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John Max Barger

also known as J. Max Barger, Max Barger

This attorney is not accepting clients.

Reason: Not Practicing

Practice areas:

Estate Planning, Wills & Living Wills, Trusts, Probate, Business

    About Me



    I help business owners plan solutions. I assist families in gaining the peace of mind that comes with knowing that their affairs are in order. I show individuals of means how to save substantial amounts of tax liability.
    Since beginning to practice law in 1995, my primary focus has been on Trust and Estates, and business succession planning. Meeting with business owners and other individuals, I listen to what they want to accomplish in terms of financial and retirement goals, transfers of wealth, health-care decision making, business and wealth building, and tax planning. I, along with my colleagues at Paley Rothman, design solutions tailored to fit each individual's and family's unique set of circumstances; from the simple to the complex.




    Areas of Focus:


    Estate planning for unmarried couples and their families; the marital deduction, elective share and the augmented estate; estate and gift tax; business entity creation and administration; business succession planning; special needs trusts and planning; charitable and planned giving; incapacity planning.



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    Practice Areas

    Licensed since 1995

    1. Estate Planning: 30%
      20 years, 1 thousand cases
    2. Probate: 20%
      20 years, 150 cases
    3. Trusts: 20%
      20 years, 1 thousand cases
    4. Wills & Living Wills: 20%
      20 years
    5. Business: 10%
      20 years

    Attorney Endorsements

    7 total 

    • Jonathan Craig Reed

      I endorse this lawyer and commend his very well written legal guide on wills.

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      Jonathan Reed Car Accidents Attorney
      Relationship: Fellow lawyer in community

    • No photo

      I endorse this lawyer's work. Max is a terrific lawyer, very knowledgeable about his practice specialty with a practical approach to solving his client's problems.

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      Linda Ravdin Divorce & Separation Attorney
      Relationship: Fellow lawyer in community

    Contact Info

    Resume

    License
    StateStatusAcquiredUpdated
    DCActive 201105/24/2015
    MDActive200708/11/2014
    VAAuthorized to practice law199511/29/2012

    Professional Misconduct

    We have not found any instances of professional misconduct for this lawyer.
    Avvo Contributions
    Legal Answers
    Awards
    Award NameGrantorDate Granted
    Volunteer of the YearGaylaw, Washington, DC2010
    Distingushed Service AwardRotary International (Great Bridge)2002
    Distingushed Service AwardRotary International (Great Bridge2001

    Work Experience
    TitleCompany NameDuration
    Senior CounselAckerman Brown, PLLC2010 - Present
    Of CounselLawrence S. Jacobs & Associates2009 - 2010
    Volunteer Coordinator for Gaylaw Estate Planning ClinicWhitman-Walker Clinic2007 - Present
    AttorneyPaley Rothman Goldstein Rosenberg Eig and Cooper, Chartered2006 - 2009
    OwnerBarger Law Group PLC2004 - 2006
    Adjunct ProfessorRegent University School Of Law1999 - 2004
    Chairman, Estate Planning and AdministrationDavis & Associates, PC1995 - 2004

    Associations
    Association NamePosition NameDuration
    Federal City Performing Arts Association (Gay Men's Chorus Washington, DC)Board of Directors2012 - Present
    Heart of America - Sweet Charity BallHost Committee2010 - Present
    Whitman-Walker Health Legal Services - Going the Extra MileHost Committee2010 - 2011
    Whitman-Walker Clinic Legal Services - AIDS Walk WashingtonOrganizing Committee2009 - 2009
    Capital Area Gay and Lesbian Chamber of CommerceBoard of Directors2008 - 2012
    Maryland State Bar AssociationMember2007 - 2011
    Bar Association of Montgomery CountyMember2007 - 2011
    Arlington County Bar AssociationMember2006 - 2011
    GAYLAWCoordinator of Volunteers - Estate Planning Clinic2006 - Present
    Norfolk and Portsmouth Bar AssociationMember2004 - 2006
    American Bar AssociationN/A2003 - Present
    Rotary International - Great BridgeSecretary1998 - 2002
    Virginia State BarMember1995 - Present

    Legal Cases
    Case NameOutcome
    Lena Victoria KELDERHAUS v. Bruce Lynn KELDERHAUSCommon Law Marriage Not Recognized in VA

