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Rita E. Luce

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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.

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