Zach Geldert, TEP
Associate
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65 Grafton St.
Charlottetown, P.E.
C1A 1K8 - +1.902.629.4540
- +1.902.566.5283
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Zach’s practice focuses on tax, estate, and trust law. He advises clients at both the planning and litigation stage of their matters.
Some of Zach’s representative experience includes:
- Implementing tax-planned corporate reorganizations.
- Tax-efficient structuring of corporate transactions.
- Advising business owners, professionals, and individuals on succession, estate and tax planning strategies.
- Representing trust companies and individual trustees in the Supreme Court of Prince Edward Island.
- Resolving taxpayer disputes with the Canada Revenue Agency.
Zach also maintains a real estate practice. He has represented individuals, corporations, and trusts in the acquisition, leasing, financing, and sale of commercial and personal properties.
Education & Career
Education
Dalhousie University Schulich School of Law, JD, 2021
University of Prince Edward Island, BA, 2018
Activities
Chair, CBA-PEI – Wills, Estates and Trusts Section, 2023 – Present
Member, STEP Canada
Member, Canadian Tax Foundation
Accolades
W.A. Henry Prize for highest cumulative mark in Constitutional Law Courses
Edwin and Patricia Harris Prize for highest cumulative mark in Tax Law Courses
STEP Canada Trusts and Estates Prize for highest mark in Equity and Trusts
Stuart Lane Clarke Memorial Prize for highest mark in Administrative Law
Angus L. MacDonald Award for highest mark in Torts
Schulich Scholarship in Law for Academic Achievement
George W.W. Ross Memorial Scholarship
Clifford Rae Achievement Award for ranking top 3 among Atlantic student
Schulich School of Law Entrance Award
Joseph A. Ghiz Memorial Scholarship
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