McMartin-Rosenquist

BACKGROUND

McMartin-Rosenquist is a beneficiary of the Bowman and Company Irrevocable Trust (Bowman and Company Trust). Rosenquist is a beneficiary of the Gayle Bowman Trust. After Gayle Bowman died in 2022, appellants each filed a petition in probate court regarding the respective trusts. Among other things, the operative petitions requested an accounting of the trusts from the trustees. Jennifer Carlson and Scott Mayberry were identified as the then-current trustees of the Bowman and Company Trust. Carlson was also identified as the then-current trustee of the Gayle Bowman Trust. A. Settlement Conference On October 12, 2023, the parties attended a settlement conference on both matters. At the conclusion of the conference, the probate court announced, “it appears that we have reached a resolution to resolve both of these cases and avoid a trial that was scheduled to last for three weeks.” The court then asked counsel to state the terms of settlement on the record. Appellants’ counsel began with the settlement as to the Gayle Bowman Trust, and identified various terms related to real and personal property. Counsel continued: “So there would be a stipulation that the terms of the…