Gift of Personal Residence or Farm with Retained Life Estate

How It Works
- Transfer title to personal residence or farm to Utah
- No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
- Utah keeps or sells property after your death(s)
Benefits
- No out-of-pocket cost for substantial gift to Utah
- Federal income-tax deduction for remainder value of your residence or farm
- You (and spouse) can occupy residence for life
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Which Gift Is Right for You?
Contact Us
Jessica Nelson, J.D.
Senior Director of Legacy Giving
jessica.nelson@utah.edu
Tiffany Lopez, J.D.
Director of Legacy Giving
tiffany.lopez@utah.edu
Ann Morse, J.D.
Director of Legacy Giving
ann.morse@hsc.utah.edu
801-581-6824
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