CASEY S. HALE | PARTNER
Casey S. Hale
PARTNER
RELATED PRACTICES
BIO
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Casey Hale is a partner with the Orange County, California law firm of Brown & Streza, LLP. He serves as legal counsel to private foundations, churches and religious organizations, charitable organizations, supporting organizations, and hybrid organizations advising them on the unique legal, corporate, and tax issues they face.
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Casey’s representation includes, among other things, legal counsel regarding organizational governance matters, structuring and operating subsidiaries and joint ventures, international grantmaking and operations, intellectual property matters, executive compensation/intermediate sanctions (including minister compensation), unrelated business taxable income, and property tax exemption issues.
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With respect to hybrid organizations, in 2009, Casey established the first L3C under Wyoming law.
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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.
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Casey also serves on the Board of Directors of Enlace USA. Enlace USA equips local churches in El Salvador, Guatemala, Nicaragua, and Nepal to become leaders in their communities and to collaborate with the local community to build enduring solutions to poverty.
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Casey received his undergraduate degree from Vanguard University of Southern California and attended Whittier Law School on a merit scholarship where he earned a Juris Doctorate.
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Click here for Casey's complete biography.
PROFESSIONAL BACKGROUND | PROFESSIONAL RECOGNITION | PUBLICATIONS
PROFESSIONAL BACKGROUND
Casey earned his J.D. from Whittier Law School.
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Before pursuing a law degree, he served in the United States Army as a Russian linguist.
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Casey completed his undergraduate work at Vanguard University of Southern California majoring in Cultural Anthropology with a concentration in Archeology. He has worked on archeological projects in Israel at Tel Dor; in Hawai’i at Koloko-Honokahou National Historic Park and The John Young Homestead at Pu’ukohola Heiau; and in Orange County, California on Gabrieliño (Tongva) and Juaneño (Acjachemen) sites at Crystal Cove, Newport Coast, and Huntington Beach.
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Casey was a Professor at Concordia University Irvine where he developed and taught the Legal Aspects of Managing a Nonprofit Organization course as a part of the university’s undergraduate degree program in Nonprofit Leadership.
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PROFESSIONAL RECOGNITION
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.
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PUBLICATIONS
White Paper – January 2008
New Regulations Will Govern Type III Supporting Organizations in 2008
SPEAKING ENGAGEMENTS & TEACHING
SPEAKING ENGAGEMENTS & TEACHING
The Nonprofit Partnership, Live Interactive Webinar, May 23, 2023
Nonprofits Risk Management | Insurance and the Law
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First American Trust, Santa Ana, California, May 4 and 5, 2023
Philanthropic Strategies for Successful Families
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Strafford Continuing Education Webinars Panelist, Live Interactive Webinar, January 12, 2021
Establishing a Private Foundation and Reporting Requirements
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The Nonprofit Partnership – Lunch & Learn, Long Beach, California, November 21, 2019
Risk Management of Volunteers
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Capstone Class at Cromwell School of Business, Biola University, La Mirada, California, November 19, 2019
Starting a Nonprofit - Avoid the Landmines
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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
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National Business Institute (NBI) Webinar, June 5, 2019
Private Foundations: The Ultimate Guide
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Fohrman & Fohrman Nonprofit Workshop Panelist, Irvine, California, January 24, 2019
Fraud Prevention for the Nonprofit Sector: Detection and Prevention
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National Business Institute (NBI) Webinar, January 16, 2019
Religious Organization Law
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Orange County Bar Association Trusts & Estates Section Meeting, Orange, California, November 14, 2018
Charitable Planning: Private Foundations and Donor Advised Funds
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Nonprofit Collaborative of Southern California, From The Inside Out Protect & Promote Your Nonprofit in 2018, Irvine, California, September 27, 2018
From Marijuana to #MeToo - Protecting Your Nonprofit in 2018
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Strafford Continuing Education Webinar, September 5, 2017
Establishing Private Foundation and Reporting Requirements
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California State University, Fullerton Annual Gianneschi Summer School for Nonprofits, Fullerton, California, August 16, 2017
Volunteers and Interns: Legal Liability and Risk Management Issues Every NPO Should Consider
What Every NPO Should Know About Legal Liability, Risk Management
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Nonprofit Collaborative of Southern California, 2017 Nonprofit Training Series, Santa Ana, California, May 25, 2017
Protecting Your Nonprofit's Precious Assets: Learn the Top 5 Risks!
