Law Office of Marc Takenaga

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Law Office of Marc Takenaga in La Mesa Village (California State Bar #245562) concentrates on estate planning, wills, trusts, and probate representation from Suite 200 on La Mesa Boulevard. The firm's dual tax-preparation and trust-drafting capability streamlines year-end planning for clients who also coordinate filings with La Mesa CPAs such as Abbo Tax CPA. A University of San Diego School of Law JD and Series 6, 7, 63, and 66 securities registrations through Client One Securities (FINRA/SIPC) enable integrated retirement-income and asset-protection strategies under one roof. That securities licensing distinguishes the practice from standard estate-planning offices by allowing direct coordination with fiduciary providers like Banks & Banks Fiduciary Services on beneficiary-designation alignment. Highest-complexity engagements involve multi-entity irrevocable trust structures requiring generation-skipping transfer tax analysis under Internal Revenue Code Chapter 13 and California Probate Code Sections 15000 through 15414.