The Mostly Real Estate Podcast, with Declan Spring
Real estate market updates, and conversations of substance with people I admire, mostly in the field of residential real estate in the San Francisco East Bay Area. This show is both industry facing, and consumer facing, which makes it somewhat unique.
Listeners can access content about the state of the East Bay real estate market. The podcast also features local top-producing agents, brokers, rising stars, or agents who have simply niched down and can share their strategies.
Outside of real estate there are many conversations with local business owners, historians, politicians, and non-profits, people whom I believe provide value to the local community and enrich my experience of living here.
I've been a California licensed real estate agent since 2003 selling real estate mostly in the Inner East Bay cities and districts of Berkeley, Oakland, Richmond, Albany, El Cerrito, and Kensington.
CA DRE#01398898
The Mostly Real Estate Podcast, with Declan Spring
Episode #46 - Attorney Loulena Miles - Stepped Up Basis
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“A well thought out estate plan is an act of love for yourself and your beneficiaries”. So says my guest Loulena Miles.
Loulena Miles has been practicing law as a licensed California Attorney since 2003. In our conversation today we will be discussing a very thin slice of California law - stepped-up tax basis. Loulena was a guest previously, on episode 32 of the show, when our conversation covered the basics of estate planning, and the different main documents that are involved in an estate plan. You are highly encouraged to listen to that episode as well - click here for the link.
Loulena began her career in public policy in Washington DC working for the Alliance for Nuclear Accountability. Following completion of her law degree, graduating in the top of her class at Golden Gate University, she worked as the Staff Attorney at Tri-Valley CAREs practicing environmental law and public policy. She then worked in private practice as an Associate Attorney at Adams, Broadwell, Joseph and Cardozo in South San Francisco with a focus on administrative law. Most recently, before forming Miles and Torres Associates, Loulena assisted senior citizens with legal issues including maintaining housing, healthcare and financial solvency. She is a Strauss Scholar and a New Voices Ford Foundation Fellow. She presented at the United Nations in New York and Geneva and the World Social Forum in Mumbai, India. She holds a certification in conflict resolution and mediation. She was awarded Witkin and Cali awards for top academic performance in Wills and Trusts, Criminal Law, Legal Research and Writing, Negotiations and Toxics Law and Policy. Loulena Miles is a member of East Bay Trust and Estate Lawyers and is currently serving on the nonprofit board of Tri-Valley CAREs.
Click here for a link to Loulena's law firm, Miles & Torres PC