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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

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

Attorney endorsements

7 total 

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  • Jonathan Craig Reed

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

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    Jonathan Reed Car accident 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 and separation Attorney
    Relationship: Fellow lawyer in community

Contact info

Resume

License
StateStatusAcquiredUpdated
DCActive 201107/06/2016
VAAuthorized to practice law199511/29/2012
MDInactive200709/20/2015
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 Wealth Strategist and Vice PresidentPNC Wealth Management2013 - Present
Senior CounselAckerman Brown, PLLC2010 - 2013
Of CounselLawrence S. Jacobs & Associates2009 - 2010
Volunteer Coordinator for Gaylaw Estate Planning ClinicWhitman-Walker Clinic2007 - 2013
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
GAYLAWCoordinator of Volunteers - Estate Planning Clinic2006 - Present
American Bar AssociationN/A2003 - Present
Virginia State BarMember1995 - 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
Norfolk and Portsmouth Bar AssociationMember2004 - 2006
Rotary International - Great BridgeSecretary1998 - 2002
Legal cases
Case nameOutcome
Lena Victoria KELDERHAUS v. Bruce Lynn KELDERHAUSCommon Law Marriage Not Recognized in VA
See all legal cases 
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