Utah: rules and deadlines at a glance

Every 9 topic we track for Utah on one page. Open a topic for the details, the law it comes from and how Utah compares.

Medicaid long-term care · Small estate limits · Will and trust rules · Estate and inheritance tax · Common law marriage · Property tax rates · Medicaid expansion · Inheritance tax · Social Security tax

General information only, not legal, insurance or financial advice. Not affiliated with any government agency. Exceptions can apply; open a topic for the details.

Medicaid long-term care

Home equity limit	$752,000
Look-back	60 months (5 years)

Small estate limits Single detailed source

Small estate limit	$100,000
Wait after death	30 days
Real estate	No

Will and trust rules Single detailed source

Witnesses	2
Handwritten will	Valid if the signature and material parts are in your handwriting
Uniform Trust Code	Yes

Estate and inheritance tax

Estate tax	No state estate tax
Inheritance tax	No inheritance tax

Common law marriage Under review

New ones allowed?	Limited
Status	A court can recognize a qualifying relationship as a marriage by order

Property tax rates

Effective rate	0.48%
On a $300,000 home	$1,440 a year

Medicaid expansion Single detailed source

Expanded?	Yes
Since	Jan. 1, 2020 (ballot measure, 2018)

Inheritance tax

Inheritance tax?	No
Sibling pays	No inheritance tax

Social Security tax Single detailed source

State taxes benefits?	Yes, above income limits