Lofgren, Norman A. Photo

Our People

Norman A. Lofgren

Betty Newman
D: 469.320.6085
  • 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

Best Lawyers in America

2015 Texas Super Lawyers

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.


  • Selected by his peers for inclusion in Woodward/White, Inc's. The Best Lawyers in America in the field of Trusts & Estates, 2013 – 2016.
  • Named a "Super Lawyer" by Texas Super Lawyers (a Thomson Reuters company) as published in Texas Monthly and Law & Politics magazine, 2005-2015.
  • Texas Monthly Five Star Estate Planning Attorney, 2010-2015
  • AV Preeminent® rated (the highest possible Martindale-Hubbell Peer Review Rating designation)