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    Publications
    Publication NameTitleDate
    Washington BladeWhy I Believe in GAYLAW's Work at Whitman-Walker2009
    Arlington ConnectionGetting to Know Max Barger: Local lawyer volunteers to help HIV/AIDS sufferers with estate planning2008
    Legal Times MagazineElecting for Uncertainty2008
    Whitepaper for Trust & Estates Law Section of Maryland State BarVirginia's Legislature Extends Tenants by the Entireties Type Protection to Assets Transferred to Trusts2006
    Eighth Annual Virginia Society of CPA's Personal Financial Planning Conference ManualTen Tips for Trustees2001
    Eighth Annual Virginia Society of CPA's Personal Financial Planning Conference ManualWhat To Do If They Haven't Said "I Do" - Planning for Singles and Unmarried Couples2001
    White Paper published for MCLE purposesSingle and Looking... For a Good Financial and Estate Plan: Planning for Nontraditional Relationships2001
    Old Dominion University Estate Planning Seminar 1998Defining Professionals' Roles in the Changing Financial Services Landscape1998
    Virginia MCLE - In connection with the Old Dominion Estate Planning ConferenceTraditional v. Non Traditional Estate Planning: Is the Revocable Living Trust Replacing the Will?1998
    Federal Income Taxation of Estates Trusts and Beneficiaries, Old Dominion UniversityAttack on Family Limited Partnerships: Evaluating the Internal Revenue Service's Distaste for Discounts1997

    Education
    School NameMajorDegreeGraduated
    Regent University School of LawLawJD - Juris Doctor1995
    Regent UniversityBusiness AdministrationMA - Masters1995
    Indiana UniversityN/ABA - Bachelor of Arts1987

    Speaking Engagements
    Conference NameTitleDate
    Modern Families and Difficult Decisions for Estate PlanningEstate Planning2012
    McLean Estate Planning Council: What To Do With the Estate Tax MessEstate Tax and Generation Skipping Transfer Tax Planning2010
    Five Things To Do Before You Say "I Do"The effect of same sex marriage laws2010
    What Happens if Congress Does Nothing Before 2010? The Estate and GST Tax and How to PlanEstate Tax and Generation Skipping Transfer Tax Planning2009
    GLBT Economic Development SummitProtecting Your Business: 5 Vital Tips for Saving Money, Taxes and Lowering Risk2009
    Foundry United Methodist Church Planned Giving Seminar SeriesDo I Really Need Estate Planning?2009
    Foundry United Methodist Church Planned Giving Seminar SeriesEstate Planning With Children In Mind2009
    Foundry United Methodist Church Planned Giving Seminar SeriesEstate Planning 1012009
    Fidelity Charitable Services Training for Financial AdvisorsCharitable Lead Trusts: The Silver Lining in the Economic Storm Clouds2009
    CLE Training for pro bono attorneysBasic Estate Planning for WWC Clients2009
    CLE In-Service for Whitman Walker Legal ServicesPlanning for Incapacity: Advance Medical Directives2009
    Montgomery County Medical Society Sponsor's Dinner and DiscussionJust What the Doctor Ordered: Asset Protection and Wealth Preservation for Physicians2008
    Merrill Lynch Financial Services - In-Service Training for AdvisorsThe Qualified Personal Residence Trust: Helping Your Client Gift Without Depleting Assets Under Management2003
    Edward Jones Financial Advisors in-ServiceTop Ten Estate Planning Issues in Twenty Minutes2003
    Breakfast with Dan - Financial Planning SeriesTop Ten Estate Planning Issues in Twenty Minutes2003
    Ninth Annual Virginia Society of CPA's Personal Financial Planning ConferenceMaximizing the Value of Your Practice on Retirement, Disability of Death2002
    Merrill Lynch Financial Services - In-Service Training for AdvisorsSingle and Looking... For a Good Financial and Estate Plan: Planning for Nontraditional Relationships2002
    Eighth Annual Virginia Society of CPA's Personal Financial Planning ConferenceWhat To Do If They Haven't Said "I Do: - Planning for Singles and Unmarried Couples2001
    Eighth Annual Virginia Society of CPA's Personal Financial Planning ConferenceTrials and Tribulations of Fiduciaries: Ten Tips for Trustees2001
    American Express Financial Advisors In-ServiceSingle and Looking... For a Good Financial and Estate Plan: Planning for Nontraditional Relationships2001
    Old Dominion Estate Planning Seminar 1998Defining Professionals' Roles in the Changing Financial Services Landscape1998