E-Fund Resources, LLC : Comprehensive Financial Planning Services for Families with Disabilities

FOUNDER'S CREDIBILITY

Founder, SNT Administrator & Fiducuary Accountant

Stephen Stewart brings a rare combination of regulatory, tax, fiduciary, and special‑needs planning expertise to SNT administration.

Regulatory & Government Experience

Supplemental Needs Trustee: Part 36 certified Fiduciary - NYS Unified Court System (UCS)
Accountant: Part 36 certified Fiduciary - NYS Unified Court System (UCS)
Former Medicaid Compliance Liaison: NYS Office for People With Developmental Disabilities (OPWDD)
Former Tax Auditor: Florida Department of Revenue (DOR)
Former Rent Examiner: NYS Division for Housing and Community Renewal (DHCR)

Academic Credentials

MBA in Personal Financial Planning
MPA in Human Resources Management & Planning
DBA in Strategic Leadership (candidate)

Professional Designations

Stephen holds some of the most respected credentials in taxation, financial planning, insurance, and disability planning:

Enrolled Agent (EA)
Accredited Estate Planner (AEP)
Accredited Financial Counselor (AFC)
Accredited Trust & Fiduciary Advisor (ATFA)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Chartered Special Needs Consultant (ChSNC)
Certified Medicaid Planner (candidate)

Positioning Statement

This combination of regulatory experience, tax authority, fiduciary training, and disability‑focused planning allows Stephen to deliver administration that is compliant, court‑ready, and deeply aligned with the needs of vulnerable beneficiaries and overwhelmed trustees — while reducing institutional risk for (ABC) attorneys, banks, and the courts.

EXECUTIVE SUMMARY

About the Firm

E‑Fund Resources, LLC is a SNT Compliance & Fiduciary Accounting firm based in Mineola, NY, specializing in Supplemental Needs Trusts (SNT) & Medicaid Asset Protection Trusts (MAPT) administration for neurodiverse individuals - disabled beneficiaries, the elderly, and the professionals who serve them and their families. Led by Stephen Stewart, EA, AEP, AFC, ATFA, CLU, ChFC, ChSNC, a New York State Unified Court System Part 36–certified Supplemental Needs Trustee and Fiduciary Accountant.

We bridge the gap between trust language and real‑world administration — ensuring every distribution protects benefits, honors grantor intent, and satisfies fiduciary and regulatory expectations.

We understand the sensitivity and scrutiny surrounding Supplemental Needs Trusts & Medicaid Asset Protection Trusts. Our role is to bring clarity, structure, and compliance to every administration — so you can focus on your highest professional responsibilities.

Primary CTA: Schedule a Strategy Call

This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel.

In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.

While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.

Reproduction of part or all of the contents on this site in any form is prohibited other than for individual use only and it may not be shared with any third party. All content on this site is copyright protected and/or trademarked as appropriate and may not be copied, duplicated or altered in any way.

© . All Rights Reserved.