About Casey S. Hale

Casey Hale is a partner with Brown & Streza, LLP, a law firm based in Orange County, California. Since 2002, he has exclusively represented nonprofit organizations, advising clients on the complex legal, corporate, and tax matters unique to the nonprofit sector.

Casey’s practice encompasses formation of new entities, organizational governance, international grantmaking and operations, intellectual property, executive compensation and intermediate sanctions (including minister compensation), unrelated business taxable income, structuring and operating subsidiaries and joint ventures, property tax exemption matters, mergers, and dissolutions.

Over his two and a half decades of the practice of law, Casey has formed and obtained tax-exempt status for hundreds of nonprofit organizations (including organizations exempt under IRC §§ 501(c)(3), 501(c)(4), and 501(c)(6)), while also providing sophisticated ongoing counsel to mature organizations on complex governance, compliance, and operational matters.

Casey’s clients include private foundations with assets ranging from emerging to over $50 million (including company-sponsored foundations), public charities, supporting organizations, and hybrid entities. His representation of religious organizations includes church denominations, churches ranging from small congregations to megachurches, integrated auxiliaries of churches, international missions organizations, and ministry organizations.

Casey established the first L3C (low-profit limited liability company) under Wyoming law in 2009 and has experience advising clients on hybrid legal structures. He was recognized as a “Southern California SuperLawyers-Rising Star” by Los Angeles Magazine from 2009 through 2012, a distinction awarded to just 2.5% of attorneys under age 40 for excellence in legal practice.

Professional Background

Casey earned his Juris Doctor from Whittier Law School, where he attended on a merit scholarship. Prior to law school, he served in the United States Army as a Russian linguist.

Casey holds a Bachelor of Arts in Cultural Anthropology with a concentration in Archaeology from Vanguard University of Southern California. His archaeological fieldwork includes excavations at Tel Dor in Israel; Koloko-Honokōhau National Historic Park and the John Young Homestead at Pu’ukoholā Heiau in Hawai’i; and Gabrieliño and Juaneño sites in Orange County, California, including Crystal Cove, Newport Coast, and Huntington Beach.

Casey served as an adjunct professor at Concordia University Irvine, where he developed and taught Legal Aspects of Managing a Nonprofit Organization as part of the university’s undergraduate Nonprofit Leadership degree program.

Professional Recognition

2009 – 2012 “Southern California SuperLawyers – Rising Star”

Publications

White Paper – January 2008

  • New Regulations Will Govern Type III Supporting Organizations in 2008

Speaking Engagements

Napa Legal Institute Nonprofit Summit, Napa, California, July 24, 2024

  • Co-Presenter, Nonprofit Excellence: Governance and Fiduciary Duties

Family Enterprise USA, Live Interactive Webinar, September 13, 2023

  • Co-Presenter, Philanthropic Strategies for Successful Families

The Nonprofit Partnership, Live Interactive Webinar, May 23, 2023

  • Nonprofits Risk Management | Insurance and the Law

First American Trust, Santa Ana, California, May 4 and 5, 2023

  • Philanthropic Strategies for Successful Families

Strafford Continuing Education Webinars Panelist, Live Interactive Webinar, January 12, 2021

  • Establishing a Private Foundation and Reporting Requirements

The Nonprofit Partnership – Lunch & Learn, Long Beach, California, November 21, 2019

  • Risk Management of Volunteers

Capstone Class at Cromwell School of Business, Biola University, La Mirada, California, November 19, 2019

  • Starting a Nonprofit – Avoid the Landmines

Ronald Blue & Company Essential Church & Non-Profit Update, Costa Mesa, California, June 13, 2019

  • Top 10 Legal and Risk Management Issues for Churches and Non-Profits

National Business Institute (NBI) Webinar, June 5, 2019

  • Private Foundations: The Ultimate Guide

Fohrman & Fohrman Nonprofit Workshop Panelist, Irvine, California, January 24, 2019

  • Fraud Prevention for the Nonprofit Sector: Detection and Prevention

National Business Institute (NBI) Webinar, January 16, 2019

  • Religious Organization Law

Community Involvement

Nonprofit Collaborative of Southern California – Co-Founder

​Orange County Nonprofit Management Forum – Co-Founder

​TEGE Exempt Organizations Council – Member

​Enlace USA – Board Member

State Bar of California – Member

​Saddleback Valley YMCA – Previously served on Board of Managers

Saddleback Valley Pop Warner Football – Head Coach and Assistant Coach, 2011, 2008 – 2009

Mission Viejo Youth Football – Head Coach (10 and 11-year old boys), 2010

Resources