In Re: Trent Brookshire v. the State of Texas

CourtCourt of Appeals of Texas
DecidedNovember 8, 2023
Docket12-23-00236-CV
StatusPublished

This text of In Re: Trent Brookshire v. the State of Texas (In Re: Trent Brookshire v. the State of Texas) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re: Trent Brookshire v. the State of Texas, (Tex. Ct. App. 2023).

Opinion

NO. 12-23-00236-CV IN THE COURT OF APPEALS TWELFTH COURT OF APPEALS DISTRICT TYLER, TEXAS

IN RE: §

TRENT BROOKSHIRE, § ORIGINAL PROCEEDING

RELATOR §

MEMORANDUM OPINION

Relator, Trent Brookshire, filed this original proceeding, in which he seeks an order requiring Respondent 1 to vacate an order disqualifying his attorney from representing him and to sign an order denying the motion to disqualify filed by the Real Party in Interest, Caroline Meads Brookshire. 2 We deny the writ.

BACKGROUND On October 4, 2021, Trent and his wife, Caroline, signed an engagement letter with Rogge Dunn, an attorney who frequently represents executives in employment matters. Trent and Caroline retained Dunn to represent them regarding Trent’s termination from his position as Chief Operating Officer (COO) at Brookshire Grocery Company (BGC) and Brookshire Holdings, Inc. (BHI). A few months after retaining Dunn, Trent and Caroline separated, and Caroline sought a divorce in July 2022. The following month, Dunn filed the underlying employment discrimination lawsuit against BGC and BHI, in which Trent asserted claims for disability discrimination and retaliation and sought damages for “lost compensation, lost employment benefits, pecuniary

1 Respondent is the Honorable Clay M. White, Judge of the County Court at Law No. 3 in Smith County, Texas. 2 Because the Relator and the Real Party in Interest have the same surname, we will refer to them by their first names for clarity and brevity. losses, injury to [his] reputation and professional standing, and emotional pain and suffering[,] as well as punitive damages” and “reinstatement to his COO position.” On April 7, 2023, while the divorce action was proceeding, Caroline intervened in Trent’s lawsuit, arguing that she has a “justiciable community property interest in certain damages potentially to be awarded to [Trent],” and because her interests are not aligned with Trent’s interests, she has a legal or equitable interest in the lawsuit. Caroline pleaded that she “asserts the same claims against Defendants as those brought by [Trent]” and maintained that the intervention is “essential to effectively protect” her justiciable interest because Trent “intends to attempt to mitigate and/or deny [Caroline] her community property interests[.]” Caroline also sought a declaratory judgment regarding the nature and extent of her community property interests in any recovery by Trent, and she pleaded that if she were not allowed to intervene, Trent would not adequately protect her community property interests. According to Caroline, without her presence in the lawsuit, Trent could “artfully draft” pleadings, motions, and settlement documents “to intentionally craft damages issues . . . to try to deny[] the community marital estate its recovery.” On April 12, BGC and BHI deposed Caroline in Trent’s lawsuit. During said deposition, Dunn, who appeared at the deposition as Trent’s attorney, extensively cross-examined Caroline. Dunn questioned Caroline regarding her feelings toward Trent and asked whether she (1) received financial support from the Brookshire family, (2) intended to testify that Trent should lose his discrimination lawsuit, (3) knew who was to blame for communication problems between Trent and his father (the Chief Executive Officer of BGC and BHI, as well as Trent’s former boss), (4) knew how many days Trent took off from work in 2019, (5) possessed evidence supporting her contention that Trent worked only fifty percent of the time from January to October 18, 2021, when he was terminated, and (6) knew who Trent played golf with and whether his golfing was business related. Dunn also asked Caroline (1) what evidence she possessed regarding Trent’s alleged use of certain medications, (2) how many times she flew on the Brookshire family’s private plane, (3) whether she and Trent had “outbursts” at home, (4) the nature of her father’s communications with BGC’s general counsel, (5) whether she provided information to BGC to assist BGC with Trent’s lawsuit, and (6) whether she was attempting to prevent Trent from gaining custody of their children. At one point during the deposition, Dunn indicated that Caroline did not fully answer one of his questions, and he stated to Caroline, “we’re going to keep asking. If we have to go to the

2 judge, we’ll go to the judge and come back to Dallas again.” Dunn eventually asked Caroline about hiring his firm and signing a representation agreement, and she testified, “I don’t remember doing that, but I’m sure if you have it, I did.” The attorneys representing Caroline asked Dunn if he ever represented Caroline, and Dunn stated, “she’s not my client at this point.” The parties went off the record to discuss the matter, and when they returned, Caroline’s counsel stated, “During the deposition, it has become clear that there was a possible prior representation of Ms. Caroline Brookshire. The parties have decided to adjourn the deposition . . . at this time so that we can evaluate that issue as counsel and decide how to proceed.” Caroline subsequently filed a motion to disqualify Dunn, asserting that Dunn could not act adversely to her in the same matter in which he previously agreed to represent her. In her motion to disqualify, Caroline quoted portions of Dunn’s cross-examination of her at the deposition, and pleaded that she and her attorneys first became aware of an existing attorney-client relationship between Dunn and Caroline during the deposition. Caroline attached documents indicating that, at the request of her counsel, Dunn provided a copy of the engagement agreement signed by Trent and Caroline. The engagement agreement stated that Dunn and his law firm agreed to represent Trent and Caroline and stated that the representation is limited to “providing advice regarding your rights at Brookshire Grocery, evaluating and negotiating a severance agreement[,] and possibly pursuing claims against Brookshire Grocery Co[mpany].” Paragraph ten of the engagement agreement provided that the parties’ relationship “automatically ends upon written notice or the end of the [a]ssignment.” Caroline’s motion to disqualify also pointed out that in an email to Caroline’s counsel on May 16, 2023, Dunn asserted that because Caroline told him she did not want to sue BGC, his representation of Caroline automatically terminated when Trent sued BGC and BHI after settlement negotiations failed. Dunn’s email also stated that it “further confirms” that his representation of Caroline “has ended.” After corresponding with Caroline’s counsel regarding the potential conflict of interest, Dunn filed an answer to Caroline’s petition in intervention on Trent’s behalf, denying each of Caroline’s allegations and praying that she “take nothing[.]” Moreover, Dunn retained an attorney, and Dunn’s counsel sent Caroline’s attorney a letter stating that Dunn would not agree to withdraw from representing Trent. After conducting an evidentiary

3 hearing on Caroline’s motion, during which Dunn was the sole witness, Respondent signed an order granting Caroline’s motion to disqualify Dunn, and Trent then filed this original proceeding. 3

PREREQUISITES TO MANDAMUS Mandamus is an extraordinary remedy. In re Sw. Bell Tel. Co., L.P., 235 S.W.3d 619, 623 (Tex. 2007) (orig. proceeding). To be entitled to mandamus relief, a relator must establish that (1) the trial court clearly abused its discretion and (2) he lacks an adequate remedy by appeal. In re Prudential Ins. Co. of Am., 148 S.W.3d 124, 135-36 (Tex. 2004) (orig. proceeding). A relator must establish both prerequisites to mandamus. In re Fitzgerald,

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Bluebook (online)
In Re: Trent Brookshire v. the State of Texas, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-trent-brookshire-v-the-state-of-texas-texapp-2023.