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Casey Scott Hale
also known as Casey Hale
About Casey
Biography
Casey S. Hale is a member of Brown & Streza’s charitable sector practice group. He advises charitable and religious organizations 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 charitable, philanthropic, and religious organizations. His representation includes counsel regarding property tax, employment, intellectual property, international grantmaking and operations, structuring subsidiaries and joint ventures. Casey routinely advises nonprofit executives and boards of directors on executive compensation/intermediate sanctions and corporate governance matters. 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.
Practice Areas
1
Practice Area
Fees and Rates
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Chat withLicenses
Licensed in California for 23 years
State: California
Acquired: 2002
No misconduct found
Location
Brown and Streza, LLP
40 Pacifica, 15th Floor, Irvine, CA, 92618
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Casey Scott Hale's Reviews
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Casey Scott Hale's Lawyer Endorsements
"I have had the pleasure of knowing Casey for years. He works diligently hard to achieve the best result for all his clients and treats each of his cases with the utmost care. I endorse this lawyer."
"I have had the great pleasure of working with Casey on tax matters and estate planning projects. Casey is smart, ethical and a pleasure to work with."
"I endorse this lawyer."
"Casey is an amazing resource for Tax matters. I endorse this lawyer."
"I endorse Casey."
"I endorse this lawyer."
"Casey is a professional and hardworking individual. He is dedicated to all of our clients. I endorse Casey."
"I endorse this lawyer."
"Casey is dedicated to our clients, professional, and determined. Casey works incredibly hard to achieve the best result for all of our clients and treats each of our cases with dedication. I endorse Casey."
"Excellent Tax Lawyer. Mr. Hale is a very competent tax lawyer with detailed knowledge of establishing charities/corporations. We have worked together on numerous projects and he has always provided excellent advice and a good work product. I would recommend Mr. Hale to any fellow lawyers or my own clients for tax advice."
Thomas Reinecke
Personal injury lawyer
Experience
Honors
2012
Rising Star, Los Angeles Magazine - Super Lawyers
2011
Rising Star, Los Angeles Magazine - Super Lawyers
2010
Rising Star, Los Angeles Magazine - Super Lawyers
2009
Rising Star, Los Angeles Magazine - Super Lawyers
Work Experience
2003 - Present
Attorney, Brown & Streza LLP
1900 - Present
Partner, Brown & Streza, LLP
Associations
2002 - Present
State Bar of CaliforniaMember
Enlace USA
Board Member
Nonprofit Collaborative of Southern California
Co-Founder
Orange County Nonprofit Management Forum
Co-Founder
Saddleback Valley YMCA
Previously served on Board of Managers
Education
2001
Whittier Law School
JD - Juris Doctor
1991
Vanguard University of Southern California
BS - Bachelor of Science
1991
Vanguard University
BA
Speaking Engagements
2019
The Nonprofit Partnership - Lunch & Learn
Risk Management of Volunteers
2019
Ronald Blue & Company - Essential Church & Non Profit Update
Top 10 Legal and Risk Management Issues for Churches and Non Profits
2019
National Business Institute – National Webcast Seminar
Religious Organization Law
2019
National Business Institute - National Webcast Seminar
Private Foundations: The Ultimate Guide
2019
Fohrman & Fohrman Nonprofit Workshop Panelist
Fraud Prevention for the Nonprofit Sector: Detection and Prevention
2019
Capstone Class at Cromwell School of Business, Biola University
Starting a Nonprofit - Avoid the Landmines
2018
Orange County Bar Association – Trusts & Estates Section Meeting
Charitable Planning: Private Foundations and Donor Advised Funds
2018
Nonprofit Collaborative of Southern California Presents: From The Inside Out Protect & Promote Your Nonprofit in 2018
From Marijuana to #MeToo – Protecting Your Nonprofit in 2018
2017
The Nonprofit Partnership – Social Enterprise Breakfast Series Panelist
Social Enterprise
2017
Nonprofit Collaborative of Southern California Presents: 2017 Nonprofit Training Series
Protecting Your Nonprofit’s Precious Assets: Learn the Top 5 Risks!
