J. Max Barger Email & Phone Number

Mid-Atlantic And Southeast

PNC's Private Bank teams provide comprehensive wealth management advice to affluent individuals, families and business owners. Wealth Strategy at PNC's Private Bank includes helping clients with estate and retirement planning, education planning and funding, wealth transfer, debt and risk management, and charitable giving.After practicing law exclusively in the areas of Estate Planning (including planning for LGBT families, business succession planning, and asset protection planning) and Trust and Estate Administration, helping clients design and implement their plans, as a member of the PNC Private Bank Management Team, I can focus on helping clients identify challenges they face, uncover hidden issues and design solutions to address these issues. Working with their professional advisors, we can help clients implement complex plans.

Mclean, Virginia

Mclean, Virginia

1250 Connecticut Ave Nw, Ste 200, Washington, Dc 20036

Estate and Business Planning, Trust and Estate Administration practice with offices in Washington, DC, McLean, Virginia and Chevy Chase, Maryland.Licensed by the Virginia Continuing Education Board to teach continuing education courses in Insurance, Financial and Estate Planning. Frequent speaker on Estate, Business and Fiduciary topics, and have authored a number of articles which are accessible on my firm's website. Most recently, published article in the DC Agenda titled "Five Things You Should Know Before You Say "I Do" - A Legal Guide to Gay Marriage Laws.

Mclean, Virginia

Design and Implement customized estate plans for business owners, families, highly compensated professionals and same sex couples.

Estate and Business Planning, Trust and Estate Administration practice in Rockville, Maryland.

Member of the firm's Estate Planning and Estate and Trust Administration Practice Groups, concentrating primarily on estate planning and wealth transfers for families and business owners, wealth preservation and protection, estate and trust administration, retirement plan distributions and estate, gift and fiduciary tax issues.

Estate and Business Planning, Wealth preservation and Trust and Estate administration.

Adjunct professor at Old Dominion University’s Center for Global Business and Executive Education where I taught the Estate Planning and Taxation module of the preparation course for the CFP exam.

Adjunct associate professor at the Regent University School of Law where I taught courses on Estate Planning and Taxation, and Wills, Trusts and Estates. Also taught in the Regent University Graduate School of Business.

Estate Planning and Administration, Business Succession Planning.

Jd, Law

Activities and Societies: Student Bar Association, Council of Graduate Students, Moot Court, Negotiations

Mba, Business Administration

Ba, Telecommunications And Theatre