I’ve always believed that the practice of law is more than an occupation – it’s a calling to help others. Many of my clients are business owners who are getting older and trust me to serve as a bridge builder between generations. Whether I’m finding creative ways to protect the wealth they’ve spent decades building or crafting a plan to transition ownership to children or other family members, my mission is to help clients achieve their goals and protect their family relationships.
Norm Lofgren focuses his practice on helping clients build and protect their businesses, minimize tax exposure and preserve wealth from generation to generation. Norm’s clients include domestic and international closely-held businesses, high-net-worth families, entrepreneurs and professionals, and they rely on him to advise on all types of business and wealth protection issues, ranging from complex estate, tax and business planning to structuring multi-million dollar transactions and resolving tax audits and controversies. A significant portion of Norm’s practice is devoted to helping businesses owners and families design comprehensive succession planning strategies to facilitate the seamless transition of ownership to family members or trusted employees.
Norm previously served as tax counsel for a major international energy company, where he gained a strong understanding of the unique challenges his clients face when expanding their operations abroad. He helps clients plan strategically on the front end for every possible issue that may arise, including a detailed analysis of the various legal, financial, political and safety risks involved with doing business in a particular country. As a former trial lawyer for the IRS, Norm also brings an insider’s perspective to helping clients resolve tax audits and other disputes initiated by government agencies, and he can assess the regulatory risks associated with each course of action his clients take. Moreover, Norm has senior level military experience as a Naval officer in Asia (non-lawyer capacity), including Korea, Japan and Thailand.