Before focusing exclusively on fiduciary administration and compliance services, Stephen served in a Medicaid compliance role within New York's developmental disabilities service system.
His responsibilities included:
Reviewing service documentation
Reviewing Personal Allowance Account (PAA) records
Reviewing Plans of Correction (POCs)
Evaluating compliance documentation
Assessing recordkeeping standards
Monitoring accountability systems designed to protect vulnerable individuals
This experience provided direct exposure to public-benefits administration, Medicaid compliance, beneficiary protections, and documentation standards that continue to inform his work in Special Needs Trust administration, Medicaid Asset Protection Trust compliance, fiduciary accounting, and court-related fiduciary services.