Casey Hale
Attorney
Casey.Hale@brownandstreza.com
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Paralegal: Caroline Zamudio (Caroline.Zamudio@brownandstreza.com)

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Casey S. Hale is a member of Brown & Streza’s charitable sector practice group. He 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; 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. In 2009, Casey established the first L3C under Wyoming law.

In 2009 - 2012, 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 also 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.

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

  • Serves as general counsel to nonprofit corporations
  • Provides counsel regarding taxation, corporate matters, governance, property tax, employment, intellectual property, international operations, and grantmaking, structuring subsidiaries and joint ventures, and related matters
  • Advises religious organizations, including churches, ministries, and international missions organizations on the unique tax and corporate legal issues they face
  • Guides private, family, and corporate foundations through complex Internal Revenue Service and state regulations

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 - 2012 "Southern California SuperLawyers - Rising Star"
    • Published by Los Angeles magazine and The Journal for Law & Politics. Only 2.5% of lawyers under the age of 40 and/or in their first 10 years of practice in Los Angeles and Orange Counties receive this honor.
  • White paper – January 2008
    • New Regulations Will Govern Type III Supporting Organizations in 2008
  • The Nonprofit Partnership; Volunteers, Insurance, Risk Management and the Law - June 15, 2016
    • Volunteers: Six Key Legal Considerations Every NPO Should Know
  • 2016 Western Regional Planned Giving Conference - June 3, 2016
    • Program Related Investments: Unlocking Private Foundation Grants that Benefit Both Your Charity and the Private Foundation
  • Pepperdine University Graduate School of Education and Psychology - October 28, 2015
    • Social Entrepreneurship and Social Enterprise
  • California State University, Fullerton 10th Annual Gianneschi Summer School for Nonprofits – August 10, 2015
    • Volunteers: Six Key Legal Considerations Every NPO Should Know
  • 2015 Western Regional Planned Giving Conference – May 28, 2015
    • Program Related Investments: Unlocking Private Foundation Grants that Benefit Both Your Charity and the Private Foundation
  • Nonprofit Collaborative of Southern California – March 19, 2015
    • Check Your Nonprofit Pulse: People, Liability, and the Law
  • AGN International North America; National Webinar – November 6, 2014
    • Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
  • Planned Giving Round Table of Orange County – November 6, 2014
    • Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
  • Keeping Your Organization Healthy, Wealthy, and Wise – October 14, 2014
    • Keys to Protecting the Legal Health of Your Organization
  • OneOC, Santa Ana – July 15, 2014
    • Legal Considerations for Nonprofits Exploring Social Enterprise
  • OneOC, Santa Ana – July 15, 2014
    • Program Related Investments: Making Grants Do Double Duty
  • Christian Leadership Alliance 2014 National Conference, Dallas, Texas – April 15, 2014
    • Ministries and Earned-Income Activities
  • OneOC, Santa Ana – December 3, 2013
    • Program Related Investments: Making Grants Do Double Duty
  • Orange County Nonprofit Management Forum – September 20, 2013
    • Legal Considerations for Nonprofits Exploring Social Enterprise
  • Unlocking the Doors Nonprofit Seminar, San Diego, California – July 17, 2013
    • Hot Topics for Nonprofits
  • Orange County Nonprofit Management Forum – May 17, 2013
    • Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
  • Unlocking the Doors Nonprofit Seminar, Newport Beach, California – February 20, 2013
    • Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
  • Orange County Nonprofit Management Forum – April 27, 2012
    • Annual Nonprofit Legal Update
  • Partnership for Philanthropic Planning of Orange County – January 5, 2012
    • Legal Considerations for Nonprofits Exploring Social Enterprise
  • 2011 Financial Forum for Ministries, San Diego, California – November 9, 2011
    • Tax and Legislative Developments Affecting Exempt Organizations
  • 2011 Financial Forum for Ministries, Brea, California – November 8, 2011
    • Tax and Legislative Developments Affecting Exempt Organizations
  • Nonprofit Roundtable – October 26, 2011
    • Legal and Tax Aspects of Fundraising
  • Orange County Nonprofit Management Forum – October 21, 2011
    • Legal and Tax Aspects of Fundraising
  • ProVisors Joint Meeting of the Orange County Lawyer and Legal Professionals and Orange County Nonprofit Affinity Groups – August 4, 2011
    • Recent Legal Developments: Nonprofits and Franchise Law, Nonprofit Governance
  • Orange County Nonprofit Management Forum – March 18, 2011
    • Legal Issues Update – Avoiding Hazards and New Developments
  • Orange County Nonprofit Management Forum – November 19, 2010
    • Program Related Investments as a Source of Alternative Funding
  • Orange County Nonprofit Management Forum – July 23, 2010
    • Anatomy of the California AG’s Case Against the Monterey County AIDS Project
  • Orange County Nonprofit Management Forum – 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
    • Continuing Education 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
  • Nonprofit Collaborative of Southern California: Co-Founder
  • Orange County Nonprofit Management Forum: Co-Founder
  • 2011, 2008 – 2009, Saddleback Valley Pop Warner Football: Head Coach and Assistant Coach
  • 2010, Mission Viejo Youth Football: Head Coach (10 and 11 year old boys)
  • Enlace USA: Board Member
    • 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
  • Saddleback Church: Member
  • The State Bar of California: Member
  • American Bar Association: Member
  • National Partnership for Philanthropic Planning: Member
  • Partnership for Philanthropic Planning of Orange County (formerly Planned Giving Round Table of Orange County): Member
  • California Association of Nonprofits: Member
  • Kingdom Advisors: Member
  • National Association of Church Business Administrators: Member
  • Saddleback Valley YMCA: Previously served on Board of Managers