The process

From referral to rent, in four moves.

As part of Medicaid and asset-protection planning, your Florida elder law attorney may recommend converting a portion of your savings or existing real estate into income-producing property. Our role is to execute that plan — clearly, in writing, and at your attorney's direction.

Medicaid looks separately at what you own (assets) and what you receive each month (income). In some planning structures — and only if your attorney designs it that way — the rental income from a commercial or other income-producing property may be counted for Medicaid purposes, while the property itself, including its value and potential appreciation, may be treated differently than cash or traditional investments and, in some cases, may be preserved for your heirs. Your attorney will explain how income and assets are handled in your specific situation and whether this type of approach fits your overall plan.

Our role is execution. Once you and your attorney decide that a commercial or other income-producing property may be part of your Medicaid and asset-protection plan, we can identify and present property options for you to review. All decisions about whether a property is appropriate or Medicaid-eligible, whether to use income-producing property at all, and which property, if any, to purchase are made solely by you and your Florida elder law attorney (and any other professional advisors you choose).


  1. 01

    Step 01 · Initial Call

    A free, no-obligation phone call to learn about your situation and to understand whether income-producing property is something you and your Florida elder law attorney may want to explore.

    What you get

    • A general overview of how our process works
    • Identification of practical considerations and next steps
    • A better understanding of whether Senior Income Properties may be a fit to discuss with your attorney
  2. 02

    Step 02 · Property and Information Review

    If you and your Florida elder law attorney decide to explore income-producing property further, we gather and review the practical information needed to determine what property options may be available for consideration.

    What you get

    • A review of the property or funds being considered
    • Preliminary market and rental information for potential property options
    • A summary of practical factors that you and your attorney can consider in deciding whether to move forward
  3. 03

    Step 03 · Written Property Options

    We provide a written summary of available property options for you and your Florida elder law attorney to review, including practical considerations, general cost information, and estimated timing for implementation.

    What you get

    • A written summary of property options for consideration
    • General cost and timing information
    • A clear outline of possible next steps for you and your attorney to evaluate
  4. 04

    Step 04 · Execution and Ongoing Operational Support

    Once you and your Florida elder law attorney decide to move forward with a property, we handle the practical side of implementation and ongoing property operations, while keeping you informed throughout the process.

    What you get

    • Coordination and oversight of property-related vendors and services
    • Regular operational updates and reporting
    • Ongoing communication regarding property management and operation

Prepare for the call

What to bring.

You don't need everything to start, but having these on hand makes the first conversation more productive.

  • Property address
  • Photos of the property (if available)
  • Current living situation details
  • Goals — income, safety, proximity to family
  • Any legal or Power of Attorney context (if applicable)

Schedule Your Discovery Call Call 352-356-8130