Collapse All Expand All
Casey S. Hale is a member of Brown & Streza’s exempt organizations department. He advises charities on their general tax and corporate legal issues; guides private and family foundations through complex Internal Revenue Service and state regulations; and serves as general counsel to numerous nonprofit corporations. His representation includes counsel regarding property tax, employment, intellectual property, international grantmaking and operations, structuring subsidiaries and joint ventures. Casey routinely advises charity executives and boards of directors on executive compensation/intermediate sanctions and corporate governance matters. Casey recently established the first L3C under Wyoming law.
In 2009, 2010 and 2011, Casey was named a “Southern California SuperLawyers-Rising Star” by Los Angeles Magazine – a distinction recognizing just 2.5% of attorneys under age 40 for excellence in the practice of law.
Casey is actively involved with several charities. He serves on the board of Enlace USA. Enlace USA equips local churches in El Salvador to become leaders in their communities and to collaborate with the local community to build enduring solutions to poverty. He also served on the Saddleback Valley YMCA’s board of managers.
Casey received his undergraduate degree from Vanguard University and attended Whittier Law School on a merit scholarship where he earned a Juris Doctorate.
Exempt Organization - Advises ministries, churches, and charities on their general tax and corporate legal issues
- Guides private and family foundations through complex Internal Revenue Service and state regulations
- General counsel to numerous nonprofit corporations
- Provides counsel regarding property tax, employment, intellectual property, international grantmaking and operations, structuring subsidiaries and joint ventures
General Representative Transactions Casey counsels his clients on matters such as: - Organizing and operating nonprofit corporations including counsel regarding Articles of Incorporation, structuring bylaws, obtaining and maintaining tax-exempt status, conflict of interest policies, director and officer liability, indemnification, and insurance issues;
- Avoiding private benefit and private inurement and properly handling executive compensation;
- Unrelated business income tax and unrelated debt financed income rules, advertising, corporate sponsorships, sale of goods and services, Internet issues, and earned income ventures;
- International grant making, anti-terrorism funding requirements, and international operations;
- Participation in partnerships, limited liability companies, joint ventures, and the formation of tax-exempt and taxable subsidiaries and supporting organizations;
- Reorganizations including mergers and affiliations, and dissolutions of public charities and private foundations;
- Endowment funds, private foundations, and grant-making policies;
- Organization and operation of family and corporate private foundations and supporting organizations; and
- Property and sales tax exemptions.
Casey earned his J.D. from Whittier Law School. Before pursuing a law degree, he served as a Russian linguist for 5 years in the United States Army. Casey completed his undergraduate work at Vanguard University majoring in Cultural Anthropology with a concentration in Archeology. He has worked extensively on archeological excavations in Israel, Hawaii, and California.
- 2009, 2010 and 2011 “Southern California SuperLawyers-Rising Star”
- Published by Los Angeles Magazine and The Journal for Law & Politics. Only 2.5% of Southern California lawyers in Los Angeles and Orange Counties receive this prestigious honor.
- White paper – January 2008
- New Regulations Will Govern Type III Supporting Organizations in 2008
- Orange County Nonprofit Management Forum for Charity Executives– November 19, 2010
- Program Related Investments as a Source of Alternative Funding
- Orange County Nonprofit Management Forum for Charity Executives– July 23, 2010
- Anatomy of the California AG’s Case Against the Monterey County AIDS Project
- Orange County Nonprofit Management Forum for Charity Executives– March 18, 2010
- Legal Considerations for Nonprofits Exploring Social Enterprise
- The East Los Angeles Community Union (TELACU) and Urban Strategies FuturoNow Organizational Capacity Building Conference, Costa Mesa, Ca – June 9, 2009
- Legal Considerations for Nonprofits Exploring Social Enterprise
- California State University, Fullerton – April 2009
- Instructor - Legal Aspects of Fundraising
- Inland Empire Planned Giving Round Table, Palm Springs, Ca – January 25, 2008
- Family Foundations and the Pension Protection Act of 2006
- Orange County Paralegal Association – October 25, 2005 & August 23, 2007
- Family Foundations, A Look at the Alternatives
|
|
David Allen Brown
Richard Streza
Vanessa Gregor, J.D., LL.M.
Matt Brown
David Keligian, J.D., M.B.A., CPA
Vincent Le Pore III
Casey Hale
Beth Rautiola
Stephen Stafford, J.D., LL.M.
Anita Nyhuis, J.D., LL.M.
Paula Clarkson, J.D., LL.M.
|
|