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E-Funding Resources, LLC

Tax consultant in Jamaica, NY (show on map)
Google 5.0
★★★★★
1 reviews

E-Fund Resources, LLC provides independent, high-integrity compliance of Third‑Party Supplemental Needs Trusts (SNTs), Beneficiary Lifestyle Planning & Trustee Fiduciary Wellness.

Call (718) 285-0741
Navigate to Visit website
E-Funding Resources, LLC website

About

E‑Fund Resources, LLC is a Supplemental Needs Trust compliance and 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, AFC, ATFA, CLU, ChFC, ChSNC, a New York State Unified Court System Part 36–certified Supplemental Needs Trustee and Fiduciary Accountant, the firm bridges the gap between trust language and real‑world administration—ensuring every distribution protects benefits, honors grantor intent, and satisfies fiduciary and regulatory expectations. The fir

m serves banks, attorneys, and courts, providing beneficiary intake, needs assessment, documentation aligned with compliance standards, annual accounting support, policy alignment, white‑labeled communication, and court‑ready accountings.

Regulatory depth & Medicaid expertise
Tax‑integrated, audit‑ready administration
Advanced fiduciary & planning credentials
Court‑ready accountings with clear narratives
Benefit‑aware distribution analysis

Services

Third Party Supplemental Needs Trust Administration

Independent, high-integrity compliance of Third‑Party Supplemental Needs Trusts (SNTs), Beneficiary Lifestyle Planning & Trustee Fiduciary Wellness.

Regulatory depth & Medicaid expertise Tax‑integrated, audit‑ready administration Advanced fiduciary & planning credentials

Credentials & Certifications

Enrolled Agent (EA)
AFC (Accredited Financial Counselor)
ATFA (Accredited Trust & Fiduciary Advisor)
CLU (Chartered Life Underwriter)
ChFC (Chartered Financial Consultant)
ChSNC (Chartered Specialist in Needs Planning)

Reviews

Google
Rating
5
★★★★★
Reviews
1

Frequently Asked Questions

What is a Third‑Party Supplemental Needs Trust (SNT)? +

A Third‑Party Supplemental Needs Trust is funded by someone other than the beneficiary and is designed to enhance quality of life without jeopardizing Medicaid or SSI eligibility. Proper administration ensures trust assets are not treated as the beneficiary’s own resources.

Why does administration quality matter for SNTs? +

Administration quality protects Medicaid & SSI eligibility, supports fiduciary duty and trustee compliance, ensures proper documentation for banks, attorneys, and courts, reduces institutional and legal risk, and aligns distributions with trust purpose and grantor intent.

Who are the primary clients served by E‑Fund Resources, LLC? +

E‑Fund Resources serves banks & trust departments, elder law & special needs attorneys, surrogate’s courts & guardianship courts, and care managers & disability service agencies.

Contact E-Funding Resources, LLC

E-Funding Resources, LLC
Category
Tax consultant
Wheelchair Accessible
Call (718) 285-0741

Location

Location of E-Funding Resources, LLC, 121-35 Farmers Blvd, Jamaica, NY 11413 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with E-Funding Resources, LLC?

Reach out today to schedule a consultation.

(718) 285-0741

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