Menu
Search

Rita E. Luce

HomeRita E. Luce
carroll
Partner

Rita E. Luce

Rita has over twenty-five years of experience counseling individuals and families on all aspects of estate planning, including gift and estate tax reduction strategies, family business succession, planning with retirement assets, business entity organization and funding, utilizing trusts for control and creditor protection, reforming irrevocable trusts, and administering estates and trusts.

Education

  • Chicago Kent College of Law, JD with Honors, member of law review, recipient of American Jurisprudence and Chicago Kent Class Awards., J.D., cum laude
  • Michigan State University, B.S.

Organizations

  • Chicago Bar Association
  • American Bar Association
  • Admissions

  • Illinois Supreme Court
  • Awards & Honors

  • Nationally recognized as a Leading Lawyer
  • Included in Bar Register of Preeminent Women Lawyers (top 5%)
  • Rated AV (highest) by Martindale-Hubell
  • Speeches & Publications

  • “Qualified Retirement Plans and Individual Retirement Accounts” chapter in Postmortem Estate Planning 2020 Edition, published by Illinois Institute for Continuing Legal Education.
  • “Required Minimum Distribution Rules: Who, What, When and Why” chapter in Retirement Benefits Issues in Estate Planning 2015 Edition, published by Illinois Institute for Continuing Legal Education.
  • “Postmortem Planning for Retirement Benefits” chapter in Retirement Benefits Issues in Estate Planning 2015 Edition, published by Illinois Institute for Continuing Legal Education.
  • “Postmortem Planning for Retirement Benefits” chapter in Retirement Benefits Issues in Estate Planning 2012 Edition, published by Illinois Institute for Continuing Legal Education.
  • “Changing an Irrevocable Trust: The Impossible is now Possible,” Chicago Daily Law Bulletin, November 10, 2014.
  • “Retirement Fund Beneficiary Forms Can Be Tricky,” Chicago Daily Law Bulletin, August 15, 2013.
  • “Cookie Jars and Charitable Remainder Trusts – Built to be Broken Into?” Taxation of Exempts magazine, September/October 2005.
  • Numerous presentations to lawyers, financial planners, investment advisors, brokers, bar association groups, continuing legal education programs, law school classes, and social clubs.

    OTHER ATTORNEYS

    Contact us

    Get In Touch

    • Please do not submit any confidential information using this contact form. Current clients should contact their attorney directly.

    • This field is for validation purposes and should be left unchanged.

    Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
    ACCEPT the terms or Cancel the email.

    Call Now Button