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Long Beach Nonprofit Partnership Panelist, Long Beach, California, May 18, 2017
What Every Nonprofit Should Know about Legal Liability, Risk Management, and Insurance
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The Nonprofit Partnership Social Enterprise Breakfast Series Panelist, Long Beach, California, April 25, 2017
Social Enterprise: The Emergence of Hybrid Business Entities
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California State University, Fullerton 11th Annual Gianneschi Summer School for Nonprofits, Fullerton, California, August 16, 2016
Lobbying Rules and Election Year Activities
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The Nonprofit Partnership, Volunteers, Insurance, Risk Management and the Law, Long Beach, California, June 15, 2016
Volunteers: Six Key Legal Considerations Every NPO Should Know
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2016 Western Regional Planned Giving Conference, Costa Mesa, California, June 3, 2016
Program Related Investments: Unlocking Private Foundation Grants that Benefit Both Your Charity and the Private Foundation
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Pepperdine University Graduate School of Education and Psychology, October 28, 2015
Social Entrepreneurship and Social Enterprise
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California State University, Fullerton 10th Annual Gianneschi Summer School for Nonprofits, Malibu, California, August 10, 2015
Volunteers: Six Key Legal Considerations Every NPO Should Know
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2015 Western Regional Planned Giving Conference, Costa Mesa, California, May 28, 2015
Program Related Investments: Unlocking Private Foundation Grants that Benefit Both Your Charity and the Private Foundation
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Nonprofit Collaborative of Southern California, Santa Ana, California, March 19, 2015
Check Your Nonprofit Pulse: People, Liability, and the Law
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AGN International North America, National Webinar, November 6, 2014
Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
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Planned Giving Round Table of Orange County, Santa Ana, California, November 6, 2014
Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
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Keeping Your Organization Healthy, Wealthy, and Wise, Irvine, California, October 14, 2014
Keys to Protecting the Legal Health of Your Organization
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OneOC, Santa Ana, California, July 15, 2014
Legal Considerations for Nonprofits Exploring Social Enterprise
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OneOC, Santa Ana, California, July 15, 2014
Program Related Investments: Making Grants Do Double Duty
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Christian Leadership Alliance 2014 National Conference, Dallas, Texas, April 15, 2014
Ministries and Earned-Income Activities
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OneOC, Santa Ana, California, December 3, 2013
Program Related Investments: Making Grants Do Double Duty
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Orange County Nonprofit Management Forum, Irvine, California, September 20, 2013
Legal Considerations for Nonprofits Exploring Social Enterprise
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Unlocking the Doors Nonprofit Seminar, San Diego, California, July 17, 2013
Hot Topics for Nonprofits
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Orange County Nonprofit Management Forum, Irvine, California, May 17, 2013
Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
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Unlocking the Doors Nonprofit Seminar, Newport Beach, California, February 20, 2013
Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
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Orange County Nonprofit Management Forum, Irvine, California, April 27, 2012
Annual Nonprofit Legal Update
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Partnership for Philanthropic Planning of Orange County, Costa Mesa, California,
January 5, 2012
Legal Considerations for Nonprofits Exploring Social Enterprise
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Click here to download pdf for complete bio
COMMUNITY INVOLVEMENT
COMMUNITY INVOLVEMENT
Nonprofit Collaborative of Southern California: Co-Founder
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Orange County Nonprofit Management Forum: Co-Founder
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Enlace USA: Board Member
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The State Bar of California: Member
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Saddleback Valley YMCA: Previously served on Board of Managers
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Saddleback Valley Pop Warner Football: Head Coach and Assistant Coach, 2011, 2008 – 2009
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Mission Viejo Youth Football: Head Coach (10 and 11-year old boys), 2010