About the Firm
E‑Fund Resources, LLC is a SNT Compliance & Fiduciary Accounting firm based in Queens, NY, specializing in Supplemental Needs Trust administration for neurodiverse individuals, disabled beneficiaries, immigrant families, and the professionals who serve them. 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. 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
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
Academic Credentials
Professional Designations
Stephen holds some of the most respected credentials in taxation, financial planning, insurance, and disability planning:
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 banks, attorneys, and the courts.
718-285-0741 Fax: 718-285-9701 sstewart@e-fundresources.com
220 Mineola Blvd, Mineola, NY 11501
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