2017
California State University, Fullerton Annual Gianneschi Summer School for Nonprofits
Volunteers and Interns: Legal Liability and Risk Management Issues Every NPO Should Consider
2017
California State University, Fullerton Annual Gianneschi Summer School for Nonprofits
What Every NPO Should Know About Legal Liability, Risk Management
2016
The Nonprofit Partnership; Volunteers, Insurance, Risk Management and the Law
Volunteers: Six Key Legal Considerations Every NPO Should Know
2016
California State University, Fullerton 11th Annual Gianneschi Summer School for Nonprofits
Lobbying Rules and Election Year Activities
2016
2016 Western Regional Planned Giving Conference
Program Related Investments: Unlocking Private Foundation Grants that Benefit Both Your Charity and the Private Foundation
2015
Pepperdine University Graduate School of Education and Psychology
Social Entrepreneurship and Social Enterprise
2015
Nonprofit Collaborative of Southern California
Check Your Nonprofit Pulse: People, Liability, and the Law
2015
California State University, Fullerton 10th Annual Gianneschi Summer School for Nonprofits
Volunteers: Six Key Legal Considerations Every NPO Should Know
2015
2015 Western Regional Planned Giving Conference
Program Related Investments: Unlocking Private Foundation Grants that Benefit Both Your Charity and the Private Foundation
2014
Planned Giving Round Table of Orange County
Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
2014
Keeping Your Organization Healthy, Wealthy, and Wise
Keys to Protecting the Legal Health of Your Organization
2014
Christian Leadership Alliance 2014 National Conference
Program Related Investments: Making Grants Do Double Duty
2014
AGN International North America; National Webinar
Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
2013
Unlocking the Doors Nonprofit Seminar, Newport Beach
Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
2013
Unlocking the Doors Nonprofit Seminar
Hot Topics for Nonprofits
2013
Orange County Nonprofit Management Forum
Program Related Investments: How Private Foundations Can Make Grants Do Double Duty
2013
Orange County Nonprofit Management Forum
Legal Considerations for Nonprofits Exploring Social Enterprise
2013
OneOC
Program Related Investments: Making Grants Do Double Duty
2012
Partnership for Philanthropic Planning of Orange County
Legal Considerations for Nonprofits Exploring Social Enterprise
2012
Orange County Nonprofit Management Forum
Annual Nonprofit Legal Update
2011
ProVisors Joint Meeting of the Orange County Lawyer and Legal Professionals and Orange County Nonprofit Affinity Groups
Recent Legal Developments: Nonprofits and Franchise Law, Nonprofit Governance
2011
Orange County Nonprofit Management Forum
Legal and Tax Aspects of Fundraising
2011
Orange County Nonprofit Management Forum
Legal Issues Update - Avoiding Hazards and New Developments
2011
Nonprofit Roundtable
Legal and Tax Aspects of Fundraising
2011
Financial Forum for Ministries, Tustin, California
Tax and Legislative Developments Affecting Exempt Organizations
2011
Financial Forum for Ministries, Brea, California
Tax and Legislative Developments Affecting Exempt Organizations
2010
Orange County Nonprofit Management Forum for Charity Executives
Legal Considerations for Nonprofits Exploring Social Enterprise
2010
Orange County Nonprofit Management Forum for Charity Executives
Anatomy of the California AG's Case Against the Monterey County AIDS Project
2009
The East Los Angeles Community Union and Urban Strategies FuturoNow Organizational Capacity Building Conference
Legal Considerations for Nonprofits Exploring Social Enterprise
2009
California State University, Fullerton - Continuing Education Instructor
Legal Aspects of Fundraising
2008
Inland Empire Planned Giving Round Table
Family Foundations and the Pension Protection Act of 2006
2007
Orange County Paralegal Association
Family Foundations, A Look at the Alternatives
Publications
2008
White Paper
New Regulations Will Govern Type III Supporting Organizations in 2008
Languages
English