Mickelson v. Mickelson

CourtAppellate Court of Illinois
DecidedMay 12, 2026
Docket1-24-1826
StatusUnpublished

This text of Mickelson v. Mickelson (Mickelson v. Mickelson) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mickelson v. Mickelson, (Ill. Ct. App. 2026).

Opinion

2026 IL App (1st) 241826-U

SECOND DIVISION May 12, 2026

No. 1-24-1826

NOTICE: This order was filed under Supreme Court Rule 23 and is not precedent except in the limited circumstances allowed under Rule 23(e)(1). ______________________________________________________________________________ IN THE APPELLATE COURT OF ILLINOIS FIRST JUDICIAL DISTRICT ______________________________________________________________________________

JULIAN MICKELSON, individually and as Trustee, ) Appeal from the ) Circuit Court Plaintiff, ) Cook County. ) v. ) ) JUDY MICKELSON, individually and as Trustee, ) ) No. 22CH2630 Defendant-Appellee ) ) (ROBERT S. HELD, ) Honorable ) Pamela M. Meyerson, Appellant.) ) Judge Presiding. ______________________________________________________________________________

JUSTICE McBRIDE delivered the judgment of the court. Justices Ellis and D.B. Walker concurred in the judgment.

ORDER ¶1 Held: Trial court’s denial of request that attorney fees be paid out of assets from three trusts affirmed where such payment was not authorized by the parties’ settlement agreement.

¶2 Appellant, Robert S. Held, represented plaintiff Julian Mickelson in proceedings against

Julian’s sister, Judy Mickelson, involving three trusts over which Julian and Judy were co- No. 24-1826

trustees. 1 After Julian and Judy settled their dispute, the trial court denied Robert’s petition for

attorney fees which requested that Julian’s attorney fees be paid out of the trusts’ assets. In this

appeal, Robert challenges that decision, arguing that the court’s decision was in violation of the

parties’ settlement agreement. For the following reasons, we affirm.

¶3 Because this appeal involves only an issue regarding attorney fees, we will outline the

underlying dispute only as much as necessary for the resolution of this appeal. The record shows

that Julian and Judy have been involved in a long-running dispute regarding the trusts. This action

began on March 24, 2022, when Julian filed a complaint to enforce a prior settlement agreement.

The complaint was brought by Julian “individually and as [Co-]Trustee” of the trusts.

¶4 On June 12, 2023, the court held a settlement conference, and the parties agreed to settle

the case. The court entered a written order on June 14, 2023, outlining certain terms that were to

be “incorporated into a formal settlement agreement.” In short, those terms provided that the trusts’

assets would be distributed to Judy, less $95,000 to be held in escrow conditioned on Judy not

violating other terms of the settlement agreement or any court order, including that Judy would

“release” and agree not to “disparage or defame” Julian, other third parties, and their business

interests. Upon execution of a formal settlement agreement, $60,000 would be distributed to Judy,

and the balance would be distributed to her after delivery of the escrowed amount.

¶5 The parties executed the final settlement agreement on June 22, 2023. The final settlement

agreement provided that the parties agreed to “take such action and conduct themselves strictly in

accordance with” the court’s June 12, 2023, order, and that the litigation “shall be dismissed with

1 The record shows that the three trusts at issue in these proceedings were at times referred to in plural as “the trusts,” or singularly, as “the trust.” We will refer to them collectively as “the trusts.” 2 No. 24-1826

prejudice and without costs *** (subject to any final payments of the Trust[s]) but with the Court

continuing to retain jurisdiction to enforce this agreement.”

¶6 In attempting to implement the terms of the settlement agreement, a dispute arose between

the parties and they filed competing motions alleging that the other was failing to comply with the

terms. On August 18, 2023, Judy brought a motion for a rule to show cause alleging that Julian

failed to distribute the trusts’ assets to her pursuant to the settlement agreement. On August 29,

2023, Julian brought a motion to compel against Judy, alleging that she was refusing to sign checks

to pay Julian’s attorney fees out of the trusts. Julian alleged that Judy was “preventing the trusts’

legal fees from being paid,” in violation of the provision in the settlement agreement that

distributions to Judy were “subject to any final payments of the trust[s].”

¶7 In Julian’s response to Judy’s motion for a rule to show cause, Julian argued that he was

not yet required to comply with his obligation to distribute the trusts’ assets to her when “Judy

herself is not in compliance” because she “failed and refused to make certain payments as required

under the Settlement.” Julian argued that payment to Judy was “expressly conditioned on her

approving the trust expenses,” yet she was “refusing to assist in the approval and payment” of

“unpaid legal fees incurred by the trustee.”

¶8 Judy filed a combined response to Julian’s motion to compel and reply to Julian’s response

to her motion for a rule to show cause. Judy argued that Julian was “[h]olding the balance of the

trust funds hostage to compel payment of [Julian’s attorney] fees,” which was “never part of the

agreement and settlement.” Judy asserted that no provision of the settlement agreement required

her to pay Julian’s attorney fees from the trusts, and that there was no language in the settlement

agreement that indicated she agreed to do so. Judy pointed out that the settlement agreement

provided that the litigation would be “dismissed with prejudice and without costs.” Judy disagreed

3 No. 24-1826

with Julian’s contention that the phrase “subject to any final payments of the Trust[s]” suggested

that the trusts would pay Julian’s attorney fees. Rather, she argued that the phrase “reasonably

connotes the mere payment of routine administrative expenses to wind up the affairs of the

trust[s].”

¶9 Judy also argued that the trusts should not be required to pay Julian’s attorney fees because

Julian brought the action in his individual capacity as well as in his capacity as co-trustee, and

Julian

“largely pursued objectives that are personal in nature to him, and not directly

associated with the administration of the trust[s] [themselves]. These objectives

included the pursuit of an agreement not to disparage, and the pursuit of

concessions from Judy for the benefit of third parties, which are not parties to this

litigation [or] the 2021 settlement agreement.”

Judy argued that Julian’s efforts to benefit himself and third parties “with which [Julian] has

ongoing personal and business relationships” were taken by Julian “in his personal capacity, and

[were] not related to the administration of the trust[s].”

¶ 10 On October 2, 2023, the court held a hearing on Julian’s motion to compel and Judy’s

motion for a rule to show cause. No transcript of that hearing appears in the record on appeal.

Following the hearing, the court entered a written order denying Julian’s motion to compel, finding

that the “settlement documents do not require *** Judy *** to pay [Julian]’s attorney fees.” Judy’s

motion for a rule to show cause was continued for further hearing on a later date.

¶ 11 On October 31, 2023, Robert filed a motion to withdraw and a petition for attorney fees.

The petition for attorney fees was amended on November 8, 2023. Robert stated that he represented

Julian “as co-trustee” of the trusts and that he had outstanding attorney fees of $24,217.85. Robert

4 No. 24-1826

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