My mom is gifting her house in CA to me and I’m going to rent it out. I plan on taking 500,000 out of the house. Ramifications?

Such a gift will not be a tax realization event, so no capital gains are triggered. You would get a carryover tax basis from your mom. Your mom...

Inheriting property shouldn't require you to report the receipt of the property for income tax purposes (to the IRS or a state). Six states...

I don't think an employee benefits attorney is what you need. I think it sounds like you may need a divorce attorney (ideally with QDRO...

Can executor of estate choose not to fulfill her duties and name someone else themselves

Someone named as executor under a Will can decline the appointment (or potentially resign later). So your mother's Will can't force your aunt to...

Can I access a trust fund early?

The answer will depend on the specific terms of the trust. It sounds like you are a "beneficiary" of your grandmother's trust, and your...

Unused PTO after quitting?

This is a state law question (so answers can vary state-to-state), and it seems like you are in CA. According to the California Dept of IR...

What taxes will I have to pay? Am I resident of U.S. by tax law for 2015 year?

It sounds like you are a "resident alien" for 2015 under the substantial presence test. See links below for more details. You should file and pay...

Does he not owe them ALL value of shares since that is what brother intended - to leave them all something

I agree with the other attorneys - you should consult an estate / probate attorney with expertise in the relevant jurisdiction(s), which...

Can I get them to reverse this bc it was their error?

The Plan Document governs, so if the Plan Document required that loans be repaid within 90 days of your leaving the job then the call center rep...

What percentage will the penalty be?

The early withdrawal penalty (assuming you are not at least age 59 1/2, and assuming that no special exceptions apply) is 10%. That's in...