About the Firm
E‑Fund Resources, LLC is a Financial Wellness & Counseling firm based in Queens, NY, specializing in Supplemental Needs Trust administration for neurodiverse individuals, disabled beneficiaries, immigrant families, and the professionals who serve them.
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, Third‑Party SNT Administrator & Principal
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 — while reducing institutional risk for banks, attorneys, and the courts.
718-285-0741 Fax: 718-285-9701 efundresources@aol.com
114-23 Lefferts Blvd, South Ozone Park, NY 11420
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.