About

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…

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.

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Introduction

Real estate owners are prime estate planning candidates. Without proper planning, an owner’s family can be left to pay significant estate tax without liquid assets to make the payment. Even though that tax can often be paid over a 14-year period, the cash flow needed to make those tax payments can significantly reduce cash

About

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…

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.

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