Whitelaw, Esquire

Delaware Legal Aid

11:15 a.m. – 11:30 a.m.


11:30 a.m. – 12:30 p.m.

Planning for Retirement Success

Robert Jeter

In Focus Financial

12:30 p.m.


12:30 p.m.

Informal Networking Lunch

JD Shuckers Georgetown


This CLE will be conducted live and via Zoom. To register, visit www.dsba.org/cle and select this seminar, choosing whether you wish to attend live or by Zoom.  If you are registering for Zoom, you will not receive an email back from Zoom immediately because this Zoom is not on the DSBA Zoom platform.  Closer to the seminar, you will receive an email from the CLE moderator providing you with the correct login information. If attending by zoom and you do not receive this email by October 20, contact Deirdre McCartney via email: deirdre@sussexattorney.com .  The Supreme Court of the State of Delaware Commission on Continuing Legal Education cannot accept phone conferencing only. You must attend through a device that allows DSBA to obtain your Bar ID in order to receive CLE Credit. Your attendance will be automatically monitored beginning at the scheduled start time and will be completed when the CLE has ended. If you enter or leave the seminar after or before the scheduled star t /end time, you will receive credit only for the time you attended. Your
CLE credits will be submitted to the Delaware and Pennsylvania Commissions on CLE, as usual.

Naturally, if you attend the seminar live, you must sign in and the moderator will use your attendance as the means for reporting the live credit.

DSBA Members $150
DSBA Government Members $135
Elder Law Section Members $135
Non-members (get member rate by JOINING) $250
Pennsylvania Credit – add: $12

* advertised price is for the standard member rate.


Those attendees who wish to receive CLE credit, other than from Delaware or Pennsylvania, should contact their individual State’s CLE Commission for credit. The Delaware State Bar Association can provide you with the Agenda (included in the Materials sent with your registration confirmation) and a Certificate of Attendance (upon completion of the webinar), which should meet the requirements of compliance.

All rates include CLE Seminar and any materials. To register now or review DSBA CLE Policies, click below.