Third Party Supplemental Needs Trust Administration for Banks, Attorneys & the Courts
Trusted by professionals who serve vulnerable populations:
• Banks & Trust Departments
• Elder Law & Special Needs Attorneys
• Surrogate’s Courts & Guardianship Courts
• Care Managers & Disability Service Agencies
✅ Regulatory Depth & Medicaid Expertise
Led by a former NYS OPWDD Medicaid Compliance Liaison, we understand the rules governing Medicaid, SSI, and disability related benefits — and how trust administration interacts with them.
✅ Tax Integrated, Audit Ready Administration
As an Enrolled Agent (EA) and former Florida Department of Revenue Tax Auditor, Stephen ensures every distribution and accounting entry is defensible, documented, and audit ready.
✅ Advanced Fiduciary & Planning Credentials
With designations including AFC, CLU, ChFC, and ChSNC, E Fund Resources brings a level of technical rigor rarely found in SNT administration.
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E‑Fund Resources, LLC provides independent, high‑integrity administration of Third‑Party Supplemental Needs Trusts (SNTs). Led by Stephen Stewart — a former NYS OPWDD Medicaid Compliance Liaison, former Florida DOR Tax Auditor, and a highly credentialed financial professional — we deliver administration that protects benefits, satisfies fiduciary expectations, and withstands institutional and judicial scrutiny.
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