Lofgren, Norman A. Photo

Our People

Norman A. Lofgren

Member
Assistant
Betty Newman
D: 469.320.6085
bnewman@grayreed.com
Education
  • LL.M., Taxation, Southern Methodist University, 1981
  • J.D., with distinction, Oklahoma City University, While attending law school, Norm served as the Case Comments Editor of the Oklahoma City University Law Review., 1977
  • B.A., University of Missouri, 1969
Bar Admissions
  • Texas, Active
  • District of Columbia, Inactive
Court Admissions
  • United States Tax Court
  • United States District Court, Northern District of Texas
  • United States Court of Federal Claims
  • United States Court of Appeals, Fifth Circuit
  • United States Court of Appeals, Eleventh Circuit
Industry

 

 

 

 

Norm's practice focuses on taxation, estate planning and family wealth protection and transfer. His experience as a former trial attorney for the IRS and tax counsel of a major international energy company, coupled with his extensive experience in income, estate, gift, generation-skipping tax matters and tax planning for closely held businesses enables Norm to create solutions that minimize tax exposure and preserve wealth.

Representative Experience

  • Lead counsel in Estate of Albert Strangi v. Commissioner, a multi-million dollar test case in the U.S. Tax Court and Fifth Circuit Court of Appeals against the IRS involving family limited partnerships.
  • Structured complex estate and business plans utilizing both domestic and international techniques
  • Structured multi-million dollar domestic and international transactions involving natural resources.
  • Structured and documented multi-million dollar sales and purchases of business entities and business properties.
  • Represented many clients before IRS and state agencies in audits and administrative appeals as well as litigation of income tax, gift tax and estate tax disputes.
  • Counsels business owners, businesses and executives on such matters as: shareholder agreements; employee stock ownership plans (“ESOP”); key-man life insurance; business succession planning; design and drafting of executive compensation plans such as stock option plans and other equity-based compensation arrangements, phantom stock plans, performance bonus, profit sharing plans, stock appreciation rights (“SAR’s”), restricted stock awards and senior executive retention plans (“SERPs”).  

Professional Activities, Memberships & Affiliations

  • Member: State Bar of Texas and Dallas Bar Association.
  • Chair of the Probate, Trusts & Estate Section of the Dallas Bar Association (2010-2011)
  • Director, Baylor Health Care System Foundation.
  • Southern Methodist University - Certification Program in Financial Planning (Estate Planning Instructor 2004 - Present).
  • U.S. Navy Pilot, 1969 - 1975 (active duty), 1975 - 1994 (reserve), retired rank of Captain.

Honors

  • Selected as Best Lawyer by the Best Lawyers in America, 2013 - 2015.
  • Selected as a Super Lawyer by Texas Monthly and Law & Politics magazine, 2005-2013
  • Texas Monthly Five Star Estate Planning Attorney, 2010-2014
  • AV Preeminent® rated (the highest possible Martindale-Hubbell Peer Review Rating designation)