Zach Wheeler, CMP
Certified Medicaid Planner
With more than a decade of financial and senior education experience, Zach Wheeler has helped educate thousands of senior professionals on Senior benefit programs available in the state of Texas. He is a frequently requested speaker at hospitals, retirement communities, nursing homes and senior events. In addition, he hosts education classes that cover all financial programs that help pay for senior care. As a Certified Medicaid Planner, he helps seniors and disabled individuals across Texas navigate complicated benefit programs.
With a caring and kind demeanor, Zach enjoys walking with families during the decision-making process. He understands the challenges facing caregivers and loved ones, and works to make the process simple and seamless.
This process takes careful consideration and code section compliance ensuring adherence to Medicaid Law asset exemption.
Zach is under the supervision of Wendy Whiteman, Attorney-at-Law. He enjoys spending time with his wife, playing pickleball, and being involved at his local church.
Why Use a Certified Medicaid Planner™?
Medicaid planning is a complex subject. Most people have to face the difficulties of paying for long-term care and the complexities of the Medicaid system at the same time they are also having to deal with a difficult personal health crisis. Oftentimes the health crisis is completely debilitating, leaving our loved ones to have to pick up the pieces.
Anyone needing long-term care or paying directly for long-term care services becomes part of the Medicaid Spenddown. Without effective planning, a patient or a family will end up paying more for long-term care than the law requires. This is especially important when the health crisis of a spouse unnecessarily drains resources that can be preserved for the healthy spouse.
To achieve Medicaid eligibility and protect assets, families can turn to a Certified Medicaid Planner™.
Wendy Whiteman
Elder Law Attorney
Wendy Williams Whiteman is an attorney-at-law specializing in elder law and estate planning. With more than 30 years of legal experience, Wendy has prepared hundreds of estate plans and Medicaid strategies for her clients. A graduate of Southern Methodist University Law School and a former Chief Medicaid prosecutor, she has unique and unparalleled experience with Medicaid Law.
With a deep understanding of Medicaid regulations, Wendy crafts tailored strategies for families, ensuring wealth preservation and asset protection amidst long-term care expenses. Her compassionate approach has earned her many recognitions, including the esteemed Texas Star Award, 2021 Local Business Person of the Year in North Central Dallas, as well as membership in the National Academy of Elder Law Attorneys.
Known for a holistic approach, Wendy and her dedicated team ensure every client feels like family, offering comprehensive support beyond legal matters. Driven by her personal story of caring for her mother during the past decade, Wendy’s dedication to Elder Law deepened. Her firsthand experience inspired her to author “Creative Caregiving and Beyond: Helping Mom and Dad”, offering practical insights derived from her own experience and legal background. Additionally, Wendy hosts the podcast, “Creative Caregiving and Beyond”, giving guidance and support to those navigating the journey of having aging parents.
Wendy has lectured and trained government agencies and has appeared on numerous special investigative news reports. She is a frequent guest speaker at various nursing facilities, hospitals, senior citizen organizations, and community events.