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Medicaid Planning · Utah

Utah Medicaid estate recovery

Medicaid estate recovery rules for Utah.

Published: September 5, 2026. Last checked: September 5, 2026.

Recovery scope

Expanded recovery reaches the probate estate and other property interests recognized by Utah's state-plan definition for covered medical assistance received at age 55 or older.

Source: Utah Medicaid State Plan Attachment 4.17-A [state-plan] — SPA approved August 16, 2019; effective July 1, 2019

Controlling authority

Utah Medicaid State Plan Attachment 4.17-A and Utah Code section 26-19-13.5

Source: Utah Medicaid State Plan Attachment 4.17-A [state-plan] — SPA approved August 16, 2019; effective July 1, 2019

Exemptions and deferrals

Recovery is deferred while a surviving spouse lives and while there is a surviving child under 21 or blind or permanently and totally disabled; the plan also recognizes federal protections for qualifying American Indian and Alaska Native property.

Source: Utah Medicaid State Plan Attachment 4.17-A [state-plan] — SPA approved August 16, 2019; effective July 1, 2019

Hardship-waiver path

Attachment 4.17-A provides notice, deferral, and waiver procedures, including a written-request window and supported hardship criteria.

Source: Utah Medicaid State Plan Attachment 4.17-A [state-plan] — SPA approved August 16, 2019; effective July 1, 2019

Lien practice

Utah may record a lien against a deceased recipient's real property; a lifetime TEFRA lien may apply to an unmarried institutionalized member not expected to return home after preliminary and final notice.

Source: Utah DHHS Estate Recovery bulletin 05-994 [state-medicaid-agency] — Form revised April 2024

Sources

Methodology & sources

Checked at least annually and whenever recovery statutes, waivers, liens, or agency practices change.

General information, not legal advice.