Albert W. Gortz is a partner in the Private Client Services Department and has been with the firm since 1970 and in the Florida office since he opened it in 1977.
Al has built an extensive practice counseling individuals and families of high net worth regarding estate, personal, charitable and financial planning. This includes guidance in areas of gift, estate and generation-skipping tax planning. He has in-depth experience in the administration of complicated estates and trusts. Al also has extensive experience in representing charitable organizations and has worked with public charities in setting up planned giving programs.
Clients frequently call upon Al for counsel regarding change of domicile to Florida. This has become an increasingly important issue as many northern states, faced with unprecedented budget deficits, aggressively seek to recoup income and estate tax from former residents who have moved to Florida. Responding to Al's judgment and skill, clients frequently have engaged him to serve as their personal representative and trustee.
Al has been active in a broad range of charitable activities. He recently served as Chairperson of the Board of the Jewish Federation of South Palm Beach County, an organization he helped found. He served as Vice President and is a Member of the Board of the American Jewish Committee, a Member of the Board of the Palm Beach County Sheriff's Foundation and a Member of the Advisory Board of the Charles E. Schmidt College of Medicine at Florida Atlantic University. He served for many years as Chair of the Board of Trustees of the Boca Raton Community Hospital Foundation, Inc. and was a member of the Board of Trustees of the Boca Raton Community Hospital. Al also served two terms on the Firm's Executive Committee.