Norman A. Lofgren - Gray Reed & McGraw, P.C.

Norman A. Lofgren

Listed in Best Lawyers since 2013
Phone: 469-320-6075

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.

Additional Information

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
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”).
Oklahoma City UniversityJ.D. Southern Methodist UniversityLL.M University of MissouriBA
State Bar of Texas and Dallas Bar AssociationBaylor Health Care System Foundation

Office Location

1601 Elm Street, Suite 4600
Dallas, TX 75201
United States

Practice Areas

Trusts and Estates