Norman A. Lofgren

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Senior Counsel
1601 Elm Street, Suite 4600
Dallas, TX 75201
T: 214.954.4135
F: 469.320.6861

Norm Lofgren'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
  • Member, Communities Foundation of Texas Advisory Council (2018 - Present)
  • Southern Methodist University - Certification Program in Financial Planning (Estate Planning Instructor 2004 - present)
  • U.S. Navy Pilot, Active Duty (1969 - 1975), Reserve (1975 - 1994), retired rank of Captain


  • Selected as a Best Lawyer in Dallas by D Magazine (2017)
  • Selected by his peers for inclusion in Woodward/White, Inc.'s The Best Lawyers in America - Trusts & Estates, (2013 - 2019)
  • Named a "Super Lawyer" by Texas Super Lawyers (a Thomson Reuters company) as published in Texas Monthly and Law & Politics magazine (2005 - 2018)
  • Texas Monthly Five Star Estate Planning Attorney (2010 - 2015)
  • AV Preeminent® rated (the highest possible Martindale-Hubbell Peer Review Rating designation)


  • 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



Betty Newman
D: 469.320.6085