Sam H. Poteet, Jr.

Sam H. Poteet, Jr. is a principal with Manier & Herod, practicing in the areas of surety law, financial institution bonds, fidelity law, D&O and E&O insurance, taxation, estate and business law.  Mr. Poteet received his Bachelor of Science from Tennessee Technological University in 1979 and his Juris Doctor from the University of Tennessee College of Law in 1982.  Mr. Poteet has been a Certified Public Accountant since 1986.  He is a Nashville Bar Foundation Fellow.

Mr. Poteet is a frequent speaker at the American Bar Association, Fidelity Law Association, and Southern Surety & Fidelity Claims Association meetings.  Mr. Poteet was the Chair of the American Bar Association Tort, Trial & Insurance Practice Section’s Fidelity & Surety Law Committee in 2011.  Mr. Poteet has handled surety claims and workouts/bankruptcies for numerous sureties.  He also handles fidelity and financial institution bond claims and litigation.  In addition, Mr. Poteet has represented clients in numerous purchase and sale transactions of business.  Mr. Poteet also handles estate tax planning for large estates, many of which have involved closely-held businesses.

Mr. Poteet has been appointed the 2017 Chair of the American Bar Association’s Tort Trial & Insurance Practice Section.

Publications:

Contributor, Annotated Financial Institution Bond (American Bar Association, 3rd ed.).
Co-Author, What Happens When the Insured Fails? Analyzing the Impact on Coverage Under the Financial Institution Bond and the Commercial Crime Policy (Fidelity Law Association Annual Meeting 2009).
Co-Author, Rights Under the Indemnity Agreement to Minimize Loss (American Bar Association Spring Surety Meeting, 2009).
Co-Author, Loan Loss Coverage Under Financial Institution Bonds (American Bar Association Tort Trial & Insurance Practice Annual Meeting, 2008).
Co-Author, A Three-Way Street: The Perspective of the Underwriter, Broker and Claims Representative (19th Annual Southern Surety & Fidelity Claims Conference, 2008).
Co-Author, Maximizing the Effectiveness of Your Performance Bond (Owners Association of America, Inc. Owners Leadership Conference, 2004).
Co-Author, U.S. Insolvency Law and Intersection with Surety Bonds and Trade Credit Insurance (International Credit Insurance and Surety Association, 2004).
Co-Author, The ABC’s of the Surety Claims Process (The Educational and Memorial Foundation of the Tennessee Society of Certified Public Accountants Construction Conference, 2004).
Author, Contractor Claims and Bankruptcy (National Association of Surety Bond Professionals Region 3 Annual Meeting, 2002).
Author, The Investigation and Handling of Large Surety Claims (International Association of Defense Counsel Summer Program, 2001).
Author, Bad Faith and Unfair Claims – Handling Practice Issues (Fidelity Law Association Annual Meeting, 2001).

Past Speaking Engagements & Seminars:

Speaker, 2017 ABA Tort Trial & Insurance Practice Section, Surety and Fidelity Law Conference Mid-Winter Meeting (New Orleans, LA)
Program Chair, 2015 Inaugural American Bar Association Tort Trial & Insurance Practice Section Conference (Philadelphia, PA).
Speaker, 2015 ABA Tort Trial & Insurance Practice Section, Surety and Fidelity Law Conference Mid-Winter Meeting (New York, NY)
Speaker, 2014 ABA Tort Trial & Insurance Practice Section, Surety and Fidelity Law Conference Mid-Winter Meeting (New York, NY)
Program Chair, 2010 American Bar Association Fidelity & Surety Law Committee Mid-Winter Meeting (San Francisco, CA).
Speaker, 2009 American Bar Association Spring Surety Meeting (LaJolla, CA).
Speaker, 2008 19th Annual Southern Surety & Fidelity Claims Conference (Charleston, SC).
Speaker, 2004 Construction Owners Association of America, Inc. Owners Leadership Conference.
Speaker, International Credit Insurance & Surety Association (San Francisco, CA).
Speaker, The Educational and Memorial Foundation of the Tennessee Society of Certified Public Accountants Construction Conference.
Program Chair, 2002 Fidelity Program, American Bar Association Mid-Winter Meeting.
Speaker, 2001 Fidelity Law Update, Southern Surety & Fidelity Claims Association.
Speaker, 1999 Continuity Plan Workshop, American Institute of Certified Public Accountants National Construction Industry Conference.
Speaker, 2002 National Association of Surety Bond Professionals Region 3 Annual Meeting.
Speaker, 2001 International Association of Defense Counsel Summer Program.
Speaker, 2001 Fidelity Law Association Annual Meeting.

News & Upcoming Speaking Engagements:

Certifications of Specialization are available to Tennessee lawyers in all areas of practice relating to or included in the areas of Civil Trial, Criminal Trial, Business Bankruptcy, Consumer Bankruptcy, Creditors’ Rights, Medical Malpractice, Legal Malpractice, Accounting Malpractice, Elder Law, and Estate Planning. Listing of related or included practice areas herein does not constitute or imply a representation of Certification.