NYS UCS Part 36 Supplemental Needs Trustee | Fiduciary Accountant | Special Needs Trust Administrator | Qualified Settlement Fund Administrator | MAPT Compliance Specialist Protection Trust support for (ABC) Attorneys, Banks, Courts
Serving Attorneys, Banks, Courts, Trustees, Beneficiaries, and Families Since 1991
When fiduciary responsibilities intersect with disability planning, public benefits
preservation, trust administration, settlement proceeds, and court oversight, experience
matters.
E-Fund Resources, LLC is a New York fiduciary services firm specializing in Special Needs
Trust administration, Qualified Settlement Fund administration, fiduciary accounting,
Medicaid Asset Protection Trust compliance, trust taxation, and beneficiary advocacy.
Led by Stephen Stewart, EA, ATFA®, AEP®, AFC®, ChSNC®, ChFC®, CLU®, a NYS Unified
Court System Part 36 Supplemental Needs Trustee and Fiduciary Accountant, our firm
helps attorneys, banks, courts, trustees, and families navigate complex fiduciary
responsibilities while protecting vulnerable beneficiaries and preserving public benefits.
Protecting Beneficiaries. Preserving Public Benefits. Promoting Fiduciary
Accountability.
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